> ## Documentation Index
> Fetch the complete documentation index at: https://docs.shiftupai.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Engage tab (Preview)

> A single workspace on every Sales Strategy for running outreach — a stakeholder-aware prospecting cadence with AI-drafted emails, calls, and social touches, plus the conversation roadmap for deeper meetings.

The **Engage** tab is where sellers execute on a strategy. It combines a stakeholder-aware **prospecting cadence** — with AI-drafted emails, calls, and social touches — and the [**conversation roadmap**](/onboarding/sales-strategy/#conversation-roadmap) that guides deeper stakeholder meetings, all in one place.

## Opening Engage

Open any Sales Strategy from the Strategies list and switch to the **Engage** tab. The tab has two sections:

* **Prospecting** — the outreach cadence for each stakeholder in the strategy (open by default).
* [**Conversation roadmap**](/onboarding/sales-strategy/#conversation-roadmap) — the guided meeting plan (collapsed by default; expand it when needed).

## Prospecting

Prospecting turns a Sales Strategy into a numbered outreach cadence. ShiftUp generates the drafts — you review, personalize, and send.

### Why now

The first step of every prospecting flow is a **Why now** callout — a short, evidence-backed explanation of why this is a timely moment to reach out. It includes:

* **The pain hypothesis** — the specific pain ShiftUp expects to resonate right now
* **Shared evidence hover cards** — hover any highlighted evidence to see the source signal
* **View full strategy** — jumps back to the strategy Overview if you need broader context

### Who can act

The **Who can act** step is the stakeholder roster for this strategy — the people ShiftUp thinks can move the deal, ordered by influence and confidence.

Each stakeholder card shows:

| Signal                       | What it means                                                       |
| :--------------------------- | :------------------------------------------------------------------ |
| **Influence**                | How much sway this stakeholder has over the buying decision.        |
| **Confidence**               | How complete and reliable ShiftUp's intel on this stakeholder is.   |
| **Recommended / Alt choice** | ShiftUp's suggested starting point vs. a good alternative.          |
| **In outreach**              | Whether the stakeholder is currently in your active cadence.        |
| **Manually added**           | Whether you added the stakeholder yourself (versus AI-recommended). |

From the roster you can:

* **Add stakeholders to outreach** — Pick from stakeholders ShiftUp already knows about, or **Add stakeholder** to create a new one inline. When a new stakeholder is added, ShiftUp generates their outreach drafts automatically.
* **Convert to Record** — Turn a stakeholder into a Salesforce Contact or Lead in place.
* **View stakeholder** — Open the stakeholder detail sheet without leaving Engage.

### Outreach cadence

Once a stakeholder is in your outreach, ShiftUp lays out a flat, numbered **cadence timeline** of touches — email, phone, and social — in the order it recommends running them. Each **contact-point card** contains:

* **Subject, message body, and call script** (channels the touch supports)
* **To**, **Phone**, and **LinkedIn profile** fields pulled from the linked Salesforce record
* Action buttons: **Send Email**, **Convert to Contact**, **Mark complete**, **Personalize**, **Edit**, **Copy**, and **View more / View less**

Progress rolls up at the top of the section (`X of Y done`), and completed touches move into a collapsible **Completed outreach** history so the active cadence stays focused on what's next.

### Personalize a draft in one shot

Any email or LinkedIn draft can be personalized without leaving the card.

<Steps>
  <Step title="Click Personalize">
    ShiftUp masks the AI content and rewrites it in your **saved email style**, revealing the new draft with a typewriter animation.
  </Step>

  <Step title="Review the result">
    The personalized draft replaces the original inline. Talking points and call scripts are personalized alongside the email body.
  </Step>

  <Step title="Undo if needed">
    A single **Undo** action restores the original AI draft. If you don't have a saved style yet, ShiftUp launches the **email style setup** wizard first, then personalizes.
  </Step>
</Steps>

The email-style setup wizard runs the first time you click **Personalize** if you haven't saved a style yet.

### Sending an email

Click **Send Email** on any email contact-point card:

1. ShiftUp opens a **Review email before sending** dialog with the final subject, body, and recipient.
2. Confirm the message. ShiftUp sends it through Salesforce and marks the touch complete.
3. If the stakeholder isn't linked to a Salesforce Contact or Lead, sending is blocked with a toast — use **Convert to Contact** first, then send.

Send results appear in a summary dialog so you can see which recipients succeeded and retry any that failed.

### Generate more outreach

When the current cadence is done for a stakeholder, click **Generate next 3** on the Outreach cadence header. ShiftUp generates the next batch of touches (typically the next three) so the cadence keeps moving without a full regenerate.

If **Generate next 3** is disabled, the tooltip shows what's still active (e.g. "3 active touches complete") so you know when it will unlock.

### Empty and error states

* **No drafts yet** — Click **Generate drafts** to kick off the initial prospecting run. ShiftUp shows a "Generating outreach drafts. This can take a few minutes." banner while work is in flight. This can take 20 minutes to generate.
* **Generation failed** — A **Try again** button retries the failing step; other stakeholders keep their drafts.
* **Load error** — A **Retry** button reloads the panel without losing your place in the strategy.

## Conversation roadmap

Below Prospecting, the **Conversation roadmap** section holds the classic roadmap view — the guided sequence of conversations, meetings, and info gaps for the strategy. It's collapsed by default; click the header to expand it. For more information, see the [Conversation Roadmap](/onboarding/sales-strategy/#conversation-roadmap) section in the Sales Strategy documentation.

## Interaction with other tabs

* **Overview** — Roadmap-style links on the strategy Overview jump into **Engage** with the roadmap expanded, so you land where you were headed.
* **Stakeholders (standalone tab)** — The standalone **Stakeholders** tab still exists for research and stand-alone outreach. Prospecting inside Engage reuses the same stakeholder data.

## Requirements and permissions

* **Salesforce send** — To use **Send Email**, sellers need the standard ShiftUp email-send permission, and the stakeholder must be linked to a Salesforce Contact or Lead.
* **Email style customization** — Optional. If it's set up, **Personalize** applies your saved style; if not, ShiftUp launches the setup wizard when you first click **Personalize**.