# Balances Source: https://docs.paradigmai.com/billing/balance You must be an **admin** to view your credit balance and add credits. ## Balances Click the dropdown next to your organization name and click **Billing > Manage Billing** to view your credit balance. ### Included Credits Paid plans include a monthly credit allowance pooled organization-wide. Credits can be tracked granularly in settings and in the sheet or sidebar. ### Add Credits You must be on an **Individual** plan or higher to add credits. If your paid subscription ends, purchased credits expire at the end of the month. You can add credits automatically or make a one-time purchase. Purchased credits **roll over month to month** and never expire while your paid subscription remains active. Additional credit pricing: * **Individual**: Standard rate * **Business**: Discounted rate When automatic credit additions are enabled, you choose how many credits to add each time the balance dips below a threshold. This keeps a pooled organization-wide balance available without requiring manual purchases. You will receive a notification each time credits are added. You can also add credits with a one-time purchase when automatic additions are disabled. ### Cell Pricing Simple cells may cost 1 credit to generate. More complex and research-intensive cells can cost up to 5 credits to generate. You can view exactly how many credits each job cost to run, how many cells it generated, and what sheet it is associated with on Individual and Business plans in **Settings > Analytics**. ### Chat Pricing Chat requests start at 1 credit. Longer conversations, larger context, and requests that use tools or data sources may use additional credits. Chat charges draw from the same organization-wide balance as cell generation. ## Enterprise Usage Enterprise usage and credit balances work differently than self-serve usage. Please contact [support@paradigmai.com](mailto:support@paradigmai.com) directly to learn more. # Managing Plans Source: https://docs.paradigmai.com/billing/managing-plans You must be an **admin** to modify your plan. In the left sidebar dropdown next to your organization name, navigate to **Billing > Explore Plans** to modify your plan. ## Upgrade plan Navigate to **Explore Plans** and click the **Upgrade Plan** button to upgrade plan. ## Update payment method or cancel your plan Navigate to **Billing > Manage Billing > Open Billing Portal** to cancel your plan or view or edit payment details. # Plans Source: https://docs.paradigmai.com/billing/plans ## Overview Paradigm offers three flexible pricing plans for individuals, teams, and enterprises. ### Individual Ideal for individual users who need a monthly credit allowance and the option to add credits. ### Business Designed for teams that need higher usage, integrations, and shared workspaces. ### Enterprise Designed for teams that require advanced security, dedicated support, and maximum flexibility. The Enterprise plan offers the most powerful version of Paradigm with custom configurations tailored to your organization's needs. ## Compare | | Individual | Business | Enterprise | | :----------------------- | :-------------------------- | :--------------------------------- | :------------------------------- | | **Price** | \$200/month billed annually | Starting at \$1,000/month annually | Custom pricing | | **Included credits** | 20,000 | Starting at 100,000 | Custom allocation | | **Additional credits** | Standard rate | Discounted rate | Custom | | **Team** | | | | | Seats | Individual only | Unlimited | Custom | | Roles | — | Owner, member, admin | Full role-based access controls | | Usage analytics | Personal | Team | Advanced | | Domain auto-verification | — | — | ✓ | | Single Sign-On (SSO) | — | — | ✓ | | **Features** | | | | | AI Chat | ✓ | ✓ | ✓ | | AI Models & Tools | ✓ | Premium + model selector | Premium + model selector | | Integrations | — | Database, CRM, and more | Custom data sources | | Data import and export | ✓ | ✓ | ✓ | | Webhooks | ✓ | ✓ | ✓ | | **Support** | | | | | Support | — | Slack Connect channel | Dedicated account team | | Onboarding | — | Optional call | In-depth personalized onboarding | | **Security** | | | | | Tenant isolation | — | — | Optional | | SOC 2 Type 2 | — | — | ✓ | ## Need Help? For Enterprise plan inquiries or any questions about pricing, please reach out to [support@paradigmai.com](mailto:support@paradigmai.com). # Column Actions Source: https://docs.paradigmai.com/columns/column-actions Learn about column actions to manage and organize your data. Access column actions by clicking on the three dots on the right of the column header. ### Sort Ascending Sorts column data in ascending order. ### Sort Descending Sorts column data in descending order. ### Clear Sort Removes any sorting applied to the column. ### Pin Column Pins column to the left for easy access while scrolling. ### Delete Column Permanently deletes column and its data. # Advanced Settings Source: https://docs.paradigmai.com/columns/column-config Use Column Configuration to control how each column behaves, enriches, and formats data. *** ### Context Scope Define which other columns the agent can use as context during enrichment.\ Select **All** or choose specific columns for more control. Configuring context scope for enrichment *** ### Restrict Web Sources Limit enrichment to use specific domains or data sources. > Example: *crunchbase.com, ft.com* Use this when you want to ensure outputs come only from trusted sites. *** ### Model Choose which AI model to use for enrichment.\ Select **Auto** to let Paradigm pick the most efficient option, or manually choose a specific model for consistency. Selecting model for enrichment # Column Name Source: https://docs.paradigmai.com/columns/column-name The column name outlines the information you want to extract from the column. It is required to run an enrichment: you can't enrich an unnamed column. Name a column by clicking on the header menu. The default type of a column is `Text`. # Column Prompt Source: https://docs.paradigmai.com/columns/column-prompt The column prompt is an optional field in the column header menu that allows you to specify additional details to instruct the agents that may not be clearly communicated from just the Column Title. Here are some examples:
# Column Type Source: https://docs.paradigmai.com/columns/column-type This section outlines the seven column types available in the system and provides details on the format options for the Text and Number column types. ## Setting Column Types After typing in a column name, click the type dropdown to set the column type. ## Column Types ### Text Used for general text input. **Format Details**: - **Optional**: Explain how you want the column data to be formatted. ### Number Used for numerical data. ### Checkbox Used for boolean values, allowing a check or an uncheck option. ### URL Used for URLs or hyperlinks. ### Email Used for email addresses. Initiate an email action on the selected emails in an `Email` type column. [Read more here](https://docs.paradigmai.com/sheet-actions/email) ### Select Allows selection from a predefined list of options. Click the `+` button to add a new field to your list of options. ### Multi-select Allows selection of multiple options from a predefined list. Multi-selects are similar to selects, but allow for multiple selections. # Campaign Management Source: https://docs.paradigmai.com/email/email-campaigns Track and monitor all your email campaigns from the Email page in Paradigm. View campaign status and progress from a centralized dashboard. ## Accessing the Email Page Navigate to the **Email** page using the sidebar. This is your central hub for all email campaign management. ## Campaign Overview The Email page displays all your campaigns organized by status. Each campaign card shows: * **Subject line** — The email subject used in the campaign * **Message preview** — A snippet of the email body * **Status tag** — Current campaign status (Scheduled, Pending, In Progress, Complete) * **Progress information** — Shows "X/Y emails sent from \[sheet name]" * **Source sheet** — Clickable link to the originating sheet ## Managing Your Campaigns ### Campaign Status Filters Easily track your campaigns by their sending progress: * **All** — View all campaigns across every status * **Pending** — Campaigns where no emails have been sent yet * **Scheduled** - Campaigns with a future send time that have not started sending yet * **In Progress** — Campaigns where some emails have been sent, but not all * **Complete** — Campaigns where all emails have been successfully delivered ### Scheduled Campaigns When you use **Schedule Send**, your campaign will appear on the Email page with a **Scheduled** status until it reaches its send time. **What to expect:** * You can monitor scheduled campaigns alongside active ones * Once the scheduled time arrives, the campaign will automatically transition from **Scheduled** to **Pending** / **In Progress** as emails begin sending * Scheduled campaigns use the same safe pacing rules as immediate sends to protect your deliverability ### Monitoring Campaign Progress Campaign status updates automatically as emails are sent. Emails are sent with intentional delays between sends to respect provider limits and avoid triggering spam filters. **Typical send timing:** * Small campaigns (\< 50 emails): 5-10 minutes * Medium campaigns (50-200 emails): 15-30 minutes * Large campaigns (200+ emails): 30 minutes to several hours ### Navigating to Source Sheets Click on the sheet name hyperlink on campaign cards to return to the original sheet where the campaign was created, view the data used for personalization, or create new campaigns from the same data. ### Campaign History The Email page serves as a historical record of all your email outreach, helping you track what campaigns you've sent, reference past subject lines and content, and avoid duplicate outreach to the same recipients. ## Tips for Effective Campaign Management 1. **Monitor regularly** — Use the Email page to track campaign progress and catch sending issues early 2. **Use descriptive subjects** — Choose clear, specific subject lines that make campaigns easy to identify and reference later 3. **Plan for timing** — Account for send delays when scheduling important outreach campaigns 4. **Review past campaigns** — Use campaign history to improve future outreach strategies and avoid duplicates 5. **Stay organized** — Keep test campaigns minimal and use consistent naming conventions *** ## Related Documentation * [Email Setup & OAuth](/email/email-setup) * [Sending Emails](/email/sending-emails) # Email Setup & OAuth Source: https://docs.paradigmai.com/email/email-setup Learn how to connect your email account and manage email authentication in Paradigm. ## Connecting Your Email Account Before you can send emails through Paradigm, you'll need to connect your email account. ### First-Time Setup 1. **Trigger the OAuth prompt**: When you attempt to send emails for the first time, you'll see a prompt to connect your account. Click `Connect OAuth`. 2. **Choose your provider**: Select either Google or Microsoft as your email provider. 3. **Authorize Paradigm**: You'll be redirected to your email provider's authorization page. Review the requested permissions and click **Allow** or **Accept**. 4. **Complete setup**: After authorizing, you'll be redirected back to Paradigm. Your connected email address will appear in the **From** field if the connection was successful. You're now ready to compose and send emails! [Learn how to send emails →](/email/sending-emails) ## Understanding OAuth Permissions When you connect your email account, Paradigm requests specific permissions to send emails on your behalf. **Gmail Permissions:** * **Send email** — Allows Paradigm to send emails from your email address * **View your email address** — Used to identify which account is connected * **View your basic profile info** — Displays your name, profile picture, and publicly available details **Microsoft Permissions:** * **Send mail** — Allows Paradigm to send emails from your email address * **Read your profile** — Used to identify which account is connected Paradigm **cannot** read, modify, or delete existing emails in your inbox. The permissions are strictly limited to sending new emails. ## Token Refresh & Expiration OAuth tokens expire periodically for security. Paradigm automatically refreshes your tokens in the background, so you don't need to reconnect manually. **When automatic refresh might fail:** * You changed your email account password * You revoked Paradigm's access from your email provider's settings * Your organization updated security policies If this happens, you'll see an error when trying to send emails. Simply reconnect your account following the same OAuth flow. ## Security & Privacy ### How Paradigm Handles Your Credentials * Paradigm **never** stores your email password * OAuth tokens are encrypted and stored securely * All email sends are logged for audit purposes ### Revoking Access You can revoke Paradigm's access to your email account at any time from your email provider's security settings: **For Google:** 1. Go to your [Google Account Security Settings](https://myaccount.google.com/security) 2. Click **Your connections to third-party apps & services** 3. Find Paradigm and click **Delete all connections** **For Microsoft:** 1. Go to your [Microsoft Account Security Settings](https://account.microsoft.com/security) 2. Click **App permissions** 3. Find Paradigm and click **Revoke** ## Troubleshooting ### Missing Required Scopes If you see "Missing required email scopes" when trying to send emails, your initial authorization was incomplete. To fix this: 1. Disconnect your email account 2. Reconnect using the OAuth flow 3. Ensure you approve **all** requested permissions during authorization ### Emails Not Sending If your emails aren't sending, try these solutions: * Reconnect your account if the token is invalid * Wait 24 hours if you've hit your provider's daily limit * Verify your email account is active and accessible ### Account Shows as Disconnected If your previously connected account shows as disconnected or invalid, simply reconnect your account using the OAuth flow. Your previous campaigns will be preserved. This usually happens when you: * Changed your email password * Manually revoked Paradigm's access from your email provider's security settings * Your token refresh failed ## Need Help? If you're still experiencing issues after following this guide: * Join our [Slack community](https://join.slack.com/t/paradigmcommunity/shared_invite/zt-2zho8c43o-DumkgN4KLfB0xSM37gq5ug) for community support * Email us at [support@paradigmai.com](mailto:support@paradigmai.com) *** ## Next Steps Now that your email account is connected, learn how to: * [Send personalized emails →](/email/sending-emails) * [Manage your email campaigns →](/email/email-campaigns) # Sending Emails Source: https://docs.paradigmai.com/email/sending-emails Paradigm allows you to send mass emails from your connected email account. Each email is sent individually to recipients, with full support for dynamic personalization using your sheet data. ## Before You Begin Make sure you've [connected your email account](/email/email-setup) before attempting to send emails. ## Selecting Recipients There are multiple ways to initiate the email flow in Paradigm: **From a column of emails:** * Select a column containing email addresses * Right-click and choose `Email selected addresses` **From individual cells:** * Hover over any email address cell * Click the email icon that appears **Using the Email button:** * Select any cells including email addresses * Click the **Email** button in the top right corner ## Composing Your Email Once you've selected recipients, the email compose panel will open. ### Rich Text Editor The compose panel includes a full-featured rich text editor that supports: * **Text formatting**: Bold, italic, underline, strikethrough * **Lists**: Bulleted and numbered lists * **Alignment**: Left, center, right alignment * **Links**: Add clickable hyperlinks * **Variables**: Insert dynamic data from your sheet columns ### Adding Personalization with Variables Variables are the key to sending personalized emails at scale. They automatically replace placeholders with actual data from each recipient's row. **To insert a variable:** 1. Click the `{}` button in the editor toolbar 2. Select a column name from the dropdown 3. The variable (e.g., `{{First Name}}`) will be inserted into your email **Variable syntax:** Variables use double curly braces: `{{Column Name}}` **Example:** ``` Hi {{First Name}}, I noticed you work at {{Company}} and thought you might be interested in... ``` For a recipient with `First Name: John` and `Company: Acme Corp`, this becomes: ``` Hi John, I noticed you work at Acme Corp and thought you might be interested in... ``` Variables work with AI-generated columns too! Generate personalized icebreakers, value propositions, or research summaries using [enrichment](/sheet-actions/enrich), then reference them in your emails. ## Sending Options You have multiple options for sending your campaign: ### Send Separately Click `Send Separately` to send all emails immediately. **What happens:** * Each email is sent individually * Emails are queued with a few seconds delay between sends * Personalization is applied automatically * Any missing variables are removed from the email **Best for:** * Quick sends where you've already verified your content * Simple campaigns without complex personalization ### Schedule Send Use **Schedule Send** when you want your campaign to go out at a specific time instead of immediately. Wherever you see the **Schedule Send** option: * Click the caret next to the primary send button to open scheduling options * Choose one of the presets: * **Send in 8 hours** — queues emails to start sending 8 hours from now * **Send tomorrow at 9am** — queues emails to start sending at 9:00 AM tomorrow * Or choose **Custom time** to pick an exact date and time using the date-time picker
**How scheduling works:** * Scheduled emails are saved with the selected send time * Paradigm uses your browser’s local timezone for scheduled sends * When the scheduled time arrives, emails are sent individually with the same safe pacing used for immediate sends **Best for:** * Hitting recipients’ inboxes at the start of their workday * Scheduling follow-ups in advance so you don’t have to send them manually * Coordinating send times across multiple campaigns ### Review Drafts Click `Review Drafts` to preview all personalized emails before sending. **What happens:** * Individual drafts are created for each recipient * You can view exactly what each person will receive * Edit individual emails or make bulk changes * See which variables are missing data * Send all at once or individually **Best for:** * First-time campaigns with new templates * High-value or sensitive outreach * When you want to customize specific emails manually * Previewing multi-variable templates and flagging missing recipient data ## Reviewing and Editing Drafts When you choose to review drafts, you'll be taken to a dedicated review page where you can preview and edit each personalized email. ### Recipients Panel The left panel shows all recipients with: * Email addresses * Status indicators * Missing variable warnings Recipients with missing variables will show a warning. The email will still send, but the variable placeholder will be removed. Review these carefully before sending. ### Editing Individual Emails Click on any recipient to: * View their personalized email * Edit the subject line or body for that specific recipient * Check that variables replaced correctly * Send or delete that individual email ### Bulk Editing with "Edit All" Need to make changes that apply to everyone? 1. Click `Edit All` in the review page 2. Make your changes to the template 3. All draft emails will be updated with the new content Use "Edit All" for fixing typos or adding information, then adjust individual emails as needed. ## Best Practices Send a test email to yourself before launching large campaigns: * Verify all variables are present and replacing correctly * Check formatting across email clients * Test all links and calls to action Every email provider has different sending limits depending on the account type. - Gmail personal: 500 emails/day, Google Workspace: 2,000 emails/day, Google Workspace Enterprise accounts: 5,000 emails/day - Outlook.com / Microsoft personal: \~300 recipients/day (up to 100 per message), Microsoft 365 Business / Exchange Online: 10,000 recipients/day (up to 500 per message) Keep your recipient data clean and accurate to ensure successful email delivery: * Verify column names match exactly when using variables (case-sensitive) * Preview drafts to check variable replacements * Remove bounced/invalid email addresses * Clean your recipient lists regularly ## Troubleshooting ### Variables Not Replacing If variables like `{{First Name}}` appear in sent emails, check the following: 1. Ensure column names match variable names exactly (case-sensitive) 2. Verify cells contain valid data 3. Insert variables using the `{}` button ### Unable to Find Email Button If the **Email** button isn't showing: 1. Make sure you've selected cells with valid email addresses 2. Verify the column is set to "Email" type 3. Try a different email entrypoint (e.g., right-click on selected range) ### Emails Sending Too Slowly Paradigm intentionally adds short delays between sends to maintain deliverability and avoid spam filters. For large campaigns, this means sends may take several minutes to hours. ## Tips for Effective Emails 1. **Personalize with context** — Create columns with personalized research, icebreakers, or value propositions using [enrichment](/sheet-actions/enrich), then reference them as variables 2. **Keep it concise** — Personalized doesn't mean long; keep each sentence clear and intentional 3. **Test with small groups** — Send first-time campaigns to small groups to verify everything works before scaling to hundreds 4. **Monitor your campaigns** — Track your email campaigns and their statuses from the [Email](/email/email-campaigns) page *** ## Related Documentation * [Email Setup & OAuth](/email/email-setup) * [Campaign Management](/email/email-campaigns) * [Data Enrichment](/sheet-actions/enrich) # Introduction Source: https://docs.paradigmai.com/getting-started/intro Paradigm is an AI native workspace centered around a familiar spreadsheet interface. Paradigm automates all types of manual research and tedious spreadsheet-related tasks. Many people use Paradigm to gather, structure, and take action on data with human-level precision.