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Getting Started
What is Renzo? How does it work?

Renzo is an AI-powered relationship outreach tool for B2B professionals. It helps you manage your existing business contacts — vendors, customers, accounts — and keeps those relationships warm by generating personalized outreach messages at the right time.

You import your contacts, Renzo scores them by priority (based on last contact, contract dates, and account size), then you click "Message" on any contact to get an AI-written draft tailored to your history with that person. You review the draft, then open it in Gmail or Outlook to send.

How do I create an account?

Go to meetrenzo.com/app and click Sign Up. Enter your email address and a password. Once you confirm your email, you'll set up your company profile (name, what you sell, who your customers are) — this is what Renzo uses to personalize every message it generates.

Do I need a credit card to sign up?

No credit card required. New accounts start with 10 free credits so you can try Renzo before purchasing. When you're ready for more credits, choose from our Starter ($5/100 credits), Growth ($20/500 credits), or Pro ($50/1,500 credits) packs.

What are credits and how are they used?

Credits are Renzo's currency for AI features. Every time Renzo generates a message — single message, batch outreach, or website auto-fill — a small number of credits are deducted based on how much text the AI processed.

Credits are only charged when AI creates content. Browsing your contacts, viewing history, and managing your queue costs nothing.

How do I get more credits?

Click your avatar in the bottom-left of the app and select "Buy Credits," or go to Settings. Credit packs available:

  • Starter — $5: 100 credits
  • Growth — $20: 500 credits
  • Pro — $50: 1,500 credits

Unused credits never expire.

Contacts
How do I add contacts?

In the Contacts view, click + Add Contact in the top right. Fill in the contact's name, company, email, phone, contract dates, account value, and any relationship notes. The more context you provide, the better Renzo's generated messages will be.

You can also import multiple contacts at once using a CSV file — see "How do I import a CSV file?" below.

Can I import contacts from my CRM?

Yes. Any CRM that can export a CSV file works with Renzo — Salesforce, HubSpot, QuickBooks, Excel, Google Sheets, or any custom system. Export your contacts as CSV from your CRM, then use Import CSV in Renzo's Contacts view.

For programmatic integration, you can also use Renzo's API. See the Connections page inside the app for setup instructions.

How do I import a CSV file?

In the Contacts view, click Import CSV. Select your CSV file. Renzo will preview the mapped columns and show you what it recognized. Confirm the import to add all contacts.

You can also import from the Connections page using the "Import CSV" button in the Sync Contacts section.

What columns does Renzo recognize when importing CSV?

Renzo attempts to map common column names automatically. Recognized fields include:

  • Name / Contact Name / Full Name
  • Company / Account / Organization
  • Email / Email Address
  • Phone / Phone Number
  • Tier / Account Tier (A, B, or C)
  • Last Contact / Last Contacted
  • Contract Expiry / Renewal Date
  • Annual Spend / Invoice Amount
  • Notes / Relationship Notes

Unrecognized columns are ignored. You can always edit individual contacts after import to fill in any missing fields.

How do I delete a contact?

In the Contacts list, each row has a red × button. Click it and confirm to delete that contact immediately. You can also open a contact's detail view and use the delete option there.

How do I delete all contacts at once?

In the Contacts view header, click Delete All. You'll be asked to confirm before anything is deleted. This removes all contacts in your current profile — it cannot be undone.

You can also use the checkbox column to select specific contacts and click "Delete Selected" in the batch bar that appears.

AI Message Generation
How does Renzo generate messages?

When you click "Message" on a contact, Renzo sends a structured prompt to Claude (Anthropic's AI) that includes:

  • Your company profile and what you sell
  • The contact's name, company, and account details
  • Days since last contact
  • Contract or renewal dates
  • Any notes you've added about the relationship

The AI uses all of this to write a message that feels personal, not templated. It explains why it wrote what it wrote in the "Why this message" section.

What is the difference between Standard and Enhanced AI?

Standard uses Claude Haiku — fast and efficient, ideal for most outreach messages. It costs fewer credits per generation.

Enhanced uses Claude Sonnet — more nuanced and capable for complex relationship contexts or high-value accounts. It costs roughly 2× the credits of Standard.

You can switch between models using the Standard / Enhanced toggle at the top of the message generation modal.

Why did I get an attachment prompt?

If Renzo detects that the generated message references a document — like a contract, NDA, proposal, invoice, or pricing sheet — it shows an attachment reminder banner. This is just a prompt to help you remember; Renzo cannot attach files automatically. You'll need to attach the file yourself when you open the draft in Gmail or Outlook.

Can I edit a generated message before sending?

Yes — always. Every generated message appears in an editable text area. You should read and adjust it before sending. You can also use the Refine feature to give Renzo a specific instruction ("make it shorter," "add a reference to our last meeting") and regenerate.

Does Renzo send emails automatically?

No. Renzo never sends anything on your behalf. When you approve a message, it opens as a pre-filled draft in Gmail or Outlook. You review it, make any final changes, and click send yourself. You are always in full control of what goes out.

Batch Outreach
What is Batch Outreach?

Batch Outreach lets you reach multiple contacts at once with personalized messages for each. Instead of generating messages one by one, you describe who you want to reach in plain English — Renzo finds the matching contacts, generates a tailored message for each, and puts them in your queue for review.

How do I run a batch?

Go to Batch Outreach in the sidebar. Describe what you want in the text field — for example: "Follow up with vendors whose contracts expire in the next 90 days" or "Check in with Tier A accounts I haven't contacted in 30 days." Renzo will filter your contacts, show you who matched, and let you confirm before generating messages.

How many contacts can I reach at once?

There's no hard limit, but Batch Outreach works best for 5–50 contacts at a time. Very large batches will take longer to generate and consume more credits. Each contact gets its own personalized message, so credit usage scales with the number of contacts.

Queue & Sending
What is the Queue?

The Queue holds all messages that have been generated and approved but not yet sent. Think of it as your outreach staging area. When you approve a message from the generate modal, it moves to the Queue where you can send it whenever you're ready.

How do I send a message from the Queue?

Open the Queue from the sidebar. Each queued message shows a Prepare Email Draft button. Click it to open your email client (Gmail or Outlook) with the message pre-filled in a new compose window, including the recipient's email address and a subject line. Review, adjust if needed, and hit send.

What happens when I click "Prepare Email Draft"?

Renzo opens a mailto: link with the recipient address, a suggested subject line, and the message body pre-filled. This opens your system's default email client — typically Gmail in the browser or Outlook on desktop. The message is never sent until you click send in your email client.

Connections & Integrations
What systems can I connect to Renzo?

Renzo connects to any system that can export a CSV file — which is nearly everything. For direct integrations, Renzo has guides for Salesforce, HubSpot, QuickBooks, and custom systems. You can also connect any external system programmatically using Renzo's API.

How do I connect Salesforce, HubSpot, or QuickBooks?

Go to Connections in the sidebar. Each integration has a setup guide with step-by-step instructions for exporting contacts and importing them into Renzo. The most reliable method is to export a CSV from your CRM and import it — this works with all systems without requiring any configuration.

For automated sync via API, see the API key section in Settings.

What is an API key and how do I use it?

An API key lets external systems push contact data directly into Renzo without CSV exports. Go to Settings → API Keys to generate a key. Share the key with your developer or integration tool, then send a POST request to /api/contacts with the contact data. Full documentation is available on the Connections page inside the app.

What is the correct format for the /api/ai generate endpoint?
POST https://www.meetrenzo.com/api/ai
Header: X-API-Key: your_key_here
Content-Type: application/json

{
  "action": "generate",
  "record": {
    "contact_name": "Jane Smith",
    "company_name": "Acme Corp",
    "contact_email": "jane@acme.com",
    "context_notes": "Contract expires Jan 2027. Include your name, role, company, and any relevant context here."
  },
  "context": "Check in on relationship"
}

Response: { "draft": "Generated email text..." }

Important: Include all fields populated. If fields are empty, the API responds conversationally instead of generating a message. The more context in context_notes, the more personalized the output.

Can I sync contacts automatically?

Manual on-demand sync is available from the Connections page — click "Sync Contacts" to pull fresh data from your connected systems. Fully automated scheduled syncs are on the roadmap. For now, you can trigger syncs manually whenever you want to refresh your contact list.

Billing & Credits
How do free credits work?

Every new account starts with 10 free credits — enough to generate 10 personalized outreach messages. No credit card needed. When you run out, purchase a credit pack to continue.

When are credits charged?

Credits are deducted only when AI generates content: single message generation, batch outreach messages, and website auto-fill. Credits are not charged for browsing contacts, viewing activity history, managing your queue, or any other non-AI action.

Do unused credits expire?

No. Credits you purchase stay in your account indefinitely. There are no expiry dates, no monthly resets, and no "use it or lose it" policies. Credits roll over as long as your account is active.

How do I see my credit balance?

Your current credit balance is shown in the sidebar footer (next to the ⚡ icon) and in the account dropdown when you click your avatar. It updates automatically after each generation.

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