Handshake Documentation

How Handshake works

Everything you need to run outbound in Handshake - the pages, the features, the limits, and the why.

Start here

  1. Why Handshake

    LinkedIn stopped rewarding the people who use it well. Handshake is how you get it working for you again - by starting real conversations with the right people, one to one, instead of shouting into...

  2. Getting started

    Handshake is human-supervised outbound infrastructure. It helps you find the right prospects, draft outreach for LinkedIn and email, review every message before it sends, and track the conversation...

  3. Signing in

    How you log in, accept an invite, set up your account, reset a password or change your email, review work through a secure share link without a full account, and hand an account over to a new owner.

Setup

  1. Platform structure

    How an agency sets up the people and businesses it runs outbound for: The partner -> client -> seat hierarchy, adding a client, inviting your team, and switching between the clients you manage.

  2. Seats

    How a client connects their LinkedIn (and email) identity, how Handshake protects that account with warm-up and sending caps, and what pausing or terminating a seat actually does.

Outreach

  1. Campaigns

    A campaign is the outreach sequence - the connection requests, messages, and email touches - that Handshake runs against an audience, from one of your seats.

  2. Audiences

    An audience is the defined set of prospects a campaign reaches. You describe who you want, Handshake searches LinkedIn for matches, then checks each person against your description so only the righ...

  3. Human approval

    Outreach Hub

    The Outreach Hub is where every drafted message waits for you to read it, tweak it if needed, and approve it before it sends - and where replies come back as conversations.

  4. Contacts & CRM

    Everything about the people you reach: A single list of your contacts, what each contact record shows, and how replies turn into conversions and booked meetings.

  5. Reports

    Home is your at-a-glance landing page, the activity feed is the running log of everything happening, and Analytics holds the detailed performance numbers you can filter and export.

Reference

Settings

Where you control how Handshake behaves - who is on your team and what they can do, how the platform looks under your brand, your agreement templates, when and how fast messages send, and which ale...

Billing

How partners and clients pay for Handshake, where to find invoices, how to manage your card, and how you accept the Terms that govern your use of the platform.

Bookings

Your public booking link lets a prospect pick a time and book a meeting with you in a few clicks, and that meeting flows straight back into Handshake as a tracked result.

Feedback

Report a problem or suggest an improvement from inside Handshake, vote on the features you want most, and follow what happens to anything you raise.