Use campaigns to identify relevant contacts, research their needs, and prepare personalized outreach.

Open CRM → Campaigns → Create campaign. Describe what you want to achieve, then choose how many people Buzz should select.

Build automatically is enabled by default. It accepts Buzz's audience picks, and you still review the first email before Hive prepares everyone else. Turn it off to review and edit each build step before continuing. Select Create campaign to start.

Buzz works through six steps: Goal, Sources, Filter, Rank, AI Filter, and AI Rank to identify and prioritize contacts. Buzz can also search the web for publicly listed work contacts when your audience isn't already in your CRM.

Choose your sources. In the Sources step, Buzz picks where people come from (Find people in) and what it uses to learn about them (Learn about them from). You can change these picks before you continue. Pick one source of people.

To email specific people, choose Paste a list under Find people in.

The confirmed list is your exact audience. Buzz does not add, remove, or substitute people. Opt-outs and the spam safety check still apply.

If your campaign description already names people or email addresses, Hive chooses Paste a list and fills in the list for you. The build always stops so you can review the people, even when Build automatically is on. Check each line before you select Review people: a name and email on one line need the email in angle brackets (Pat Lee <pat@company.com>), or the entry shows as an invalid email.

MCP connections you can use with Buzz also appear in the Sources step, under the connection name. A connection can supply people (up to 500 per build) or facts that Buzz uses to filter, rank, and research people. Using one costs AI credits plus any usage on the connected service.

People found through a connection stay in the campaign. They are not added to your CRM automatically. To add them, select their rows and click the person-with-a-plus icon in the selection toolbar (its tooltip reads Import [number] people to the CRM). You can import up to 100 people at a time. People already in CRM are skipped. The same icon works for External email entries from a pasted list.

If a connection can't be used, the Sources step lists it under Can't be checked with the reason, for example:

Review the people selected for your campaign. Use Add column → Build steps to display filtering and ranking results. Click a result to inspect its details.

For additional research, choose Add column → Research column. Enter a column name, describe what Buzz should investigate, and choose whether to research people already in the campaign. Open research cells to review findings and supporting sources.

Filter by research. Click Filter in the table toolbar, then Add filter. In the field list, research columns show a purple sparkle. Choose Matches criteria and describe what the saved research should show. You can mix research and regular fields, and group conditions with AND/OR (up to two levels). Select Apply filters to check everyone in the campaign, including hidden people, against their saved findings. Applying filters doesn't run new research. Clear filters removes them.

Refresh research. Click Refresh in the table toolbar, next to Filter, to update saved findings for everyone in the campaign. To refresh only some people, select them and click the refresh icon in the selection toolbar. Pick the research columns to update, and turn on Only missing or older than 30 days to skip recent findings. Refreshing uses AI credits, and any AI filters that depend on the research update automatically.

Before drafting, Hive checks the selected people's research. If some research is older than 30 days, still running, or missing, or some people don't meet your filters, Review research before drafting opens. Choose Refresh research, Draft qualifying people, or Draft all selected. Research never blocks drafting.

To grow a campaign, select + Add people in the last row of the campaign table (or in the empty table). Then choose:

Adding people this way works only for a campaign that Buzz built. If the campaign targets a pasted list, the menu explains that automatic discovery would add people outside your list.

To change who the campaign is for, ask Buzz in the campaign conversation, or select Change this stage with Buzz on a build step. If the audience already has people, Buzz asks whether to keep them or replace them:

To get more people without changing the criteria, use Add more people instead.

Before Hive prepares everyone, you shape one email with Buzz.

The table shows how many drafts are ready, preparing, or need attention. Drafts wait for your review, and nothing is sent until you send it. To change the setup later, select Edit setup, or select Open campaign conversation to keep working with Buzz.

Presentations: if you ask Buzz to create a presentation, each person gets their own PDF, attached to their draft when it is ready. Attaching it doesn't change the email's subject or body. Each presentation takes a few minutes and uses Buzz AI credits.

You can also draft emails for selected people in the campaign table. Select people and choose Draft email or Draft [number] emails, then pick an approach:

Use From to choose who the emails send as. Click Generate sample to preview one email (nothing is sent), then select Create draft (or Create [number] drafts). If some people are not in your CRM yet, Hive asks whether to import them: choose Import and draft or Draft only.

To offer each recipient a specific meeting time, put {{SLOT}} (or {{meetingSlot}}) in the Call to action, where the time should go. For example: Ask if {{SLOT}} works for a 15-minute call. Buzz keeps the placeholder in each draft. Hive fills in a real time when the email is sent, such as Tuesday, October 13 at 9:30 a.m. Central.

Hive picks a free time from the sender's calendar:

Up to five emails can offer the same time. When a recipient replies, opts out, bounces, or books a meeting, their time becomes free again.

The sender needs a connected calendar. If Hive can't offer a time (for example, the sender has no calendar connected, the recipient has no timezone, or there is no free time left), the email is not sent. It shows No meeting time could be offered with the reason.

Open the Emails tab to review each draft. You can edit the body with formatting (lists, links, bold), add Cc and Bcc recipients (up to 10 each), and see attachments as cards.

In the Emails tab, an approved email shows Sending until it is delivered, then Sent. An email that waits for its send time shows a Scheduled badge and Scheduled for with the date and time. If an email couldn't be sent, it shows Didn't send with a warning icon. Open it to review the approved email, then click Send again. You can also edit, schedule, or reject it. Use the status filter to find Didn't send or Sending emails.

Spam safety check: before an email goes out, Hive checks it for spam and abuse risk. High-risk emails are blocked and not sent. Edit the content and try again.

Drafting emails does not send them. Approving and launching an email starts sending.

You can't undo a send. If some selected drafts need a review first, the dialog shows how many. They stay in the list. If all the selected emails didn't send before, the buttons are Resend and Resend now.

While an email waits for its turn, it shows Scheduled with its send time. To stop it, open the email and click Cancel send. The email goes back to a draft.

Each sender has a separate queue, so emails from different senders go out at the same time. One sender's emails take longer: 500 emails take about 2.5 hours. The pace applies to each campaign. A mailbox that sends two campaigns at the same time sends about 400 emails an hour.

My campaign emails are stuck on Sending. When you use Send on several drafts, Hive sends one email every 18 seconds from each sender, so 500 emails from one sender take about 2.5 hours. An email that waits for its turn shows Scheduled with its send time, and Sending only for a short time before it is delivered. To send the rest at once, open each waiting email, click Cancel send, select the drafts again, and choose Send now. If an email shows Sending for a long time after its send time, contact support.

Each email has one sender, and it always sends from that sender's connected mailbox. The sender or a person they added under Can send for me (see Hive Mail) can send it. If the sender has no CRM access or no connected mailbox, the email does not send. A teammate can also prepare drafts for someone else, who then reviews and sends them.

Hive signs each draft again for the new sender. The drafts wait until the new sender, or a person they added under Can send for me, sends them. Nothing is sent when you change the sender.

The audience table’s Email status column shows Drafting, Draft, or Sent. Click a status to open the corresponding email.

Open Replies to review responses. Choose Open thread when available to view the conversation.

Open the Stats tab to see emails sent and how many people opened, clicked a link, and replied, with charts for the last 7, 30, or 90 days or a custom range. Click any number to see the people behind it. For replies, choose Open thread to read the conversation.

On the Campaigns list, use All campaigns / My campaigns or filter by Created by.

If one outreach push ended up as several campaigns, you can combine them into one.

People, emails, and activity from the other campaigns move into the one you keep, and the other campaigns are deleted. If a person is in more than one campaign, they keep the outreach that is furthest along. You can only combine campaigns that have the same status.

For an overview of CRM features and access, see How to use Hive’s CRM.