> For the complete documentation index, see [llms.txt](https://docs.neuradevsoftware.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.neuradevsoftware.com/neuradev-hunter/neuradevhunter-user-guide.md).

# NeuradevHunter  — User Guide

> **Who this guide is for:** any platform user (administrators and regular users). No technical knowledge required.

## 1. Access and Session

### Sign In

1. Open the app and enter your **Email Address** and **Password**.
2. If 2FA is enabled, you will be asked for a 6-digit code from your authentication app (Google Authenticator, Authy, 1Password, etc.).
3. Click **Sign In**.
4. Your session is automatically refreshed while you use the app.

### Sign Out

Click your avatar (top-right corner) → **Sign Out**. Your session is immediately invalidated on the server.

### I Forgot My Password

1. On the login screen → click **Forgot your password?**
2. Enter your email address and you will receive a recovery link valid for **1 hour**.
3. Follow the link, enter your new password, and confirm it.

> **Note:** You cannot reuse your last 3 passwords.

***

## 2. Dashboard

The main page displays a real-time summary with five cards:

| Card                | What It Shows                   |
| ------------------- | ------------------------------- |
| **Total Leads**     | Number of leads in the database |
| **High Priority**   | Leads with a high score         |
| **Medium Priority** | Leads with moderate opportunity |
| **With Email**      | Leads with an available email   |
| **With Phone**      | Leads with direct phone contact |

The lower panel displays the **Latest Leads** generated recently and the **Latest Scraping Job** with its current status.

***

## 3. Scraping — Generate Leads

Scraping is the process of automatically searching for businesses on the internet.

### How to Start a Scraping Job

1. Go to **Scraping** in the side menu.
2. Fill in the fields:
   * **Niche / Business Type:** the type of business to search for (e.g. `restaurants`, `dental clinics`).
   * **Location:** city or region (e.g. `Medellín`, `Miami FL`).
   * **Search Country:** determines which sources are used.
   * Use the slider to adjust the **Maximum URLs** between faster and more complete results.
3. Click **Start Scraping**.

> Only one job can run at a time. If another job is active, the button will indicate it.

### What Does the System Do Automatically?

```
Niche + Location
  → URL Discovery (DuckDuckGo, no API key required)
  → Scraping & Analysis: SEO, design, performance, contact data
  → Automatic Scoring: 0–100 score and priority classification
  → Sales Messages: personalized outreach messages ready to send
  → Saves everything to the database
```

### Job Statuses

| Status    | Meaning                             |
| --------- | ----------------------------------- |
| Pending   | Waiting in queue                    |
| Running   | Scraping in progress                |
| Completed | Successfully finished               |
| Failed    | An error occurred (see System Logs) |
| Cancelled | Manually stopped                    |

To stop a running job, click **Cancel**.

***

## 4. Leads — Explore Results

### Leads Table

Each row represents a detected company:

* **Company:** name, URL, and location.
* **Contact:** detected email and phone number (if available).
* **Score:** score from 0–100. Higher = better opportunity.
* **Priority:** High Priority / Medium Priority / Low Priority.

### Filters

Search by company name, email, or URL using the **Search company, email, URL...** field.

Filter by priority or niche using the dropdown menus.

Sort using **Score**, **Name A–Z**, or **Most Recent**.

To clear all filters, click **Clear**.

### View Lead Details

Click any row to open the detail modal. You will see:

* Detailed scores (SEO, Design, Performance).
* **Technical Verification** (SSL, H1, responsive layout, etc.).
* Detected **Technology Stack**.
* The **Suggested Sales Message** with sending options.

### Export to CSV

Click the **CSV** button in the top bar. It exports all leads using the currently active filters.

***

## 5. Sales Message and Email Sending

Each lead includes a **Suggested Sales Message** automatically generated by the system.

It appears in the lead detail modal (Leads section) and in the right panel of Tracking. It is the same component in both locations.

### Editor Controls

| Button           | Action                                                  |
| ---------------- | ------------------------------------------------------- |
| **Preview**      | View the email exactly as the recipient will receive it |
| **Copy Message** | Copy the text to the clipboard                          |
| **Edit Message** | Open a text area to modify the message                  |
| **Save**         | Save changes to the database                            |
| **Cancel**       | Discard editor changes                                  |

### Sending Buttons

There are **two sending buttons**, always visible:

| Button                | What It Does                                                                                 |
| --------------------- | -------------------------------------------------------------------------------------------- |
| **Send Email**        | Sends the email to the lead and moves it into tracking with status "Pending"                 |
| **Send + Follow-ups** | Same as above, but also automatically schedules 3 follow-up emails (after 3, 7, and 14 days) |

> Clicking either button opens a confirmation dialog showing the recipient and company before sending.

***

## 6. Tracking

The Tracking module is the platform CRM.

Access it from **Tracking** in the side menu.

### How Does a Lead Enter Tracking?

A lead is added to tracking **automatically** when an email is sent from the platform.

You can also add one manually using the **+** button.

### Navigation

* **Left panel:** list of leads with filters by group and status.
* **Right panel:** lead details with 3 tabs:

| Tab              | Content                                    |
| ---------------- | ------------------------------------------ |
| **Activity Log** | Interaction history (notes, calls, emails) |
| **Assignment**   | Lead status, assigned advisor, group/team  |
| **Information**  | Full lead data                             |

The right panel also includes the **Suggested Sales Message** with the same two sending buttons.

### Lead Statuses in Tracking

| Status      | Meaning            |
| ----------- | ------------------ |
| Pending     | No contact started |
| In Progress | Contact ongoing    |
| Contacted   | Response received  |
| Discarded   | Opportunity closed |

### Register a Note or Interaction

1. In the **Activity Log** tab, type your note into the **Register interaction** field.
2. Select the result type:
   * **Note**
   * **Interested**
   * **Not Interested**
   * **No Response**
   * **Call Later**
3. Click **Save Note**.

***

## 7. Automatic Email Follow-ups

When using **Send + Follow-ups**, the system schedules 3 additional emails:

| Follow-up | When It Is Sent                     |
| --------- | ----------------------------------- |
| 1st       | **3 days** after the initial email  |
| 2nd       | **7 days** after the initial email  |
| 3rd       | **14 days** after the initial email |

### Manage the Sequence

In the tracking panel, section **Automatic Follow-ups**:

* You will see scheduled dates and their status (pending / sent / cancelled).
* To cancel an individual follow-up: click the cancel icon on that row.
* To cancel all follow-ups: click **Cancel All**.

> If the lead has already replied, cancel the sequence to avoid sending more automatic emails.

***

## 8. User and Group Management

> Only available for **administrators**.

### Users

Go to **Users** in the side menu (Administration section).

* **Create User:** click **Create User**.
* Assign full name, email, username, password, and role.
* **Edit:** click the edit icon on the user row.
* **Activate / Deactivate:** use the **Activate** or **Deactivate** button in the actions column.
* **Reset Password:** click the **PW** button on the user row.

### Groups

Go to **Groups** in the side menu (Administration section).

Groups help organize advisor teams.

Use the **Create Group** button, assign a name, and add users.

Leads can be assigned to a group from the **Assignment** tab in the tracking panel.

### Lead Assignment

From the **Assignment** tab in the tracking panel:

Select the **Assigned Advisor** and the **Group / Team**.

Changes are saved automatically.

***

## 9. Business Signature

The business signature defines who signs outgoing emails.

Without it, messages will not include sender contact information.

Go to **Business Signature** in the side menu:

| Field             | Description                                 |
| ----------------- | ------------------------------------------- |
| **Full Name**     | Your full name                              |
| **Company**       | Your company name                           |
| **Contact Email** | Email visible to recipients                 |
| **Phone**         | Phone number or WhatsApp (optional)         |
| **—**             | No website field is visible in this section |

Click **Save Signature** to save changes.

> **Configure this before sending any emails.**

***

## 10. SMTP Configuration

Required to send emails from the platform.

Go to **SMTP Configuration** in the side menu.

It contains three tabs:

| Tab               | Content                   |
| ----------------- | ------------------------- |
| **Configuration** | SMTP server settings      |
| **Test Email**    | Send a verification email |
| **Send History**  | Log of all sent emails    |

### Configuration Fields

| Field                       | Example                  |
| --------------------------- | ------------------------ |
| **SMTP Server**             | `smtp.gmail.com`         |
| **Port**                    | `587`                    |
| **SMTP Username / Email**   | `your@gmail.com`         |
| **Password / App Password** | Application password     |
| **Visible Sender Name**     | Your name or company     |
| **Sender Email (optional)** | `noreply@yourdomain.com` |

Click **Save SMTP Configuration** to save changes.

### Gmail — App Password

Gmail does not accept your regular password:

1. Google Account → Security → 2-Step Verification (must be enabled).
2. Security → **App Passwords** → Create one for "Mail".
3. Copy the 16-character password and paste it into the SMTP configuration.

### Test Email

In the **Test Email** tab:

Enter a **Recipient Email** and click **Send Test Email** to verify the configuration works correctly.

***

## 11. System Logs

Go to **System Logs** in the side menu (Administration section).

It displays the complete history of operations:

* scraping jobs
* sent emails
* status changes
* system events

You can filter by level (info, warnings, errors) and search messages.

Useful for troubleshooting issues.

***

## 12. Roles and Permissions

| Action                  | Admin |        User       |
| ----------------------- | :---: | :---------------: |
| View leads              |   ✅   |         ✅         |
| Start scraping          |   ✅   |         ✅         |
| Send emails             |   ✅   |         ✅         |
| View tracking           |   ✅   | ✅ (assigned only) |
| Manage users            |   ✅   |         ❌         |
| Manage groups           |   ✅   |         ❌         |
| View all tracking leads |   ✅   |         ❌         |
| Configure SMTP          |   ✅   |         ❌         |
| View system logs        |   ✅   |         ❌         |
| Access Settings         |   ✅   |         ❌         |

***

## 13. Account Security

### Change Password

Go to **My Profile** → **Change Password** section.

You must enter your **Current Password**, then the new password twice.

Click **Change Password**.

You cannot reuse your last 3 passwords.

### Two-Factor Authentication (2FA)

The system supports 2FA using an authentication app.

If required by the administrator, during login you will be asked for the 6-digit code on the **2FA Verification** screen.

### Personal Information

Go to **My Profile** → **Personal Information** section to update your full name.

Your email address cannot be changed.

Click **Save Changes**.

***

## 14. Frequently Asked Questions

### Why doesn't scraping find emails?

Not all websites publish their email address.

The system only extracts what is visible in the HTML.

If no email is available, the field remains empty.

### What is the difference between "Send Email" and "Send + Follow-ups"?

"Send Email" sends a single email.

"Send + Follow-ups" sends the same email and also schedules 3 automatic follow-up emails (days 3, 7, and 14).

Use the second option when you want to maintain contact without remembering manually.

### Can I send emails without SMTP configured?

No.

An administrator must configure SMTP first.

### Is the message generated in English or Spanish?

It depends on the search country.

The system automatically detects the language and adjusts the email subject accordingly.

### Can I edit the message before sending?

Yes, using the **Edit Message** button.

You can save changes permanently or simply send the modified version without saving.

### What happens if I cancel automatic follow-ups?

Pending emails are cancelled.

Emails already sent cannot be undone.

### Is the message editor the same in Leads and Tracking?

Yes.

It is exactly the same component with the same behavior, buttons, and sending logic.

### How do I know an email was sent successfully?

A confirmation message appears and a note is automatically added to the lead Activity Log with the email subject.

### Are leads duplicated if I run two scrapings for the same niche?

The system attempts to deduplicate by domain.

Filter by URL or company name to identify possible duplicates.


---

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