Getting started

Everything the agent needs to know before it writes a single email.

Complete onboarding so the agent learns your offerOnboarding5 steps

1. Profile. Add your first name, company, role and industry.
2. Product. Describe what your product does, the measurable outcome customers get, and the buyer pains outreach should mention.
3. Ideal customer. Pick at least one job title and one industry, then company sizes, geographies, typical deal size and sales cycle.
4. Outreach strategy. Set a monthly meeting target, writing tone, opening hook style, follow-up cadence and the tools you already use.
5. Review and launch. Name your agent, add a booking link if you have one, check the summary and finish.

The agent explains your product from these answers, so vague input gives vague emails. You can edit them later from Get set up.

Use the Get set up checklistSidebar › Get set up3 steps

1. Open Get set up from the sidebar. Tasks are grouped as Tell the agent about you, Connect your tools and Launch your first campaign.
2. Click any task to jump straight to the screen that finishes it, such as Settings for your inbox or Calendar for your availability.
3. Come back to see the badge change once a task is done. Work top to bottom for the smoothest first launch.

Ask the AI Agent to do the work for youSidebar › AI Agent4 steps

1. Open AI Agent and type what you want in plain words, for example "Give me 50 ICP leads" or "Summarize hottest leads".
2. For a lead search, the agent shows the exact filters it will use. Check them, then choose Proceed with lead search.
3. Drafts, campaigns and bookings come back as cards marked Approval needed. Nothing is sent or booked until you press Approve.
4. To work from your own list, attach a CSV or Excel file up to 10 MB and tell the agent what to do with it.

Invite teammates and manage seatsSettings › Team4 steps

1. Go to Team in the sidebar and choose Invite a Member.
2. Enter their work email. They verify it, create their own account and join your workspace.
3. Each pending invitation holds a seat for seven days. Use Resend or Revoke under Pending invitations.
4. Promote people with Make Admin. Admins get seats before Members, and the Owner always has access.

Seats by plan: Individual 1, Agency 5, Startup 15.

Sending inboxes

Each inbox uses SMTP to send and IMAP to read replies. We test both before saving.

Connect a Gmail or Google Workspace inboxSettings › Sending inboxes5 steps

1. In your Google account, turn on 2-Step Verification, then create an app password.
2. In GNX Sales, open Settings and find Sending inboxes. Add an inbox.
3. Choose the Gmail preset. The SMTP and IMAP servers are filled in for you.
4. Enter your email address and paste the app password, not your normal Google password.
5. Save. We test both connections, and the inbox shows Ready when it works.

Connect Outlook or any other mailboxSettings › Sending inboxes4 steps

1. Add an inbox and pick your provider's preset, or the custom option.
2. Enter the SMTP host and port your provider gives you, and the IMAP host.
3. Use one username and password for both. If your host needs an app password, create one there first.
4. Save and wait for the connection test. Fix any field it flags and save again.

Inboxes by plan: Individual 1, Agency 10, Startup 30. Give an inbox to one teammate, or leave it shared with the team.

Fix an inbox that needs attentionSettings › Sending inboxes3 steps

1. An inbox marked Needs attention lost its connection. Campaigns using it pause until it is fixed.
2. Choose Edit settings on that inbox. A changed password or an expired app password is the usual cause.
3. Enter the new password and save. When the test passes, resume the paused campaigns from Campaigns.

Leads and prospects

Find people who match your ideal customer, or bring the list you already have.

Search the lead databaseProspects › Lead database search4 steps

1. Open Prospects and choose Lead database search.
2. Pick job titles, management level, people locations and target industries.
3. Open additional filters to narrow by company HQ location or technologies used.
4. Choose Find and prepare leads. Matching people land in Prospects, ready to add to a campaign.

Revealing an email or phone number uses credits. Phone numbers cost more than emails.

Import leads from a CSVLeads › Import CSV4 steps

1. Choose Import CSV and drag your file in. Files can be up to 10 MB.
2. Under Column mapping, match each CSV column to a GNX field, or choose Skip this field.
3. Check the sample row to make sure names and emails landed in the right place.
4. Start the import and wait for Import complete.

Importing for a voice campaign? You confirm DNC screening and a lawful basis for every number before the import runs.

Add a single prospect by handProspects › Add prospect3 steps

1. Choose Add prospect.
2. Enter at least a name, email or company. A LinkedIn URL is optional.
3. Add notes the AI should consider for this person, then save.

Enrich a lead's detailsLeads › open a lead3 steps

1. Search or filter Leads and open the person.
2. Choose Enrich lead details to fill in missing contact and company data.
3. Fields that show Not revealed still need a reveal before the lead can be emailed or called.

Email campaigns

One campaign, one channel. Build the sequence, set the schedule, approve the drafts.

Create an email campaignCampaigns › New campaign5 steps

1. Choose New campaign, give it a name your team will recognise, and set the channel to Email.
2. Add prompt notes: anything the agent should know about this campaign and who you are targeting.
3. Shape the email sequence. It starts with three steps, and you can use 1 to 10.
4. Under Assign leads, pick Automatic audience to let GNX find, deduplicate and enrich leads for you, or choose existing prospects.
5. Save. The agent researches each lead and writes their emails.

Each campaign holds up to 25 leads. Email campaigns by plan: Individual 3, Agency 10, Startup 25.

Set sending times and limitsNew campaign › Controls4 steps

1. Set the lead-local start and end time and contact days. Emails go out in each lead's own timezone.
2. Choose a daily send cap. Your plan allows up to 100, 200 or 500 emails a day.
3. Pick lead preparation days, Saturday and Sunday by default. Research and drafting run on these days.
4. Choose a research policy: Strict only picks leads with enough evidence, Review holds unclear matches for you.

Review and approve draftsCampaigns › open a campaign4 steps

1. Open the campaign when the dashboard says your emails are ready to review.
2. Read each draft. Use Edit email to change the subject or message.
3. Not right? Choose Regenerate for a fresh version.
4. Choose Approve one by one, or Approve all when you are happy with the batch.

Launch, pause or archive a campaignCampaigns3 steps

1. Choose Launch campaign. Every lead needs a revealed or uploaded email first.
2. Choose Pause anytime to stop sends. Launch again to pick up where it left off.
3. From the Campaigns list, Archive a finished campaign to keep its history, or Delete it.

Replies and pipeline

When someone replies, follow-ups to them stop and the conversation is yours.

Answer a reply with an AI draftInbox4 steps

1. Open Inbox. Use All inboxes to filter by one sending inbox.
2. Pick a conversation on the left to see the full thread.
3. Choose Ask GNX sales to draft. Edit the reply and add an attachment if you need one.
4. Choose Send message. It goes out through the inbox the lead was contacted from.

Turn on autopilot repliesSettings › Agent Configuration3 steps

1. Open Settings and find Agent Configuration.
2. Switch on Auto-approve AI replies. It is off by default.
3. Save. Replies now send without waiting for you, after passing the same checks as approved drafts.

Follow-ups stop on their own when a lead replies, books a meeting, says they are not interested or unsubscribes.

Track conversations in PipelinePipeline3 steps

1. Open Pipeline to see every active lead grouped by stage.
2. Search by lead, company, title or email, or filter to one stage.
3. An empty board means no leads yet. Add leads from Prospects to start it.

AI voice calls

Every paid plan includes calling. Every call opens by saying it is an AI.

Set up your voice agentSettings › Voice Agent3 steps

1. Finish onboarding first. The voice agent builds its call script from your answers.
2. In Settings, choose Set up voice agent. The status changes to Connected.
3. Changed your tone, product description or objections? Choose Update voice agent to refresh the script.

Get your included phone numberSettings › Included number3 steps

1. Choose Provision included number.
2. Wait while it shows Provisioning. The number appears here once it is Active.
3. If it shows Failed, no number was bought. Choose Retry provisioning, and contact Support with the time if it fails again.

Phone numbers by plan: Individual 1, Agency 3, Startup 10.

Run a voice campaignCampaigns › New campaign4 steps

1. Create a campaign and set the channel to Voice.
2. Set calls per hour, maximum call attempts for no-answers and voicemails, and the voice mode.
3. Confirm each number is a direct or mobile line, checked against the Do Not Call lists that apply, and lawful to call.
4. Launch. GNX screens every lead before dialing and blocks any Do Not Call match.

Review calls in Call HistoryCall History3 steps

1. Open Call History and switch between in progress, completed, voicemail, unanswered, busy, failed and rejected.
2. Open a call to play the recording and read the transcript, call summary and sales analysis.
3. For a call that did not connect, choose Retry to queue it again.

Turn on the inbound AI receptionistSettings › Inbound AI receptionist3 steps

1. Choose Enable inbound calls. It is off by default and available on Agency and Startup.
2. Set the unknown-caller daily cap in minutes, so calls from unknown numbers cannot run up your credits.
3. Save. Inbound calls open with an AI disclosure, and their recordings and transcripts are not kept.

Meetings and calendar

The agent books only inside the hours you allow.

Set your availabilityCalendar › Availability4 steps

1. Pick your timezone. Slot times are spoken to leads in this timezone.
2. Choose working days and your start and end time.
3. Set meeting duration, buffer between meetings, minimum notice, and how many days ahead people can book.
4. Add your default meeting link, such as a Google Meet room, and choose Save availability.

See and cancel booked meetingsCalendar3 steps

1. Meetings the agent books appear in Calendar on their own. Use Today to jump back to now.
2. The meeting link goes to the prospect and to your connected mailbox automatically.
3. Open a meeting to see the lead and company, or cancel it if plans change.

Google Calendar sync is coming soon. Until then, GNX Sales keeps its own calendar.

Dashboard and analytics

Where to look each morning, and what the numbers mean.

Read your dashboardDashboard3 steps

1. Start with Tasks: drafts to review and replies waiting on you.
2. Check Next meeting and your progress on the weekly meeting goal.
3. Scroll the Activity feed for the latest sends, replies and booked meetings.

Understand your analyticsAnalytics3 steps

1. Analytics covers the last 30 days: prospects found, emails sent, reply rate and meetings booked.
2. Call performance shows total calls and answer rate for voice campaigns.
3. The conversion funnel shows where leads drop off, from found to booked.

Billing and credits

Only the workspace owner or billing manager can change the plan.

Change your plan or billing periodBilling › Change plan4 steps

1. Open Billing and choose Change plan or Change billing period.
2. Pick the plan. Upgrades show the price with your unused credit taken off before you pay.
3. Pay through Razorpay. The new plan and credits apply once the payment is confirmed.
4. Moving to a smaller plan is scheduled for the end of your current period. Choose which inboxes and numbers to keep in Settings.

Read your creditsBilling3 steps

1. Credit balance is what you have left this period. Credits used is what the agent has spent.
2. Credits reserved are held for work already queued, like drafts and calls in progress.
3. Campaign ceiling is the most one campaign can spend. The agent stops before going over it.

Monthly credits: Individual 2,645, Agency 5,370, Startup 14,370. Unused credits do not carry over.

Cancel your planBilling3 steps

1. Choose Cancel at period end and confirm.
2. Your plan keeps working until the end of the period you paid for. Nothing renews after that.
3. Unused time is not refunded. See the Refund Policy for the cases we review.

Open a support ticket in the appSupport3 steps

1. Open Support in the sidebar and choose Create ticket.
2. Add a subject and describe the problem. Paste links, screenshots or error messages.
3. Replies appear in the thread in real time. Choose Resolve when you are done, or Reopen if it comes back.