Getting started
Create your account, complete onboarding, and get your first agent live.
- Setting up your organization and inviting teammates
- Answering onboarding so the agent understands your offer
- Connecting Gmail or custom SMTP + IMAP for sending and reply tracking
- Launching your first campaign end to end
Leads and prospecting
Build target lists from a lead database search or your own data.
- Searching the lead database for your ideal customer profile
- Uploading and mapping a CSV of leads
- Deduplicating and cleaning imported lists
- Moving qualified prospects into a campaign
Campaigns and outreach
Write, schedule, and monitor AI-generated email sequences.
- Building a sequence with AI-generated steps
- Editing tone, offer, and call to action
- Sending windows, throttling, and follow-up timing
- Pausing, resuming, and cloning a campaign
Replies and inbox
Review AI-drafted replies and keep conversations moving.
- How AI drafts replies from conversation history
- Approving, editing, or rejecting a draft
- Spotting hot leads and routing them to a rep
- Handling unsubscribes and out-of-office replies
Voice campaigns
Run outbound campaigns and an optional inbound AI receptionist.
- Configuring a voice agent and call script
- Call disclosure and consent requirements
- Reviewing transcripts and call outcomes
- Following up by email after a call
- Enabling inbound calls, caller identification, and daily minute caps
Meetings
Turn interest into booked time on the calendar.
- Connecting your calendar and availability
- How the agent qualifies before booking
- Rescheduling and no-show handling
- Meeting reminders and follow-ups
Analytics
Understand what is working across channels.
- Reading the dashboard metrics
- Open, reply, and meeting conversion rates
- Comparing campaign performance
- Deliverability signals to watch
Account and billing
Manage plans, credits, campaign limits, integrations, and security.
- Changing or cancelling your plan
- Updating payment methods and invoices
- Managing integrations and API access
- Password resets and account recovery