Quickstart Guide

In less than five minutes, start your first automation campaign.

Are you prepared to automate sales? Start your first “Cold Outreach” flow by following these four steps.

1. Create Automation

   Go to the Automations tab. Click + Add Automation and choose a “Cold Email” recipe, or write a prompt to create it from scratch.

2. Import Leads

   Go to the Leads tab. Import your CSV/Excel file file with the names and emails of your prospects.

3. Connect Channels

   Go to Agents. Click the gear icon next to Email and enter your SMTP details to authorize sending.

4. Launch Campaign

   Return to your Automation, select your lead list, and click Start Campaign.

Next Steps

Now that your campaign is live, learn how to manage the results.

Unified Inbox

Manage replies from Email and WhatsApp in one place.

Campaign Metrics

Track open rates and lead engagement.