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Welcome! This guide will help you get started and make the most of every feature available to you.

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Getting Started

When you first log in, you’ll create a company (or organization) to get started. Think of a company as your workspace where all your AI employees, content, contacts, and campaigns live.

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Your First Steps

  1. Create Your First Company - Learn how →
  2. Set Up Your AI Employees - Learn how →
  3. Add Knowledge to Train Your AI - Learn how →
  4. Start Chatting with Your AI - Learn how →

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What Can You Do?

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Talk to AI Employees

Create AI employees with different personalities and expertise, then chat with them to get help with tasks, answer questions, or brainstorm ideas.

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Build Your Knowledge Base

Upload documents, websites, and files to train your AI employees. The more relevant knowledge you add, the more accurate your AI becomes.

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Find & Enrich Contacts

Build smart lists of contacts, enrich them with verified emails, phone numbers, and firmographic data, and run automated per-row actions.

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Run Outreach Campaigns

Send personalized emails, LinkedIn touches, SMS, and more through multi-step sequences that nurture your leads and book meetings.

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Create Content

Generate blog posts, social content, images, audio, and videos with AI — and publish them on a schedule.

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Deploy Website Agents

Create AI agents you can embed on your website to answer questions and capture leads 24/7.

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The Sidebar Menu

After selecting a company, the sidebar groups features into collapsible sections. Here’s what you’ll find: At the top Find & Enrich Engage Inbound Settings
The Content Engine opens a sub-menu with Images, Audio, Video, and Voices for standalone media creation. The exact items you see depend on your plan and which features are enabled for your account.

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Account & Settings

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Need Help?

  • Click Support in the sidebar to submit a support ticket
  • Our team typically responds within one business day
  • Include screenshots when reporting issues — it helps us help you faster

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Quick Tips

  1. Start small — create one AI employee and test chatting before building complex campaigns
  2. Quality over quantity — a few well-written knowledge base documents beat many low-quality ones
  3. Test your sequences — always send yourself a test before launching a campaign
  4. Save your work — most changes save automatically, but click Save when you see the button
  5. Use search — most pages have search to help you find what you need quickly