Before you start
Recommended workflow
Start an AI session
Open the AI area and describe the campaign you want to build in plain language.

Clarify the audience
Answer follow-up questions about role, company type, location, trigger, offer, and exclusions.

Review suggested leads or list
Inspect any list, search, or source the AI recommends before using it in a campaign.

Review generated copy
Read the email or LinkedIn copy carefully. Edit anything that sounds generic, inaccurate, or too aggressive.

Approve campaign setup
Approve the campaign only after senders, audience, sequence, and validation are correct.

What to do next
FAQ
Can AI launch campaigns for me?
Use review and approval before launch. AI can prepare work, but users should verify audience, copy, and sending setup.
What should I include in the prompt?
Include target buyer, company type, offer, pain point, geography, exclusions, tone, and proof points.
Let agents research, enrich, or draft work, then review outputs before they affect your workspace.