Platform Guides & Tutorials Everything you need to know to set up your environment, launch your AI sales team, and monitor your pipeline. How to Complete the Primary CTA and Onboarding SetupHow to Hire Your First AI Salesforce and Generate a Personalized Growth PlanHow to Sign Up, Verify, and Log In to the PlatformHow To: AI Workspace Onboarding and Environment ProvisioningHow to Run the AI Prospecting Test DriveHow To: Test and Validate AI Agent Email Outreach and LinkedIn Connection SetupHow to Install and Connect the LinkedIn PluginHow to Connect the LinkedIn Chrome Extension in a Separate Chrome ProfileHow To: Final LinkedIn Test Run After Plugin ConnectionHow To: Post-Test-Run Platform Review and Dashboard OrientationHow To: Navigating the Workspace, Teams, and Human-in-the-Loop SupportHow to Use the Teams Tab to Understand Team Roles, Outputs, and DependenciesHow to Use the Inbox to Chat With AI, Humans, and OrchestratorsHow To: Managing the AI Team Data Hub and Pipeline UpdatesHow To: Set Up and Use the Scheduling Calendar and Booking LinkHow to Use the Activities Tab to Monitor AI Agents and Human Loop WorkHow To: Reviewing and Using Insights to Monitor Team PerformanceHow To: Add and Organize AI Agents in the Agent StoreHow To: Configure and Use Integrations for the AI Sales TeamHow To: Navigating the Platform, Switching Contexts, and Requesting AI Team MembersHow To: Creating and Managing a Workspace for Agency or Multi-Company Sales OperationsHow To: Using the Voice Command Center for Voice-Enabled Platform Interactions
