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Minimum 4-step setup

1

Connect a messaging channel

Open Settings → Integrations → add a credential for the channels you’ll use:
  • Email (SMTP) — host, port, user, password, sender name/email.
  • LinkedIn — session cookie.
  • Telegram — bot token.
Each credential is auto-tested in the background. When the badge turns “active”, you’re ready.
2

Connect an AI provider (optional but recommended)

Open Settings → AI Models → connect at least one of:
  • OpenAI — API key.
  • Anthropic — API key.
  • Bedrock — AWS access key.
Then assign a model to each slot:
  • Chat slot — used by the autoreply bot and AI campaign generator.
  • Embed slot — indexes content for semantic search / RAG.
3

Load customers

Open CRM → Customers → 3 ways to add data:
  • Add manually — ”+ Add customer” button.
  • CSV Import — drop a .csv file with standard columns. See CSV Import for the format.
  • Automation from a campaign — a node adds customers to a segment when they meet a condition.
4

Create your first segment + campaign

  • Open CRM → Segments → create one (e.g. “Test list — 10 people”).
  • Open Campaigns → create a new campaign → open the Builder → chain: Trigger → Send Email → Wait → Exit.
  • Activate the campaign. Track results in the Analytics tab.

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Ready-to-launch checklist

SMTP credential is active
At least one segment has ≥ 1 customer
At least one email template is saved
Internal test send completed before going live
Always pilot a campaign with 1–2 customers (your own contact) first. Verify the unsubscribe link, sender name, and footer render correctly before scaling up.