A new workspace shows a Get started with edgr checklist on /home with four steps. Each step ticks itself off once the underlying record exists. Dismiss the checklist with the × and it stays dismissed in that browser.
1

Connect an integration

Settings → Integrations (/settings/integrations) — add a credential for each channel you plan to send on:
  • Email: SMTP host, port, username, password, sender name and address.
  • LinkedIn: a session cookie.
  • Telegram: a bot token from BotFather.
Each credential is tested in the background. Wait for the badge to read active. See Integrations.
2

Add your first customer

CRM → Customers (/crm/customers) — add one by hand with New Customer, or load a file from Import CSV. See CSV Import.
3

Create a segment

CRM → Segments (/crm/segments) — a campaign aims at a segment, so make one even if it holds ten people. See Segments.
4

Launch a campaign

Campaigns (/campaigns) — create one, open the builder, chain Trigger → Send Email → Wait → Exit, then activate it. See Campaigns Overview.

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Connect an AI provider

The autoreply agent, the AI campaign generator and knowledge-base search all need a model. Open Settings → AI / Model Providers (/settings/ai), connect OpenAI, Anthropic or Bedrock, then assign a model to each slot under /settings:
  • The chat slot runs the autoreply agent and the campaign generator.
  • The embed slot indexes knowledge-base documents for search.
Anthropic has no embedding model, so an Anthropic-only workspace still needs OpenAI or Bedrock for the embed slot. See AI Models.

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Before the first real send

An SMTP credential reads active
A segment holds at least one customer
An email template is saved
A test send has landed in your own inbox
Run every new campaign against one or two customers — your own address is ideal — before pointing it at a segment. Check the sender name, the unsubscribe link and the footer in the received mail, not in the preview.