Explore the docs
Quick Start
Go from sign-up to a live AI sales agent in about three minutes — no manual CRM setup required.
Core Concepts
Learn how Sally, agents, ICP profiles, personas, playbooks, and CoPilot vs. AutoPilot all fit together.
AI Agents
Build, launch, and manage the AI SDRs that prospect and follow up on your behalf.
Integrations
Connect your mailbox, LinkedIn, CRM, Slack, and calendar so Sally can send and sync.
Get up and running
Follow these steps to go from a brand-new account to a live AI sales campaign.1
Sign up and meet Sally
Create your account at newapp.salestools.io. Sally activates immediately and starts researching your business from your company domain — no credit card required to get started.
2
Complete the onboarding wizard
The guided setup takes about seven minutes. Sally reads your website, proposes a target audience, drafts a real personalized sequence, and walks you through connecting your channels. New accounts receive 10,000 free credits during this step.
3
Review and refine your AI agent
Once your first agent is live, open it in the AI SDR Builder to tune the audience, voice, playbook, and guardrails. Switch between CoPilot mode (Sally drafts, you approve) and AutoPilot mode (Sally sends within your daily caps) at any time.
4
Work your pipeline from the Dashboard
Your Dashboard surfaces a daily Brief — the single highest-priority draft waiting for your approval — alongside live pipeline value, outreach KPIs, and a feed of everything Sally has done since midnight.
What’s inside Salestools
AI SDR Builder
A seven-step guided wizard that configures a complete sales agent — audience, voice, channels, playbook, and guardrails.
Automation Builder
A hands-on cadence editor where you wire each step, delay, branch, and exit rule yourself.
Sales Intelligence
Find leads from a 240M-record graph, track website visitors, and manage your deals pipeline.
Lead Management
Organize your prospects, cohorts, network contacts, and inbound leads in one place.
Communication Hub
Handle approvals, inbox replies, social engagement, and meeting recordings from a unified stream.
Credits & Billing
Understand what each action costs, monitor your balance, manage your plan, and resolve payment issues.