# Salestools

## Docs

- [AI SDR Builder: Launch Your AI Sales Rep in 7 Steps](https://docs.salestools.io/ai-agents/ai-sdr-builder.md): Configure an AI sales rep in seven steps — set her persona, audience, voice, channels, playbook, and guardrails, then preview and launch.
- [Automation Builder: Build Custom Outreach Cadences](https://docs.salestools.io/ai-agents/automation-builder.md): Build any outreach cadence step by step — emails, LinkedIn, calls, research, and condition branches — with per-step prompts, delays, and exit rules.
- [Managing AI Agents: Monitor, Pause, Edit, and Track](https://docs.salestools.io/ai-agents/managing-agents.md): Start, pause, edit, and delete your AI agents — and track every enrolled lead's progress, outreach history, and real-time KPIs from one place.
- [AI Agents: Automate Outreach and Book More Meetings](https://docs.salestools.io/ai-agents/overview.md): Meet Salestools AI Agents — automated outreach machines that prospect, follow up, and book meetings for you across every channel.
- [Set Up Company Profiles for Precise AI Outbound Writing](https://docs.salestools.io/ai-library/company-profiles.md): Describe the product you sell and map your competitors so Sally writes in-context outbound and steers around the wrong accounts automatically.
- [Commission AI Deep Research on Companies and People](https://docs.salestools.io/ai-library/deep-research.md): Set the research recipe Sally runs before writing — depth tier, language, custom prompt — and browse every completed brief in a searchable library.
- [Define Ideal Customer Profiles for Precise Targeting](https://docs.salestools.io/ai-library/icp-profiles.md): Build named ICP profiles with firmographic filters and a narrative field so Sally and your campaigns always target the right accounts.
- [AI Library: Targeting, Research, and Prompt Blocks](https://docs.salestools.io/ai-library/overview.md): The AI Library holds the targeting profiles, research recipes, prompts, and reply rules that Sally draws on every time she runs an agent.
- [Build Buyer Personas with Role-Based Job Title Buckets](https://docs.salestools.io/ai-library/persona-profiles.md): Create named buyer personas by grouping job titles into four deal-role buckets so Sally targets the right people and writes one message per persona.
- [Customize AI Prompts for Your Team in Prompt Library](https://docs.salestools.io/ai-library/prompt-library.md): Browse Sally's system prompts, write team-wide overrides in a side-by-side editor, and manage enabled status — all from the Prompt Library in Settings.
- [Configure Sally's Reply Handling Tone and Knowledge](https://docs.salestools.io/ai-library/reply-handlers.md): Set up tone sliders, a knowledge base, auto-send rules, and runtime policies so Sally handles inbound replies accurately and in your voice.
- [Review and Reply to Every Lead from a Unified Inbox](https://docs.salestools.io/communication/inbox.md): Every reply across email, LinkedIn, and WhatsApp lands in one threaded inbox, with Sally's AI drafts ready for your one-click approval.
- [Record, Transcribe, and Summarize Every Sales Call](https://docs.salestools.io/communication/meeting-recordings.md): Send a recording bot to Google Meet, Zoom, or Teams calls to capture transcripts, AI summaries, action items, and CRM-synced notes.
- [Engage LinkedIn Prospects and Publish Posts with AI](https://docs.salestools.io/communication/social-engagement.md): Approve AI comments on prospect posts, publish your own LinkedIn content, and track how relationships warm from cold to sales-ready.
- [Manage AI Drafts, To-Dos, and Sales Calls in One Queue](https://docs.salestools.io/communication/tasks.md): Work Sally's AI-generated drafts, your personal to-dos, and the built-in Power Dialer from a single unified daily queue in Salestools.
- [Core Concepts: How Salestools AI Sales Agents Work](https://docs.salestools.io/getting-started/core-concepts.md): Understand Sally, AI SDRs, Automations, ICP and Persona profiles, Playbooks, and CoPilot vs. AutoPilot before you build your first agent.
- [Credits & Billing: Plans, Credit Usage, and Payments](https://docs.salestools.io/getting-started/credits-and-billing.md): Track your Salestools credit balance, understand what each action costs, manage your plan and seats, renew early, and fix payment issues.
- [Onboarding: Complete Your Guided 7-Minute Account Setup](https://docs.salestools.io/getting-started/onboarding.md): Complete the guided onboarding wizard to let Sally research your business, build an audience, draft your sequence, and launch your first campaign.
- [Quickstart: Launch Your First AI Sales Agent in Minutes](https://docs.salestools.io/getting-started/quickstart.md): Go from sign-up to a live AI SDR in three steps — tell Sally about your business, pick a recipe, and go live in under five minutes.
- [Spot Buying Intent with AI Intelligence Signals](https://docs.salestools.io/home/ai-intelligence.md): A live feed of companies surging on your topics — filter by signal kind, firmographics, and surge grade, then send the hottest accounts to an AI Agent.
- [Your Daily Sales Brief and Pipeline at a Glance](https://docs.salestools.io/home/dashboard.md): See your top pending decision, live pipeline value, outreach KPIs, and Sally's latest actions — all on one screen the moment you log in.
- [Plan and Prioritize Your Selling Day with My Day](https://docs.salestools.io/home/my-day.md): My Day pulls every open thread — Sally's drafts, inbox replies, tasks, meetings, and pipeline — into one screen so you always know what to do next.
- [Salestools: Your AI-Powered Sales Workspace Overview](https://docs.salestools.io/introduction.md): Salestools puts an AI copilot called Sally on your sales team. She researches prospects, drafts outreach, and works your pipeline around the clock.
- [Prospect Cohorts: AI Clusters, Intent Signals, and Actions](https://docs.salestools.io/lead-management/cohorts.md): Explore AI-clustered prospect groups across five views, read intent signals, refine by trait, and push the right cohort into an agent or sequence.
- [Route and Assign Inbound Leads from Salesforce and HubSpot](https://docs.salestools.io/lead-management/inbound.md): Assign Salesforce and HubSpot inbound leads to the right rep in one click so Sally's automation immediately starts working each lead.
- [Search, Filter, Enrich, and Act on Your Saved Leads](https://docs.salestools.io/lead-management/my-leads.md): Browse, filter, enrich, and act on every lead and company you've saved — with bulk AI actions, CRM import, and plain-language search.
- [Map Relationships and Find Warm Paths into Accounts](https://docs.salestools.io/lead-management/network.md): Connect email, LinkedIn, calendar, and CRM to build a de-duplicated relationship directory and let Sally surface warm intro paths and check-in drafts.
- [Manage and Forecast Deals Across Your Sales Pipeline](https://docs.salestools.io/sales-intelligence/deals-pipeline.md): Manage every opportunity in a drag-and-drop board or sortable list, read AI forecasts, and work each deal in a full record pane synced to your CRM.
- [Prospect and Save Leads with AI-Powered Search Filters](https://docs.salestools.io/sales-intelligence/find-leads.md): Search a global prospect database using plain-language prompts or structured filters, then save, enrich, or export your best-fit leads in seconds.
- [Monitor Company News and Trigger Outreach with Scout](https://docs.salestools.io/sales-intelligence/scout.md): Watch saved companies for news worth reaching out about, score each signal for relevance and sentiment, and act on door-openers as approve-first tasks.
- [Track Website Visitors and Identify Buying Intent Signals](https://docs.salestools.io/sales-intelligence/visitor-tracking.md): Resolve the companies and people behind your website sessions, score their buying intent, and push warm accounts directly to an AI Agent for outreach.
- [Configure Sally AI: Targeting, Research, and Voice](https://docs.salestools.io/setup/ai-setup.md): Set up everything Sally uses before she writes — your company profile, ICP, personas, research recipes, prompts, reply handlers, and calendar rules.
- [Connect LinkedIn, Email, CRM, Calendar, and Slack Apps](https://docs.salestools.io/setup/integrations.md): Wire up every channel Sally works through — LinkedIn, email mailboxes, your CRM, your calendar, and Slack — from one unified integrations page.
- [Customize Notification Preferences and Slack Routing](https://docs.salestools.io/setup/notifications.md): Choose which Salestools events interrupt your day, pick where each one lands — in-app bell, email, or Slack — and configure a daily or weekly brief.
- [Set Up Salestools-Managed Sending Domains and Mailboxes](https://docs.salestools.io/setup/outbound-host.md): Provision Salestools-managed sending domains and mailboxes, configure DNS in three ways, and sync your mailboxes into your sending rotation.
- [Configure Your Salestools Workspace and Profile Settings](https://docs.salestools.io/setup/settings.md): Manage your profile, team, security, email signature, AI behavior, and API keys from a single, searchable workspace control center.
- [Manage Your Salestools Subscription Plan and Billing](https://docs.salestools.io/setup/subscription-billing.md): Track credits in real time, switch plans, update your payment method, resolve failed payments, and review a full credit activity log.