What’s in AI Setup
Company Profiles
Describe the product Sally sells and map your competitor landscape with Watch and Block controls.
ICP Profiles
Stack ideal-customer profiles by industry, headcount, region, ARR, tech stack, and signals — then reference them by name in any prompt or campaign.
Persona Profiles
Bucket job titles by role so Sally crafts the right opener for every seat at a target account.
Deep Research
Set the recipe Sally uses to read about a company or a person before she drafts, and browse past research results.
Reply Handlers
Define tone sliders, connect a knowledge base, and set escalation rules so Sally handles inbound replies consistently.
Prompt Library
Build and manage reusable prompt building blocks shared across every agent flow.
How to set up My Companies
My Companies is the foundation — the “from whom and why” behind every outbound sequence.1
Open My Companies
Select My Companies under Targeting. If nothing is on file, you will see a prompt to add the product Sally sells.
2
Add your company
Click Add company, then enter a name, domain, and description. Click Generate from site and Sally reads your website and writes the description for you — edit it freely before saving.
3
Review the competitor map
Each competitor row shows a category, a match score, and Sally’s note. Toggle a row between Watch and Block — blocked competitors are added to your Do Not Contact list so Sally steers around accounts that use them.
4
Regenerate or deepen the profile (optional)
Use Regenerate from site to re-read your website and refresh the description and competitors, or Generate from deep research for a more thorough ICP and persona pass. Both operations spend credits.
To block several competitors at once, click Select on the competitor map, check the rows you want, and choose Add to Do Not Contact.
How to define your ICP and personas
1
Create an ICP profile
Open ICP Targeting and click New profile. Add industries to include, headcount ranges, HQ and operating locations, ARR bands, and detected technologies. Each profile becomes a named reference you can use in any prompt, search, or campaign.
2
Add personas
Open Personas and click New persona. Map the job titles Sally should target into a named persona. Sally writes once per persona and re-styles the message per recipient.
How to tune deep research
Sally reads before she writes. The research recipe determines what she reads, at what depth, and what she surfaces in her drafts.1
Pick a research scope
Use Deep Research for account-level research or Deep Research · People for person-level research. The company scope has three sub-tabs: Research, Results, and Prompt.
2
Run a research pass
Click Run research to configure and start a pass. Select a depth tier — from a quick surface scan up to an exhaustive Ultra Max dive. Sally shows the credit cost before running; deeper passes read more sources and cost more credits.
3
Review results
Open the Results sub-tab to search past research with natural language (for example, “fintech with AI features”), filter the matches, and read Sally’s AI synthesis for each account.
4
Research yourself
Open User Deep Research and click Run research to capture your voice, expertise, and content themes so Sally’s outbound sounds like you wrote it.
How to shape Sally’s content and tools
1
Build a prompt library
In Prompt Library, click New prompt to save reusable blocks — outbound openers, re-engage sequences, RFP replies, and more. Edit one prompt and every agent that references it inherits the change instantly. Use Import to paste a prompt from your clipboard.
2
Configure reply handlers
In Reply Handlers, click New profile to set Sally’s tone, connect a knowledge base (docs site, Notion, and similar), add reference replies and objection handling, and define topics she should never reply about. Toggle a profile between Draft and Live, and mark one as the account default.
3
Set calendar booking rules
In Calendar, use Edit availability to set the hours Sally can offer — with date-specific overrides — and Edit rules for meeting defaults, buffers, blackout dates, and how aggressively she chases a held slot. Add the meeting types she can book, then click Save rules.
4
Add email templates
In Templates, click New template to add an email template and preview how it reads. Sally personalizes the skeleton with research and signals; you keep the proof points. The Sequences and LinkedIn tabs link out to where those live in the Automations builder and each agent’s playbook.
5
Review analytics
Open Analytics to see conversion rates, top-performing agents, run mix, and which prompts are generating replies over 7-, 30-, or 90-day windows. Click Export report to download the data.
Troubleshooting
Sally's status shows 'Not active'
Sally's status shows 'Not active'
The status line reflects your autonomy settings, not your AI Setup configuration. Sally can be fully set up here and still be paused or inactive — review your agent’s autonomy settings to set her live.
Regenerate from site didn't change anything
Regenerate from site didn't change anything
If Sally can’t read the site (wrong or unreachable domain), regeneration reports an error and leaves the profile untouched. Confirm the company name and domain are correct, then try again.
A profile is read-only
A profile is read-only
Profiles shared by a teammate carry a Team · view-only badge — only the owner can edit, regenerate, delete, or block competitors on them. You may also need the manage permission for that area.
An action says I'm out of credits
An action says I'm out of credits
Deep research and regeneration spend credits. If a run won’t start, top up credits or ask an admin to do so, then retry.
Related
Deep Research
Full details on how Sally reads about an account or a person before she writes.
Reply Handlers
Tone controls, knowledge base connection, and escalation rules for inbound replies.
Integrations
Connect Google or Outlook, sending mailboxes, and other tools Sally relies on.
AI SDR Builder
Put your ICP, personas, and prompts to work inside an autonomous outbound agent.