> ## Documentation Index
> Fetch the complete documentation index at: https://docs.salestools.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Configure Sally AI: Targeting, Research, and Voice

> Set up everything Sally uses before she writes — your company profile, ICP, personas, research recipes, prompts, reply handlers, and calendar rules.

AI Setup is the control room for Sally, your AI sales copilot. Everything here — your company profile, ideal customer profile, personas, research recipes, prompts, reply handlers, calendar rules, and templates — feeds every message Sally drafts. Configure it once and every agent in your workspace picks up the changes automatically.

The page is a single screen with a catalog on the left, grouped into **Targeting**, **Research**, and **Content & Tools**, and a detail panel on the right for whichever item you select. A status line at the bottom of the catalog shows whether Sally is **Ready to run**, **Paused**, or **Not active**.

<Tip>
  Most panels include a **Personal / Team** toggle. Profiles you create are personal by default. Shared profiles carry a **Team** badge and are read-only unless you own them.
</Tip>

## What's in AI Setup

<CardGroup cols={2}>
  <Card title="Company Profiles" icon="building" href="/ai-library/company-profiles">
    Describe the product Sally sells and map your competitor landscape with Watch and Block controls.
  </Card>

  <Card title="ICP Profiles" icon="crosshairs" href="/ai-library/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.
  </Card>

  <Card title="Persona Profiles" icon="users" href="/ai-library/persona-profiles">
    Bucket job titles by role so Sally crafts the right opener for every seat at a target account.
  </Card>

  <Card title="Deep Research" icon="magnifying-glass" href="/ai-library/deep-research">
    Set the recipe Sally uses to read about a company or a person before she drafts, and browse past research results.
  </Card>

  <Card title="Reply Handlers" icon="reply" href="/ai-library/reply-handlers">
    Define tone sliders, connect a knowledge base, and set escalation rules so Sally handles inbound replies consistently.
  </Card>

  <Card title="Prompt Library" icon="book" href="/ai-library/prompt-library">
    Build and manage reusable prompt building blocks shared across every agent flow.
  </Card>
</CardGroup>

## How to set up My Companies

My Companies is the foundation — the "from whom and why" behind every outbound sequence.

<Steps>
  <Step title="Open My Companies">
    Select **My Companies** under Targeting. If nothing is on file, you will see a prompt to add the product Sally sells.
  </Step>

  <Step title="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.
  </Step>

  <Step title="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.
  </Step>

  <Step title="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.
  </Step>
</Steps>

<Note>
  To block several competitors at once, click **Select** on the competitor map, check the rows you want, and choose **Add to Do Not Contact**.
</Note>

## How to define your ICP and personas

<Steps>
  <Step title="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.
  </Step>

  <Step title="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.
  </Step>
</Steps>

<Tip>
  Use **Duplicate** on an ICP profile or **Clone** on a persona to spin up variations quickly — useful when you sell into multiple segments or verticals.
</Tip>

## 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.

<Steps>
  <Step title="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**.
  </Step>

  <Step title="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.
  </Step>

  <Step title="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.
  </Step>

  <Step title="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.
  </Step>
</Steps>

## How to shape Sally's content and tools

<Steps>
  <Step title="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.
  </Step>

  <Step title="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.
  </Step>

  <Step title="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**.
  </Step>

  <Step title="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.
  </Step>

  <Step title="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.
  </Step>
</Steps>

<Warning>
  Connecting Google or Outlook for calendar booking happens on the **Integrations** page, not here. The Calendar panel in AI Setup only configures the booking *rules* — availability, buffers, and meeting types.
</Warning>

## Troubleshooting

<AccordionGroup>
  <Accordion title="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.
  </Accordion>

  <Accordion title="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.
  </Accordion>

  <Accordion title="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.
  </Accordion>

  <Accordion title="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.
  </Accordion>
</AccordionGroup>

## Related

<CardGroup cols={2}>
  <Card title="Deep Research" icon="magnifying-glass" href="/ai-library/deep-research">
    Full details on how Sally reads about an account or a person before she writes.
  </Card>

  <Card title="Reply Handlers" icon="reply" href="/ai-library/reply-handlers">
    Tone controls, knowledge base connection, and escalation rules for inbound replies.
  </Card>

  <Card title="Integrations" icon="plug" href="/setup/integrations">
    Connect Google or Outlook, sending mailboxes, and other tools Sally relies on.
  </Card>

  <Card title="AI SDR Builder" icon="wand-magic-sparkles" href="/ai-agents/ai-sdr-builder">
    Put your ICP, personas, and prompts to work inside an autonomous outbound agent.
  </Card>
</CardGroup>