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Product Tour Index

this is where we can list all of the product tours, that a client can access in one place, and a link to start each tour.

Updated over 5 months ago

Basic Setup

Welcome Tour:
Your first tour, helping you to set your initial profile for the AI
And create your first campaigns and searches.
CLICK HERE

Profile Setup:
Setting your account email and password.
CLICK HERE

Custom Labels:
Adding Custom Labels to keep track of your leads and actions
CLICK HERE

Integrations

CRM connections (GoHighLevel)
Setting up your leads system to connect with your GHL (GoHighLevel) system.
CLICK HERE

Custom Integrations (other connections such as Zapier)

Adding webhooks and APIs so that you can connect to additional programs.
CLICK HERE

OpenAI API

Add the Open AI - API key to enable the AI components of your leads tool.

Campaigns Types

Watch a video tutorial on the three search types.
CLICK HERE

People Search

Creating a search that taps into Linkedin to find your ideal prospect by their role and interests.

Company Search

Creating a search to target niches, verticals, or industries

Domain Search

Creating a search that targets one specific website at a time.

AI Profile and settings

Template ai prompts

Create your prompts and set templates so that the AI tools will reflect your unique voice and requests.

The Search Screens and Results

Understanding the Lead Search Features

Going through the search results screen and understanding the different icons and search information shown on the screen.

Viewing the results of a list

After the initial search, view the details of the results as they've come in.

Adding search results to an existing list

Click on an existing campaign and add more search results to that campaign.

Expanding Your Search for More Results

Some tips to get more results from your searches.

Filters

Using the built in filters to return in the results only the choices that you want to narrow down on. Filter on email addresses, employees, labels, and more.

Exporting Results

To CRM (HighLevel) or any other connected API (such as Zapier)

Sending your Search results across to the GHL system.

Exporting to CSV

Sending your search results to a CSV file

Managing Related Accounts

As you bring in related accounts, as additional users or sales made this is how to manage those user accounts.

CLICK HERE


💡 Tip

Need more help? Get more support from our Community.

Find answers and get help from our team and the White Label Suite Community.


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