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.
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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
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