Your First Campaign
Key Takeaway
Your first campaign starts with a goal, not a form. Set a goal in the 3-step wizard (Goal, Audience, Channels), your agent drafts a campaign under it, you approve the first cold email campaign on the Cold Email page, and your agent begins finding leads, verifying emails, and sending personalized outreach.
Start With a Goal
Campaigns are tactics your agent runs under a goal, so you don't create campaigns by hand. Navigate to Goals in the sidebar and click New goal. The 3-step wizard asks for:
- Goal: What you want to achieve (e.g., "Book 10 demo calls with restaurant owners")
- Audience: Industry, location, and any additional criteria
- Channels: Cold email, paid ads, social content, or a mix
What Happens Next
Your AI agent takes over from here:
- Campaign Drafting: Drafts an outreach campaign under your goal, targeted at your audience
- Your Approval: The first cold email campaign waits for your OK on the Cold Email page
- Lead Generation: Finds potential leads matching your target audience
- Email Verification: Validates all email addresses before sending
- Outreach & Follow-ups: Sends personalized emails and follows up with non-responders
- Hot Lead Detection: Flags interested responses for your attention
Need Something On Demand?
Open any goal from the Goals page to see its detail view. The Quick actions there let you queue work for your agent anytime: Draft ad campaign, Fill this week's posts, or Draft outreach campaign. Everything your agent drafts waits for your review before it spends or sends.
Monitoring Progress
Track your campaign from the dashboard:
- Stat Cards show emails sent, replies, and hot leads
- Activity Feed shows real-time agent actions
- Campaign Overview shows all active campaigns at a glance
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