Step-by-step guide: How to Set Up a Campaign with Live AI

With Live AI, you’re not stuck with static lists, you’re tapping into real-time data to find leads the moment they show buying intent. No filters or complex setups needed: just describe your ideal customer in plain English, and AiSDR translates it into structured searches. From broad roles to hyper-specific signals like “companies hiring after funding”, Live AI surfaces and enriches the right contacts. The result? Fresher leads, smarter targeting, and better timing 😎

1. Start with the Campaign Builder

   1. Head over to AiSDR's Campaign Builder.

   1. Choose Live AI database.

2. Open People Search
   In Cold Outreach → Live AI choose People Search (recommended for most use-cases).

   

1. Write the Audience clause
   Start with a plain-language description such as “decision makers in marketing”. No Boolean needed—Live AI understands synonyms and related titles.

2. Add Firmographics
   Layer on company qualifiers: sector (“B2B SaaS”), headcount (“under 200 employees”), geography (“United States” or drill down to states/cities), revenue, funding stage, etc.

3. Inject a Signal
   Add one or more buying triggers, e.g.
   • hiring for SDR roles
   • recently raised Series A
   • new Head of Sales in the last 90 days
   • using HubSpot CRM

   

4. Click Search
   Live AI breaks your prompt into structured criteria and searches all connected data sources and the public web

   

5. Review & Refine
   For each prospect you’ll see an explanation card showing exactly which part of the prompt matched.
   – Edit Criteria to tighten or broaden results.
   – Add Additional Filters if needed.

   

1. Enable Continuous Sourcing
   Select “Continuously add new” and click Next to let AiSDR automatically enrich email addresses and funnel future matches into your campaign.