Your First Steps After Subscribing

Last updated: April 23, 2026

Welcome to AiSDR: an AI-driven platform that helps you book qualified meetings by finding relevant leads, tracking signals, and reaching out through personalized messaging across email and LinkedIn.

If you are new to AiSDR and are not sure where to begin, start by completing the steps below to find out more about how you can start leveraging AiSDR to achieve your goals.

đź“ą Watch AiSDR refresher demo and the overview of the onboarding steps

Watch a bite-sized AiSDR demo where our CEO, Yuriy, shows how our Campaign Builder allows you to identify your ideal audience using various data sources, including our unique Live AI feature. Additionally, it explains how AISDR automates the outreach process, ensuring that every email is tailored to the prospect.

Then, proceed with exploring the essential first steps after subscribing to AISDR. We will go through each of the steps in more detail below.

Browse through the steps below to gain a deeper understanding of the key setups.

🚪Log in to AiSDR

Once you subscribe to AiSDR, you'll receive 3 automated welcome emails - an invitation to log in, guidance from our head of customer success, and an invite to a dedicated Slack channel.

Your account will be associated with the email address you used during subscription.

No password is needed; simply use "Sign in with Google" or "Sign in with Microsoft," depending on your email provider, and you're ready to go!

Alternatively, you can log in with a magic link. Just enter your email address, and you’ll receive a direct link to access your account.

đź“« Fill in the mailbox request form

When you log in to AiSDR for the first time, you will see a pop-up with the mailbox request form. You can also find it on the left-hand side of the platform under the “Get started” steps.

It's crucial to submit this request as soon as possible after subscribing, as the mailboxes require 7+ days for initial warm-up before they can be used in campaigns.

Check out the video below guiding you through selecting lookalike domains, and assigning mailboxes to team members:

âš  Please note:

  • Once submitted, mailbox assignments can't be changed

  • Domain selections and mailbox names are final and irreversible

  • Double‑check everything before clicking submit

🤖 Connect additional integrations

Integrations are key to getting the most out of AiSDR. By connecting your CRM, LinkedIn, and website, you ensure AiSDR can collect high-quality leads, sync data automatically, and stop campaigns at the right time, so your outreach is always relevant and efficient.

  1. CRM: HubSpot / Salesforce

  • Why: Sync your leads from/to HubSpot and keep contact data updated automatically. For Salesforce, currently only one-way sync is supported (adding leads from Salesforce to AiSDR).

  • How to connect: Go to Settings → Integrations →HubSpot/Salesforce, click Connect, log in to your CRM, and authorize AiSDR.
    Note: can only be done by CRM admin.

  1. LinkedIn

  • Why: Automate LinkedIn (connection requests, likes, and messages) to target leads in several channels

  • How to connect: In Settings → Integrations, enter your LinkedIn login credentials → click Connect → complete verification (including 2FA if enabled).

  1. LinkedIn Profile Visitors Tracking (LinkedIn Premium only)

  • What it does: Identifies and tracks LinkedIn users who visit your profile for more precise targeting.

  • How to connect: In Settings → Integrations, log in with your LinkedIn Premium account → click Connect → confirm verification.

  1. Website Visitors Tracking

  • What it does: Tracks anonymous website visitors and turns them into leads.

  • How to connect: In Settings → Integrations, click Connect → install the tracking pixel (via Google Tag Manager or manual code in <head> tag) → Publish changes → confirm connection.

  1. Calendly (optional)

  • What it does: Stops campaigns automatically once a lead books a meeting.

  • How to connect: In Settings → Integrations, click Connect and log into your Calendly account.

  • Important: other meeting links are supported by AiSDR as well.

🔎 Explore AI Strategist campaign suggestions

With AI Strategist, AiSDR takes campaign creation to the next level as it can help you generate and launch high-performance outreach strategies in just minutes.
All you need to do is provide your website and product details, and the system will research your audience, identify relevant segments, and design campaigns tailored to your goals.

Once you choose a campaign you like, AiSDR sets it up and runs it on autopilot, covering messaging, lead targeting, and outreach for you.

This gives you two key advantages:

  1. Moving from idea to active outreach with minimal effort.

  2. Seeing a clear view of what types of campaigns are possible with AiSDR.

Note: When you first log in, strategies should be already automatically generated for you. Simply click on AI Strategist → History to review and activate them right away.

Learn more about how AI Strategist works:
đź“„ AI Strategist

🤔 Optional: If AI Strategist campaigns are a no-go. Explore what campaigns can be created manually.

If you prefer to set up a campaign yourself, AiSDR gives you several campaign types to choose from.

We'll discuss the difference between each type of search in depth in our next section:

đź“„ Explore what's possible with AiSDR and choose your approach


The very first step is to decide what type of campaign you want to run, based on your goals and target audience:

Important: Whichever type of campaign you choose, it must include a strong signal that shows the leads are a good fit. Avoid launching broad campaigns such as “CTOs of all information technology companies”. These audiences are too general and will not convert effectively.

A better example would be: “CTOs of recently funded fintech companies with 50–200 employees using Stripe”.

👷 Note: If you're feeling lost about which campaigns to launch, reach out to your dedicated account manager; they’ll help you choose the right starting point.

By starting with the right campaign type and ensuring your targeting is specific, you’ll get higher-quality leads and more predictable results.

🧑‍🧒‍🧒 Invite team members

  1. Navigate to the Team page.

  2. Click on the 'Add team member' button.

  3. Assign roles to your team members

đź“„ How Can I Invite Team Members?

đź™… Upload a suppression list

  1. Navigate to: Leads → Suppression List → Create List

  2. Choose the most convenient way to add emails or domains to the suppression list.

đź“„ How to Create Suppression Lists?

✍🏻 Add a signature

  1. Go to the Team section.

  2. Select the user on whose behalf the emails will be sent.

  3. Click Edit to change their signature.

  4. Save the changes before closing.

    đź“„ Why Preview Mode Shows Messages with a Wrong Signature?

To get the most out of your subscription, we recommend completing all steps above within 7 days of signing up. This ensures you’ll have plenty of time to make the most of the sending volume you purchased and start seeing results.