Your First Steps After Subscribing
Last updated: September 30, 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.
To get the most out of your subscription, we recommend completing the steps below within 7 days of signing up. This gives you enough time to make the most of your purchased sending volume and start seeing results.
Complete Today:
🚪Log in to AiSDR
Once you subscribe to AiSDR, you'll receive 3 automated welcome emails - an invitation to log in, guidance email, and an invite to a dedicated Slack channel (optional to use).
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.
Getting a 401 error?
🚀 Kick off AiSDR onboarding
Once you log in, AiSDR will already have some background on your business, so you can create your first campaign draft right away.
📫 Complete the mailbox request form
Didn’t request the lookalike domains during the onboarding flow? You can always do it later under Team tab > Order Mailboxes.
⚠ 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
Explore Next:
🤖 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.
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.
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).
Website Visitors Tracking (available on Enterprise tier only)
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.
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.
🙅 Upload your suppression list
Navigate to: Leads → Suppression List → Create List
Choose the most convenient way to add emails or domains to the suppression list.
🖐 Set up a campaign manually (optional)
If you prefer to set up a campaign manually, AiSDR gives you several campaign types to choose from.
The very first step is to decide what type of campaign you want to run, based on your goals and target audience:
Live AI Campaigns: Build targeted campaigns to reach new leads.
Lookalike Campaigns: Find audiences similar to your best-performing customers.
Website Visitors Campaigns (for Enterprise tier): Identify anonymous visitors on your website and automatically target them.
Social Signals Campaigns: Engage with people who view your or your teammate's LinkedIn profiles OR who interact with specific LinkedIn pages.
Importing Leads from CSV: Upload your own database of leads and start outreach immediately.
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 Customer Success 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.
Good-to-know:
🧑🧒🧒 Invite team members
Navigate to the Team page.
Click on the 'Add team member' button.
Assign roles to your team members
✍🏻 Add your signature
Go to the Team section.
Select the user on whose behalf the emails will be sent.
Click Edit to change their signature.
Save the changes before closing.