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Your first 20 minutes

When you first sign in, your AI Agent on the Dashboard introduces itself and walks you through a friendly, guided conversation. By the end you'll have a working CRM and your very first list of companies and people, each one qualified for how well it fits your business.

Getting started: Your AI Agent greets you and asks for your website (this is the one thing it really needs). You can also share your LinkedIn page, a one-line pitch, and a quick note on how you sell, but those are optional. The whole thing takes about 20 minutes, you approve every step before anything is saved, and you can skip any question that doesn't fit.

Here's what happens, step by step:

  1. Your business profile. Your AI Agent reads your website and proposes a short profile of your company: what you do, how you're positioned, and the voice you use. You can accept it as-is, edit anything, or skip it. It's saved for you, and you can change it anytime later in Team settings.

  2. Your core problem. It suggests two or three customer pains you might solve. Pick the one that rings true, or write your own in plain words.

  3. Your ICP. Your "ICP" is simply the kind of company you want to sell to. The AI Agent proposes three different options. You pick one and confirm the basics: industry, company size, and location.

  4. Your persona. Next it suggests two or three buying roles: the person who actually says yes and buys (think "Head of Sales" or "Founder"). You choose one. This is the step that brings your ICP to life, since a target audience needs at least one buying role before it's active.

  5. Your qualification rules. It suggests a handful of rules that decide whether a company or person is a real match for you. You choose which ones count. These rules are what the AI Agent uses later to qualify every lead.

  6. Find 5 companies + people. Now a short wait (about 2 to 4 minutes) while your AI Agent goes looking. It comes back with five matching companies, the right person to contact at each, and a one-line reason for every match. Import all five, or cherry-pick the ones you like.

  7. Qualify them. Another short wait (about 3 to 4 minutes) while it scores each company and person against your rules. You get a clear verdict and the reasoning behind it, things like "Qualified: 4 locations" or "Disqualified (company): too small." This is the moment it all clicks.

  8. You're set. You now have a working CRM and your first verdicts. From here, great next moves are: find more companies like the ones that qualified well, tighten your qualification rules and re-run, or jump into your Pipeline to start working deals.

tip

Every step has a Skip option, and nothing is permanent. You can change all of it later: your profile, your target audience, your rules, everything.

note

There are only three short waits in the whole flow (research, find, and qualify) and your AI Agent tells you before each one so you're never left wondering.

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