Outreach Setup

Four setup steps, then a dry run (step 5). Nothing is emailed until you switch your campaign to live.

Progress

1. Who you are and what you sell

The agent writes as you, using only these facts. Canadian anti-spam law (CASL) requires your mailing address in every email; it goes in your signature.

Company name

Product or service name

Your name

Your title

Your email (shown in the signature)

Website

Mailing address

What it does (1–2 plain sentences)

Who it's for

What it does NOT do (so the AI never claims it)

The ask at the end of each email

Pricing sentence — one line, with the amount and currency

Booking link

Your ideal customer (for lead scoring)

2. Where to look

Up to 10 cities and up to 5 kinds of businesses, edited on the Campaign page. Canada (outside Quebec) and the US.

3. The mailbox the agent sends from

Use a real mailbox on your own domain, with an app password (Google: Account → Security → App passwords; Microsoft 365: Security info → App password). We test the sign-in and store the password encrypted — it's never shown again. A new mailbox starts slowly: 3 new emails a day in week 1, 5 in week 2. No "App passwords" option? See the mailbox guide.

Provider

Email address

Name recipients see

App password

SMTP host

SMTP port

IMAP host

IMAP port

4. Your domain's email authentication

SPF and DMARC must be published for your emails to reach inboxes; DKIM is strongly recommended. The mailbox guide explains each record and has a note you can send to whoever manages your domain.

5. Dry run, then live

A dry run finds leads and writes drafts without sending anything; the summary comes to your email. When the drafts look right, switch to live on the Campaign page.

Progress

1. Who you are and what you sell

2. Where to look

3. The mailbox the agent sends from

4. Your domain's email authentication

5. Dry run, then live