Before you connect anything

Decide which account owns the outbound motion, which users need access, and which channels will be active first. Keeping the first setup narrow makes troubleshooting much easier.

Need clearer definitions first? Review workspace, offer, and ICP in the glossary.

Workspace checklist

  • Confirm the account that should own agents, prospects, and integrations.
  • Invite the users who need operational access before connecting shared systems.
  • Decide whether you are starting with one sender or a multi-sender rotation.
  • Capture the offer and ICP you want the first agent to use.

Example setup

Example: one founder, one sender, one workflow

  • Account owner: the founder who will review every first-run prospect.
  • Sender plan: one LinkedIn identity and one Gmail inbox.
  • Offer: a single outbound motion, not a multi-service menu.
  • Success metric: “find 20 reviewable prospects and send the first 5 manually.”

What to do next

Once the workspace is clear, move into social account setup and then integration setup only when the external systems are actually needed.

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