Send your first AI email in 5 minutes

This guide takes you from zero to a sent personalized email. No configuration needed beyond these steps.

Step 1: Create your product

Go to Products in the sidebar and click New Product.

Fill in the required fields:

• Code — a unique identifier (e.g., "cloudcrm-pro")
• Name — your product name (e.g., "CloudCRM Pro")
• Market — target market (e.g., "B2B SaaS")
• Description — what your product does and who it's for
• Tags — optional keywords for organization

The more detail you write in the description, the better the AI writes emails.

Click Create Product.

Step 2: Add a lead

Go to Leads in the sidebar and click Add Lead.

Required fields:

• Product — select which product this lead is for
• Company Name — the lead's company
• Email — their email address

Recommended fields for better personalization:

• Contact Name — their full name
• Source — where you found them (Website, Referral, etc.)
• Segment — company size or type (SMB, Enterprise)
• Notes — any relevant context ("Spoke at React Conf", "Uses competitor X")

Click Create Lead.

Step 3: Generate a draft

From the Leads page, find your lead and click the Generate Draft button (sparkle icon).

The AI will:

1. Read your product description
2. Look at the lead's company, role, and notes
3. Write a personalized email draft

This takes 2-3 seconds. The draft appears in the Drafts section.

Step 4: Review and approve

Go to Drafts in the sidebar. Find your draft and click to preview it.

You can:

• Edit the subject or body directly
• Approve when you're satisfied
• Reject if you want to start over

After approval, the email is queued for sending.

Step 5: Track engagement

Once sent, go to Dashboard to see:

• Total drafts and pending reviews
• Sent emails count
• Lead status updates

When leads open, click, or reply, their status updates automatically. Check the Replies page for incoming responses.

Next steps

After your first email, explore these features: