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First-week onboarding

The in-app onboarding checklist walks the same loop the product is built around.

1. Define who you sell to​

Set titles, industries, company size, locations, and exclusions. This ICP is what signals score against. Unfit contacts stay out of sequences.

2. Connect a sender​

Connect LinkedIn (Unipile hosted auth) and/or an email mailbox (Google, Microsoft, or IMAP/SMTP). See Senders.

3. Create an agent and campaign​

An agent owns ICP, autonomy, and cost caps. A campaign is the container: sequence, senders, signal sources, and send windows.

4. Attach a why-now source​

Add at least one signal source — hiring, funding, keyword engagement, website visits, and so on. Aetrix is not a static lead dump.

5. Review the first Copilot item​

The first personalized draft waits in Copilot. Edit or reject it. Personalized sends never go out on their own.

Credits vs prospects​

  • Prospects are people you can enroll.
  • Credits are used for research and drafting.

Unused capacity does not roll over unless your plan says so. See Billing.