Navigating Sales Robot Platform

Welcome to Sales Robot! This document provides an overview of the platform and its features, guiding you through each section step by step. Follow along to maximize your use of Sales Robot and make the most of its capabilities.

Step 1

Begin by adding your LinkedIn account to the platform. This initial setup will enable you to explore and utilize all the features Sales Robot has to offer.

Step 2

The dashboard is your first stop. Here, you can view all relevant statistics related to your campaigns, including timelines, lead tags, active campaigns, and the number of prospects reached.

Step 3

Next, explore the campaigns section. This is where you can view and manage the ad campaigns you create. Use this area to build new campaigns by selecting the appropriate option.

Step 4

In the inbox, monitor all targeted leads and their responses. Additionally, you can employ the AI inbox manager to efficiently manage communications.

Step 5

Allow AI to manage your messages. The accounts section enables you to view and switch between LinkedIn and email accounts added to your team, facilitating seamless prospecting. Adjust any additional preferences in the settings menu.

Step 6

Within settings, access configurations for your LinkedIn account. Customize profile visits, connection invites, and set a safe mode schedule according to your needs.

Step 7

Activate AI personalization, manage pending invites, and explore the integrations tab. Here, you can add webhooks, utilize Hyperice, or directly integrate with any desired software for enhanced functionality.

Step 8

Admin settings allow you to invite new users, manage your team, and oversee cross-account settings. User settings offer options to update your first name, email, and password.

Step 9

Choose the operating mode for Sales Robot: LinkedIn campaign mode, email mode, or a combination of both. The advanced section includes campaign templates and a prospect pool, providing resources for high-level campaign management.