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Guides

Four short guides to the real app.

Each guide covers one part of MyLeadTeam, with screenshots from an example workspace with fictional companies. Read them in order before your first campaign, or open the one you need.

01In order

From an empty workspace to the first reply.

  1. Set up a project and a mailbox

    Create a project for one brand, add what you can prove to Knowledge, connect a mailbox over SMTP and IMAP, and read its limits on Mailboxes.

    About 5 minutes · 4 steps

  2. Add companies and check the research

    Find companies by kind of business and area or import a CSV, check each address status, and read what the company publishes apart from the AI's reading.

    About 5 minutes · 4 steps

  3. Review the emails and start

    Create a campaign with its sending hours, add companies, read and approve each email in Review, and test the whole loop with an address you own first.

    About 6 minutes · 4 steps

  4. Handle replies

    Read replies and their labels, see which follow-ups a reply stopped, answer from the thread, and how unsubscribes and bounces protect every project.

    About 5 minutes · 4 steps

02Before you start

Five things to have ready.

  • An early-access account. Registration is closed during early access; access is arranged by email.
  • One offer and one kind of customer to start with.
  • A mailbox you can send from, with its SMTP and IMAP details. Google Workspace and Microsoft 365 need an app password.
  • Access to your domain's DNS, in case the SPF, DKIM or DMARC check fails.
  • An email address you own, for a test before any real list.

Stuck on a step?

Tell us the screen and the message you see, and we reply by email. Never include a mailbox password.