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This page assumes AgentSDR is already running and you can open it in a browser. If not, start with Self-hosting. You will create your organization, connect a channel and the AI provider, import leads and launch a first email campaign.
1

Create your account and organization

Open the app and choose to create an account. The sign-up form asks for Name, Work email and Password, and offers Google when your instance has Google sign-in set up.Confirm your address from the email you receive. If the instance has no email service configured, the link is written to the server log instead.After you sign in with no organization, AgentSDR sends you to a Create your organization screen. Enter an Organization name and a URL name (lowercase letters, numbers and dashes), then choose Create organization. You become its owner and land on Analytics.
By default an instance is invite-only. The very first account can always sign up; everyone after that needs an invitation from an existing organization. See Organizations and members.
2

Connect your AI provider

Go to Settings, then AI provider. Connect OpenRouter with an inference key and a management key, pick the providers and models you want, choose a default model and confirm that shared capacity is never used. Until you save this, AI features such as reply classification and drafts cannot run. The full walkthrough is in AI provider.
3

Connect a channel

Each channel has its own set of tabs under Settings, and its service is connected on the tab for it. A feature switches on only once its service is connected.
  • Email. On Email, open the Connection tab and connect your Google Workspace service account. Then open Mailboxes and choose Add mailbox. See Connect email.
  • LinkedIn. On LinkedIn, open Connection and connect Unipile, then link an account on the Accounts tab. See LinkedIn accounts.
  • WhatsApp. On WhatsApp, open Integrations and connect Unipile (and Cloudflare R2 if you will record calls), then choose Sync from Unipile on the Numbers tab. See WhatsApp accounts.
Credentials for each service are in Integrations.
4

Import your leads

Open Leads and choose Import people. Pick an .xlsx, .xls or .csv file; you can start from Download Excel template. Columns beyond the basics become merge fields you can use in messages. See Import leads.
5

Launch a first campaign

Under Outreach, open Email, then Campaigns, and choose Create campaign. The wizard has four steps: Campaign details, Add leads, Build sequence and Review & launch.Launch campaign stays disabled until the campaign has a connected mailbox, a complete sequence and at least one lead. You can also choose Save as draft and come back. See Email campaigns.
Start with a small list. New mailboxes send 30 emails a day by default, spaced by a random gap, inside weekday sending hours. See Sending rules.
6

Work the replies

When someone replies, the message lands in Action required in the sidebar, together with the AI’s classification and a draft answer. Review the draft, edit it if you want, and send it. Replies are also visible in the channel’s own inbox: Email, Inbox; LinkedIn, Messages; WhatsApp, Messages.Analytics then shows replies, positive replies, meetings and customers for the period. See Action required and Analytics.

Concepts

The mental model behind organizations, leads and channels.

Self-hosting

Install, configure and upgrade your instance.

Responsible use

Keep your accounts healthy and your outreach lawful.