Getting Started with AI SDR

Set up AI SDR and launch your first automated outreach campaign.

Prerequisites

Before you begin, make sure you have:

• A Laxis account with AI SDR access
• An email account to connect
• A list of prospects to contact

Step 1: Connect Your Email

1. Log in to your Laxis account
2. Go to AI SDR > Settings > Email Accounts
3. Click Add Email Account
4. Choose your email provider:
   • Gmail / Google Workspace
   • Outlook / Microsoft 365
   • Other SMTP
5. Authorize the connection

Email Warm-up

New email accounts should be warmed up before sending high volumes. AI SDR includes automatic warm-up features.

Step 2: Set Up Your Sending Identity

1. Go to Settings > Sending Identity
2. Configure your:
   • Display name
   • Email signature
   • Company information
3. Add any required legal footers

Step 3: Import Your Prospects

You can add prospects in several ways:

CSV UploadCRM SyncManual Entry

1. Go to Prospects > Import
2. Upload your CSV file
3. Map columns to fields
4. Review and confirm import

1. Go to Settings > Integrations
2. Connect your CRM (Salesforce, HubSpot, etc.)
3. Configure sync settings
4. Import prospects from CRM

1. Go to Prospects > Add Prospect
2. Fill in contact details
3. Save the prospect

Step 4: Create Your First Sequence

1. Go to Sequences > Create Sequence
2. Name your sequence
3. Add steps:
   • Email touchpoints
   • LinkedIn actions
   • Wait periods
4. Write your messages using AI assistance
5. Set sequence settings (sending times, limits)
6. Save your sequence

Step 5: Launch Your Campaign

1. Select prospects for your campaign
2. Choose your sequence
3. Review your settings
4. Click Launch

Tip

Start with a small batch (50-100 prospects) to test your messaging before scaling up.

What's Next?

• Learn about A/B testing your messages
• Set up reply detection and routing
• Explore AI personalization features

Need Help?

Check our troubleshooting guide or contact support.