The Ultimate Learning Center
Master every feature inside OutreachPilot. Watch detailed walkthroughs to turn your cold outreach into an autonomous bounding machine.
Video Walkthrough Coming Soon
How to use Dashboard
Your platform command center. Track performance, active workflows, and live intelligence.
Action Steps
- 1Check your live active workflows and daily performance charts.
- 2Monitor the Activity Panel for a real-time feed of prospect interactions.
- 3Review A/B test metrics to see which campaign variants perform best.
Video Walkthrough Coming Soon
How to use Omnichannel Inbox
A single pane of glass for all your prospect conversations across email and social.
Action Steps
- 1Manage all prospect interactions in one unified multi-channel inbox.
- 2Reply directly to emails, LinkedIn messages, Twitter mentions, and Reddit signals.
- 3View deep contact intelligence right next to your active conversations.
Video Walkthrough Coming Soon
How to use Automations & Campaigns
Scale your outreach with fully autonomous AI-driven campaigns or linear sequences.
Action Steps
- 1Build linear drip campaigns or launch autonomous 'AI Campaigns'.
- 2Configure 'Active Days' schedules to control exactly when AI sends messages.
- 3Connect platform signal listeners to automatically engage leads on social media.
Video Walkthrough Coming Soon
How to use Pilot AI
Your autonomous sales assistant. Configure how it sounds, what it knows, and how it acts.
Action Steps
- 1Head to the Pilot AI setup wizard to configure your 'Default Assistant'.
- 2Define your social persona (tone, gender, custom instructions) for autonomous outreach.
- 3Upload Knowledge Assets to give the AI context on your product offering.
Video Walkthrough Coming Soon
How to use Calendar
Manage your availability and let Pilot AI automatically book meetings for you.
Action Steps
- 1View your weekly meeting schedule directly inside the platform.
- 2Configure calendar settings including your overall workspace timezone.
- 3Link your connected email accounts to enable automatic meeting booking.
Video Walkthrough Coming Soon
How to use Contacts & CRM
Your structured system of record. Manage individuals, accounts, and folders.
Action Steps
- 1Access the full CRM to manage individuals and accounts (companies).
- 2Organize your prospects into Folders and monitor account engagement metrics.
- 3Sync your LinkedIn cookies to enable automatic native network connection requests.
Video Walkthrough Coming Soon
How to use Research Suite
An incredibly powerful engine to discover, enrich, and score your ideal prospects.
Action Steps
- 1Run 'ICP Discovery', competitor teardowns, or custom queries to find lookalikes.
- 2Use the intelligence hub to deep-scrape candidate websites and LinkedIn profiles.
- 3Score and rank discovered candidates against your Ideal Customer Profile.
Video Walkthrough Coming Soon
How to use Power Dialer
Rip through contact lists with high concurrency browser/phone outbound dialing.
Action Steps
- 1Use the Power Dialer in either 'Browser' or 'Phone' connection mode.
- 2Choose between 'Agent-First' (hear ringing) or 'Lead-First' (skip ringing) strategies.
- 3Enable Voicemail Drop to automatically leave pre-recorded audio messages.
Video Walkthrough Coming Soon
How to use Workspace Settings
Connect the pipes. Email providers, Sender Identities, Twilio SMS, and Workspace settings.
Action Steps
- 1Connect Google, Microsoft 365, or Custom SMTP email accounts with smart warmup.
- 2Set up custom AI Identities (Sender Name, tone) for each connected mailbox.
- 3Configure your Twilio integration for SMS capabilities and incoming webhooks.