1. Account Setup
Create Your Account
Go to the SalesMind registration page and create your account.
Once your account is created, you can start setting up your agents.
2. Agents
An Agent is your main workspace in SalesMind AI.
Everything lives inside an agent:
LinkedIn senders
personas
missions
campaigns
👉 Create one agent per company, brand, or client.
2.1 Agent Information
Open your agent and go to Information.
Make sure the following are filled in:
Company website
Company description
Services/ offers
Competitors to avoid targeting
This information helps the AI understand your business and generate accurate outreach.
👉 Always review this before creating campaigns.
2.2 Outreach Settings
Go to the Settings tab inside the agent.
Set:
inactive days and holidays
business hours or time zone
interaction times
Blacklists to prevent specific profiles or companies from being included in this campaign
👉 These apply to all outreach under this agent.
3. Add LinkedIn Senders
Go to the Senders tab
Install the SalesMind Google Chrome Extension to connect your LinkedIn account.
Verify that your sender is in your agent (it should be automatically plugged in).
4. Personas
Personas describe who you want to target.
Check the AI-suggested personas (types of leads you want to target).
Update or create new personas if needed.
Correct personas help campaigns target the right audience efficiently.
5. Missions
A mission is a strategy container that sets the foundation for campaigns.
It combines senders, personas, and services to quickly generate multiple campaigns.
Learn more about "Missions and How to Create One" here."
6. Campaigns
Review and update the AI-generated campaigns for the mission.
Click Launch to start campaigns.
AI distributes prospects according to sender, persona, and service.
Campaign initialization may take a few minutes.
👉 A Campaign is where outreach happens. Campaigns can be created manually or generated through a mission. Both methods are supported.
Learn how to create a campaign here.
Key Takeaways
Start with Account Setup
Create and configure an Agent
Outreach rules are set at the agent level
Personas define who you target
Missions are designed to generate insights that help both the user and the system better understand the audience, services, and targeting.
Review the generated campaigns and make changes before launching.
Here, you can learn more about the First 7 days Roadmap and apply it.
Happy Prospecting!