Learning Center

Watch guided tutorials for setting up AI providers, controlling costs, building lead searches, creating campaigns, and using the CRM.

AI Provider Setup

Tutorials for choosing an AI provider and getting API keys.

How to choose an AI providerComing Soon

How to get your OpenAI API keyComing Soon

How to control AI usage and costComing Soon

Lead Search

Learn how to build low-cost lead searches and review results before enrichment.

How to build a lead searchComing Soon

How to use low-cost search sourcesComing Soon

How to approve AI enrichment only when neededComing Soon

Builders

Learn how to use the Playbook, Pipeline, Campaign, Template, and Lead Search builders.

How to build a playbookComing Soon

How to build a pipelineComing Soon

How to build a campaignComing Soon

Workspace Settings

Learn how to customize page labels, workspace settings, and future team permissions.

How to rename CRM pagesComing Soon

How to customize your workspaceComing Soon

How to prepare your team settingsComing Soon

Planned Learning Experience

1. Short videos organized by CRM section.

2. AI Wizard shown beside videos with relevant page links.

3. Direct links to the exact page or setting being explained.

4. Tutorials for API keys, AI usage limits, lead search, campaigns, and templates.