Quick Overview and Onboarding Process (Video Guide)

Video Guide
 

Self-Onboarding Overview

Welcome to LinkedClient. This guide walks you through the comprehensive self-onboarding process to ensure your account is correctly configured, your sales channels are connected, and your AI assistant, Elsie, is ready to represent your brand.

Step 1: Connecting Your Sales Channels

To maximize your outreach potential, it is highly encouraged to connect both your LinkedIn and Email accounts.

LinkedIn Connection

LinkedClient automates your LinkedIn activity while mimicking human behavior. To connect:

• Enter your LinkedIn email address and password.
• Ensure Two-Factor Authentication (2FA) is enabled on your LinkedIn account for security.
• Validation: After clicking connect, check your mobile device for a LinkedIn push notification. Select "Yes, it's me" to authorize the new device login.
• Refresh the LinkedClient page to confirm the status has updated to Connected.

Email Integration

You have four primary options for email connectivity:

• Gmail/Outlook: These are the recommended options. Connectivity is handled via secure OAuth authorization.
• Internal LinkedClient Inbox: Uses your login email with a LinkedClient domain.
• IMAP/SMTP: For advanced users or those using alternative providers like ProtonMail. We recommend consulting your IT department for configuration details.

Once connected, any emails sent through the platform will appear in your "Sent" folder, and your existing email signatures or forwarding rules will remain active.

Step 2: The Profile Survey

The Profile Survey serves as the knowledge base for Elsie. She uses this information to answer prospect questions and handle objections.

• Data Sources: Provide your LinkedIn profile URL and company website. LinkedClient will automatically fetch data to pre-fill the survey.
• Manual Review: Review and refine the pre-filled information. The more detail you provide about your product and sales process, the more effective Elsie will be in your sales cycles.
• Sales Process: Define your typical cycle length and meeting booking preferences. This helps Elsie understand when to push for a call and when to continue nurturing.

Step 3: AI Settings and Scheduling

To maintain a professional and human appearance, Elsie follows a strict schedule:

• Working Hours: Elsie will only send messages, connection requests, and emails during the hours you define. This ensures prospects do not receive automated messages at unprofessional times.
• Reply Mode: You can choose "Within Working Hours" (standard) or "Immediately" (for accounts where you want instant responses even on weekends or evenings).
• Languages: Select the languages you personally speak. Elsie will match her output to the prospect's profile or response language. If no match is found, she defaults to English.

Step 4: The Learning Phase and Autopilot

By default, all new accounts begin in the Learning Phase. This allows the AI to adapt to your specific voice and requirements before going fully autonomous.

Learning Phase vs. Autopilot

Feature	Learning Phase	Autopilot Mode
Message Sending	Requires manual approval in your Task List.	Sends messages automatically once generated.
AI Development	Elsie learns from your edits and approvals.	Elsie acts based on previous training.
Human Oversight	High: You act as the final editor.	Low: You only intervene if Elsie "nudges" for context.

Self-Learning Rules (Beta)

Within your settings, you can enable Self-Learning. This allows you to write specific instructions or "rules" for Elsie to follow on different channels. As you edit drafts in your Task List, the system will automatically generate and suggest new rules based on your preferences.

Language-Specific Instructions

For users working in multiple languages, you can set unique instructions for each. For example, you may want Elsie to be more formal in Polish than she is in English. You can provide these specific guidelines in the Language Instructions section of your settings.

Support Resources

If you require assistance during or after onboarding:

• Help Center: Explore our collection of specialized articles on CSV imports, lead optimization, and CRM management.
• Support Widget: Contact us directly via the platform's support chat or at [e-mail]. If our AI assistant cannot resolve your issue, you will be transferred to a growth manager or support representative.