Getting Started

Set up your first sequence.

From inbox connection to first reviewed sequence. Follow these steps to launch without writing every template manually.

01

Connect a sending inbox

Connect Gmail or another supported mailbox, select the sender, and confirm the domain has the right SPF, DKIM, and DMARC posture before sending real volume.

02

Import leads

Upload a CSV with the fields you want the AI to consider, such as name, company, role, industry, pain point, website, or notes.

03

Define the objective

Describe the target persona, the offer, the desired outcome, and any claims the system is allowed or not allowed to use.

04

Generate and review drafts

Cognlay drafts the first sequence from your objective and lead context. Review the emails, signature, opt-out language, and CTA before launch.

05

Launch and monitor

Activate the sequence, watch lead states and replies, and let reply-aware logic pause handoffs when a prospect responds.

Pro tip

Start with one narrow persona and one clear offer. The learning loop works better when the first campaign has a clean audience, clean objective, and enough consistent outcomes to compare.