Getting Started

Set up your first sequence.

From inbox connection to launch in under 10 minutes. Follow these steps to get your first AI-powered sequence live.

01

Connect a sending inbox

Verify SPF, DKIM, and DMARC for your domain. Select the mailbox to use for outbound. Cognlay checks deliverability health before activating.

02

Import leads

Upload a CSV or sync your CRM. Add persona fields and personalization tokens that the AI will use when drafting.

03

Define goals

Choose your campaign objective, cadence windows, timezone rules, and escalation logic for non-responders.

04

Generate drafts

Let the AI draft each touch based on your strategy, the lead persona, and prior stage context. Review, approve, or edit before sending.

05

Launch and monitor

Activate the sequence and watch outcomes by stage in real time. Cognlay auto-pauses on reply and surfaces hot leads.

Pro tip

Start with a 3-stage sequence of 5-7 business day gaps. Let Cognlay draft all stages first, review them together, then activate — this gives you a coherent narrative arc before the first send.