Quick Start Guide

Getting Started with Intellisar

Set up your account and start using Intellisar in under an hour. This guide walks you through everything you need to know to get up and running.

Total time: ~45 minutes5 steps

Before You Begin

Make sure you have the following ready:

A valid email address for account verification
Your contact list (CSV file) if migrating from another platform
Access to your email and calendar accounts (optional)

Create Your Account

2 minutes

Sign up with your email or connect your Google account. You'll get instant access to all features during your 14-day free trial.

1.Visit intellisar.ai and click 'Get Started'

2.Enter your email and create a secure password

3.Verify your email address

4.Complete your profile information

Set Up Your Workspace

5 minutes

Configure your workspace settings, branding, and preferences. Your workspace is where all your contacts, campaigns, and data live.

1.Choose a workspace name (usually your company name)

2.Upload your logo and set brand colors

3.Configure your timezone and locale

4.Set up your email sending domain (optional but recommended)

Import Your Contacts

10-30 minutes

Bring your existing contacts into Intellisar via CSV import, direct integration, or manual entry.

1.Export contacts from your current CRM or spreadsheet

2.Map your CSV columns to Intellisar fields

3.Review and confirm the import

4.Add tags and segments as needed

Connect Your Tools

10 minutes

Integrate Intellisar with the tools you already use for a seamless workflow.

1.Connect your email provider (Gmail, Outlook, etc.)

2.Set up calendar sync for scheduling

3.Connect payment processors (Stripe, etc.)

4.Add any third-party integrations via Zapier

Create Your First Automation

15 minutes

Set up a simple automation to see the power of Intellisar's workflow engine.

1.Navigate to Automations in the sidebar

2.Choose a template (we recommend 'Welcome Email')

3.Customize the email content and timing

4.Activate and test the automation

Congratulations!

You've completed the basic setup. Your Intellisar workspace is ready to help you manage contacts, run campaigns, and grow your business.

What's Next?

Set Up Email Campaigns

Create and send targeted email marketing campaigns

Configure AI Copilot

Enable AI-powered suggestions and automations

Add Team Members

Invite your team and set up permissions

Set Up Payments

Configure embedded payments and invoicing

Need Help?

Our support team is here to help you get set up.

Help Center Contact Support

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