Everything you need to know to hit the ground running.
After signing up, you will be guided through creating your first workspace. A workspace is your central hub for contacts, campaigns, orders, and team settings.
Use the CSV import tool to bring in your existing contacts. Intellisar will automatically map common fields like name, email, phone, and company.
Go to Settings and invite team members with role-based permissions. Assign owner, admin, or member roles to control access across your workspace.
Click the Assist button in your sidebar to start a voice or text conversation with your AI assistant. It can create contacts, send messages, build automations, and more.
Need more help? Contact support