Setting up your workspace with the Onboarding Copilot
Written By John Bromley
Last updated About 3 hours ago
The Onboarding Copilot builds your workspace profile and first personas with you, so every campaign you create afterwards knows your business. It takes a few minutes.
Steps
Name your workspace. This is usually your company name.
Add your website. The Copilot analyses your site and any public content about your company, including case studies and reviews.
Review your business profile. It covers what your company does, your tone of voice, the services you offer, who they're for, and what sets you apart. Edit anything that isn't quite right, then confirm.
Create your personas. Paste the LinkedIn profile URLs of your best customers so the Copilot can study them, or let it generate personas from your business profile. Edit them, add more, or confirm them as they are.
Pick who to target first. Choose a persona (or let the Copilot pick the best fit) and the country you want to target. The Copilot searches Sendr's contact database and shows you a preview of the contacts it found and the filters it used.
After the preview, you'll be asked to start your 14-day free trial.
Where your profile lives
Everything the Copilot creates is saved in Settings > Workspace. You can edit your profile and personas there at any time, and every future campaign uses the latest version.
Already using Sendr?
If you had an account before V4, the Onboarding Copilot appears the next time you log in so you can complete your workspace profile.
Good to know
You can skip it. Click Skip for now to use Sendr straight away. A Get started prompt will appear each time you log in until you finish.
A better profile means better campaigns. The Campaign Copilot writes from your profile and personas, so it's worth making them accurate.