Getting Started

Welcome to GetRaze! This guide will help you set up your account and launch your first campaign.

1. Create Your Account

1. Visit GetRaze and click Sign Up
2. Enter your email and create a password
3. Verify your email address
4. Complete your profile information

2. Connect Your Channels

GetRaze supports multiple communication channels. Connect at least one to get started:

Email

• Go to Settings > Channels > Email
• Connect your email provider (Gmail, Outlook, or custom SMTP)
• Verify your email domain for better deliverability

WhatsApp

• Navigate to Settings > Channels > WhatsApp
• Scan the QR code with your WhatsApp Business app
• Wait for the connection to be established

LinkedIn

• Go to Settings > Channels > LinkedIn
• Follow the authentication steps
• Grant the necessary permissions

3. Import Your Leads

There are several ways to add leads to GetRaze:

CSV Import

1. Go to Leads > Import
2. Upload your CSV file
3. Map the columns to GetRaze fields
4. Review and confirm the import

Manual Entry

1. Navigate to Leads > Add Lead
2. Fill in the lead information
3. Click Save

Contact Lists

Organize your leads into lists for better management:

1. Go to Contact Lists > Create List
2. Name your list and add a description
3. Add leads manually or import from CSV

4. Create Your First AI Agent

AI Agents are the heart of GetRaze. They handle conversations with your leads automatically.

1. Go to AI Agents > Create Agent
2. Choose the agent type (Email, WhatsApp, or LinkedIn)
3. Configure the agent:
   • Name - Give your agent a recognizable name
   • Persona - Define how the agent should present itself
   • Instructions - Provide context about your business and goals
   • Response Style - Set the tone (professional, friendly, casual)
4. Save your agent

5. Launch Your First Campaign

Now you're ready to start reaching out to leads:

1. Navigate to Campaigns > Create Campaign
2. Select your target leads or contact list
3. Choose the channel(s) for activation
4. Assign the AI agent(s) to handle responses
5. Configure the campaign schedule
6. Review and launch!

6. Monitor & Manage Conversations

Once your campaign is running:

• Check the Inbox for incoming messages
• Review AI agent responses before they're sent (optional)
• Take over conversations manually when needed
• Track lead status and progression

Next Steps

• Learn about AI Agents - Deep dive into agent configuration
• Explore Channels - Maximize each communication channel
• Campaign Strategies - Best practices for outreach
• Analytics & Reports - Measure your success

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Need help? Contact our support team at support@getraze.co