1. Getting started

Set up your workspace

A workspace holds your prospects, mailboxes, campaigns and team. Everything you do happens inside one workspace.

Create a workspace

1. Enter the workspace name. If you signed up with a company email, it's suggested from your domain.
2. Answer What you sell and Who it is for. Drafts use these answers, and you can change them later in Business profile.

Follow the Get started checklist

Open Workspace settings → Get started (from the gear icon at the top right, or Workspace → Settings in the sidebar). It has six steps:

1. Describe your business
2. Connect a mailbox
3. Add your first prospect
4. Prepare a first draft
5. Create your first campaign
6. Send your first email

The last step completes only when your mail provider confirms that an email was sent. Marking a prospect as sent by hand doesn't count.

Several companies or clients

You can belong to several workspaces. Use Choose a workspace to switch, or Create a workspace for another company or client. Each workspace has its own plan, team and data.

Updated on: 04/10/2026