Quickstart

Get AutoReach up and running and launch your first outreach sequence. The onboarding wizard will guide you through each step.

Step 1: Create Your Account

Visit autoreach.tech and sign up with your email. After payment, log in to the dashboard. There is no confirmation email. You can start using AutoReach immediately after signing up.

Step 2: Set Up Your AI API Keys

AutoReach uses AI models to personalize messaging, score leads, and generate responses. The onboarding wizard will prompt you to configure your API keys.

1. Add your OpenAI API key (required)

2. Add your Anthropic API key (optional but highly recommended for better messaging and content generation)

Important: Your API keys must have credits loaded. We recommend topping up at least $30 on both OpenAI and Anthropic, and enabling auto-recharge on both platforms so you never run out of credits and AutoReach keeps working uninterrupted.

Step 3: Set Your Activity Window

Your activity window controls when sequences are active and outreach actions are performed. The onboarding wizard will prompt you to configure this.

1. Set your Start Time and End Time (e.g., 9:00 AM to 9:00 PM)

2. Select your Timezone

Outside your activity window, AutoReach pauses all outreach actions. This makes your activity look natural.

Note: Activity windows are per-account. The setting you pick during onboarding is the user-level default. After connecting accounts, you can give each LinkedIn, X, and Instagram account its own start/end/timezone from Accounts → [account] → Configuration → Activity Window. Each account can have up to 8 hours/day. Accounts without their own customization inherit the user-level default.

Step 4: Set Up Your Proxy and Chrome Extension

The onboarding wizard will guide you through these steps:

1. Pick a location: The system will provision a secure ISP residential static proxy for you automatically.

2. Download the Chrome Extension: You can only connect your X and LinkedIn accounts through the Chrome Extension. See Installing the Chrome Extension for installation instructions.

Important: Social accounts can ONLY be linked through the Chrome Extension. There is no other way to connect your X or LinkedIn accounts.

Step 5: Generate Your License Key

The onboarding wizard will prompt you to generate your license key. Click Generate License Key and copy it.

Step 6: Add the License Key to the Extension

1. Click the AutoReach icon in your Chrome toolbar

2. Paste your license key

3. Click Activate

Step 7: Connect Your LinkedIn Account

1. Visit linkedin.com while logged in

2. Click the AutoReach extension icon

3. Enter your first name and last name

4. Click Connect Account

The extension will automatically extract your session cookies and link your LinkedIn account to AutoReach.

Step 8: Connect Your X/Twitter Account

1. Visit x.com while logged in

2. Click the AutoReach extension icon

3. Enter your name and a 4-digit PIN for X DM Chat

4. Click Connect Account

The extension will automatically extract your session cookies and link your X account to AutoReach.

Tip: You can connect one or both platforms. At minimum, you need one social account connected to use AutoReach.

Tip: You can also add email as a channel. See Connecting Email to link Gmail and/or Outlook.

Step 9: Set Up Your Calendar Link

Once an account is connected, the onboarding wizard will ask you to configure a meeting booking link for that account (calendar config is per-account). AutoReach uses it to inject your booking link into outreach messages and to track when meetings are booked.

Choose your calendar provider:

• Calendly: Requires a paid Calendly subscription. Paste your booking link, paste a Calendly Personal Access Token, click Auto-fetch to retrieve your Organization URI, then click Register webhook — AutoReach creates the webhook for you. No form field setup needed — AutoReach now uses invisible URL-based attribution (utm_content), so bookers see only Calendly's default name + email fields.

• Cal.com: Free, no subscription required. Two steps: (1) paste the webhook link AutoReach generates into Cal.com → Settings → Developer → Webhooks and subscribe to BOOKING_CREATED, then (2) add a hidden username short-text question to each event type under Advanced → Booking Questions, with Disable input if the URL identifier is prefilled checked. AutoReach prefills it via the URL so bookers never see it.

• Custom calendar link: Use any booking URL. No webhook setup needed.

See Meetings for full details.

Note: Webhooks are optional but strongly recommended. Without one, AutoReach can still inject your booking link into messages, but it can't automatically detect when a meeting is booked — you'll be tracking bookings in a spreadsheet. With a webhook, AutoReach auto-matches bookings to leads via the URL tracking parameter (or falls back to email matching).

Step 10: Create Your First Offer

This is the most important step. Steps 1-9 are mechanical setup that takes minutes. Your Offer is the one thing that compounds: it shapes which leads AutoReach finds, how they get scored, what your DMs say, and how the AI replies on your behalf. A vague offer produces vague results everywhere downstream — a sharp offer makes every other feature work better. Plan to spend ~30 minutes here, not 5.

Once your accounts are connected, the onboarding wizard will guide you to create your first Offer. An Offer describes what you sell, who you're targeting, and what you want to achieve.

1. The easiest way: add your website URL and AutoReach will auto-populate your offer details. Review and modify what's needed.

2. Or fill in the details manually: name, description, target audience, goal, pain points, etc.

What to focus on:

• Target audience — be specific about who to target and who to avoid. "VP of Demand Gen at B2B SaaS, 50+ employees, avoid agencies" beats "marketing leaders."

• Pain points — name the exact problems your buyers feel. These drive intent matching and message personalization.

• Known competitors — leads engaging with competitor content is one of the strongest buying signals AutoReach detects.

See Creating Your First Offer for a detailed guide with examples.

Step 11: Start Autopilot

After creating your offer, start Autopilot. This is the recommended way to get your first outreach running.

When you enable Autopilot, it automatically:

1. Fetches 100 leads from the database and scores them against your offer

2. Starts 1 role-based search on LinkedIn to find matching prospects

3. Finds 1 lookalike account and starts a search on their followers

4. Starts an intent signal search to find prospects showing buying signals

5. Creates your first sequence with the right workflow for your platform

6. Starts the sequence, and outreach begins automatically

Note: When Autopilot is active, the auto-enroll setting is turned ON in your settings. This means all ready buyers found by the system are automatically added to the sequence and will not appear on the Buyers page. The Buyers page only shows buyers before they are added to a sequence.

Note: Autopilot also sets all searches with Buyer Expansion enabled, meaning searches will run every day to keep your pipeline full with fresh leads.

What's Next?

Your outreach is now running on autopilot. Here's what to do:

• Read the Day 2 Guide — what to expect in the first 24-48 hours, when first replies arrive, and how to read your early metrics. Read this before you start refreshing your dashboard.

• Check your Inbox: Replies and conversations appear here in real-time.

• Review the Buyers page: See scored leads before they're enrolled (when auto-enroll is off).

• Monitor Autopilot: Check the Autopilot Dashboard for stats and activity.

• Review your Sequence: Go to your sequence's Advanced Settings and review the prompt, the configuration, and the tone examples. Tone examples define how your outreach sounds and can be customized per sequence.

• Customize your Offer: Upload knowledge base documents and refine your target audience.

Need help? Email [email protected].