> For the complete documentation index, see [llms.txt](https://doc.autoreach.tech/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://doc.autoreach.tech/getting-started/quickstart.md). # 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](https://autoreach.tech) and sign up with your email. Signup is a subscription checkout with a **14-day free trial**: a card is required, but **$0 is charged today**. Your subscription is **$99/mo** after the trial, and you can cancel any time before day 14 and pay nothing. There is no confirmation email. You can start using AutoReach immediately after signing up. > **Note:** Prefer to have us run everything for you? The Done For You tier is **$299 setup + $200 per booked meeting**. Contact support to set it up. ## Step 2: Your AI Is Included AutoReach uses AI to find and score leads, personalize messaging, and reply on your behalf. There is nothing to set up: every account starts with **free AI credits** included with your plan, and you can top up anytime from the **Credits** page. Prefer to run on your own provider? You can add your own **OpenAI, Anthropic, or DeepSeek** key in **Settings > AI & Models** at any time for unlimited usage billed directly by your provider. This is optional, the onboarding wizard does not ask for any keys. ## 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. **Choose your proxy (optional)**: A proxy is optional and chosen here during onboarding, not at signup. You have two options: * **Managed**: AutoReach provisions a secure ISP residential static proxy for you. Pick a location and it is **free during your trial**, then **$15/mo** per managed proxy if you do not cancel. One managed proxy is shared across your LinkedIn, X, and Instagram accounts. * **Bring your own (BYOP)**: Free. Enter your proxy host, port, username, and password (HTTP or SOCKS5). AutoReach verifies it connects before saving. You can also manage proxies later from the **Proxies** page (`/proxies`). 2. **Download the Chrome Extension**: You can only connect your X, LinkedIn, and Instagram accounts through the Chrome Extension. See [Installing the Chrome Extension](/getting-started/chrome-extension.md) for installation instructions. > **Important:** Social accounts (X, LinkedIn, Instagram) can ONLY be linked through the Chrome Extension. There is no other way to connect them. ## 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](https://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](https://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 also connect Instagram from the extension. Your subscription includes one account slot per platform (1 LinkedIn + 1 X + 1 Instagram). At minimum, you need one social account connected to use AutoReach. Need more accounts? Contact support. > **Tip:** You can also add email as a channel. See [Connecting Email](/getting-started/connecting-email.md) 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** and 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](/meetings-and-crm/meetings.md) 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, so 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](/getting-started/create-offer.md) 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**](/getting-started/getting-results.md): 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](/autopilot/overview.md) 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](/getting-started/create-offer.md#knowledge-base) and refine your target audience. Need help? Email . --- # Agent Instructions This documentation is published with GitBook. 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