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Account setup, onboarding, and choosing the right account type.

• What is SalesLobe? SalesLobe is an AI Intelligence Layer for sales teams and outbound agencies. Learn what it does and how it fits your workflow.
• Teams vs. Agencies SalesLobe has two account types with different dashboards and features. Here's how to pick the right one during onboarding.
• Creating your account and completing onboarding Step-by-step guide through signup, email verification, account type selection, and the onboarding wizard.

Company vs. Individual workspaces, tone guides, and client portals.

• Understanding workspaces Workspaces are the building blocks of SalesLobe. Learn the difference between Company Workspaces and Individual Workspaces.
• Creating a new workspace How to add a new client (Company Workspace) or team member (Individual Workspace) to SalesLobe.
• How tone guides work Tone guides teach Corty how to write for each client or team member. Learn how they're structured and how they update automatically.
• Client Portals Give each client a live results page with their leads and campaign performance. Available on Pro and Agency plans.

How Corty drafts replies, learns your style, and the manager dashboard.

• How Corty drafts replies for your inbox The complete flow from incoming email to AI draft - including which emails Corty skips on purpose.
• How Corty learns your writing style (the feedback loop) Corty compares every draft to the email you actually sent and learns from the difference. Here's how the learning loop works.
• The Email Replies view Where managers and agencies review every Corty draft across the team, with status badges and per-person performance.
• The manager dashboard The Neural Core Inbox view gives sales managers alignment scores, trends and coaching signals per team member.

Smartlead, reply classification, campaign analysis, and reports.

• Connecting Smartlead and importing campaigns Connect your Smartlead account with an API key and import campaigns so Corty can triage every reply.
• How reply classification works (HOT, WARM, COLD...) Corty classifies every campaign reply with a label and a confidence score. Here's what each label means and how the system decides.
• Working in the Inbox The Inbox is where you process classified campaign replies with AI drafts, filters, and bulk operations.
• Campaign analysis and comparison Let Corty analyze a campaign in depth or compare campaigns head-to-head, with concrete improvement advice.
• Weekly briefings and reports Corty generates a Monday Brief and Friday Report automatically, configurable per client and ready to forward.

Neural Credits, plans, pricing, and your free trial.

• What are Neural Credits? Neural Credits are SalesLobe's usage unit. See exactly what each AI operation costs.
• Plans and pricing What each plan includes and how top-up pricing scales with your plan.
• The free trial What you can do with the SalesLobe free trial and what happens when it ends.

Invite members, assign roles, and configure your organization.

• Inviting team members and roles Add colleagues to your SalesLobe organization with the right role and workspace access.
• Settings overview A tour of every Settings tab, from branding and white-label to Corty Core and notifications.

Connect Make.com, use the API, and set up webhooks.

• Connecting your inbox via Make.com Use Make.com (or a similar automation tool) to connect Outlook/Gmail inboxes to SalesLobe for AI drafts and the learning loop.
• API access and developer documentation SalesLobe has a full REST API for leads, replies, AI suggestions and webhooks. Available on Pro and Agency plans.
• Connecting your own AI agent Plug a custom AI agent (LangChain app, in-house model, custom GPT pipeline) into the SalesLobe reply loop - with governance, human review, and a full audit trail built in.

Quick answers and fixes for common issues.

• Frequently asked questions Quick answers to the most common SalesLobe questions.
• Troubleshooting common issues Fixes for the most common setup issues like missing drafts, learning loop not updating, and import problems.