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Everything you need to know about SalesLobe, from getting started to advanced configuration.
Getting Started
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 is built for outbound agencies today. A version for in-house sales teams is coming soon.
- Creating your account and completing onboarding Step-by-step guide through signup, email verification, account type selection, and the onboarding wizard.
Workspaces
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.
- The client portal for your clients Give a client their own portal where they answer their own leads with Corty's drafts, written by your playbook in their voice.
Inbox Management
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 managers acceptance rates, trends and coaching signals per team member.
Outbound Campaigns
Smartlead, reply classification, campaign analysis, and reports.
- Connecting Smartlead and importing campaigns Add your Smartlead API key, paste the webhook in Smartlead and assign campaigns to clients.
- Connecting Instantly Add your Instantly API key, choose workspaces and assign campaigns to clients. Sending, forwards and attachments included.
- 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.
Credits & Billing
Neural Credits, plans, pricing, and your free trial.
- What are Neural Credits? Neural Credits are SalesLobe's usage unit. A human reply costs about 4 credits; an automated reply or bounce costs 1.
- How the free trial works 14 days, 150 Neural Credits, 1 client with up to 2 campaigns, no credit card.
- Plans and pricing Starter $99, Pro $349, Agency $799 a month. What changes between plans and what every plan includes.
Team & Settings
Invite members, assign roles, and configure your organization.
Integrations
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 every plan, including the trial.
- 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.
FAQ & Troubleshooting
Quick answers and fixes for common issues.
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