Perlon AI

Intro to Perlon AI - VIDEO

Everything you need to get your first campaign up and running.

Getting Started

This article goes over the profile page setup

Account Settings - Profile

This articles goes over the setup of your email signatures

Account Settings - Signatures

Article on setting up your CRM & LinkedIn Integrations

Account Settings - Integrations

This article goes over how to connect your LinkedIn profile to Perlon AI

Account Settings – LinkedIn

This article goes over additional preferences

Account Settings – Preferences

Articles on how to correctly setup your account

Account Settings

This articles provides detailed steps on connecting your maib

Mailboxes - Connecting Mailboxes

This article explains the mailbox warm up process

Mailboxes - Warming-up Mailboxes

This article lists the key features of the unified inbox

Mailboxes - Unified Inbox

Mailboxes

This article explains how to build your first campaign

Campaigns - Building Out A Campaign

This article explains the Prospect Search feature

Campaigns - Prospect Search

Campaigns

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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I’ve got this page open. Ask me anything about it and I’ll answer from the docs.