AI Campaign Onboarding Flow
Purpose
This flow guides a new user through a 5-step AI-powered onboarding sequence to set up their first campaign using automated inputs.
Overview of Steps
| Step | Action | Purpose |
|---|---|---|
| 1 | Input Website URL | Extract business details automatically |
| 2 | Fill ICP (Ideal Customer Profile) Form | Confirm/adjust scraped company data |
| 3 | Review AI Website Summary & Campaign | See AI-generated campaign draft and variables |
| 4 | Connect Email Accounts | Either generate accounts or connect existing ones |
| 5 | Import Leads | Upload a CSV of leads or request free leads for campaign execution |
Step-by-Step Flow
Step 1: Enter Website URL
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The user inputs their website (e.g.,
example.com). -
This domain is used to scrape relevant business and ICP details.
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Step 2: ICP Form (Auto-Filled)
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Displayed after scraping the domain data
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User can review or edit the fields:
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Industry
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Target Audience
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Company Size (⚠️ Currently allows multiple selections — should be single-select)
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Step 3: AI Website Summary & Email Campaign
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Displays:
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Website summary (based on scraping)
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A 3-step cold email sequence with subject lines and editable body
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Available merge variables like
{FIRST_NAME},{COMPANY_NAME}, etc
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Step 4: Connect Email Account
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User is prompted to either:
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Generate Domains & Email Accounts (redirects to domain purchase flow)
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Connect Existing Accounts (OAuth or manual configuration)
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Step 5: Import Leads
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Options available:
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Upload lead list via CSV
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Request 200 free leads
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This step concludes the flow and redirects the user to the dashboard.
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