Support Resources
Everything you need to get started and succeed with Sales Centri. Access guides, videos, documentation, and expert support.
Quick Start Guide
Resource Library
Getting Started Guide
Complete walkthrough for setting up your account and first campaigns
Access ResourcesPlatform Overview Video
Visual tour of Sales Centri features and capabilities
Access ResourcesAPI Documentation
Technical documentation for developers and integrations
Access ResourcesBest Practices Webinar
Learn from successful sales teams using Sales Centri
Access ResourcesGetting Started Guide
Follow this walkthrough to set up your account, import contacts, and launch your first campaign.
1. Import your contacts
Upload a CSV or connect your CRM from IntelliBase → Integrations. Required column: email. Optional columns: first name, last name, company, title, phone.
Open the import guide2. Set up your first campaign
Create a list, choose email or calling as the channel, and write your first sequence. Start with a small test segment before sending to the full list.
3. Configure AI settings
Set tone, compliance rules, and handoff conditions so AI agents stay on-brand. You can change these later from campaign settings.
4. Launch and monitor
Start the campaign and watch delivery, replies, and meetings from the dashboard. Pause or adjust copy as soon as you see a pattern in responses.
Get Help When You Need It
Downloadable Resources
Access our complete collection of guides, templates, and best practices to accelerate your success with Sales Centri.