User Guide
How to use your Sellscape dashboard
Welcome! This guide walks you through every part of your dashboard in plain English — what each page does, why you'd use it, and how to get started. No tech background needed.
New here? Try this order
- Open Quick Start and follow the wizard — about 5 minutes.
- Pick an Industry preset to tell the AI who you want to reach.
- Create your first AI rep and give it a friendly tone.
- Launch a small Email campaign with a few prospects to test the waters.
- Check Today each morning to see what came in overnight.
Overview — start your day here
These pages show you what your AI helpers have been doing and what needs your attention.
Targeting — pick who to reach
Before sending anything, tell the AI who your ideal customer looks like.
Pipeline — your AI team and the people they're talking to
Where you set up your AI sales reps and watch conversations move forward.
Outreach — sending and receiving messages
How the AI actually talks to people on your behalf.
Insights — see what's working
The numbers and learnings that help you sell smarter over time.
Connections — plug into your other tools
Hook Sellscape up to the apps you already use.
Workspace — settings for you and your team
Everything about your account, your team, and how Sellscape looks and feels.
A few helpful tips
- Hover any sidebar item for a short explanation of what it does.
- See a 🔒 lock icon in the sidebar? That feature isn't on your current plan. Click it to see what's included on Pro, Scale, or Enterprise.
- Start small. Run one campaign with 25 people before going bigger.
- Trust the AI, but check on it. Glance at the Inbox and Hand to human pages daily.
- Teach it over time. Thumbs up good replies, thumbs down bad ones — it gets smarter fast.
- Stuck? The Help & support page has answers, and a real person if you need one.