Platform Overview

Artra is an AI-native sales engagement platform built for modern outbound teams. It combines intelligent contact management, automated multi-channel outreach, AI-powered enrichment, and programmable agent workflows — all in one workspace.

Getting Started

Get up and running in minutes by completing the onboarding checklist.

Onboarding Steps

1. Connect your email inbox — Go to Account → Connect Email and authorize Gmail or Outlook. Required for sending sequences and receiving replies.
2. Configure your AI persona — Go to Account → AI Setup and describe your product, ICP (ideal customer profile), and tone. The AI uses this for message generation and enrichment queries.
3. Import contacts — Use the Contacts page to upload a CSV or connect a CRM. Contacts are the central data object every feature is anchored to.
4. Warm up your sending domain — Under Email Deliverability → Warmup, enable auto-warmup before sending large campaigns.
5. Create your first sequence — Go to Sequences, click "New Sequence," add steps, then enroll contacts.

Navigation

Plans & Credits

Artra has 4 plans, billed monthly or annually. This table is generated from the live billing configuration, so it always reflects current pricing and allowances.

Credits System

Credits are consumed by AI-powered operations:

• Running AI Enrichment queries (AI search lookups per contact)
• Executing AI Agent Workflows with AI Enrichment nodes
• Large-scale personalized message generation

Credits reset each billing cycle. You can also earn 20 credits every time another user clones one of your published marketplace bots.

Integrations

Configure integrations under Account → Connect Email and Account → AI Setup.

Contacts

Contacts are the central data object in Artra. Every sequence enrollment, enrichment run, and agent workflow is anchored to your contacts database.

Contact Fields

Each contact record stores: first name, last name, email, phone, company, title, LinkedIn URL, location, industry, company size, lead score, notes, tasks, sequences enrolled, message history, and custom CRM fields.

Importing Contacts

1. Go to Contacts → Import and upload a CSV. Required: email. Recommended: first_name, last_name, company, title.
2. Map CSV columns to Artra fields in the column-mapping dialog.
3. Artra auto-deduplicates based on email address.
4. Use AI Enrichment after import to fill in missing fields.

Contact Scoring

An AI-computed lead score (0–100) is assigned based on firmographic fit, engagement signals, and enrichment data. Scores update automatically as new data arrives. Use scores to filter and prioritize contacts for sequences.

Email Verification

Before enrolling in sequences, Artra verifies email deliverability using multi-factor validation checks. Results: valid, risky, invalid, or accepted-all. Control which tiers are allowed via Waterfall Settings.

Waterfall Settings

Found under Account → Waterfall Settings. Configure lead quality thresholds to prevent bounces and protect sender reputation.

Sequences

Sequences are multi-step outreach campaigns. Each step can be an email, follow-up, LinkedIn touch, or custom touchpoint. Artra personalizes each message using your AI persona and contact data.

Creating a Sequence

1. Go to Sequences and click New Sequence.
2. Add steps — set type, delay (days), subject line, and message body. Use AI-assist to generate copy.
3. Configure sending windows: days of week, start/end times, timezone.
4. Enroll contacts from the Contacts page or via an Agent workflow Action node.

Key Settings

• Daily send limit — Caps total emails per day per inbox.
• Reply detection — Pauses the sequence when a positive reply is detected.
• Timezone awareness — Sends in the contact's local timezone when available.

Message Center

A unified inbox where all email replies from sequence campaigns land. Manage conversations, log notes, and take action without leaving Artra.

• Threaded conversations — Full email thread history per contact.
• Reply directly — Send responses without leaving Artra.
• Unread badges — Sidebar shows live unread count.
• Archive & mark read — Keep your inbox clean with conversation states.

AI Enrichment

Uses AI-powered search and language models to discover new leads and fill in missing contact data. Each run consumes credits.

Discover with AI

Describe the type of prospect you're looking for in plain English (e.g. "VP of Sales at Series B SaaS companies in the US"). Artra runs a structured AI search and returns a qualified prospect list with email, company, and LinkedIn pre-filled.

Enrich Existing Contacts

Select contacts and run enrichment to fill in missing fields: job title, company size, industry, LinkedIn URL, phone number, and more.

CSV Upload for Approval

Upload a CSV of externally discovered prospects. Artra validates and enriches each row, then presents an approval queue before adding them to your database.

Email Deliverability

Protect your sender reputation and maximize inbox placement.

Domain Warmup

Enable auto-warmup under Email Deliverability → Warmup for new sending domains. Volume ramps automatically over 4–6 weeks using safe, engagement-positive warmup messages.

Deliverability Dashboard

• Bounce rate, complaint rate, and unsubscribe rate per inbox
• Open rate and click-through rate trends
• SPF, DKIM, and DMARC record status

Email Verification

Before sending, Artra verifies every contact email using multi-factor validation. Results: valid, risky, invalid, accepted-all. Configure which tiers are allowed via Waterfall Settings.

Multi-Inbox & Mailboxes

Connect more than one sending mailbox and let Artra rotate sends across them to protect deliverability and lift daily volume.

Connecting Mailboxes

Add Gmail, Outlook, or SMTP mailboxes under Account → Connect Email. Each connected mailbox has its own warmup state, daily send cap, and health metrics.

Rotation & Pacing

• Round-robin sending — enrolled contacts are spread across your healthy mailboxes instead of hammering one inbox.
• Per-mailbox daily limits — each mailbox respects its own cap and warmup ramp, so no single sender exceeds a safe volume.
• Health-aware skipping — mailboxes with elevated bounce or complaint rates are paused from rotation automatically.

Reply Attribution

Inbound replies are matched back to the original sent message and mailbox, threaded into the Message Center, and trigger automatic sequence pausing on the affected contact.

Analytics Dashboard

A 360° view of outreach performance at /analytics-dashboard/overview.

Calls Pro Plus & Scale

Integrated calling and SMS powered by Twilio — make and log calls to prospects directly within the platform.

1. Upgrade to Pro Plus or Scale.
2. Go to Account and provision a Twilio phone number.
3. Navigate to Calls in the sidebar to start calling prospects.

SMS outreach is also available once a number is provisioned. Usage is governed by your plan's SMS allowance.

Power Dialer Pro+ & Scale

Work a call list back-to-back from inside Artra. The dialer manages sessions, logs outcomes to the contact, and drops pre-recorded voicemails.

• Click-to-call — dial any contact directly from the dialer or a contact record.
• Call sessions — queue a filtered list and move through it call by call, with disposition logging.
• Voicemail drop — leave a saved voicemail with one click and move to the next prospect.
• SMS follow-up — send a text after a call once a Twilio number is provisioned.

Pipeline & Deals

Track opportunities through stages on a board view, tied to the contacts you're already working.

• Deal stages — move opportunities across a customizable pipeline.
• Board & list views — see your pipeline as a kanban board or a sortable list.
• Contact-linked — every deal is anchored to a contact, so outreach activity and deal progress stay together.

Calendar

View and manage scheduled events and sequence timelines.

• Event scheduling — Create and track events tied to contacts.
• Sequence timeline — Visualize upcoming sequence steps on a calendar view.

AI Agent Workflows

Build fully automated prospecting and outreach bots using a visual drag-and-drop canvas. Workflows are composed of nodes connected by edges.

How Workflows Work

Data flows from a Data Source node through Filter and AI Enrichment nodes, then into one or more Action nodes. Workflows can run on-demand or on a daily/weekly schedule.

Creating a Workflow

1. Go to Agents and click New Workflow.
2. Name your workflow and add an optional description.
3. Drag nodes from the palette onto the canvas.
4. Connect nodes by drawing edges from output to input ports.
5. Click each node to configure it — set filters, AI instructions, or action targets.
6. Enable a schedule or click Run Now to execute immediately.

Scheduling

• Daily — Runs once per day at a specified time in your timezone.
• Weekly — Runs on selected days at a specified time.

Pause and resume workflows at any time without deleting them.

Execution Limits

• Max concurrent executions — Default 10. Configurable per workflow.
• Execution timeout — Default 60 minutes. Long-running workflows auto-cancel.

Workflow Nodes

Every workflow is built from typed nodes. Each type performs a specific function in the pipeline.

Personalization

Artra drafts personalized openers and messaging grounded in each contact's enrichment, company, and role — not generic mail-merge tokens.

How It Works

• Strategies — Artra picks a personalization angle (recent signal, role pain, company context) per contact.
• Preview variants — review generated openers before they go out, and regenerate if needed.
• Saved stacks — reusable personalization configurations applied across a sequence or workflow.

Agent Marketplace

A public library of pre-built AI Agent Workflow templates. Browse and clone bots, or publish yours to earn credits.

Browsing

Visit /marketplace — no login required. Filter by category, trigger type, and use case. Each card shows name, description, node count, creator, clone count, and tags.

Cloning a Bot

1. Open a bot's detail page and click Clone to My Workflows.
2. Artra copies all nodes and connections into a new private workflow in your account.
3. The original creator receives 20 credits automatically.
4. Customize the cloned workflow before running it.

Publishing a Bot

1. Open a workflow from the Agents page and click Publish to Marketplace.
2. Add title, description, category, and tags.
3. Submit — your bot is immediately discoverable in the public marketplace.

Sharing

Every published bot has a shareable direct URL (e.g. /marketplace/42) that works without login, and supports one-click LinkedIn sharing.

Max AI Beta

Artra's conversational AI assistant, trained on your prospect and account data. Ask natural-language questions about your pipeline, draft messages, or get strategic recommendations.

Example Queries

• "Which contacts in my database are most likely to respond to cold outreach?"
• "Draft a follow-up email for a VP of Engineering at a fintech company."
• "Summarize my outreach performance this month."
• "Which sequences have the highest reply rates?"

CRM Sync

Keep Artra and your CRM in step. Connect HubSpot (or Salesforce) and sync contacts, activity, and deal progression.

• OAuth install — connect your CRM from the organization admin area; no API keys to paste.
• Bi-directional sync — contact fields, status, and deal stage flow both ways.
• Field mapping — map Artra fields to your CRM's properties so data lands where you expect.

Chrome Extension

The Artra browser extension runs your LinkedIn touches and prospecting actions from your own logged-in session.

• LinkedIn touchpoints — run LinkedIn steps in your sequences from your own browser session.
• Daily limits — LinkedIn actions count against your plan's daily LinkedIn allowance.
• Profile capture — enrich contacts with LinkedIn profile data as you browse.

API Tokens & Agent API

Personal Access Tokens let external clients and AI agents call Artra programmatically over a scoped, bearer-token API.

Personal Access Tokens

• Mint & revoke — create tokens under Account → API Tokens; revoke any token instantly.
• Scopes — each token is limited to the specific capabilities you grant it, independent of your account role.
• Bearer auth — send the token as Authorization: Bearer <token>.

Agent API

The /api/v1/agent surface is a token-authenticated JSON API designed for AI agents and the Artra MCP server — see the Agent API (tokens) section below for endpoints.

API — Authentication

Human sign-in entry points. Programmatic access uses a Personal Access Token (see API Tokens & Agent API).

API — Agent API (tokens)

Bearer-token JSON API for AI agents and the MCP surface. Mint and scope tokens under Account → API Tokens. A machine-readable spec is served at /api/v1/agent/openapi.json.

Account Settings

Manage your profile, AI persona, email integrations, and more under Account (/account).

Teams & Organizations

Multi-user organizations are supported on Pro Plus and Scale. Admins can invite members, assign roles, and manage shared resources.

• Invite members — Send email invitations. Invited users join automatically on first login.
• Organization logo — Upload a custom logo that replaces the Artra logo in the sidebar for all org members.
• Admin controls — Manage roles, revoke access, and view team-level analytics.

Billing

All invoices, payment methods, and subscription changes are handled from Account → Subscription.

• Monthly — Billed each month. Cancel any time, effective at period end.
• Annual — Billed once per year at a discounted rate.
• Upgrades / Downgrades — Take effect immediately with prorated billing.
• Invoices — Available under Account → Invoice History and emailed to billing contact.