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.
Import, enrich, score, and organize unlimited contacts with AI-powered deduplication.
Build multi-step outreach campaigns with personalized, AI-generated messaging.
Agents that find, research, qualify, and reach out to prospects, on a schedule or when something happens.
Publish and clone pre-built automation bots. Earn credits when others clone yours.
Automatically discover leads and enrich contact profiles using AI-powered search.
Warm up sending domains, track bounces, and verify SPF/DKIM/DMARC records.
Your AI assistant: a daily feed of what needs you, plus chat that can act across your account.
Integrated calling and SMS via Twilio — available on Pro Plus and Scale plans.
The five things to do before your first send: inbox, people, emails, first send, warmup.
The "Get started" meter in the bottom-left tracks your progress. Click it any time to jump back to the checklist.
Step 4 — click "Go to Message Center" once contacts are in a sequence to approve the first send.
Step 5 — "Warm up your inbox" builds sender reputation on a new inbox before you send cold. It is ticked once warmup is running.
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Get up and running in minutes by completing the onboarding checklist.
| Page | URL | Description |
|---|---|---|
| Overview Dashboard | /analytics-dashboard/overview | Key outreach metrics |
| Message Center | /message-center | Unified inbox for all replies |
| Sequences | /sequences | Multi-step outreach campaigns |
| Contacts | /contacts | Contact database |
| Agents | /agents | Your agents, their activity, and the builder |
| Max | /max | Your AI assistant: daily feed, digest, and chat |
| Calls | /calls | Voice & SMS (Pro Plus / Scale) |
| Calendar | /calendar | Meetings & sequence timeline |
| Booking page | /booking/settings | Set up the page prospects use to book time with you |
| Marketplace | /marketplace | Public bot template library |
| Account | /account | Profile, integrations & billing |
| Docs | /docs | This page — no login required |
Link Gmail, Outlook or a custom SMTP/SendGrid mailbox so Artra can send as you. Nothing sends until you approve it.
Open Max — your home page. The "Get set up to send" checklist is at the top.
Click "Gmail" to connect a Google Workspace or Gmail inbox. You will be asked to sign in with Google.
Use "Outlook" for Microsoft 365, or "Custom (SendGrid)" for any other provider.
You can also connect from Settings → Connected accounts: flip the switch next to the provider you use.
Click "Manage my accounts" to add more mailboxes for rotation (plan limits apply).
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The five things to do before your first send: inbox, people, emails, first send, warmup.
The "Get started" meter in the bottom-left tracks your progress. Click it any time to jump back to the checklist.
Step 4 — click "Go to Message Center" once contacts are in a sequence to approve the first send.
Step 5 — "Warm up your inbox" builds sender reputation on a new inbox before you send cold. It is ticked once warmup is running.
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Live chat, tickets and the tutorials.
Click "Support" at the bottom of the sidebar.
Click "Open Chat" for a live answer; the chat button in the bottom-right works on every page too.
Or file a ticket: give it a short summary…
…describe what happened, and click "Submit Ticket". Track it under "My Tickets".
"Tutorials" has a click-by-click walkthrough for every part of Artra, with a search box.
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Where everything lives. Max at the top, your daily work in the middle, insights and admin below.
You land on Max, your agent. The setup checklist and today’s briefing are here.
"Message Center" is your day: what is queued, what needs review, and replies.
"Sequences" are the multi-step cadences your contacts go through.
"Contacts" is everyone you can reach: import, search, enroll.
"Research" finds new people and enriches the ones you have.
"Agents" run whole plays on their own.
Click "More" for Calls, Pipeline, Calendar and Warmup.
"Insights" holds your Overview, Deliverability and Team dashboards.
"Settings" at the bottom: profile, inboxes, phone, AI training, billing.
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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.
| Plan | Free | Pro | Pro+ | Scale |
|---|---|---|---|---|
| Monthly | Free | $70/mo | $120/mo | $500/mo |
| Annual | — | $708/yr | $1188/yr | $4800/yr |
| Sending mailboxes | 1 | Unlimited | Unlimited | Unlimited |
| Emails / day | 100 | 1,000 | 2,500 | 10,000 |
| Monthly SMS | — | — | 1,000 | 5,000 |
| Call minutes | — | — | 300 | 1,500 |
| Credits / cycle | 100 | 2,500 | 5,000 | 25K |
| AI drafting | Limited | Included | Included | Included |
| Contact management | ||||
| Email sequences | ||||
| Message Center | ||||
| AI enrichment & discovery | ||||
| AI agent workflows | ||||
| Agent marketplace | ||||
| Gmail / Outlook integration | ||||
| Email deliverability suite | ||||
| Mailbox rotation & warmup | ||||
| Calls & SMS (Twilio) | ||||
| Power dialer | ||||
| Organization / team admin | ||||
| Okta SSO |
Credits are consumed by AI-powered operations:
Credits reset each billing cycle. You can also earn 20 credits every time another user clones one of your published marketplace bots.
Where to check what you are on, what is left this month, and change plan.
Click "Settings" in the sidebar. The top of the page shows the credits left today and this month.
Click the "Billing and Plans" tab.
"Current Plan" shows your tier, price, renewal date and where you are in the cycle.
Click "Change Plan" to upgrade or downgrade. Changes take effect immediately and are prorated.
Pick a plan. Free, Pro, Pro+ and Scale are self-serve; Enterprise goes through sales.
"Billing History" lists every invoice; "Manage Subscription" opens the Stripe portal for cards and receipts.
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Configure integrations under Account → Connect Email and Account → AI Setup.
| Service | Type | What it enables |
|---|---|---|
| Gmail | Send & receive emails, sync replies to Message Center | |
| Outlook / Microsoft 365 | Full OAuth integration for Exchange-based mailboxes | |
| SendGrid | Email delivery | High-volume transactional email delivery |
| Twilio | Voice & SMS | Phone number provisioning, calls, and SMS outreach |
| HubSpot | CRM | Sync contacts and activity to/from HubSpot |
| Prospecting | Profile data storage and enrichment for contacts | |
| Stripe | Billing | Subscription management and payment processing |
| Okta | SSO | Enterprise single sign-on |
Link Gmail, Outlook or a custom SMTP/SendGrid mailbox so Artra can send as you. Nothing sends until you approve it.
Open Max — your home page. The "Get set up to send" checklist is at the top.
Click "Gmail" to connect a Google Workspace or Gmail inbox. You will be asked to sign in with Google.
Use "Outlook" for Microsoft 365, or "Custom (SendGrid)" for any other provider.
You can also connect from Settings → Connected accounts: flip the switch next to the provider you use.
Click "Manage my accounts" to add more mailboxes for rotation (plan limits apply).
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Import contacts from your CRM and sync activity back, for yourself or the whole org.
In Settings → Connected Accounts, flip on Salesforce or HubSpot and sign in when prompted. This is your personal connection.
HubSpot works the same way. Emails, calls and meetings Artra logs are written back to the contact in the CRM.
To pull people in, go to "Contacts".
Click "Add contacts".
Click "Import from Salesforce" or "Import from Hubspot", pick a list or view, and map fields. Existing contacts are matched by email so nothing duplicates.
Admins can connect once for the whole org under Org settings → CRM Integrations, so every rep syncs without their own login.
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Contacts are the central data object in Artra. Every sequence enrollment, enrichment run, and agent workflow is anchored to your contacts database.
Each contact record stores: first name, last name, email, phone, company, title, company phone, website, company domain, LinkedIn URL, address (street, city, state, zip, country), tags, owner, email status, and do-not-contact status. Extra columns you import are kept on the contact as additional data. The contact view also shows sequences enrolled and message history.
Artra scores contacts against the ideal customer you describe in AI Setup. There are two ways to use it:
Scores are calculated when you run them. They aren't stored on the contact record or recalculated automatically.
Artra checks email addresses and marks each one safe, risky, invalid, or unknown. Only invalid addresses are skipped when sending; risky and unknown addresses still send. An address that hard-bounces is marked invalid automatically, and the contact shows an "Invalid — emails skipped" badge.
Found under Account → Waterfall Settings. Choose how confident Artra must be in an email it finds for you: Unverified, High Confidence (the default), or Verified. Stricter levels find fewer addresses but bounce less.
Upload a spreadsheet of people, map the columns and optionally drop them straight into a sequence.
Click "Contacts" in the sidebar.
Click "Add contacts" in the top-right.
Click "Upload contacts".
Click "Download sample CSV" if you want a template. Required columns: first name, last name, company, and an email or phone.
Click "Upload Contacts".
Choose the import method (CSV, Salesforce or HubSpot), then add your file, map the fields and pick a sequence in the "Details" step.
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Create a single contact without a spreadsheet.
Click "Contacts" in the sidebar.
Click "Add contacts".
Click "Quick add".
Type the first name.
Type the last name.
Type the company.
Type the email (or a phone number — one of the two is required).
Click "Show more fields" for title, tag, LinkedIn, website and company phone.
Click "Create contact".
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Select people in the Contacts table and enroll them in a sequence in one go.
Click "Contacts" in the sidebar.
Tick the box next to each person you want to enroll (or use the header box to select the page).
Select as many as you like — the count appears above the table.
Click "Actions".
Click "Add to sequence".
Pick the sequence. People contacted in the last 30 days are flagged so you can exclude them.
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Find people fast and show only the columns you care about.
Click "Contacts" in the sidebar.
Type a name, company or email in "Search contacts". Results update as you type.
Click "Filters" to sort by name, company, tag, position or date added, and to toggle extra columns.
Tick a column (LinkedIn, location, website, company phone…) to show it in the table.
Click "Add filter" to narrow the list by a field value.
Use the "Contacts" scope menu to switch between your contacts and your team's.
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Everything about one person: activity, sequences, calls, tasks, and quick actions.
Click a name in the Contacts table.
The profile opens. Actions on the left; activity timeline and upcoming steps on the right.
Click "Call" to dial from the browser.
Click "Sequences" to see which sequences this person is in and what step they are on.
Click "Tasks" for reminders tied to this person.
Click "Convert Prospect" when they reply positively to move them into your pipeline.
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Check which addresses are safe to send to before they go into a sequence. Only invalid ones are skipped when sending.
Click "Contacts" in the sidebar.
Tick the people you want to check (or the header box for the whole page).
Add as many as you like.
Click "Actions".
Click "Verify emails".
Confirm. Each address is checked and marked safe, risky, invalid or unknown; credits are charged per check.
Results open under Deliverability → Email Verification as soon as a run finishes. Invalid addresses are skipped automatically when a sequence sends.
Search by name or company to find one result.
Click "Export" to download the results as a CSV.
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Stop all outreach to a person without deleting them. Reversible at any time.
Click "Contacts" in the sidebar.
Tick the person.
Click "Actions".
Click "Do not contact".
Confirm. They are removed from every sequence, and no step, agent or Max will reach them again. The contact record stays so you keep the history.
To undo, select them again and open "Actions".
Click "Allow contact again".
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Keep what happened with a person in one place, and set reminders for what is next.
Open a contact (click their name anywhere in Artra).
Click "Log" to record a call, meeting or email that happened outside Artra.
Pick the type, add the outcome and save. It appears on the timeline.
Click "Note" for free-form notes. Max and your agents read these when they write to this person.
Write the note and save.
Click "Status" to move them between active, replied, meeting booked, not interested and so on.
Choose the status. Statuses drive the pipeline and the Positive replies list.
Click "Tasks" to add a reminder — tasks show on your calendar and in Message Center on the day they are due.
Give the task a title and due date.
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Fix a title, add a phone number or LinkedIn URL, or correct an address on one contact.
Open a contact. The "Details" panel on the left shows status, email, tag, phone and current sequence.
Click "Edit" next to "Details".
Change any field: name, company, title.
Add the LinkedIn URL and website so research and LinkedIn steps can use them.
Address fields feed location filters and time-zone aware sending.
Click "Save Changes".
Click the chevron to collapse or expand the details panel.
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Active, Bad Contact Info, Unqualified, Bad Timing, Converted: what each means and how to set it.
A contact’s status shows under "Details" and on the contact list.
Click "Status".
Pick one: Active (in play), Bad Contact Info (bounced or wrong), Unqualified (not a fit), Bad Timing (try later), Converted (became a customer or meeting).
Click "Save". Anything other than Active stops future steps for this person.
"Convert Prospect" is the shortcut when someone replies yes: it marks them Converted and moves them to your pipeline.
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Record a video for one person, send it, and see views and watch time.
Open a contact.
Click "Video".
Write the subject and the text around the video.
Click "Create task". The task opens the recorder when you are ready; the video uploads to your media library.
After it sends, the timeline logs each view with how long they watched.
Your recordings live under Settings → Media.
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How Artra avoids double contacts and double sends, and the switches that control it.
Imports match on email: an existing contact is updated, not duplicated.
Org settings → "Duplicate-contact policy": block, warn or allow when a teammate already has the email.
Keep this on so one person is never in two sequences at once.
In Contacts → Actions:
"Verify emails" marks bad addresses so they are skipped.
"Do not contact" stops all outreach without deleting history.
On Research, "Enrich Data" → "Data Enrichment" cleans and validates fields in bulk.
Click "Data Enrichment".
Run verification across a whole list before enrolling it.
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Extra columns you import or add on Research stay on the contact and work as merge fields.
Any extra column in your CSV is kept on the contact as a custom field.
On Research, click "Fields".
Add a column by hand or from an enrichment; each becomes a field on those contacts.
Open a sequence from "Sequences".
Click "Add step".
Choose "Email".
Click "{ } Variable": custom fields are listed with the standard ones and merge the same way.
Pick the field to insert it.
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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.
A sequence is the series of emails, calls and LinkedIn touches a contact receives. Build one in a few clicks.
Click "Sequences" in the sidebar.
Click "New sequence".
Type a name, e.g. "Q4 outbound — VPs of Sales".
Click "Create sequence".
The sequence editor opens with no steps yet.
Click "Add a step".
Choose the step type — email, call, LinkedIn, SMS or a manual task — and how many days to wait after the previous step.
Or click "Use a template" to start from a proven multi-step sequence.
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Open an existing sequence to change copy, see it as the recipient will, and add people.
Click "Edit" next to a sequence.
Each step shows its channel, the wait before it, and the first line of the message.
Click "Edit" on a step to change the subject and body. Merge fields like {firstName} and {company} fill in per contact.
Click the eye icon to preview the step as a specific recipient would see it.
Click "A" / "+" on a step to add a B variant for an A/B test.
Click "Pause" to stop all sends from this sequence; click again to resume.
Click "Enroll contacts" to add people, or add them from the Contacts page with Actions → Add to sequence.
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Let Artra write each email per contact, in your voice, using what it knows about them — no template needed.
Open a sequence.
Click "Add step".
Click "AI Email". There is nothing to write: Artra uses your AI Setup (value prop, writing rules, strategies) and what it knows about each person.
The step is added after the last one with a one-day wait. Click "Edit" on it to change the wait or give it an angle.
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Sequences are not only email. Mix in calls, LinkedIn touches, video replies, texts and manual tasks.
Open a sequence.
Click "Add step".
"Call" schedules a call task for the day it is due; it shows in Message Center and the dialer queue with the contact’s notes. The chip on each tile says who does the work: Artra, you, or the Chrome extension.
"LinkedIn" is one tile with three actions — View profile, Connect, Message — all run through the Artra Chrome extension on your own LinkedIn account, within daily limits.
"Video email" records a short video when the step comes due and sends it as an email in the same thread, with view tracking.
"Email" opens the composer. Inside it, "Send manually" turns the step into a draft you personalize yourself, and the line under the subject says whether it replies in the previous email’s thread.
"Text message" needs A2P registration (Settings → Setup) first; until then it is greyed out.
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Merge fields like {firstName} and {company} fill in per contact when a step sends.
Open a sequence from "Sequences".
Click "Add step".
Choose "Email".
Click "{ } Variable" in the editor.
Fields are grouped: basic fields, LinkedIn, social and posts, address, scheduling and your signature. Click one to insert it at the cursor.
They work in the subject line too.
A field with no value for a contact is left blank, so write sentences that still read well without it.
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How the wait between steps, the send window and weekends decide when each step goes.
Each step shows the wait after the previous one. Click it to change the number of days.
The day and time on a step card is when it goes relative to enrollment, in your timezone.
"Send on weekends" is off by default: steps that land on Saturday or Sunday move to Monday.
The daily send window is in Settings → Setup.
Emails are spread across these hours; nothing goes out before the start or after the end.
The daily limit caps how many emails leave in a day; the rest roll to tomorrow.
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Save a step as a template, insert one into a new step, or start a whole sequence from a template.
Open a sequence from "Sequences".
Click "Add step".
Choose "Email".
Write the email once.
Click "Save as Template" to keep it under "Your Templates".
In any later step, click "Insert Template".
Pick a saved template; it fills the subject and body, which you can still edit.
For a whole sequence, click "Use template" at the bottom of the editor.
Pick a starter: Cold Basic, Dial Only, Webinar Invite, New Website Lead or Meeting Request. Every step is added and editable.
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Subject, formatting, links and images, variables, AI help, and a test send to yourself.
Open a sequence from "Sequences".
Click "Add step".
Choose "Email".
Type the subject.
Bold, italic, underline, headings, lists, links and images are in the toolbar. Keep cold email mostly plain text.
"Variable" inserts a merge field.
"AI line" adds a sentence or paragraph the AI writes per contact inside your template.
"Require review before sending" holds each email for your OK in Message Center.
"Send Test to Me" emails you the step with your own details filled in.
Click "Save Step".
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A call step becomes a task on its due day, with the contact’s notes ready in the dialer.
Open a sequence from "Sequences".
Click "Add step".
Choose "Call".
Add call notes or a script. They show in the dialer’s "Prep" tab when the call comes due.
Click "Save Step".
On the day, the call leads the Today tab’s "Needs you" list; click it to dial.
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Text steps send from your Artra number once A2P registration is approved.
Open a sequence from "Sequences".
Click "Add step".
Choose "Text message". If it says "Registration required", finish A2P 10DLC under Settings → Setup first.
Once registered, the tile opens a composer: keep the text short, include who you are, and use {firstName}. Replies land in Message Center.
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Profile view, connection request and message steps run through the Chrome extension on your own account.
Open a sequence from "Sequences".
Click "Add step".
"LinkedIn Profile View" visits the profile so you show up in their notifications.
Click "LinkedIn Connection Request".
Write the note (optional, 300 characters). Fields work here too.
Choose what happens when you hit the daily LinkedIn limit: wait and retry tomorrow, or skip the step.
Click "Save Step". The step runs when you press "Run in Chrome" in Message Center.
Open "Add step" again.
"Social touch" is for anything else: a comment, a follow, a DM you write yourself. It becomes a task.
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Record a short video and send it in the thread; opens and watch time are tracked.
Open a sequence from "Sequences".
Click "Add step".
Choose "Video email".
Write the subject and a line or two of text around the video.
The video itself is recorded when the step comes due, from the task in Message Center or the contact page, so each one can be personal.
Click "Save Step".
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Steps you finish yourself: a personalized email, a reply in thread, or any task.
Open a sequence from "Sequences".
Click "Add step".
Choose "Email".
Tick "Send manually": the step drafts from your template but waits for you to personalize and send.
The line under the subject says whether it replies in the previous email’s thread; the link flips it.
Open "Add step" again.
"Social touch" is a to-do on any channel.
Manual steps lead the Today tab’s "Needs you" list. Open the row, finish it, and mark it done.
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See a step exactly as one contact will get it, fields filled, before anything sends.
Open the sequence.
Click the eye icon on a step.
Pick a contact; the subject and body render with their fields.
For AI openers, Settings → AI Training → "Try it on a contact".
Search a contact.
Click "Compose preview opener" to see which strategy fires and the line it writes.
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A unified inbox where all email replies from sequence campaigns land. Manage conversations, log notes, and take action without leaving Artra.
Message Center is where today's steps wait for your OK. Review, edit, start or reschedule them.
Click "Message Center" in the sidebar. The badge is the number of items waiting on you.
Use the tabs: "Not started" (enrolled, waiting for you to start them), "Scheduled today", "Review" (AI drafts needing a look), "Flagged" and "All".
Click the arrow next to a sequence to see each person's message.
Click the preview icon to read the exact email before it goes out.
Edit the copy here if you want to tweak it for this person.
Click "Start all now" to send a sequence's queued messages immediately (paced by your daily limits).
Or click "Schedule" to pick a time.
"Clear all" on the flagged banner dismisses review flags in one go once you have looked at them.
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Every reply lands in Message Center with a sentiment tag and a suggested response you can edit and send.
Scroll to "Replies" in Message Center. "Today" shows what came in since midnight.
Click "This week" for the last seven days.
Each reply shows the person, the sequence and the message. A reply pauses that person’s sequence automatically.
Click "Positive" to see only replies that read as interested — these are the ones to act on first.
Positive replies from the last 14 days. Negative replies and opt-outs are kept out of this list.
Open a reply to see the suggested response. Edit it, then send from your connected inbox; a booking link is added when someone asks for time.
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What "Not started", "Scheduled today", "Review" and "Flagged" mean, and the buttons on each group.
"Not started" is everyone at step one, waiting for you to start them.
"Begin All" starts every queued sequence; "Start all now" starts one.
"Scheduled today" is every step due today, grouped by sequence and step.
Expand a group to see each person, the send time and the status pill.
Pills: Scheduled, Not started, Needs review, Paused, Action due (a manual step), Failed.
"Review" holds AI drafts and agent sends waiting for your OK.
"Flagged" are messages the pre-send check wants you to look at: missing fields, spam words, recently contacted.
"Remove all" pulls a group out of the queue without deleting the contacts.
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Send a text from a contact and see replies in Message Center.
Open a contact.
Click "Text". It is greyed out until A2P registration is approved.
Write the message and send from your Artra number. Earlier texts with this person show in the same panel.
Inbound texts land in "Most recent replies" alongside email replies, tagged by sentiment.
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Where drafts wait, how to edit or regenerate, and how your edits teach the AI.
Open a sequence from "Sequences".
Click "Add step".
Choose "Email".
Tick "Require review before sending" on any AI step.
Drafts wait under "Review" in Message Center.
Open a draft: "Looks good" sends it, "Edit" changes it, and thumbs down regenerates. What you keep and what you change feeds your voice profile.
Settings → AI Training → "Learned from your feedback" lists the rules it picked up.
Remove any rule that is wrong.
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Uses AI-powered search and language models to discover new leads and fill in missing contact data. Each run consumes credits.
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.
Select contacts and run enrichment to fill in missing fields: job title, company size, industry, LinkedIn URL, phone number, and more.
Upload a CSV of externally discovered prospects. Artra validates and enriches each row, then presents an approval queue before adding them to your database.
Add verified emails, company facts and AI-written columns to the contacts you already have.
Open "Research" from the sidebar, then click "Select Contacts" to pull people into the table.
Click "Select Contacts".
Pick contacts by list, tag or search, then confirm.
Click "Enrich Data" to choose what to add: verified email, phone, LinkedIn, company size, tech stack and more. Credits are charged per filled cell.
Click "Fields" to add or hide columns.
Or ask Max in the left rail, e.g. "What CRM does each company use?" — it adds a column and fills it row by row after you approve.
Click "Discover" to find new people who match an ideal-customer description instead of enriching existing ones.
Describe who you want; approve the batch before any credits are spent.
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Upload the companies in your book so Discover and agents only find people who work there.
Open Settings → Prospecting Accounts → "Manage my accounts" (or /my-accounts).
Upload a CSV of company domains (one per row) and click "Upload accounts".
Or click "Paste" and drop in a list of domains.
Paste domains one per line, then save.
Filter the list, or "Remove all" to clear it.
Admins choose the mode under Org settings → "Account scoping": Open, or Named accounts so each rep stays inside their list.
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Every enrichment you can run on a list, grouped by what it does and what it costs.
On Research, click "Enrich Data".
"AI Enrichment": Fit Score (free), General AI Query, AI Generated Email, Pain-point Hypothesis, AI Humanizer. These use AI tokens.
Click "Data Enrichment".
Clean and validate: verified emails, phone numbers, LinkedIn URLs, company data. These use enrichment credits per filled cell.
Click "Agent Enrichment".
Web research: the agent reads a website or LinkedIn and answers a question per row.
Click "Discover".
Find new contacts that match a description instead of enriching existing rows.
Search the catalog by name.
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Protect your sender reputation and maximize inbox placement.
Enable auto-warmup under Email Deliverability → Warmup for new sending domains. Volume ramps automatically over 4–6 weeks using safe, engagement-positive warmup messages.
Addresses are marked safe, risky, invalid, or unknown. Only invalid addresses are skipped, and hard bounces mark an address invalid automatically. See Contacts → Email Verification.
Warmup sends a few emails a day to Artra’s warmup network, which writes back, so providers learn to trust your inbox before you send cold.
Open "More → Warmup" in the sidebar.
Step 1 — "Connect the inbox to warm" is checked once a mailbox is linked. It also shows whether SPF, DKIM and DMARC are set.
Step 2 is optional — click "Write" ("Edit" once saved) to write a warmup email in your own words. Keep it human and short.
Save the message. Artra mixes it with varied messages it writes, so your inbox doesn’t send the same email every time.
Step 3 — warmup settings work as they are: 20 emails a day per inbox, ramping up, for 30 days. Click "Change" to see them.
The summary says what warmup will do. Open "Advanced settings" to change the daily number, how long it runs, the ramp, or to turn on automated replies once your email filter is set.
Once an inbox is connected, click "Start warmup". Use "Pause" any time.
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Paste an email to score it for spam words before it goes into a sequence, and see whether your domain is blacklisted.
Scroll to "Spam Analyzer" and paste or type the email you plan to send.
Click "Analyze Message".
The analysis opens with a spam score out of 100 and the reasons; click "Next" to step through each flagged item. Rewrite until the score is low.
"Blacklist Reports" on the right checks your sending domain against public blacklists. Click the refresh icon to re-check.
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How many emails go out a day, when, and how sure Artra must be before it uses an email it found.
Click "Settings" in the sidebar.
Click the "Setup" tab.
"Data finder" — choose how the email waterfall spends credits: Cheapest, Balanced, Max coverage or Custom.
Optionally cap the credits a single run may spend.
Click "Save waterfall".
"Daily send limit" caps emails per day across all mailboxes (250 by default). Each mailbox also has its own cap.
"Per-domain limit" keeps you from hitting one company with too many emails in a day.
Set the sending window. Emails are spread across these hours in your timezone.
Click "Save limits".
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The Deliverability dashboard tells you why emails are not landing and what to fix.
Click "Deliverability" under Insights.
"Factors" lists what is hurting you most: a missing DKIM, SPF or DMARC record shows here first.
"DNS Settings" checks the three records on your sending domain. Add any missing record at your DNS host, then re-check.
"Domain Age" — new domains need warmup and low volume for the first weeks.
"Data Leaks" shows whether your address has appeared in known breaches, which raises spam-filter suspicion.
Click "Double check" to verify DKIM on a real email.
Send yourself a test email, open it, choose Show original, paste the source here and click Analyze.
"Blacklist" checks the major spam lists. If you are listed, pause sending and request delisting from the list’s site.
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Delivery likelihood, reputation, factors hurting you, and daily send health.
Open "Deliverability" under Insights.
"Delivery likelihood" is the headline score: how likely your next send lands in the inbox.
"Email Reputation" trends your sender reputation over the months.
"Factors" lists what is pulling the score down, worst first.
"Email Activity" shows sent against undelivered by day; switch the month on the right.
Below: DNS records, domain age, data leaks and blacklists, each with its own guide.
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The three records every sending domain needs, and how to check them.
Under Insights → Deliverability, "DNS Settings" checks your sending domain.
SPF lists who may send for your domain. Add Artra’s include and your mail provider’s.
DKIM signs each email. Your provider gives you the TXT record to add.
DMARC tells receivers what to do when SPF or DKIM fail. Start with p=none.
Click "Double check" to verify DKIM on a real email.
Send yourself a test, open it, choose Show original, paste the source here and click Analyze.
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Two signals spam filters weigh that you cannot change quickly, and what to do about them.
"Domain Age": domains under a few months old get less trust. Warm up and keep volume low until it grows.
"Data Leaks": whether your address appears in known breaches. Rotate the password and enable two-factor if it does.
For a young domain, run warmup before cold sends.
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Score an email for spam triggers before it goes into a sequence.
Under Warmup, paste the email into "Spam Analyzer".
Click "Analyze Message".
The score and flagged words appear. Rewrite until the score is low: no all-caps, no "free", one link at most.
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See whether your domain or IP is on a public spam list and what to do.
Under Warmup, "Blacklist Reports" checks the major lists.
Clear on every row is good. Click the refresh icon to re-check.
The Deliverability dashboard keeps the same table with the last checked time.
If you are listed, pause sending, click "Visit site" and request delisting; most clear in a day or two.
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Connect more than one sending mailbox and let Artra rotate sends across them to protect deliverability and lift daily volume.
Add Gmail, Outlook, or SMTP mailboxes under Account → Connect Email. Each connected mailbox has its own warmup state, daily send cap, and health metrics.
The Free plan connects a single sending mailbox, so there is nothing to rotate between — multi-inbox is a paid feature. Every paid plan connects unlimited mailboxes. See the exact numbers in the Plans table, which is generated from the live limits.
Sending volume is earned by warming inboxes, not granted by paying. Each mailbox carries a conservative daily cap of its own, and your account's ceiling is the total your warmed mailboxes can safely carry — up to the maximum your plan permits:
So reaching a higher number means adding and warming inboxes, not just upgrading. That is deliberate: a single inbox pushing a few hundred cold emails a day is what gets a domain filtered, while ten inboxes sending a few dozen each is not. Selling you a large number on one mailbox would be selling you a burned domain.
A mailbox you add today begins carrying outreach immediately — it is throttled, not benched. It opens at roughly 10 emails a day and climbs automatically to its full daily cap over about three weeks, warming itself as it goes. There is no waiting period before it is useful.
Warmup messages do not count against that allowance. A mailbox ramping at 10/day can send 10 real emails and still warm itself alongside them — warmup is how the mailbox earns its capacity, so it never competes with your outreach for it. Your account ceiling rises as each mailbox warms, which is why capacity grows a little every day instead of jumping all at once.
A mailbox paused for elevated bounces is different — it stops carrying outreach entirely until its reputation recovers.
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.
Spread sends across several inboxes so each stays under its daily cap and your domain reputation holds.
Click "Settings" in the sidebar.
Scroll to "Sending Mailboxes". Each connected inbox is listed with its daily limit and health.
Click "Set up" next to Custom Email to add any SMTP/IMAP mailbox, or use the Gmail / Outlook switches above for OAuth.
Artra rotates across mailboxes automatically and pauses one that bounces. Your plan sets how many you can add.
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A 360° view of outreach performance at /analytics-dashboard/overview.
| Metric | Description |
|---|---|
| Emails Sent | Total messages dispatched across all sequences |
| Open Rate | % of delivered emails opened (pixel-tracked) |
| Reply Rate | % of sent emails that received a reply |
| Bounce Rate | Hard and soft bounces as % of sent |
| Sequence Performance | Per-sequence breakdown of all metrics above |
| Enrichment Usage | Credits consumed and leads discovered |
Sends, replies, meetings and sequence performance, plus a deliverability dashboard.
Click "Overview" under Insights.
Click the date range to change the window.
Charts have their own week / month / quarter toggles.
Click "Deliverability" under Insights for bounce rate, domain health (SPF, DKIM, DMARC) and blacklist status.
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Sends, calls, texts, replies, activity over time and your best sequences.
Open "Overview" under Insights.
Change the period at the top right.
The four tiles: emails sent, calls placed, texts sent, replies, each against the prior period.
"Total activity" by day; toggle week, month or quarter.
"Prospecting growth" is new contacts added versus the prior period.
"Top sequences" ranks by open and reply rate so you know what to copy.
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Integrated calling and SMS powered by Twilio — make and log calls to prospects directly within the platform.
SMS outreach is also available once a number is provisioned. Usage is governed by your plan's SMS allowance.
Quick dial any number or contact; calls log automatically with outcome, recording and notes.
Open "More → Calls" in the sidebar for call history and filters.
Click the phone button in the bottom-right to open the dialer.
Search a contact by name, company or phone — or type a number on the keypad.
"Prep" shows the contact's recent activity and notes before you dial; "Notes" and "Tasks" are there during the call.
Click the record icon to toggle recording and consent handling for this call.
Back on Calls, filter history by rep, outcome and date to review what happened.
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Queue up a list and dial through it back-to-back, with an optional voicemail drop.
Open the Power Dialer (from Calls → Call History, or /power-dialer).
Search by name, company, email or phone to find people with a number.
Tick each contact to add them to the queue.
Keep adding — the "contacts selected" count updates below the list.
Choose a pre-recorded voicemail to drop when nobody answers (optional).
Click "Start session". The right panel shows who is being dialed, with notes and outcome buttons.
"Voicemails" is where you record the messages used for drops.
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Get a number, decide how inbound calls are handled, and record the voicemail the dialer drops.
Click "Settings" in the sidebar.
Click the "Setup" tab.
Under "Phone Setup", choose a city for the area code you want.
Click "Search" and pick a number. Texting (SMS) also needs the A2P 10DLC registration further down this tab; calling works right away.
Admins on Pro+ or Scale can buy numbers into a team pool and assign them to reps. Once you own a number, call forwarding and recording settings appear here too.
Under voicemails, name a recording, e.g. "Default drop".
Click "Record" and read your message. The power dialer can drop it automatically when nobody answers.
Tick "Default" to use it unless you pick another in a session.
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Every call with outcome, duration, recording and transcript.
Open "More → Calls".
Filter by outcome: connected, no answer, voicemail left, busy, bad number.
Managers can filter by rep.
Pick a date range and click "Apply".
Search by name, company or number.
Each row shows who, when, how long and the outcome. A recorded call has a play button and, once processed, a transcript and summary.
Recording and consent settings are under Settings → Setup → Phone Setup.
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Work a call list back-to-back from inside Artra. The dialer manages sessions, logs outcomes to the contact, and drops pre-recorded voicemails.
Quick dial any number or contact; calls log automatically with outcome, recording and notes.
Open "More → Calls" in the sidebar for call history and filters.
Click the phone button in the bottom-right to open the dialer.
Search a contact by name, company or phone — or type a number on the keypad.
"Prep" shows the contact's recent activity and notes before you dial; "Notes" and "Tasks" are there during the call.
Click the record icon to toggle recording and consent handling for this call.
Back on Calls, filter history by rep, outcome and date to review what happened.
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Queue up a list and dial through it back-to-back, with an optional voicemail drop.
Open the Power Dialer (from Calls → Call History, or /power-dialer).
Search by name, company, email or phone to find people with a number.
Tick each contact to add them to the queue.
Keep adding — the "contacts selected" count updates below the list.
Choose a pre-recorded voicemail to drop when nobody answers (optional).
Click "Start session". The right panel shows who is being dialed, with notes and outcome buttons.
"Voicemails" is where you record the messages used for drops.
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Before you can text prospects from a local number, US carriers require your business to be registered for business texting (called A2P 10DLC). This applies to every texting tool, not just Artra. Artra does the registration for you from one short form.
Carriers charge every registered business a one-time fee through The Campaign Registry: one fee to register your business (the "brand") and one to review what you'll be texting about (the "campaign"). Artra passes these through at cost, with no markup, and charges each one to your card on file just before that step is submitted to the carriers. The small monthly carrier fee is covered by Artra.
| No EIN (individual) | Business with an EIN | |
|---|---|---|
| Business registration | $4.50 | $46.00 |
| Campaign review | $15.00 | $15.00 |
| One-time total | $19.50 | $61.00 |
| Monthly carrier fee | $2.00 — covered by Artra | $2.00 — covered by Artra |
US carriers require business registration before SMS steps can send. It is a one-time form; approval usually takes a few days.
Click "Settings" in the sidebar.
Click the "Setup" tab.
Scroll to "A2P 10DLC Registration". You need a phone number first (see Phone Setup above it).
Enter the legal business name exactly as registered.
Choose the business type and industry.
Enter the EIN / tax ID — carriers verify it against public records, so typos are the usual reason for rejection.
Add the address and website, then the contact person in step 2, and submit. SMS steps unlock automatically once the campaign is approved; a fee is charged at submission.
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Track opportunities through stages on a board view, tied to the contacts you're already working.
Create deals, move them across stages and forecast against quotas.
Open "More → Pipeline" in the sidebar.
Click "New Deal".
Type a title.
Enter the value. Probability fills in from the stage unless you override it.
Choose the stage.
Note where it came from (optional), add a close date and notes.
Click "Save".
The deal appears in its stage column. Drag it to another column as it progresses.
Click the stage settings icon to rename stages or change their default probabilities.
Click "Quotas" to set targets per rep; the Team → Forecast page tracks attainment.
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See your meetings and upcoming sequence steps, and give prospects a page to book time with you.
Artra includes its own booking page, so you don't need Calendly. Set it up under Account → Booking Page (/booking/settings).
{{bookingLink}} to any email step to insert your link.See emails, calls, tasks and meetings on one calendar, and add your own events.
Open "More → Calendar" in the sidebar.
Use the checkboxes on the left to show or hide emails, calls, tasks, events and bookings.
Switch between day, week, month and list views.
Click "Add Event".
Type a title, pick start and end, and add a link or location.
Click "Add".
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Give prospects a link to grab time on your calendar. Max and your agents use it in replies.
Open Booking settings (Settings → Calendar, or /booking/settings).
Connect Google or Outlook Calendar so busy times are respected.
Choose the link slug — your page lives at /book/<slug>.
Name the meeting type.
Set the days and hours you take meetings.
Pick the duration, buffer between meetings, notice needed and how far out people can book.
Choose whether a video link is added automatically.
Click "Save booking page". Share the link or let Max include it when someone asks for time.
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Agents find prospects, research them, decide who's worth contacting, and reach out, on a schedule or whenever something happens.
The Agents page (/agents) lists every agent with its status and recent results: people found, messages sent, replies, and meetings. Switch between the board and table views, filter by status, and start or pause any agent from its card.
Turn on is where an agent starts running by itself. Pick the days and time it runs, for example "weekdays at 9am", in your timezone; once on, the button reads like "On · weekdays at 9:00 AM". An agent can also run whenever something happens, using a Start on an event step connected to the next step. Turn it off to stop it without deleting it.
Agents run a play on their own: find people, research them, decide who is worth it, write and send. Start from a template.
Click "Agents" in the sidebar. Max is prebuilt; create another when you want a different play.
Click "Create an agent".
The builder opens with a template picker.
Click a template, e.g. "Find & email new prospects".
The steps appear on the canvas. Drag more steps from the left rail; click a step to set its options.
Type a name for the agent.
Click "Validate" to check every step is configured.
"Turn on" (top right) is how the agent starts by itself: pick days and a time, then turn it on. Until then it only runs when you start it.
"For Review" is how far it can go on its own: drafts wait for you, or sends go out automatically.
Click "Save". Then open "Turn on" — its "Try it first" section has a free Preview to run before you turn it on.
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Copilot keeps you in the loop; Autopilot lets a proven agent send without waiting.
Open "Agents". Each card shows who it targets, why it reaches out, how it sounds and how far it can go.
Click the "Copilot" pill on an agent to change its autonomy.
Pick a level. Emails whose step is set to review always wait for your OK regardless.
Click "Configure Max" to edit the prebuilt agent's targeting, voice and limits.
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Each step on the canvas has its own settings: where to find people, what to research, what to send.
Open the builder (Agents → Create an agent).
Pick a template, e.g. "Research my contacts".
The steps appear as cards. Lines between them show the order contacts flow through.
Click a setting on a card (here, the research fields) to change it.
Choose the columns to add — emails, LinkedIn posts, website summary, or a question for the AI to answer per contact.
Drag more steps from the left rail: find people, start on an event, keep or drop, split into branches, wait.
"Data" shows the rows the agent produced on its last run.
"Validate" flags any step that is not fully configured before you run.
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Run on a schedule or on an event, run it now, and see the rows and drafts each run produced.
Open the builder (Agents → Create an agent).
Pick a template.
"Turn on" (top right) opens "When this agent runs": a weekly schedule, any event steps, and "Try it first" (Preview, Check for issues, a live test on 1 contact, Run once now). Once on it reads like "On · weekdays at 9:00 AM".
Or drag "Start on an event" from the rail so it runs when a contact replies or is added.
"For Review" lists the drafts and actions from past runs that are waiting for your approval.
"Data" shows the contacts and columns the last run produced.
How much an agent may do without you is set on its card under Agents — the Copilot / Autopilot pill. See "Decide how much an agent does on its own".
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What makes an agent run: you, a schedule, or something a contact does.
Open the builder: Agents → "Create an agent".
Pick a template to start from, e.g. "Find & email new prospects".
Drag "Start on an event" from the rail. It runs when a contact replies or is added, instead of waiting for you.
"Turn on" (top right) is where it starts by itself: on a weekly schedule, on the event steps you add, or both. Turn on is greyed out until one of them would start it.
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The steps that reach out, and the channel setting on each.
Open the builder: Agents → "Create an agent".
Pick a template to start from, e.g. "Find & email new prospects".
"AI writes & sends": Max personalizes a message per contact from live signals and sends it.
Click "Channels" on the card.
Choose email, LinkedIn or both. SMS and calls are not agent channels; use a sequence for those.
"Add to a sequence" hands contacts to a cadence you built, with calls and texts in it.
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Keep only the right people, score them, and route the rest.
Open the builder: Agents → "Create an agent".
Pick a template to start from, e.g. "Find & email new prospects".
"Keep or drop" keeps contacts that match rules you write: title contains, company size, country.
"Score & rank" rates fit 0 to 100 against your ideal customer and drops the weakest.
"Split into branches" sends matches down a ✓ path and the rest down a ✗ path, so each can get different outreach.
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Let the agent find and qualify, and a sequence you already built do the outreach.
Open the builder: Agents → "Create an agent".
Pick a template to start from, e.g. "Find & email new prospects".
Drag "Add to a sequence" onto the canvas after your filter step.
Connect the filter’s ✓ output to it, then pick the sequence on the card.
Contacts the agent adds show up in Message Center like any enrollment and follow the sequence’s schedule.
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Hold contacts, branch on outcomes, and chain steps for multi-touch plays.
Open the builder: Agents → "Create an agent".
Pick a template to start from, e.g. "Find & email new prospects".
"Wait" holds contacts for a number of days before the next step, e.g. after a connection request.
Combine "Split into branches" with "Start on an event" to react: replied → add to a sequence; no reply → wait, then a second touch.
Any step can come after any other; drag from a card’s "Connect" to draw the order.
"Validate" flags steps with no input or no settings before you run.
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Run once, run on a schedule, and what the run options mean.
Open the builder: Agents → "Create an agent".
Pick a template to start from, e.g. "Find & email new prospects".
Click "Save" first — an agent has to be saved before it can be turned on.
"Turn on" (top right) opens "When this agent runs": "On a schedule" for days and a time, plus any event steps. "Try it first" has a free Preview, Check for issues, a live test on 1 contact, and "Run once now" for a full live pass. Once on it reads like "On · weekdays at 9:00 AM".
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What a run did, step by step, and the data it produced.
Open the builder: Agents → "Create an agent".
Pick a template to start from, e.g. "Find & email new prospects".
Open the "..." menu and click "Runs history" for every past run with status and duration.
"Last run report" summarizes what was found, kept, dropped and sent.
"Data" shows the contacts and columns the last run produced; each card’s IN / OUT counts show where contacts dropped off.
The agent card on "Agents" shows the last run and anything waiting on you.
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In Copilot, an agent shows you who it found before it reaches out.
An agent that is waiting says so on its card under "Agents".
The list waits under "Review" in Message Center.
Untick anyone who is not a fit, then approve. The run continues with the rest.
The Copilot pill on the card is where you let a trusted agent skip this step.
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An agent is a chain of steps. Each step's output becomes the next step's input.
Search for new prospects, or pull in contacts you already have.
Write who you want in plain words and Artra finds them. (Beta)
Run automatically when a contact replies or is added.
Add columns such as emails, LinkedIn posts, or a website summary, or ask AI anything about each contact. Uses credits.
Keep only the contacts that match your rules.
Send contacts down a ✓ path or a ✗ path.
Hold contacts for a while, then carry on.
Rate each contact's fit and drop the weakest.
Max writes a personalized message for each contact from live signals and sends it.
Enroll contacts in a sequence you already built.
Each step on the canvas has its own settings: where to find people, what to research, what to send.
Open the builder (Agents → Create an agent).
Pick a template, e.g. "Research my contacts".
The steps appear as cards. Lines between them show the order contacts flow through.
Click a setting on a card (here, the research fields) to change it.
Choose the columns to add — emails, LinkedIn posts, website summary, or a question for the AI to answer per contact.
Drag more steps from the left rail: find people, start on an event, keep or drop, split into branches, wait.
"Data" shows the rows the agent produced on its last run.
"Validate" flags any step that is not fully configured before you run.
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Artra drafts personalized openers and messaging grounded in each contact's enrichment, company, and role — not generic mail-merge tokens.
AI Setup is what Max and AI email steps draw on: what you sell, how you write, and which signals to open with.
Click "Settings" in the sidebar.
Click the "AI Training" tab.
Fill in your company, industry and target customer.
Describe what you sell in a sentence or two. This is the single biggest lever on email quality.
Click "Save Changes".
"Writing rules" — add rules like "no exclamation marks" or "lead with value prop". The defaults are a good start.
Click "Add Rule".
"Strategies" map a signal (job change, funding, a LinkedIn post) to the opener Artra writes. Turn on the ones that fit your motion.
"Try it on a contact" — search a contact and compose a preview opener to see your setup in action.
Click "Compose preview opener". Thumbs up or down on the result teaches your voice profile.
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Where AI shows up, what it reads, and which model writes for you.
Settings → "AI Training" is the AI’s brief: company, target customer, value prop.
The "Model" section picks which model writes: a fast one for everyday drafts or the most capable for hard research.
"Writing Rules" are injected into every request.
AI writes in three places: AI Email steps and AI blocks in sequences...
...AI enrichments on Research...
...and agents, where Max researches and writes for each person found.
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Prompts for a whole draft and for an AI block inside a template.
Open a sequence from "Sequences".
Click "Add step".
Choose "Email".
Click "Draft with AI".
Say who it is for, what to open with, the one pain to name, and the ask. Merge fields are allowed in the prompt.
Click "Generate Draft" to fill the subject and body; edit anything after.
Close the panel.
For one AI sentence inside your own template, click "AI line".
Give the block a narrow job. Short prompts with a clear constraint beat long ones.
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Get a subject line written with the draft, or write it yourself with a field.
Open a sequence from "Sequences".
Click "Add step".
Choose "Email".
Leave the subject empty.
Click "Draft with AI".
Put subject constraints in the prompt: length, tone, no questions.
Click "Generate Draft". The subject is written with the body.
Close the panel.
Or keep control: a short subject with a merge field often beats a generated one.
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Keep a human-written template and let AI write only one block, so a bad generation never sends a bad email.
Open a sequence from "Sequences".
Click "Add step".
Choose "Email".
Write the subject and the parts of the email that never change.
Click "AI line" where the personalized sentence goes.
The block is the only part the AI writes; your template is the fallback around it.
Tick "Require review before sending" while you tune it; you see every generation before it goes.
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AI steps are written when they come due, with the latest signals, and wait for review if you ask.
Open a sequence from "Sequences".
Click "Add step".
An "AI Email" step has nothing to write now: it is generated the day it is due.
The step shows "AI writes each email automatically". Research runs first, then the draft.
In "Scheduled today" the row says "Needs review" until the draft exists and you approve it, or "Scheduled" if the step sends on its own.
Drafts written today are under "Review".
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Let the AI read emails you already wrote so drafts sound like you.
Settings → "AI Training".
Click "Scan Sent Emails". Artra reads recent sent mail from your connected inbox and keeps the ones that look like outreach.
Or "Bulk Upload" a file of past emails.
The result is your "Voice profile": formality, length, warmth and hedging dials you can nudge.
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Hand-pick a few emails that are exactly how you want to sound.
Settings → "AI Training".
Click "Add Email".
Paste one email you are proud of. Three to five good examples beat fifty average ones.
Add phrases the AI must never write under "Voice profile".
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Short rules injected into every AI request: style, tone, content, format, structure.
Settings → "AI Training".
The chips are the default rules. Click one to turn it off.
Type a new rule.
Pick its type: Style, Tone, Content, Format or Structure.
Click "Add Rule". It applies to the next draft.
Rules the AI learned from your edits appear below; delete any you disagree with.
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Settings an admin sets once for every rep: model, guardrails and shared rules.
Settings → "AI Training".
Sections tagged "Organization-level" apply to everyone in the org and only admins can change them.
The model choice is one of them.
Guardrails: daily send ceiling, never double-tap an account, hold on sensitive triggers, aggressive warm-up.
Org settings holds the rest: visibility, collision policy and account scoping that agents respect.
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A public library of pre-built AI Agent Workflow templates. Browse and clone bots, or publish yours to earn credits.
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.
Every published bot has a shareable direct URL (e.g. /marketplace/42) that works without login, and supports one-click LinkedIn sharing.
Start from a bot someone else built, clone it into your agents, and tweak the brief.
Open the Marketplace from the Docs top bar or /marketplace.
Filter by category on the left, or search by name at the top.
Click "Clone" on a card to copy it into your Agents. Edit it in the builder like any agent; the original is unaffected.
Click "Details" to see what it does first.
The detail page shows the steps, what it does and how many people have cloned it.
"Share" gives you a private link to send a bot you built to a teammate.
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Copy a shared agent into your own, then change its brief.
Open the Marketplace.
Click "Clone" on a bot. A copy appears under your Agents; the original is untouched.
Open "Agents" and click the clone.
In the builder, change the targeting, research fields and outreach like any agent.
The first thing to change is usually who it looks for.
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Share an agent on the Marketplace; cloning it earns you credits.
Open the builder: Agents → "Create an agent".
Pick a template to start from, e.g. "Find & email new prospects".
Open the "..." menu and click "Publish to marketplace".
Give it a marketplace name and description, choose which sequences to share with it, and accept the terms.
Click "Publish". Your contacts and credentials are never shared, only the steps.
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Max is your AI assistant. It's the home page at /max, and it can look up and act on almost anything in your account.
Max is your agent. Describe the outcome in plain words; Max lines up the steps and asks before it spends credits or sends.
Open Max from the top of the sidebar.
Type what you want done in the box at the bottom, e.g. "Find 20 VPs of Sales at fintech companies in Austin and draft a first email".
Click "Send". Max proposes a plan and waits for your approval before anything runs.
Turn on "Find people daily" to have Max look for new matches every day and leave them for you to approve.
Click the Max icon in the top bar to open Max as a side panel on any page.
Max opens beside the page you are on, so you can ask about what you are looking at.
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Open Max next to any page and ask about what you are looking at.
Click the Max icon in the top bar on any page.
Max opens on the right with the page as context.
Ask in plain words and press the arrow. Max can read the page, your contacts and sequences; anything that spends or sends is confirmed first.
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Keep Artra and your CRM in step. Connect HubSpot (or Salesforce) and sync contacts, activity, and deal progression.
Import contacts from your CRM and sync activity back, for yourself or the whole org.
In Settings → Connected Accounts, flip on Salesforce or HubSpot and sign in when prompted. This is your personal connection.
HubSpot works the same way. Emails, calls and meetings Artra logs are written back to the contact in the CRM.
To pull people in, go to "Contacts".
Click "Add contacts".
Click "Import from Salesforce" or "Import from Hubspot", pick a list or view, and map fields. Existing contacts are matched by email so nothing duplicates.
Admins can connect once for the whole org under Org settings → CRM Integrations, so every rep syncs without their own login.
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Connect HubSpot, import contacts from it, and log activity back.
In Settings → Connected Accounts, switch on HubSpot and sign in to HubSpot when asked.
In Contacts, click "Add contacts".
Click "Import from Hubspot" and pick a list. Contacts are matched by email so nothing duplicates.
Emails, calls and meetings Artra logs are written to the HubSpot contact timeline.
Admins can connect once for the whole org under Org settings → CRM Integrations.
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Connect Salesforce and pull leads or contacts into Artra.
In Settings → Connected Accounts, switch on Salesforce and sign in when asked.
In Contacts, click "Add contacts".
Click "Import from Salesforce", choose leads or contacts and a view, and map fields.
The import wizard also offers Salesforce under "Choose type".
Activity syncs back to the Salesforce record as it happens.
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The Artra browser extension runs your LinkedIn touches and prospecting actions from your own logged-in session.
The Artra extension is your hands on LinkedIn. It runs the LinkedIn steps in your sequences from your own logged-in browser and opens Max beside any page.
Open "Artra: AI Sales Assistant" on the Chrome Web Store and click "Add to Chrome".
Confirm "Add extension" in the prompt. Nothing runs until you sign in.
It appears under chrome://extensions. Click the puzzle-piece icon in the toolbar and pin Artra so it is one click away.
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One sign-in links the extension to your Artra account. It uses your normal Artra login, nothing LinkedIn-specific.
Click the Artra icon in the Chrome toolbar. The side panel opens on the right of whatever page you are on.
On the "Prospect" tab, click "Sign In" and use your Artra login (Google, Microsoft and SSO work too).
The "Max" tab is Max as a side panel: ask about the page you are on, or add the person you are looking at to Artra.
The gear sets the hours Artra may work in Chrome (weekdays 8 to 6 by default).
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Open Max beside a profile to save the person to Artra, find their email, or ask what to say.
Open a LinkedIn profile and click the Artra icon to open the side panel.
Click the "Max" tab. Max sees which page you are on; with a profile open it shows the person and an "Add to Artra" button that saves them with title, company and LinkedIn URL.
Or ask, e.g. "What should I open with for this person?" and click "Send". Anything that spends credits or sends a message is confirmed with you first.
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Profile views, connection requests and messages in a sequence are carried out by the extension, in your Chrome, when you say go.
In Message Center, open "Scheduled today". LinkedIn steps are grouped by sequence and step like email.
Click "Run in Chrome" on the LinkedIn group. Each person shows "Up next in Chrome" or "In today’s Chrome run".
Chrome opens a tab in an "Artra" tab group and works through the profiles one at a time, with a human-like pause between them. Keep the tab visible; it pauses when hidden.
The side panel shows the live run: what it is doing, with pause and stop.
Back in Message Center, open "Scheduled today" again.
Back in Message Center the rows update as each view or send completes. Daily LinkedIn limits are enforced per account.
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In Copilot mode the extension stops before anything a person would see and asks for your OK.
A connection-request or message step is run the same way: open "Scheduled today".
Click "Run in Chrome" on the group. Because the step sends something a person will see, Copilot stops for your OK before each one.
The waiting send moves to "Review" in Message Center while the Chrome run pauses.
Open the row to read exactly what will be sent, then "Send", "Edit" the note, or "Skip" this person.
In Chrome the page waits and the side panel shows the same card. Tick "Approve the rest" to let today’s run continue without asking again.
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Personal Access Tokens let external clients and AI agents call Artra programmatically over a scoped, bearer-token API.
/llms.txt (a plain-text agent quickstart) and the
machine-readable /api/v1/agent/openapi.json
(OpenAPI 3.1). Or skip the HTTP layer entirely and connect through the ARTRA MCP server,
which exposes these endpoints as tools for Claude Desktop and other MCP clients.
Authorization: Bearer <token>.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.
Human sign-in entry points. Programmatic access uses a Personal Access Token (see API Tokens & Agent API).
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.
Manage your profile, AI persona, email integrations, and more under Account (/account).
| Section | URL | What you configure |
|---|---|---|
| Profile | /account | Name, email, timezone, profile photo |
| AI Setup | /account#ai-training | Product description, ICP, AI tone and persona |
| Connect Email | /account#integrations | Gmail / Outlook OAuth and email delivery settings |
| Signature Line | /account#signature-line | Email signature appended to all outreach |
| Waterfall Settings | /account#waterfall | Lead quality thresholds for sequence enrollment |
| Subscription | /account#subscription | Plan, credit balance, upgrade options |
Your name, signature details, timezone, connected tools and data export.
Click "Settings" at the bottom of the sidebar.
Fill in your name, organization, phone and Calendly link — merge fields and signatures use these.
Set your timezone so sends and calls land during the recipient's working hours.
Click "Save changes".
Under Connected accounts, flip on Salesforce or HubSpot for two-way CRM sync, and Calendly / Google / Outlook for calendars.
"Export My Data" downloads everything Artra holds about you.
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The signature goes on every email Artra sends for you, with the unsubscribe link your plan requires.
Click "Settings" in the sidebar.
Click the "Signature Line" tab.
Write your signature. Bold, links and an image (a logo or headshot) are supported.
Your unsubscribe link. Add it to the signature or let Artra append it; replies and one-off emails never include it.
Click "Save Changes".
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Change your password, add Google or Microsoft sign-in, or turn on Okta single sign-on for the org.
Click "Settings" in the sidebar.
Click the "Security" tab.
Enter your current password, then the new one twice, and save.
"Single Sign-on" — choose Okta, paste the issuer URL, client ID and secret from your identity provider, and save. Members then sign in with their work account.
Click the "Setup" tab for "Ways to sign in".
Click "Add Google sign-in" or "Add Microsoft sign-in" to log in with that account instead of a password. This is separate from connecting a sending inbox.
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Images and videos you use in emails, signatures and video steps live in one library with a 5 GB allowance.
In Settings, click the "Media" usage line near the top (or open /media-storage).
Every image and video you have uploaded is listed with its size. Delete anything you no longer use to free space.
Filter by videos or images.
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Work with teammates in a shared organization. Organizations are available on every plan, and each member keeps their own plan and billing.
Add reps and managers to your organization with an invite link.
Click "Members" under Admin.
Click "Invite Teammate".
Type their email.
Set how many days the link stays valid.
Click "Generate invite link" and send them the link.
The link appears here — click "Copy" and send it. Pending invites and join requests show under "Invite requests".
Back on Members, use the role menu on each row to make someone a member, manager, admin or owner.
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Who can see whose contacts, who can edit sequences, and what happens when two reps have the same lead.
Click "Org settings" under Admin.
"Contact visibility" — org-wide or owner-only.
"Collision policy" — block, warn or allow when a teammate already owns the email.
Stop the same person being in two reps' sequences at once.
"Account scoping" keeps reps inside their named accounts when prospecting.
Click "Save settings".
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Forecast, activity and pipeline health per rep.
Open "Team → Forecast" under Insights.
Change the period — month, quarter, year or custom.
Click a rep's name for their own dashboard.
"Activity" shows emails, calls and meetings per rep over time.
"Pipeline health" flags stale deals and coverage against quota.
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Name, domain and logo for the workspace your teammates join.
Click "Settings" in the sidebar.
Click the "Organization" tab.
Your org name, domain, member count and pending join requests. People who sign up with an email on your domain can request to join.
Click "Choose logo" then "Upload Logo" — it shows in the sidebar and on your booking page.
Members and roles are managed under Admin → Members.
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Member, manager, admin or owner — each level includes the one before it.
Click "Members" under Admin.
Click the menu on a member’s row.
Pick a role: members work their own book, managers see their reps, admins change settings and billing, owners can transfer the org. You cannot change your own role here.
"Join Requests" lists people on your domain waiting to be let in.
"Privacy" handles data export and erasure requests for the org.
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Your org, its members and roles, and how reps join.
Settings → "Organization" shows the org name, domain and member count.
People who sign up with an email on your domain can request to join.
"Members" under Admin lists everyone with role and activity.
"Invite Teammate" creates a link; "Join Requests" approves people who asked.
The row menu changes a role: member, manager, admin, owner.
Managers see their reps under Insights → Team.
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All invoices, payment methods, and subscription changes are handled from Account → Subscription.
Where to check what you are on, what is left this month, and change plan.
Click "Settings" in the sidebar. The top of the page shows the credits left today and this month.
Click the "Billing and Plans" tab.
"Current Plan" shows your tier, price, renewal date and where you are in the cycle.
Click "Change Plan" to upgrade or downgrade. Changes take effect immediately and are prorated.
Pick a plan. Free, Pro, Pro+ and Scale are self-serve; Enterprise goes through sales.
"Billing History" lists every invoice; "Manage Subscription" opens the Stripe portal for cards and receipts.
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What AI costs, where to see what is left, and how to keep spend down.
The top of Settings shows credits left today and this month, including AI usage.
Enrichment credits pay for data lookups; AI tokens pay for writing and research.
Research shows your balance in the corner and the cost of each recipe before it runs.
Agents estimate credits per run in the top bar.
Lower the target count or drop research columns to cut the estimate.
Plans set the monthly allowance; upgrade under Settings → Billing and Plans.
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