Annotated screenshot walkthroughs of every part of Artra. Each guide shows exactly where to click, in order. Screenshots come from the live app, so they match what you see.
Connect the inbox you send from
Link Gmail, Outlook or a custom SMTP/SendGrid mailbox so Artra can send as you. Nothing sends until you approve it.
Finish the setup checklist
The five things to do before your first send: inbox, people, emails, first send, warmup.
Welcome: a tour of Artra
Where everything lives. Max at the top, your daily work in the middle, insights and admin below.
Import contacts from a CSV
Upload a spreadsheet of people, map the columns and optionally drop them straight into a sequence.
Add one contact by hand
Create a single contact without a spreadsheet.
Add contacts to a sequence
Select people in the Contacts table and enroll them in a sequence in one go.
Search, sort and choose columns
Find people fast and show only the columns you care about.
Work a contact from their profile
Everything about one person: activity, sequences, calls, tasks, and quick actions.
Verify email addresses
Check which addresses are safe to send to before they go into a sequence. Only invalid ones are skipped when sending.
Mark someone do-not-contact
Stop all outreach to a person without deleting them. Reversible at any time.
Log activity, notes and tasks on a contact
Keep what happened with a person in one place, and set reminders for what is next.
Edit a contact’s details
Fix a title, add a phone number or LinkedIn URL, or correct an address on one contact.
Contact statuses
Active, Bad Contact Info, Unqualified, Bad Timing, Converted: what each means and how to set it.
Video messages and who watched
Record a video for one person, send it, and see views and watch time.
Duplicate prevention and data hygiene
How Artra avoids double contacts and double sends, and the switches that control it.
Custom fields
Extra columns you import or add on Research stay on the contact and work as merge fields.
Create a sequence
A sequence is the series of emails, calls and LinkedIn touches a contact receives. Build one in a few clicks.
Edit steps, preview and enroll
Open an existing sequence to change copy, see it as the recipient will, and add people.
Add an AI-written email step
Let Artra write each email per contact, in your voice, using what it knows about them — no template needed.
Add call, LinkedIn, video and manual steps
Sequences are not only email. Mix in calls, LinkedIn touches, video replies, texts and manual tasks.
Use dynamic fields
Merge fields like {firstName} and {company} fill in per contact when a step sends.
Scheduling messages and delays
How the wait between steps, the send window and weekends decide when each step goes.
Create and use email templates
Save a step as a template, insert one into a new step, or start a whole sequence from a template.
The email editor
Subject, formatting, links and images, variables, AI help, and a test send to yourself.
Add a call step
A call step becomes a task on its due day, with the contact’s notes ready in the dialer.
Add an SMS step
Text steps send from your Artra number once A2P registration is approved.
Add LinkedIn and social steps
Profile view, connection request and message steps run through the Chrome extension on your own account.
Add a video email step
Record a short video and send it in the thread; opens and watch time are tracked.
Manual follow-up steps
Steps you finish yourself: a personalized email, a reply in thread, or any task.
Preview a step as a recipient
See a step exactly as one contact will get it, fields filled, before anything sends.
Review and send what is queued
Message Center is where today's steps wait for your OK. Review, edit, start or reschedule them.
Handle replies
Every reply lands in Message Center with a sentiment tag and a suggested response you can edit and send.
Monitor your send queue
What "In queue", "Scheduled today", "Review" and "Flagged" mean, and the buttons on each group.
Text conversations
Send a text from a contact and see replies in Message Center.
Review AI-generated messages
Where drafts wait, how to edit or regenerate, and how your edits teach the AI.
Research and enrich a list
Add verified emails, company facts and AI-written columns to the contacts you already have.
Scope prospecting to named accounts
Upload the companies in your book so Discover and agents only find people who work there.
The enrichment catalog
Every enrichment you can run on a list, grouped by what it does and what it costs.
Build an agent
Agents run a play on their own: find people, research them, decide who is worth it, write and send. Start from a template.
Decide how much an agent does on its own
Copilot keeps you in the loop; Autopilot lets a proven agent send without waiting.
Configure a step in the agent builder
Each step on the canvas has its own settings: where to find people, what to research, what to send.
Schedule an agent and review what it did
Run on a schedule or on an event, run it now, and see the rows and drafts each run produced.
Trigger steps: start on an event or a schedule
What makes an agent run: you, a schedule, or something a contact does.
Action steps: email, LinkedIn, sequence
The steps that reach out, and the channel setting on each.
Decision and filter steps
Keep only the right people, score them, and route the rest.
Hand contacts to a sequence
Let the agent find and qualify, and a sequence you already built do the outreach.
Wait steps and advanced logic
Hold contacts, branch on outcomes, and chain steps for multi-touch plays.
Run and schedule an agent
Run once, run on a schedule, and what the run options mean.
Execution history and debugging
What a run did, step by step, and the data it produced.
Approve the people an agent found
In Copilot, an agent shows you who it found before it reaches out.
Call someone from the browser
Quick dial any number or contact; calls log automatically with outcome, recording and notes.
Run a power dialer session
Queue up a list and dial through it back-to-back, with an optional voicemail drop.
Set up calling, texting and voicemail drops
Get a number, decide how inbound calls are handled, and record the voicemail the dialer drops.
Call logs and recordings
Every call with outcome, duration, recording and transcript.
Warm up an inbox
Warmup exchanges real emails with other inboxes so providers learn to trust yours before you send cold.
Check a message for spam triggers
Paste an email to score it for spam words before it goes into a sequence, and see whether your domain is blacklisted.
Set sending limits and data-finder confidence
How many emails go out a day, when, and how sure Artra must be before it uses an email it found.
Check domain health: SPF, DKIM, DMARC and blacklists
The Deliverability dashboard tells you why emails are not landing and what to fix.
The Deliverability dashboard
Delivery likelihood, reputation, factors hurting you, and daily send health.
DNS settings: SPF, DKIM and DMARC
The three records every sending domain needs, and how to check them.
Domain age and data leaks
Two signals spam filters weigh that you cannot change quickly, and what to do about them.
Spam Analyzer
Score an email for spam triggers before it goes into a sequence.
Blacklist reports
See whether your domain or IP is on a public spam list and what to do.
Teach Artra your pitch and voice
AI Setup is what Max and AI email steps draw on: what you sell, how you write, and which signals to open with.
How Artra’s AI works
Where AI shows up, what it reads, and which model writes for you.
Writing effective AI prompts
Prompts for a whole draft and for an AI block inside a template.
AI subject lines
Get a subject line written with the draft, or write it yourself with a field.
AI blocks with a template fallback
Keep a human-written template and let AI write only one block, so a bad generation never sends a bad email.
When AI emails are written
AI steps are written when they come due, with the latest signals, and wait for review if you ask.
Import sent emails for training
Let the AI read emails you already wrote so drafts sound like you.
Add example emails
Hand-pick a few emails that are exactly how you want to sound.
Create writing rules
Short rules injected into every AI request: style, tone, content, format, structure.
Organization-level AI configuration
Settings an admin sets once for every rep: model, guardrails and shared rules.
Use an agent from the Marketplace
Start from a bot someone else built, clone it into your agents, and tweak the brief.
Clone and customize a marketplace bot
Copy a shared agent into your own, then change its brief.
Publish your own bot
Share an agent on the Marketplace; cloning it earns you credits.
Install the Chrome extension
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 the side panel and sign in
One sign-in links the extension to your Artra account. It uses your normal Artra login, nothing LinkedIn-specific.
Use Max on a LinkedIn profile
Open Max beside a profile to save the person to Artra, find their email, or ask what to say.
Run LinkedIn steps in Chrome
Profile views, connection requests and messages in a sequence are carried out by the extension, in your Chrome, when you say go.
Approve a connection request or message before it goes
In Copilot mode the extension stops before anything a person would see and asks for your OK.
Invite teammates
Add reps and managers to your organization with an invite link.
Set team-wide rules
Who can see whose contacts, who can edit sequences, and what happens when two reps have the same lead.
See how the team is doing
Forecast, activity and pipeline health per rep.
Set up your organization
Name, domain and logo for the workspace your teammates join.
Change a teammate’s role
Member, manager, admin or owner — each level includes the one before it.
Organizations and teams
Your org, its members and roles, and how reps join.
Update your profile and integrations
Your name, signature details, timezone, connected tools and data export.
Set your email signature
The signature goes on every email Artra sends for you, with the unsubscribe link your plan requires.
Password, Google sign-in and SSO
Change your password, add Google or Microsoft sign-in, or turn on Okta single sign-on for the org.
Manage uploaded media
Images and videos you use in emails, signatures and video steps live in one library with a 5 GB allowance.
