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Onboarding Steps
21 articles
Guide 1: Enginy Configuration
Initial setup guide for new users
- Getting StartedThis guide walks you through the essential first steps to set up your Enginy account. Complete each section in order so your workspace is fully configured before you start building…
- Connect Your CRM & IntegrationsSync contacts and companies between Enginy and your CRM, and connect third-party tools for data enrichment, AI, and communication.
- Set Up Your BlocklistPrevent specific contacts and companies from being contacted, imported into lists, or exported to your CRM.
- Fill In Your AI PlaybookGive the AI the context it needs to generate personalized messages, score contacts against your ICP, and handle conversations automatically.
- Understand Credits and LimitsLearn how credits work, what actions consume them, and which plan is right for your team.
- SettingsConfigure your workspace preferences, security, and team permissions.
- FAQs
Guide 2: List Building
How to create a List
- Getting StartedThis guide walks you through finding, importing, and enriching companies and contacts in Enginy. By the end, you will have a fully prepared list of prospects ready to be added…
- Option A: Build a Company ListStart with companies to build a target account list based on ICP criteria, then find the right contacts within them.
- Option B: Build a Contact ListBuild a list of contacts directly based on buyer persona criteria, LinkedIn engagement, or an existing spreadsheet.
- Understand the List TableLearn how the list table works, what each column color means, and how to manage views and take bulk actions on your records.
- Contact and Company ScoreUnderstand how Enginy automatically scores contacts and companies based on your Ideal Customer Profile.
- FAQsAnswers to the most common questions about building, enriching, and managing lists in Enginy.
Guide 3: Campaign Building
How to configure and launch a Campaign
- Getting StartedThis guide walks you through creating and launching your first outreach campaign in Enginy — from preparing AI-generated messages to monitoring performance and managing replies.
- Configure Your AI Campaign PromptSet up the AI Campaign prompt that controls how the AI Agent handles follow-up conversations after a lead replies.
- Create and Launch a CampaignWalk through the four-step campaign creation wizard to build your sequence, add your audience, configure the AI Agent, and set operational settings.
- Monitor and Manage Your CampaignTrack campaign performance, manage your audience, and audit all activity from the Campaign View.
- Manage Your InboxManage all conversations with leads across Email, LinkedIn, and Tasks from a single centralized interface.
- Analyze Performance & Best PracticesTrack campaign results in real time and apply LinkedIn and email best practices to maximize deliverability and engagement.
- FAQsAnswers to the most common questions about creating, launching, and managing campaigns in Enginy.