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Pick a feature to see what it does for you and how to use it. Or go straight to the common questions.
A bought list is names you cannot check. Here Claude runs a fresh search for the people you describe and counts them for free. You remove anyone who does not fit before they are added.
See: How to find decision makersCounting is free. When you search for decision makers by job title, nothing is charged until you approve the list. Then each email is found and checked, and that uses your credits. A search for local businesses from Google Maps is charged as it runs.
See: How to find decision makersNo. Only you can approve, on the preview page. So no one is added without your yes.
See: How to find decision makersYes, before you approve. Click Put back on that person. Once you approve, anyone you removed with the x is not offered to you again.
See: How to find decision makersThe count is everyone who matches your search. A run takes only the number you asked for. It also skips people it found for you before, and people you removed. After you approve, people with no email, or an email that does not pass the check, are left out.
See: Best practice for finding decision maker emailsYes. Attach your Excel or CSV file in Claude and ask it to add the people to your leads. These emails are not checked first, so use a list you trust. A live campaign that keeps enrolling new leads may then email them by itself.
See: Turn your exhibition leads into a live email campaignOnly that each one looks like an email address. Nobody checks that the mailbox is real, so use a list you trust.
See: How to import your own list of leadsNo second copy is made, and they count as updated. Empty details are filled in. Names stay the same, but a stage column changes their stage.
See: How to import your own list of leadsA sending tool stops at send. Here each email goes out on its own day. When a lead replies, that lead's emails wait or stop. When a lead asks to stop, their emails stop.
See: Launch a cold email campaign, from first search to first sendAdding leads from a search or a file sends nothing by itself. But a live campaign that keeps enrolling new leads can pick them up on its own, if they match it. Then they get its emails from the first one.
See: Launch a cold email campaign, from first search to first sendOpen Campaigns in your portal. A campaign that is sending shows live, and Next send shows when its next email goes out. Claude calls the same status scheduled. A campaign with no leads in it sends nothing.
See: Launch a cold email campaign, from first search to first sendYes. Ask Claude to change the words of that email. Everyone who has not got that email yet gets the new words. Anyone who already got it keeps what they got.
See: Write an email and get it ready to sendOpen their record in My leads and click Remove. No campaign can email them after that. An email already on its way may still arrive. Claude can also take them out of one campaign only.
See: How to remove a lead from a campaignNo. Once they confirm on the unsubscribe page, your campaigns stop emailing them. In My leads their stage shows Unsubscribed.
See: How to remove a lead from a campaignYes. Open the campaign and click Pause. Everyone keeps their place. Click Resume and it carries on from where it stopped.
See: How to pause, resume or stop a campaignYes. Open Campaigns, then the Sending tab, and click Change on your sending address. Every campaign sent from that address follows those days and hours.
See: How to set your sending days and hoursA meeting, pricing or not interested reply stops that person's campaign emails. Any other reply makes their next email wait 14 days. In a campaign that runs on fixed dates, any real reply stops their emails.
See: How to answer a lead who repliedSend the Telegram link from Settings, then Alerts, to each colleague who should hear about replies. A reply alert names the lead, and everyone who joins gets the same alerts.
See: How to get lead alerts on TelegramNo. Your answer stays in the Inbox conversation. The lead's record shows your campaign emails, when they opened them, and the first line of their reply.
See: How to answer a lead who repliedIf AI replies are on, it writes a draft for you to read, fix and approve. On Auto send, routine replies go out alone, but some still wait for you, for example a possible opt out.
See: How to approve an AI replyThey are your own note on the lead's record. They change no stage, no number and send no email.
See: How to answer a lead who repliedOnly if reminders are switched on, WhatsApp is connected and the appointment has a phone number. Then the guest gets a WhatsApp message 24 hours before.
See: Best practice for handling repliesNo. A button opens your portal, and you approve the draft there. Only a Met, Quoted, Won or Not now button also saves a note.
See: How to get lead alerts on TelegramYes, while your old link still works. To keep them out, click Remove and then Replace link. Send the new link only to your team.
See: How to get lead alerts on TelegramA chatbot with ready answers says the same thing to everyone. Here you teach your AI your own facts and rules, and it uses them when it replies and drafts.
See: How to teach your AI about your businessYes. Your AI can use a saved line from its next reply or new email draft. A reply already waiting in your Inbox does not change.
See: How to teach your AI about your businessNo. Nothing is saved until you press Save, and after that it is used at once. Read each line first.
See: How to teach your AI about your businessYes. Under Recently taught, click Remove and your AI stops using it. There is no button to bring it back, so teach it again if you need it.
See: How to teach your AI about your businessNo. It is a rehearsal on your Your AI page. You write as the lead, and nothing is sent to anyone.
See: How to test your AI before a lead writesIt shows only when AI replies are on for your company. Ask your NineTen AI team to check.
See: How to test your AI before a lead writesA plain chat box waits for you to answer. This one answers from the facts you taught your AI. It marks the chats that need you.
See: How to answer a website chatNo. It answers the visitor by itself, with no draft for you to check first. So teach your AI well before you switch the chat on.
See: How to set up the chat on your websiteClick Take over, or send your own reply. Your AI stops answering that visitor until you click Hand back to AI.
See: How to answer a website chatOnly when they fill in the short form in the chat, or set up a meeting there. An email typed in a message stays in the chat only.
See: How to answer a website chatIn Settings, open Replies and set Status in the Web chat card to Off. The chat stops showing on the next page a visitor opens.
See: How to set up the chat on your websiteYour NineTen AI team switches it on for your company. Ask them if you cannot see it.
See: How to set up the chat on your websiteA form tool stops at a list of names. Here each fill becomes a lead in My leads, and you can add those leads to a campaign that follows up.
See: Best practice for lead formsNo. A fill only adds the person to My leads. Nothing is emailed until you add them to a campaign yourself.
See: How to add your form leads to a campaignYes. Open your form, change the choice under When someone scans it, open, and click Save. The printed QR keeps working.
See: How to share your lead formRemove your test row in the Fills tab, then remove your test person in My leads. Removing the row alone leaves the person in your leads.
See: How to make a lead formNo. NineTen AI does not alert you and does not email the visitor. Open the Fills tab, or the From forms tab in My leads, to see new people.
See: How to add your form leads to a campaignYes. Click Copy embed code and paste it into a Custom HTML block on your page. The form on your page shows no logo or name of its own.
See: How to share your lead formNumbers alone do not tell you who to call. Your portal also shows, on Home, people who asked about pricing, asked a question or asked to meet. So you know who to call first.
See: How to check your campaign performanceOpen Home for your warm leads and your funnel. Open Campaigns for the numbers of each campaign. Or ask Claude how your campaign is doing.
See: How to check your campaign performanceYour funnel counts people, and each person counts once. Emails sent counts every email. One person who got four emails is 1 in the funnel and 4 in emails sent.
See: How to check your campaign performanceWe try to count only real people. Opens that look like email filters or scanners are left out. No filter is perfect, so read opens as a good guide, not an exact count.
See: How to check your campaign performanceIt means not measured. It never means zero. For example, Meetings shows n/a until a calendar is connected, and Clicked shows n/a until a first click is recorded.
See: How to check your campaign performanceIt counts leads you cannot email right now. For example a failed email, a person who opted out, an email not checked yet, or a lead you removed.
See: How to check your campaign performanceReport counts people, one campaign at a time. Campaigns counts emails. One person who got four emails is four there and one on Report.
See: How to read your campaign reportNo. It only saves a plan. Create this campaign only makes a draft. Nothing sends until you launch it in Campaigns.
See: How to make a follow up campaign from your reportA visit can show a lead's name only if that lead once came through a link in one of your emails. Every other visit is counted, but never named.
See: How to see which leads visited your websiteStuck? Send us a screenshot on WhatsApp.