Platform Overview
Welcome to YESS AI SDR! This guide will help you understand the platform and get started quickly.
What You'll Need
Before you begin, make sure you have:
- Email Account — A Gmail or business email account for sending outreach
- LinkedIn Account — A LinkedIn profile (Sales Navigator recommended for InMail)
- Target Audience in Mind — An idea of who you want to reach (roles, industries, company types)
Key Concepts at a Glance
Campaign
An automated outreach program targeting a specific audience. Campaigns define who you're reaching, what you're saying, and how you're reaching them.
Lead
An individual prospect enrolled in your campaign. The system finds and enrolls leads matching your criteria automatically.
Engagement
A single outreach action—an email sent, a LinkedIn message delivered, or a connection request made.
Sequence Strategy
A pre-defined multi-step outreach cadence that combines emails and LinkedIn actions with wait periods between steps.
How YESS AI SDR Works
The Campaign Flow
- Define your audience — Specify your Ideal Customer Profile (ICP) criteria
- Set messaging guidance — Tell the AI your tone, key points, and call-to-action
- Choose a sequence strategy — Select how you want to reach out (email, LinkedIn, or both)
- Launch your campaign — The system automatically enrolls matching leads
- AI personalizes outreach — Each message is researched and tailored to the individual
- Monitor and respond — Track performance and handle replies
Daily Lead Enrollment
When your campaign is active, the system enrolls approximately 20 leads per day until your monthly quota is reached. This pacing ensures:
- Natural, non-spammy outreach patterns
- Time for you to review and respond to replies
- Sustainable engagement over the billing period
Your Dashboard
From the main dashboard, you can:
- View active campaigns — See all running campaigns and their status
- Monitor engagement progress — Track how many leads have been contacted
- Review pending approvals — Messages waiting for your review (if enabled)
- Analyze performance — See reply rates, sentiment, and trends