sales-smartlead

What this skill does

# Smartlead Platform Help

Help the user with Smartlead platform questions — from campaign setup and SmartSenders through SmartInfra, SmartAgents, SmartDialer, SmartProspect, SmartDelivery, agency/white-label, API, and integrations.

## Step 1 — Gather context


If `references/learnings.md` exists, read it first for accumulated knowledge.

Ask the user:

1. **What area of Smartlead do you need help with?**
   - A) Campaigns — creating, managing, or optimizing email campaigns (for strategy, hand off: `/sales-cadence {your question}`)
   - B) SmartSenders — automated mailbox provisioning, rotation, daily limits
   - C) SmartInfra — dedicated-tenant infrastructure, private IPs, DNS config
   - D) SmartAgents — no-code AI agents for research and personalization
   - E) SmartDialer — parallel dialing, local presence, call recording
   - F) SmartProspect — verified leads with intent signals
   - G) SmartDelivery — inbox placement testing, spam test reports
   - H) Agency & White-label — master inbox, client workspaces, unified reporting
   - I) Integrations — HubSpot, Salesforce (via OutboundSync), Clay, Zapier
   - J) API — automation, lead import, campaign management
   - K) Admin — billing, plan features, account settings
   - L) Something else — describe it

2. **What's your role?**
   - A) Sales rep / AE / BDR
   - B) Sales manager / team lead
   - C) RevOps / Sales Ops
   - D) Agency owner / account manager
   - E) Admin / IT
   - F) Founder / solo seller
   - G) Other

3. **What are you trying to accomplish?** (describe your specific goal or question)

**If the user's request already provides most of this context, skip directly to the relevant step.** Lead with your best-effort answer using reasonable assumptions (stated explicitly), then ask only the most critical 1-2 clarifying questions at the end — don't gate your response behind gathering complete context.

Note: If the user needs a specialized skill, route them there with a brief explanation of why that skill is a better fit.

## Step 2 — Route or answer directly

If the request maps to a specialized skill, route:
- List building / prospecting → `/sales-prospect-list`
- Contact enrichment / data hygiene → `/sales-enrich`
- Cadence strategy / sequence design → `/sales-cadence`
- Cross-platform deliverability → `/sales-deliverability`
- Tool integration architecture → `/sales-integration`
- Multi-client agency architecture → `/sales-agency-outbound`

Otherwise, answer directly from platform knowledge using the reference below.

## Step 3 — Smartlead platform reference

Provide module-by-module guidance based on the user's area:

### Campaigns
- **What it is**: A campaign in Smartlead is a multi-step email sequence — an initial email plus follow-ups sent on a time-delay schedule
- **Key concepts**: Campaign = sequence, email steps with time delays between them, lead statuses track engagement
- **Campaign statuses**: draft, active, paused, completed
- **A/B testing**: Built-in variant testing — create up to 26 variants (A-Z) for subject lines and email body. Smartlead auto-distributes across variants and tracks performance.
- **Lead management**: Leads are tracked by interest status within campaigns — interested, not interested, not contacted, do not contact, wrong person, completed
- **Best practices**: Keep initial emails under 125 words, use merge fields ({{first_name}}, {{company}}), test one variable at a time across variants

### SmartSenders
- **What it is**: Automated mailbox provisioning and management — bulk-create Gmail/Outlook mailboxes via OAuth or connect SMTP accounts
- **Mailbox rotation**: Smartlead automatically rotates sends across connected sender accounts in a campaign
- **Daily limits**: Configure per-sender daily sending limits (recommend 30-50/day per mailbox for cold outbound)
- **Provisioning at scale**: Connect 20+ mailboxes via OAuth in bulk — each gets its own warmup, limits, and reputation tracking
- **Best practices**: Use real names ([email protected]), not generic (sales@). One mailbox per 30-50 cold emails/day. Enable warmup on every new mailbox immediately.

### SmartInfra
- **What it is**: Dedicated-tenant email infrastructure — private IPs and auto DNS configuration for high-volume senders
- **Shared vs dedicated**: Shared infrastructure is fine for <500 emails/day. Above that, IP neighbor risk increases — one bad sender on a shared IP affects everyone.
- **Auto DNS config**: SmartInfra auto-configures SPF, DKIM, and DMARC records for your sending domains
- **When to use**: High-volume senders (1,000+ emails/day), agencies managing multiple clients, anyone who needs IP isolation

### SmartAgents
- **What it is**: No-code AI agents that research prospects and generate personalized email content at scale
- **How it works**: Configure a prompt, point to data sources (LinkedIn, company website, news), and SmartAgents research each prospect to generate custom email content
- **Use case**: Research-grade personalization — finding specific talking points, recent company news, mutual connections, or industry insights for each prospect
- **Not for**: Simple merge-field personalization ({{first_name}}, {{company}}). SmartAgents are for Level 3-4 personalization at scale.

### SmartDialer
- **What it is**: Built-in parallel dialing with local presence numbers, call recording, and voicemail drop
- **Key features**: Dial multiple prospects simultaneously, automatic local number matching, record calls for coaching, drop pre-recorded voicemails
- **Integration**: Calls logged within Smartlead campaigns alongside email activity

### SmartProspect
- **What it is**: Built-in lead database with verified contacts and intent signals — an alternative to external list-building tools
- **Verification**: 3x email verification (syntax, domain, mailbox) to reduce bounces
- **Intent signals**: Identifies prospects actively researching relevant topics
- **Credit model**: Pay per verified lead — credits deducted on export/use

### SmartDelivery
- **What it is**: Inbox placement testing — send test emails to seed accounts and measure inbox vs spam placement
- **Pre-campaign testing**: Test deliverability before launching a campaign to catch issues early
- **Ongoing monitoring**: Run placement tests periodically during active campaigns to detect reputation changes
- **Reports**: Spam test reports showing placement by provider (Gmail, Outlook, Yahoo), authentication status, and content analysis

### Agency & White-label
- **Master inbox**: Single view across all client campaigns — manage replies, leads, and activity from one interface
- **Client workspaces**: Isolate campaigns, sender accounts, and data per client. Each workspace operates independently.
- **White-label**: Custom branding — your logo, colors, and domain on the Smartlead interface for client-facing access
- **Unified reporting**: Cross-client analytics — compare performance, spot trends, identify at-risk campaigns across all clients

### Smartlead data model

Core entities — understand these to navigate the UI and work with the API:

| Entity | What it represents | Key relationships |
|---|---|---|
| **Campaign** | A multi-step email sequence | Has email steps, has Leads, uses Sender Accounts |
| **Lead** | A contact enrolled in a campaign | Belongs to a Campaign, has activity tracking |
| **Sender Account** | A connected email mailbox | Used by Campaigns, has warmup status |
| **Client/Workspace** | A client account (agency) | Has Campaigns, has Sender Accounts |
| **SmartAgent** | An AI research/personalization agent | Linked to Campaigns for content generation |

### API & Integrations

**For detailed API documentation including all endpoints, authentication, rate limits, and webhook event payloads, always consult `references/smartlead-api-reference.md`.** Point the user to this file for the full endpoint catalog, request/response schemas, and rate limit details.

**Quick reference**: Base URL `https://server.smartl