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After connecting your first channel, the next step is teaching Guhan about your business and the people you want to reach. Guhan uses this context — your website, your ideal customer profile, and your outreach preferences — to research prospects, personalize every message, and prioritize the leads most likely to convert. This setup takes about five minutes and directly determines the quality of everything Guhan does downstream.

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Step 1 — Enter Your Website URL

Guhan reads your website to understand what you sell, who buys it, and what value you deliver. It uses this to craft relevant, accurate messaging without you writing a single template. Navigate to Settings → Agent → Website URL and paste in your primary domain. Guhan will crawl your homepage, pricing page, and any product pages it can find.
If your website is under construction or doesn’t fully reflect your product, add a short description of your value proposition in the Product Summary field directly below the URL input. Guhan will treat this as the authoritative source.

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Step 2 — Define Your Ideal Customer Profile (ICP)

Your ICP tells Guhan exactly which companies and people to target. The more precise this is, the higher your match quality and the less credit spend you waste on poor-fit prospects. Navigate to Settings → Agent → Ideal Customer Profile to configure the following fields:
FieldDescription
Target IndustriesThe verticals you sell into. For example: “SaaS”, “FinTech”, “E-commerce”, “Professional Services”. You can add multiple.
Company SizeEmployee headcount range. Use this to filter out companies that are too small to afford your product or too large to close quickly.
Job TitlesThe specific roles you want to reach — for example, “VP Sales”, “Head of GTM”, “Founder”, “Revenue Operations Manager”. Add variants and synonyms.
GeographiesCountries or regions to include. You can also exclude specific regions if your product isn’t available there.
Tech Stack SignalsTools your ideal customer already uses. If your product integrates with or replaces a specific platform, add it here and Guhan will prioritize prospects using that tool.
The more specific your ICP, the better your match quality. Start narrow, then expand once you see results.

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Step 3 — Set Outreach Preferences

Outreach preferences control how Guhan behaves when it contacts prospects on your behalf. Navigate to Settings → Agent → Outreach Preferences to configure:
  • Daily message limits — Set how many messages Guhan sends per channel per day. For LinkedIn, a limit of 10–20 messages per day is strongly recommended to stay within platform guidelines and protect your account.
  • Tone — Choose from Professional, Friendly, or Direct. This shapes the language Guhan uses across all generated messages and follow-ups.
  • Language — Select the language for outreach. Guhan supports multi-language personalization — it will write in the language you select even when drawing on English-language research.
Exceeding LinkedIn’s daily message limits can trigger restrictions on your account. Keep daily LinkedIn messages at 20 or below.

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Review and Activate

Once your website URL, ICP, and outreach preferences are saved, you’re ready to activate the agent.
1

Save your settings

Click Save on each settings section. You’ll see a green confirmation banner when each section is stored successfully.
2

Activate the agent toggle

Navigate to Settings → Agent and flip the Agent Active toggle to on. The toggle turns green when the agent is live.
3

Watch Guhan scan

Within minutes of activation, Guhan begins scanning for prospects that match your ICP and flagging intent signals. Head to Dashboard → Prospects to see the first results come in.
Your agent is now live. From here, you can create your first campaign to start sending outreach, or review the prospects Guhan has already surfaced.