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Onboarding is 5 visible steps. Sender connect (LinkedIn / email / WhatsApp) happens either inline on the launch screen or post-launch on the Outreach Agent page — not as a wizard step.

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Step 1 — Paste your website URL

What Guhan does: fetches your website (homepage + about + product pages), reads the content, and uses it to prefill your brand summary + ICP suggestions. What to think about:
  • Use your main marketing site, not a subdomain or landing page
  • If you have multiple products, use the site that best represents your main offering
  • Guhan handles asset-heavy sites (large images, WordPress, JavaScript-rendered pages) fine
If you came from the landing page’s “Find prospects” CTA, your URL is already prefilled. Just click Continue.

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Step 2 — Confirm your brand

What Guhan does: shows you a form pre-filled with:
  • Company name
  • Industry — pick from LinkedIn’s taxonomy
  • Company description & value proposition — 2-3 sentences
  • Customer pain points — 2-3 problems your customers face
  • Preferred tone — professional / casual / friendly / direct / playful / professional-casual
Each field pre-filled by Guhan gets an ✨ AI-generated pill. Read every line. Edit anything that doesn’t sound like you. Why this matters: every message Guhan writes references this summary. Weak summary = weak messages.
You can revisit this anytime via Brand & Voice in the sidebar. Nothing you set here is locked.

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Step 3 — Define your audience

Two screens grouped as one visible step in the progress bar.

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Who to reach (titles + locations)

  • Titles — the roles you sell to, as chips: “VP of Sales”, “Head of Marketing”, etc.
  • Location — where they live or work (city / country / region)
You don’t need every variation. Guhan auto-generates matches — type “VP of Sales” once and it also finds “Vice President Sales”, “SVP Sales”, “Head of Revenue”, etc.

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What companies (firmographics)

  • Industry — pick from LinkedIn’s list; multiple OK
  • Company size — headcount range slider (e.g., 50–500)
  • Exclude companies (optional) — LinkedIn company URLs of orgs to skip
  • Exclude keywords (optional) — words that shouldn’t appear in the prospect’s title / company / description
Signals (“just raised funding” / “posted about a topic” / etc.) are NOT captured here. They live on the final launch screen as an inline popup — see Step 5.

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Step 4 — Preview 5 prospects

What Guhan does: runs a real LinkedIn search using your filters and shows 5 people. For each:
  • Accept — this is exactly the kind of person I want
  • Reject — no, this isn’t right
Your accepts + rejects tune the search for the actual launch. Reject cycles regenerate 5 fresh candidates (up to 3 cycles).
Look at each prospect’s current role, company, and headline. Would you send them a personalized message? Yes → accept. No → reject.

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Step 5 — Launch

The final screen shows a summary of what your Watchlist Agent + Outreach Agent will do. Before you click Launch, two optional inline cards let you configure things that WERE separate wizard steps in older versions:

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Buying triggers (signals) — inline popup

Click the Buying triggers card → opens a popup with signal picker:
  • 💰 Funding raised recently
  • 📈 They’re hiring
  • 👔 New leadership joined
  • 🎯 Engaged with a competitor’s post
  • 📢 Posted about specific keywords
  • 🎁 Engaged with a specific post URL
Pick zero, one, or several. Skip entirely to run a plain ICP search (no signal).

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How to reach them (sender channel) — inline popup

Click the How to reach them card → opens a popup with channel picker:
  • LinkedIn — connect via OAuth (Unipile hosted auth)
  • Email (Gmail / Outlook) — connect via OAuth
  • WhatsApp — QR scan with your phone (personal / business WhatsApp)
You can skip this entirely and connect after launch — your Outreach Agent will show a “Connect [channel] to start sending” banner on its detail page.

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Click Launch

Guhan:
1

Enrolls your accepted preview prospects

The 5 people you accepted in Step 4 become your seed prospects — they’re the first ones in your List, no waiting for the first sweep.
2

Activates your Watchlist Agent

Starts sweeping for more prospects matching your ICP + signals. First scheduled sweep fires within 24 hours.
3

Creates your Outreach Agent

Bound to a default 3-step sequence: LinkedIn invite → wait 3 days → LinkedIn DM.
4

Starts drafting messages

Within 5-10 minutes, the first personalized messages are ready. If a sender is connected, they queue to send during your active hours.

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After launch

You land on the Outreach Agent detail page. From here:
  • Prospects tab — see who Guhan enrolled + who’s in-flight
  • Sequence tab — rewrite the default flow
  • Sources tab — see + edit the Watchlist Agent that feeds this
  • Settings tab — name, product, senders, handoff behavior

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Wait — where’s LinkedIn?

Older versions of Guhan asked you to connect LinkedIn as Step 1 of onboarding. That got removed 2026-06-28 — the founder direction was time-to-value matters more than the marginal richness of a LinkedIn pre-fill. Now:
  • During onboarding: you paste your website URL. Guhan reads your site content, prefills brand/product/ICP.
  • On the launch screen: optional inline “How to reach them” popup where you connect a sender.
  • After launch: your Outreach Agent shows a banner CTA to connect a sender if you haven’t yet.

Connect LinkedIn (post-launch)

OAuth walkthrough.

Review the prospects Guhan found

See what Guhan found and understand its picks.