Setting up an AI sales agent is like hiring your smartest team member — except they’re faster, tireless, and don’t need coffee breaks. But for your AI sales agent to hit the ground running, onboarding matters.

In this blog, we’ll walk you through a detailed, step-by-step onboarding process that ensures your AI agent (like Remo) becomes an expert in your product, your tone, your ICP — and starts booking meetings with zero micromanagement.

By the end, you’ll have a fully operational, outbound-ready sales assistant working around the clock.

👋 Step 1: Sign Up and Create Your Workspace

Start by heading to Inagent.com and signing up with your email.

You’ll be prompted to create a workspace — think of this as your agent’s home base.

✅ No long forms. Just your email and company name to begin.

🧠 Step 2: Train Your Agent on Who You Are

Your AI agent becomes smarter the more it learns about your company, product, customers, and positioning.

Here’s how to train it right:

a. Upload Your Website

This is the quickest way to give your agent access to core information — product offerings, pricing, testimonials, etc. Just paste the URL and let Remo scan it.

💡 Tip: Your website becomes the foundational knowledge base.

b. Upload More Materials

You can add:

• PDFs (decks, case studies, brochures)
• Contracts and roadmaps
• Images (of product architecture or workflows)
• Customer success documents

These are read and understood by the AI — not keyword matched, but contextually absorbed.

Real Example:

One SaaS founder uploaded a signed roadmap contract outlining features planned for Q4. Remo used that intel to craft personalized outreach targeting companies needing similar features. 3 meetings booked in 48 hours.

c. Add Differentiators

In Remo’s settings, you can specify what sets your product apart:

• “We’re faster than X”
• “No-code, unlike Y”
• “Built for SMBs, not enterprise”

This helps the agent write messaging that clearly positions your offer.

🗣️ Step 3: Set the Tone, Region, and Outreach Preferences

Remo isn’t a one-tone-fits-all agent.

You can fine-tune:

a. Outreach Style

• Friendly and casual
• Direct and professional
• Technical and jargon-heavy

b. Language & Region

Target:

• US
• UK
• APAC
• Multi-lingual markets (Remo supports 20+ languages)

c. Workdays & Timezones

Remo won’t send messages on your weekends or holidays unless you tell him to.

You can also define:

• Max messages/day
• Time windows for delivery
• Preferred follow-up days (e.g., Day 2, Day 4, Day 7)

✍️ Step 4: Add Your Previous Emails for Style Learning

Upload a few of your best-performing outbound emails or follow-ups. Remo will analyze:

• Sentence structure
• CTAs
• Signature formatting
• Hook types

This helps him match your voice perfectly.

🔥 Result: No robotic language. Your outreach sounds like you, just at 10x speed.

🔌 Step 5: Connect Channels

Your AI sales agent needs access to tools for outbound:

a. Email

• Connect Gmail, Outlook, or SMTP
• Set your signature
• Define sender alias (e.g., sales@, outreach@, or founder@)

b. LinkedIn (Optional)

• Connect your LinkedIn
• Allow Remo to view profiles for personalization
• Optionally, enable automated DMs

c. CRM (Optional)

• Connect Salesforce, HubSpot, or other CRMs
• Sync contacts, deals, tasks, and notes

This makes Remo a full-cycle agent who doesn’t just email — he updates records and maintains hygiene.

📥 Step 6: Import or Discover Leads

You can now start uploading lead lists or letting Remo find leads for you.

a. Import from CSV

Upload spreadsheets with fields like:

• First Name
• Email
• Job Title
• Company

b. CRM Sync

Pull leads directly from your connected CRM (e.g., MQLs, cold accounts).

c. Remo’s Lead Engine

Tell Remo who you want:

• “Founders of B2B SaaS companies in the US with <50 employees”
• “Marketing Heads in eCommerce brands using Shopify”

Remo will use B2B databases to build the list automatically.

✉️ Step 7: Review & Launch Your Campaign

Remo will suggest a campaign structure:

• Email sequence (cold + 3 follow-ups)
• Personalization tactics
• Subject lines

You can:

• Approve/edit messaging
• Change tone/CTA
• Select sender identity

Once ready — hit Launch.

From here, Remo will:

• Start outreach across selected channels
• Track opens, replies, bounces
• Handle objections
• Book meetings in your calendar

🧠 Step 8: Learn, Optimize, Repeat

Remo is not static. He learns from:

• Which emails get the most replies
• Which leads convert to meetings
• What objections come up frequently

And then auto-adjusts:

• Email copy
• Follow-up messaging
• Lead targeting logic

All without you lifting a finger.

🔥 Bonus Tips for Better Onboarding

1. Add Product Videos

Upload 1-2 explainer videos — Remo uses them to understand product positioning even better.

2. Tag Ideal Leads

From your CRM or past campaigns, tag 10 leads you closed. This trains Remo on what “ideal” looks like.

3. Don’t Ignore His Hints!

Remo gives suggestions in your dashboard:

• “Your reply rate dropped last week. Want to A/B test subject lines?”
• “We’re seeing stronger performance with technical founders. Want to prioritize them?”

He’s not nagging — he’s optimizing.

🎯 Final Thoughts: Your Smartest Sales Hire Starts Here

In less than an hour, you’ve:

• Trained your agent
• Connected your channels
• Uploaded your leads
• Reviewed your outreach

Now your AI sales agent is:

• Writing thousands of personalized emails
• Following up automatically
• Handling replies
• Booking meetings

All without a single “Hey, did you send that?” Slack message.

You just hired the most efficient outbound machine on the planet.

Remo is live.

👉 Launch your agent now and go from zero to fully autonomous outbound in one day.

Need help? Our team is always a message away — but honestly, Remo’s probably already got it covered.

Let him work. You focus on closing.

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