Help & Getting Started Guide

Everything you need to get started with Dhisana AI and maximize your GTM success

Dhisana AI is an autonomous GTM platform that helps modern sales and growth teams discover leads, enrich context, personalize outreach, and engage prospects across LinkedIn, email, and calling. This guide walks you through the core concepts and common workflows so you can get value quickly.

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Check out our step-by-step Getting Started Guide to build your first lead list and launch your first campaign in minutes.

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Core Concepts

1. Lead Lists

Lead Lists are the foundation of everything in Dhisana AI. Before launching any campaign, you need a set of leads to work with.

  • Import leads via CSV
  • Sync contacts from your CRM such as HubSpot or Salesforce
  • Generate leads automatically using Agentic Flows

2. Agentic Flows

Agentic Flows let you describe what you want to automate in plain language. Dhisana AI converts that description into a workflow that can:

  • Discover leads from LinkedIn, Apollo, websites, job boards, and more
  • Enrich contacts with emails, LinkedIn bios, company data, and intent signals
  • Score leads based on your ICP
  • Route qualified leads into campaigns automatically

3. Message Prompts

Message Prompts train your AI agents on how to communicate. They control tone, structure, personalization, and intent across:

  • LinkedIn connection requests and follow ups
  • Email sequences
  • Auto replies to inbound messages

4. Campaigns

Campaigns orchestrate multi-channel engagement. Agents execute outreach across LinkedIn, email, and calling while respecting rate limits and compliance rules.

Quick Start: Launch Your First Campaign

  1. Build a Lead List
    • Import a CSV if you already have leads
    • Sync from your CRM
    • Or generate leads using an Agentic Flow
  2. Enrich and Score Leads

    Use Agentic Flows to enrich leads with LinkedIn data, verified emails, and company insights. Apply scoring rules to prioritize ICP-fit prospects.

  3. Set Up Message Prompts

    Define how your AI agent should write emails and LinkedIn messages. Example prompts are preloaded and can be customized to match your voice.

  4. Connect Outreach Channels
    • Install the Dhisana AI Chrome Extension for LinkedIn automation
    • Configure SMTP or OAuth for email sending
  5. Launch Your Campaign

    Choose manual approval or auto-send mode, then track replies, accepts, meetings, and conversations in real time.

Email Deliverability & Compliance

One-Click Unsubscribe

Every outbound email includes a visible unsubscribe link and native List-Unsubscribe headers. Gmail and Outlook users can unsubscribe with one click.

Do-Not-Contact Enforcement

  • Opt-outs are recorded instantly
  • All future sends are automatically blocked
  • Audit trails capture method, timestamp, and context

Email Open Tracking

Enable open tracking per email touch. Opens are tracked via a lightweight pixel. Metrics are directional and best used alongside replies and clicks.

LinkedIn Automation

Dhisana AI uses a Chrome extension to perform LinkedIn actions safely within your browser session. You never share LinkedIn credentials with Dhisana.

  • Automated profile views, connection requests, and messages
  • Built-in pacing to respect LinkedIn limits
  • Support for standard LinkedIn and Sales Navigator

Outreach is designed to be respectful, contextual, and human-like.

Advanced Capabilities

Parameterized Agentic Flow Runs

Reuse the same Agentic Flow with different inputs such as industry, region, or account lists by passing run-time parameters.

Website Visitor Tracking

Integrate tools like Vector.co, RB2B, or Warmly via webhook. Convert anonymous visitors into enriched, scored leads and trigger instant outreach.

Compete and Replacement Campaigns

Identify users of competing tools from public sources like customer pages, reviews, and directories. Launch highly contextual replacement campaigns at scale.

Champion Job Change Tracking

Monitor champions who move to new companies and re-engage them automatically with warm, high-trust outreach.

Event-Based Campaigns

Build pre-event, during-event, and post-event campaigns using LinkedIn event pages, hashtags, and attendee activity.

Email Infrastructure & Scaling

Mailbox Rotation

Distribute sends across multiple mailboxes to improve deliverability and scale safely. Supports Gmail, Outlook, SendGrid, and generic SMTP.

Email Warmup

Gradually build sender reputation using internal or external warmup providers such as MailReach. Warmup is managed per mailbox.

Deliverability Control Center

  • SPF, DKIM, DMARC verification
  • Domain health monitoring
  • Warmup status and alerts
  • Mailbox utilization tracking

Calling Automation

Dhisana AI integrates with modern dialers and VoIP providers including Twilio, Orum, Nooks, Aircall, Ringover, and Dialpad.

  • Click-to-call and power dialing
  • Local presence and caller ID strategies
  • Call recordings and transcripts
  • AI-generated call summaries and analytics

Need Help?

If you have questions or want help setting up your workflows, our team is happy to help you onboard and scale your GTM with confidence.

Contact Support Book a Demo