Question 1

How long does it take to set up?

Accepted Answer

Most teams are up and running in under 15 minutes. Connect your CRM, define your ICP (Ideal Customer Profile), and launch your first campaign. Our onboarding team helps enterprise customers with custom configurations.

Question 2

How do I create my first campaign?

Accepted Answer

Go to Dashboard → Campaigns, click 'Create Campaign', import or select contacts, configure your email sequence, set your sending schedule, then review and launch.

Question 3

What integrations are available?

Accepted Answer

We integrate with major CRMs including Salesforce and HubSpot, as well as LinkedIn, Google Workspace, Slack, Apollo, Hunter, ZoomInfo, and more. Check Dashboard → Integrations for the full list.

Question 4

How does the credit system work?

Accepted Answer

Credits are consumed based on actions: Email sent (0.1 credits), LinkedIn message (0.5 credits), AI email generation (1 credit), Voice call per minute (2 credits), Deep contact research (5 credits). CRM sync, reporting, and team collaboration are free.

Question 5

What plans are available?

Accepted Answer

Growth Plan ($39/mo, 5,000 credits) for growing teams, Pro Plan ($99/mo, 15,000 credits) for power users and agencies with priority processing and API access, Enterprise Plan ($299/mo, 50,000 credits) with custom integrations and 99.9% SLA.

Question 6

Do unused credits roll over?

Accepted Answer

Unused credits do not roll over between billing periods. We recommend choosing a plan that matches your expected usage, and you can always upgrade if needed.

Question 7

Will this hurt my domain reputation?

Accepted Answer

Actually, it protects it. We include built-in sender reputation management, sending limits, bounce prevention, and engagement tracking. Our AI ensures high-quality, relevant messaging to your existing contacts and clients.

Question 8

My emails are going to spam. What should I do?

Accepted Answer

Ensure your domain is properly warmed up in Dashboard → Domains, check email content for spam triggers, verify SPF/DKIM/DMARC records are correctly configured, and consider reducing sending volume temporarily.

Question 9

How do I warm up my domain?

Accepted Answer

Navigate to Dashboard → Domains, add your sending domain, and enable the warmup feature. Our system will gradually increase sending volume over 2-4 weeks to build sender reputation safely.

Question 10

Is the AI really personalized or just mail merge?

Accepted Answer

Our AI goes far beyond mail merge. It researches each contact individually, analyzing their recent posts, company news, and digital footprint to craft messages that reference specific, timely, and relevant information. No two messages are the same.

Question 11

Can I customize the AI's writing style?

Accepted Answer

Absolutely. You can set brand guidelines, tone preferences, and specific messaging frameworks. The AI adapts to your style while maintaining personalization for each contact.

Question 12

How does the AI learn and improve?

Accepted Answer

Our AI continuously learns from every interaction, analyzing what messages get responses, which timing works best, and which channels perform better for different contacts. It applies these learnings to optimize future campaigns automatically.

Question 13

What data sources does the AI use for research?

Accepted Answer

We pull from 50+ sources including LinkedIn, company websites, news outlets, SEC filings, social media platforms, tech stack detectors, and competitor analysis tools to build comprehensive contact profiles.

Question 14

How do I set up the Voice Agent?

Accepted Answer

Navigate to Dashboard → Voice Agent, connect your Twilio credentials, purchase phone numbers through the platform, configure your voice scripts and AI personality, then set up call triggers for your campaigns.

Question 15

What does voice calling cost?

Accepted Answer

Voice calls consume 2 credits per minute. This includes AI-powered conversation handling and call transcription.

Question 16

Can the AI handle inbound calls?

Accepted Answer

Yes, once configured, your Voice Agent can handle both outbound campaign calls and inbound inquiries using your trained AI responses.

Question 17

What happens to my data?

Accepted Answer

Your data is encrypted at rest and in transit, stored securely in SOC 2 Type II certified infrastructure, and never shared with third parties. You maintain full ownership and control of all your data.

Question 18

How do I manage team members?

Accepted Answer

Go to Dashboard → Teams to invite team members, assign roles, and manage permissions. Different roles have different access levels to campaigns, settings, and analytics.

Question 19

Can I export my data?

Accepted Answer

Yes, full data export is available on request. Navigate to Dashboard → Settings to export your campaigns, contacts, and analytics data.

Question 20

Do I lose control with automation?

Accepted Answer

You maintain complete control. Set guardrails, review queued messages, require approval for high-value contacts, and take over conversations at any point. Think of it as autopilot—you can always grab the wheel.

Question 21

My campaign isn't sending. What's wrong?

Accepted Answer

Check that your campaign is set to 'Active' status, verify your credit balance, ensure contacts are properly imported, and review any workflow conditions that might be pausing sends.

Question 22

How fast can I see results?

Accepted Answer

Most teams see improved reply rates within the first week. By week 2-3, you'll have enough data for the AI to start self-optimizing. Full campaign optimization typically happens within 30-45 days.

Question 23

I'm getting an 'Out of Credits' error

Accepted Answer

Check your current credit balance in the dashboard header. You can purchase additional credits or upgrade to a higher tier plan in Dashboard → Settings → Billing.

Question 24

I can't connect my CRM

Accepted Answer

Verify your API credentials are correct, check that you have proper permissions in your CRM, ensure the OAuth flow completes successfully, or try re-authorizing the connection.

Question 25

The platform is running slowly

Accepted Answer

Check your internet connection, clear your browser cache, try a different browser, or contact support if the issue persists.

Question 26

How do I manage my sales pipeline?

Accepted Answer

Open Dashboard → Deals to view your pipeline as a Kanban board. Drag deals between stages, edit values and close dates inline, and link deals to contacts and companies for full context.

Question 27

Can I import deals in bulk?

Accepted Answer

Yes. Use the Bulk Create Deals action in the UI, or call the `bulk-create-deals` endpoint via the API gateway to import up to 500 deals at once with stage, value, owner, and linked contact in a single request.

Question 28

How are deals linked to contacts and accounts?

Accepted Answer

Every deal can be associated with one contact and one company (account). This powers account rollups, revenue attribution, and AI assistant context when drafting follow-ups.

Question 29

How do I filter analytics by date range?

Accepted Answer

On Dashboard → Analytics use the date-range picker to select 7d, 30d, 90d, 1y, MTD, QTD, YTD, last month, last year, or all-time. The same presets are available to the AI assistant and via the `get_analytics_summary` API.

Question 30

What metrics does AngelSend track?

Accepted Answer

Emails sent, delivered, opened, replied, bounced, unsubscribed; LinkedIn touches and replies; voice call minutes, sentiment, and outcomes; meetings booked; deal value created; and per-campaign conversion funnels.

Question 31

Can I export analytics?

Accepted Answer

Yes. Every analytics table supports CSV export, and the Analytics API returns the same data programmatically for BI tools like Looker, Metabase, or Google Sheets.

Question 32

What can the AI assistant do?

Accepted Answer

The in-app AI assistant can create and launch campaigns, import and enrich contacts, manage deals, draft and send replies, pull analytics, and configure automations through 118 tools — all scoped to your workspace and permissions.

Question 33

How do I connect AngelSend to Claude, Cursor, or Windsurf?

Accepted Answer

AngelSend ships an MCP server at `/functions/v1/mcp-server` using Streamable HTTP. Generate an `sk_live_...` API key in Settings, add it as `x-api-key`, and any MCP-compatible client can call the same 118 tools the in-app assistant uses.

Question 34

Where are the API docs?

Accepted Answer

Visit `/api` for the overview and `/api/docs` for the full reference. All external integrations authenticate with `x-api-key` against `/api-gateway/*`; first-party endpoints use a Supabase JWT.

Question 35

How do I archive a project, campaign, or contact?

Accepted Answer

Each list view has an Archive action in the row menu. Archived records are hidden from default views but retained for analytics and compliance, and can be restored from the Archived filter at any time.

Question 36

What's the difference between archive and delete?

Accepted Answer

Archiving is reversible and preserves historical metrics and conversation threads. Deletion is permanent and cascades to related records — use it only when you need a hard purge for GDPR/CCPA requests.

Question 37

Are archived items billed or counted toward limits?

Accepted Answer

No. Archived projects, campaigns, and contacts do not consume credits or count toward plan seat/contact limits.

How can we help you?

Getting Started

Pricing & Credits

Email & Deliverability

AI & Personalization

Voice Agent

Account & Security

Campaigns & Automation

Troubleshooting

Deals & Pipeline

Analytics & Reporting

AI Assistant, MCP & API

Archiving & Data Lifecycle

Still need help?