Getting Started with Sentia+

1. Accounts and passwords to have handy

Sentia+ becomes your one workspace by connecting to the accounts you already use. Each connection is a short, secure sign-in — but they go much faster when your credentials are within reach.

Email & calendar (do this first)

• Gmail or Outlook / Microsoft 365 — you'll connect with a standard "Sign in with Google / Microsoft" flow. Have your password and your two-factor device (phone or authenticator app) ready.
• If your email is managed by your company (Google Workspace or Microsoft 365), some organisations require an admin to approve new app connections. If the connection screen asks for admin consent, a quick note to your IT contact clears it — worth arranging in advance.
• Connecting email also connects your calendar — one sign-in covers both.

LinkedIn

• Have your LinkedIn email and password ready.
• LinkedIn sometimes sends a verification code to your email or app when a new connection is made — keep that inbox open during setup.

Optional channels

• WhatsApp — connected by scanning a QR code, so have your phone with you.
• Telegram, Instagram, Messenger — have those logins handy if you plan to bring them in.
• Microsoft Teams — covered by the same Microsoft sign-in as Outlook.

2. Think through your business profile

During guided setup, Sentia+ asks you to describe your company and your ideal customer. This isn't form-filling — it's what the AI uses to research prospects, rank your pipeline, draft outreach in your voice, and decide what to recommend next. Ten minutes of thought here pays back every single day.

Your company, in a paragraph

Be able to answer, in plain language:

• What do you sell — product, service, or both?
• What does a typical deal look like (size, sales cycle length)?
• What genuinely makes you different from the alternatives?

Your ideal customer profile (ICP)

The sharper this is, the better every recommendation gets — from lead generation to the Hotlist to AI-drafted messages. Sketch answers to:

• Industry — which sectors do your best customers come from?
• Company size — headcount or revenue band where you win most often
• Geography — where you sell (and where you don't)
• The buyer — the job title of the person who says yes, and who else influences the decision
• The pain — the problem that makes them go looking for you
• Trigger events — what's usually happening when they buy (new hire, funding, growth, a failed alternative)

Not sure yet? Look at your last five wins and describe what they have in common. That's your ICP.

Your voice

Sentia drafts emails, LinkedIn messages, and follow-ups for you. Think about the tone you want — formal or conversational, brief or thorough — so you can steer it from day one.

3. Round up your data

You don't need perfect data — you just need to know where it lives.

• Contacts, companies, and deals — export a CSV from your current CRM or spreadsheet. Sentia+ provides pre-formatted templates, maps common column names automatically, and checks for duplicates on import — so don't spend hours cleaning first.
• Your inbox does a lot of the work — once email is connected, conversations link themselves to the right people automatically, and you can pull in contacts from Gmail or Outlook directly.
• Open opportunities — jot down your live deals (who, value, stage, expected close) if they're not already in a system. Recreating them takes minutes and gives the AI your real pipeline to work with immediately.
• Notes and projects — these can be imported by CSV too, but they can also wait. Contacts and deals first.

4. Setting up a team?

If you're starting on the Teams plan, have these decisions made before you invite anyone:

• The seat list — names and work email addresses of everyone joining (minimum two seats).
• The reporting structure — who reports to whom. Sentia+ uses this hierarchy for pipeline visibility, team dashboards, and KPIs, so managers see their team's world and reps see their own.
• The admin — who owns billing, org settings, and member management.
• Add-ons per person — extra channels (WhatsApp, Telegram, Instagram, Messenger) are allocated per member, so decide who needs what.
• Who owns which accounts — if you're importing data, agree up front which records belong to which rep. Ownership can be reassigned later, but starting clean is easier.

5. Your first hour, step by step

1. Sign up — create your account and pick your plan.
2. Run the guided setup — describe your company and your ideal customer using the notes you made above.
3. Connect email & calendar — one sign-in, and your inbox and schedule are live in Sentia+.
4. Connect LinkedIn — messaging and profile enrichment switch on.
5. Import your contacts — upload your CSV or pull contacts from Gmail / Outlook.
6. Recreate your live deals — add your open opportunities so the pipeline reflects reality.
7. Ask your first questions — try "Brief me on [your most important contact]" and "What's next?" and watch it work.
8. Explore with help at hand — press ? anywhere for searchable help and feature tours, or open the in-app support chat and talk to the Sentia team directly.

6. Good to know

• Individual is $99/user/month with 50% off your first month. Teams is $125 per seat per month (minimum two seats). Cancel anytime.
• LinkedIn and Microsoft Teams are included; WhatsApp, Telegram, Instagram, and Messenger are $10/month each.
• Enrichment credits ($10 per 100) power contact detail lookups and decision-maker searches — they never expire. Company enrichment by domain is free.
• Meeting recording and transcription are built in — record from the browser and get summaries, action items, and speaker identification automatically.
• Your data stays yours — export everything as CSV or JSON whenever you like.