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Do the minimum setup needed for a first launch. You do not need to tune every workspace setting before creating a Run.

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Check these first

  • Team access: invite anyone who needs to help create, review, or manage the first sequence.
  • Credits: make sure the workspace can pay for discovery, enrichment, message generation, and sends.
  • Connected accounts: connect the email or LinkedIn account required by the Play you plan to run.
  • Workspace rules: add blocklist or compliance rules before leads enter outreach.
Workspace settings overview

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Before you continue

You are ready to choose a Play when the workspace has credits, the right people have access, and the sending channels you expect to use are connected or easy to connect before launch.