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Frequently Asked Questions (FAQ)

Quick, snack‑size answers to the things we’re asked every week.

Stav Levi avatar
Written by Stav Levi
Updated today

1  Platform & Accounts

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What is the Alta AI Revenue Workforce?

A family of always‑on AI revenue employees (Katie = SDR, Alex = Calling Agent) that plug into your stack to source, engage and qualify pipeline around the clock.

See 1.1 What is the Alta AI Revenue Workforce?

Katie vs Alex – what’s the difference?

Katie handles multichannel prospecting (email + LinkedIn); Alex makes human‑sounding phone calls to qualify and book meetings.

1.2 Meet Katie · 1.3 Meet Alex

How many seats come with my plan?

Starter = 3, Professional = 10, Enterprise = 25 +. Seats are interchangeable between Katie & Alex.

7.1 Seat management

Can I add or remove users anytime?

Yes—admins can toggle seats on/off instantly; billing pro‑rates at month‑end.

7.1 Seat management


2  Integrations

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Which CRMs are natively supported?

HubSpot, Salesforce, Pipedrive (native OAuth). Anything else connects via API key or CSV.

2.1 Authorising your primary CRM

Do I need LinkedIn Sales Nav?

Recommended for higher search caps, but Katie works with free LinkedIn as long as each user has a profile.

2.2 Connecting LinkedIn & setting limits

Can I use a shared mailbox?

No—Alta creates 5 look‑alike mailboxes per seat to protect your main domain and maximise deliverability.

2.3 Email warm‑up & look‑alike domains

Do you enrich from ZoomInfo / Apollo?

Yes—upload a CSV or connect their API; Katie treats them as additional data sources.

3.1 Building your first Prospecting Campaign


3  Campaigns & Cadence

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How many emails / LinkedIn touches per day?

Email: 80–100 per mailbox. LinkedIn: 30 per profile (safe limit).

3.4 Cadence templates

How does email warm‑up work?

Alta drip‑feeds real‑looking emails between look‑alike domains for 14 days to build sender reputation before go‑live.

2.3 Email warm‑up

Classic vs Trigger campaigns?

Classic = static ICP list. Trigger = prospect must match an intent signal (e.g., “hiring SDRs”) before Katie engages.

3.2 Classic vs Trigger‑based lead sources

Why is Katie not selecting prospects?

Usually an ICP filter + intent trigger leaves zero matches. Loosen filters or switch to Classic.

9.5 “Why is Katie not selecting any prospects?”


4  Alex – Calling Agent

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How many concurrent calls can Alex handle?

Up to 10 at once; any pickups beyond that queue automatically.

4.2 Parallel dialling

Can Alex navigate IVRs and dial “1‑3‑2”?

Yes—map the keypad path in the call‑flow form; Alex will auto‑pause and punch the digits.

4.3 Handling IVRs & keypad menus

Does Alex leave voicemails?

Optional. Toggle “Leave VM” and upload the script; Alex records in a natural voice.

4.4 Inbound vs Outbound set‑ups

How do I retrain Alex?

Leave feedback tags on any call; new prompts are rolled into the model overnight.

4.6 Continuous improvement


5  Deliverability & Limits

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LinkedIn just locked my account—what now?

Stop activity for 24 h, clear cookies, and lower daily touch cap to 15 for a week.

9.1 LinkedIn account locked – next steps

Bounce‑rate spiked above 5 %—danger?

Pause the cadence, verify list, re‑warm mailboxes.

9.2 Email bounce‑rate spike – quick checklist

Where can I see mailbox & call usage?

Admin → Quotas shows per‑seat and org totals in real time.

7.2 Understanding mailbox & call quotas


6  Security & Compliance

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Does Alta train its models on my data?

No—customer data is never used to train shared models; each workspace has an isolated vector store.

8.1 Data flow & storage overview

Are you GDPR & CCPA compliant?

Yes—data stored in EU/US regions, plus DPA on request.

8.2 GDPR, CCPA & email‑marketing compliance

Can I enforce SSO?

SAML & OAuth SSO available on Professional + plans.

8.4 Role‑based access & SSO configuration

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