1 Platform & Accounts
Question | Short answer | More detail |
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
Question | Short answer | More detail |
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
Question | Short answer | More detail |
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
Question | Short answer | More detail |
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
Question | Short answer | More detail |
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
Question | Short answer | More detail |
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 |