Knowledge
Train Katie about your business
By Sharon1 author5 articles
How to Train Katie About Your Business Using FilesThis guide explains how to upload files or URLs to train Katie with additional context that can be used in your campaigns.
How to Add Prospects or Companies to the Do Not Contact (DNC) ListThe Do Not Contact (DNC) list ensures that specific prospects or companies are excluded from outreach campaigns.
How to Use Signals in AltaThis guide explains how to configure Signals to enhance personalization in your outreach campaigns.
How to Use Messaging (Global Instructions)This guide explains how to set up Global Instructions in Messaging, so Katie follows consistent rules across all campaigns.
How to Create and Save PromptsThis guide explains how to create reusable prompts that can be used across multiple campaigns to save time and maintain consistency.