# Alta Help Center

> Welcome to Alta Academy and Help Center!

## English

### Campaigns

- [How to Launch a Campaign](https://support.altahq.com/en/articles/11163725-how-to-launch-a-campaign.md): This guide will walk you through every step of setting up a campaign in Alta - from choosing your starting point to activating your outreach
- [Pitch Section Overview](https://support.altahq.com/en/articles/12088621-pitch-section-overview.md): This article explains how to use the Pitch section in the Campaign Builder. It covers how Alta automatically generates your unique selling points from your Knowledge Base URL and how you can custom...
- [Campaign Setup](https://support.altahq.com/en/articles/12088628-campaign-setup.md): This article explains how to use the Setup section in the Campaign Builder, including campaign mode, prospect limits, rep assignment, scheduling, reply assistant, and email preferences before launch.
- [How to set a step of the campaign as a call](https://support.altahq.com/en/articles/12136332-how-to-set-a-step-of-the-campaign-as-a-call.md)

### Katie's Reps

- [How to Match Your Alta User to Your CRM User](https://support.altahq.com/en/articles/11992670-how-to-match-your-alta-user-to-your-crm-user.md): Follow these steps to set up your user profile in Alta and connect it with your CRM user.
- [How to Connect Your Gmail / Outlook to Your Alta Account](https://support.altahq.com/en/articles/11992631-how-to-connect-your-gmail-outlook-to-your-alta-account.md): Follow these steps to connect Gmail or Outlook to your Alta account:
- [How to Add a Signature to Your Emails in Alta](https://support.altahq.com/en/articles/11992648-how-to-add-a-signature-to-your-emails-in-alta.md): Learn how to create your own signature to be attached to the emails that Alta provides for you.
- [How to Connect Your LinkedIn account](https://support.altahq.com/en/articles/11764874-how-to-connect-your-linkedin-account.md): To connect your LinkedIn account to Alta, follow these steps:
- [How to add a new Rep in Alta](https://support.altahq.com/en/articles/11151895-how-to-add-a-new-rep-in-alta.md): A step-by-step guide to setting up a Rep. Watch a Tutorial here:
- [How to Connect a Colleague’s LinkedIn to Their Alta Account](https://support.altahq.com/en/articles/14818342-how-to-connect-a-colleague-s-linkedin-to-their-alta-account.md): This guide explains how to connect a colleague’s LinkedIn account to their Alta account using a separate Chrome profile.
- [Adding a Meeting Link to a Rep in Alta](https://support.altahq.com/en/articles/15253877-adding-a-meeting-link-to-a-rep-in-alta.md): This article explains how to add a meeting link to a rep in Alta and how to use it as a variable in campaign prompts.
- [Editing Tools on a Rep](https://support.altahq.com/en/articles/15261350-editing-tools-on-a-rep.md): Tools allow Alta’s Reply Assistant to take real-time actions on behalf of a specific rep.

### Knowledge

- [How to Train Katie About Your Business Using Files](https://support.altahq.com/en/articles/12001718-how-to-train-katie-about-your-business-using-files.md): This guide explains how to upload files or URLs to train Katie with additional context that can be used in your campaigns.
- [How to Set Up the Alta Knowledge Base \(Pitch, Signals, Keywords, Context, Connectors, Messaging, Prompts\)](https://support.altahq.com/en/articles/15199512-how-to-set-up-the-alta-knowledge-base-pitch-signals-keywords-context-connectors-messaging-prompts.md): The Knowledge page is Alta's central workspace knowledge base — fill it in once and every campaign, prompt, and assistant inherits the right context, signals, and exclusions.
- [How to Add Prospects or Companies to the Do Not Contact \(DNC\) List](https://support.altahq.com/en/articles/12001764-how-to-add-prospects-or-companies-to-the-do-not-contact-dnc-list.md): The Do Not Contact \(DNC\) list ensures that specific prospects or companies are excluded from outreach campaigns.
- [How to Use Signals in Alta](https://support.altahq.com/en/articles/14893229-how-to-use-signals-in-alta.md): This guide explains how to configure Signals to enhance personalization in your outreach campaigns.
- [How to Use Messaging \(Global Instructions\)](https://support.altahq.com/en/articles/14893383-how-to-use-messaging-global-instructions.md): This guide explains how to set up Global Instructions in Messaging, so Katie follows consistent rules across all campaigns.

### Inbox

- [How to Add Tags to Your Inbox Messages](https://support.altahq.com/en/articles/12002176-how-to-add-tags-to-your-inbox-messages.md): Tags help you organize and manage messages in your Inbox. You can use existing tags or create custom tags based on your workflow.
- [Mastering the Alta Inbox: Folders, Filters, Tags, and Reply Modes](https://support.altahq.com/en/articles/15173336-mastering-the-alta-inbox-folders-filters-tags-and-reply-modes.md): A complete guide to working the Alta Inbox — Unread/Replied/Archived/Tag folders, advanced filters, bulk actions, and the three reply modes \(Help Me Reply, Use Next Message, Write Your Own\).
- [How to Manage SMS and WhatsApp Conversations in the Alta Inbox](https://support.altahq.com/en/articles/15477956-how-to-manage-sms-and-whatsapp-conversations-in-the-alta-inbox.md): Work your SMS and WhatsApp replies right from the Alta Inbox — switch channels, filter and tag conversations, reply in one click, and protect opted-out contacts with DNC.
- [How to Reply to a Message from Alta's Inbox](https://support.altahq.com/en/articles/12002202-how-to-reply-to-a-message-from-alta-s-inbox.md): Learn how to reply to incoming messages in your Alta Inbox.

### Performance

- [How to Build a Funnel Chart in Alta](https://support.altahq.com/en/articles/15840409-how-to-build-a-funnel-chart-in-alta.md): Visualize step-by-step conversion — like Leads → MQLs → Opportunities → Closed Won — with the Funnel visualization in Alta's Data Explorer.
- [Performance Metrics Dashboard](https://support.altahq.com/en/articles/11204944-performance-metrics-dashboard.md): The Performance Metrics Dashboard provides insights into campaign and team performance. It helps you understand what is working and optimize future campaigns based on real data.
- [How to Create and Track Goals & KPIs in Alta](https://support.altahq.com/en/articles/15187413-how-to-create-and-track-goals-kpis-in-alta.md): Set a target on any metric, break it down by segment, and track progress by month, quarter, or year — all from Track → Goals & KPIs.
- [How to Highlight Table Values with Conditional Formatting in Alta](https://support.altahq.com/en/articles/15429542-how-to-highlight-table-values-with-conditional-formatting-in-alta.md): Use Conditional Formatting to color-code cells or rows in a dashboard table — set a rule, pick a background color, and apply it to a cell or the whole row.
- [How to Save and Switch Dashboard Views in Alta](https://support.altahq.com/en/articles/15445914-how-to-save-and-switch-dashboard-views-in-alta.md): Save filtered, date-scoped versions of any dashboard as named views — switch between them, rename, and delete — all from the view switcher and the Filters toolbar.
- [How to Add Widgets and Dashboard Templates from the Marketplace in Alta](https://support.altahq.com/en/articles/15459705-how-to-add-widgets-and-dashboard-templates-from-the-marketplace-in-alta.md): Browse Alta's Marketplace to drop pre-built widgets and full dashboard templates onto any dashboard — search by integration, model, or team, then add with one click.
- [How to Use Insights in Alta \(AI-Generated Metric Insights\)](https://support.altahq.com/en/articles/15532251-how-to-use-insights-in-alta-ai-generated-metric-insights.md): Alta automatically analyzes your tracked metrics and surfaces what changed and why on the Insights page — explore each insight, ask AI about it, and send it to your team over Email or Slack.
- [How to Add a Forecast or Goal Line to a Chart in Alta](https://support.altahq.com/en/articles/15579297-how-to-add-a-forecast-or-goal-line-to-a-chart-in-alta.md): Overlay a projected forecast and your KPI goal line directly on a metric series in any Alta chart, so a dashboard shows where a number is trending and whether it's on pace to hit target.
- [How to Build a Chart with the Data Explorer in Alta](https://support.altahq.com/en/articles/15798766-how-to-build-a-chart-with-the-data-explorer-in-alta.md): Use the Data Explorer to build a chart or table from any metric or model, filter and refine it, and save it as a widget on a dashboard.
- [How to Share a Dashboard in Alta \(Users, Teams, and Public Links\)](https://support.altahq.com/en/articles/15834715-how-to-share-a-dashboard-in-alta-users-teams-and-public-links.md): Share a dashboard with specific users or teams, set account-wide access, or publish a view-only public link anyone on the web can open — all from the Share dialog.
- [How to Filter a Dashboard in Alta \(Date Ranges and Field Filters\)](https://support.altahq.com/en/articles/15862997-how-to-filter-a-dashboard-in-alta-date-ranges-and-field-filters.md): Use the dashboard filter bar to apply a date range or field-level filters across every widget at once, then apply them one-off or save them to a view.
- [How to Create and Manage Metrics in Alta](https://support.altahq.com/en/articles/15912817-how-to-create-and-manage-metrics-in-alta.md): Define reusable metrics from a measure or custom SQL, set breakdowns and formats, and manage tracking, hiding, duplicating, and deleting from the Metrics page.
- [Email Tracking Accuracy: Advanced Bot Detection System](https://support.altahq.com/en/articles/14679613-email-tracking-accuracy-advanced-bot-detection-system.md)
- [How to Schedule a Dashboard or Metric Delivery in Alta](https://support.altahq.com/en/articles/15172399-how-to-schedule-a-dashboard-or-metric-delivery-in-alta.md): Set up a recurring email or Slack delivery of a dashboard, metric, or report — daily, weekly, or monthly at the time you choose.

### Prospects

- [How to Approve / Reject Prospects Who Are "Waiting for Review" from a Co-Pilot Campaign](https://support.altahq.com/en/articles/11809191-how-to-approve-reject-prospects-who-are-waiting-for-review-from-a-co-pilot-campaign.md): Prospects added to a Co-Pilot campaign appear as “Waiting for Review.” Approve them to start the sequence.
- [How to Use the Activity Log in Alta \(Campaigns, Dashboards, Views, and LinkedIn Reps\)](https://support.altahq.com/en/articles/15242346-how-to-use-the-activity-log-in-alta-campaigns-dashboards-views-and-linkedin-reps.md): Track who changed what in Alta — campaign edits, dashboard updates, data-model view changes, and LinkedIn rep events — with filters and a per-change diff.
- [How to Pause/Resume a Prospect in a Sequence](https://support.altahq.com/en/articles/11809107-how-to-pause-resume-a-prospect-in-a-sequence.md): This video explains how to pause or resume an individual prospect in a sequence from the People tab. It is intended to help team members quickly manage prospect status without disrupting other reco...
- [How to export a list of prospects](https://support.altahq.com/en/articles/12033894-how-to-export-a-list-of-prospects.md): You can easily export prospects into a CSV file by applying filters and selecting the records you need.

### Assistant

- [How to Trigger a Call via API](https://support.altahq.com/en/articles/12238987-how-to-trigger-a-call-via-api.md): This guide will walk you through every step of triggering a call programmatically using Alta’s API - from setting up your request to confirming the call.
- [How to Upload a CSV with Phone Numbers to Your Assistant](https://support.altahq.com/en/articles/12829490-how-to-upload-a-csv-with-phone-numbers-to-your-assistant.md): Follow these steps to upload your prospect list into an Assistant:
- [Reviewing Calls in Alta](https://support.altahq.com/en/articles/15253842-reviewing-calls-in-alta.md): This article explains how to review calls in Alta, including how to view call details, listen to recordings, read transcripts, filter calls by tags, create views, and review call analytics.
- [Creating a Reply Assistant for Your Campaigns](https://support.altahq.com/en/articles/15253907-creating-a-reply-assistant-for-your-campaigns.md): This article explains how to create a Reply Assistant in Alta and attach it to your campaigns, so it can help manage and classify prospect replies based on your selected use case.
- [How to Set Up the Web Widget in Alta](https://support.altahq.com/en/articles/15835317-how-to-set-up-the-web-widget-in-alta.md): Add an AI chat or voice widget to your website and capture, qualify, and route inbound visitors 24/7

### Security & Compliance	

- [How to set up Single Sign-On \(Okta\) and Domain Claiming in Alta](https://support.altahq.com/en/articles/15247493-how-to-set-up-single-sign-on-okta-and-domain-claiming-in-alta.md): Configure Okta SSO and claim your email domain in Alta — the two organization-security controls that enforce login requirements for everyone on your domain.
- [Security & Compliance](https://support.altahq.com/en/articles/11201681-security-compliance.md)
- [How to Create Teams and Manage Admins in Alta](https://support.altahq.com/en/articles/12285108-how-to-create-teams-and-manage-admins-in-alta.md): You can organize your users into teams and assign admin roles to manage your organization more effectively. Here’s how:
- [How to Share Campaigns with Your Team in Alta](https://support.altahq.com/en/articles/12285109-how-to-share-campaigns-with-your-team-in-alta.md): You can share campaigns with specific users or teams in your organization and control their access level. Here’s how:

### Frequently Asked Questions & Best Practices

- [Playbook: Run an Inbound MQL Conversion Play in Alta](https://support.altahq.com/en/articles/15173514-playbook-run-an-inbound-mql-conversion-play-in-alta.md): Stop the leaking bucket. A multi-channel, persona-routed play that turns inbound MQLs into meetings — automatically — using Alta's AI calling lead magnet and follow-up cadences.
- [Playbook: Run a Full Events Lifecycle Play in Alta \(Pre, During, Post\)](https://support.altahq.com/en/articles/15173517-playbook-run-a-full-events-lifecycle-play-in-alta-pre-during-post.md): Maximize ROI from every event — even ones you don't attend. A pre/during/post-event playbook covering happy-hour invites, AI-calling lead magnets, and segmented follow-up.
- [Playbook: Run a Social Signals Outbound Play in Alta](https://support.altahq.com/en/articles/15173513-playbook-run-a-social-signals-outbound-play-in-alta.md): Turn cold outbound into warm conversations. A step-by-step play for engaging competitor followers, influencer audiences, viral-post commenters, and event attendees with context.
- [How to manage your personal Notification Preferences in Alta](https://support.altahq.com/en/articles/15338553-how-to-manage-your-personal-notification-preferences-in-alta.md): Tune which Alta notifications reach you and where — toggle Email and In-app channels per workflow, and scope prospect-engagement alerts to all replies, only the reps you own, or none.
- [How to Turn On Beta Features in Alta](https://support.altahq.com/en/articles/15551895-how-to-turn-on-beta-features-in-alta.md): Opt into Alta's experimental Beta Features from your personal User Settings — each toggle applies to your account only and takes effect immediately.
- [Inbound Call Script Best Practices](https://support.altahq.com/en/articles/11859429-inbound-call-script-best-practices.md)
- [Frequently Asked Questions \(FAQ\)](https://support.altahq.com/en/articles/11201672-frequently-asked-questions-faq.md): Quick, snack‑size answers to the things we’re asked every week.
- [Playbooks & Best‑Practices](https://support.altahq.com/en/articles/11201669-playbooks-best-practices.md)
- [How to A/B Test Subject Lines and CTAs in Your Campaigns](https://support.altahq.com/en/articles/11205170-how-to-a-b-test-subject-lines-and-ctas-in-your-campaigns.md): A/B testing helps you measure exactly what works—and what doesn’t
- [LinkedIn Best Practices](https://support.altahq.com/en/articles/13215614-linkedin-best-practices.md): How to Use LinkedIn Safely and Avoid Activity Cooldowns
- [How to Use the Support Chat](https://support.altahq.com/en/articles/14168834-how-to-use-the-support-chat.md): Follow these steps to quickly get help and answers inside the platform:
- [Why Connecting Your CRM as Train Data Unlocks Alta's Full Power](https://support.altahq.com/en/articles/14496879-why-connecting-your-crm-as-train-data-unlocks-alta-s-full-power.md): The standard CRM integration syncs your contacts. The train data integration syncs your reality — and makes Alta smarter because of it.
- [How to Use the Command Bar in Alta \(Cmd+K\)](https://support.altahq.com/en/articles/15172318-how-to-use-the-command-bar-in-alta-cmd-k.md): Jump anywhere, search anything, and create campaigns, assistants, metrics, or dashboards without leaving the keyboard.
- [Alta AI Prompting Best Practices](https://support.altahq.com/en/articles/15431124-alta-ai-prompting-best-practices.md): This article explains how to write clear and structured prompts for Alta AI agents. It covers what a good prompt includes, how prompting works inside Alta, common mistakes to avoid, and best practi...
- [Connecting Alta MCP to Claude](https://support.altahq.com/en/articles/15517839-connecting-alta-mcp-to-claude.md): This article explains how to connect Alta MCP to Claude

### Best Practices

- [CRM Integration](https://support.altahq.com/en/articles/11403878-crm-integration.md)
- [How to Allow Third-Party Cookies in Chrome for the Katie LinkedIn Extension](https://support.altahq.com/en/articles/15887322-how-to-allow-third-party-cookies-in-chrome-for-the-katie-linkedin-extension.md): This article explains how to allow third-party cookies in Google Chrome so the Katie extension can load properly inside LinkedIn.

### Audiences

- [How to Build and Manage Audience Lists in Alta](https://support.altahq.com/en/articles/15835286-how-to-build-and-manage-audience-lists-in-alta.md): Build reusable audience lists once, then launch as many campaigns as you want from them. Audience Lists help you avoid redefining your audience criteria every time you create a campaign. Instead, y...