# 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 - [How to Generate Suggested Campaigns with AI in Alta \(Suggest Campaigns\)](https://support.altahq.com/en/articles/16081434-how-to-generate-suggested-campaigns-with-ai-in-alta-suggest-campaigns.md): Use the Suggest Campaigns button to have Katie generate three draft campaigns — each with its own ICP audience and pitch — from your website and knowledge base. - [How to Choose Which Reps and Mailboxes Send on a Campaign in Alta](https://support.altahq.com/en/articles/16185501-how-to-choose-which-reps-and-mailboxes-send-on-a-campaign-in-alta.md): Pick the reps who send on a campaign, control exactly which mailboxes each rep uses, and understand how prospects are reassigned when you change reps on a live campaign. - [How to Control Duplicate Prospects and Company Limits in a Campaign \(Prospect Limitations\)](https://support.altahq.com/en/articles/16307130-how-to-control-duplicate-prospects-and-company-limits-in-a-campaign-prospect-limitations.md): Use the Prospect Limitations settings to skip prospects already in other campaigns, allow re-enrollment, exclude specific campaigns from duplicate checks, and cap how many prospects are added per c... - [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) - [Audience Section Overview Using Classic Search](https://support.altahq.com/en/articles/12076140-audience-section-overview-using-classic-search.md): This article explains how to use the Audience section when creating a campaign in Alta using Classic Search. It covers how to select the Classic Search source, define your audience with Katie, and ... - [How to Create a Campaign Audience Using a CSV File](https://support.altahq.com/en/articles/12076134-how-to-create-a-campaign-audience-using-a-csv-file.md): You can create a campaign audience in Alta by uploading a CSV file with your prospect data. This is useful when you already have a list of prospects you want to use in a campaign. - [How to Add Prospects via Webhook URL](https://support.altahq.com/en/articles/11939264-how-to-add-prospects-via-webhook-url.md): Use a Webhook to automatically add new prospects to your campaign from any external tool - [How to Create a Campaign Audience Using Social Signals](https://support.altahq.com/en/articles/12076144-how-to-create-a-campaign-audience-using-social-signals.md): Social Signals allow you to build campaign audiences based on LinkedIn activity, such as people engaging with specific posts, creators, companies, or topics. - [How to Create an ICP Audience Using Trigger Events](https://support.altahq.com/en/articles/15157165-how-to-create-an-icp-audience-using-trigger-events.md): Trigger Events allow you to create a live campaign audience based on specific events that happen to prospects, such as a job change. - [Web Search Source](https://support.altahq.com/en/articles/15189264-web-search-source.md): This article explains how to use Web Search as an audience source in Alta. It covers what Web Search is, when to use it, how to write a search query, add additional criteria, and run the search to ... - [How to Build, Manage, and Reuse Audience Lists in Alta](https://support.altahq.com/en/articles/15199602-how-to-build-manage-and-reuse-audience-lists-in-alta.md): Build a saved audience list in Alta — pick a source, add people, enrich and export them, then spin up a campaign directly from the list. - [How to Push Prospects to a Campaign with the Alta Chrome Extension](https://support.altahq.com/en/articles/15421395-how-to-push-prospects-to-a-campaign-with-the-alta-chrome-extension.md): Select profiles on LinkedIn \(or any supported page\), open the Alta Chrome extension, choose a campaign, and add them in one click — with built-in de-duplication so you never add the same person twice. - [How to Build a Campaign Audience from Your LinkedIn Connections in Alta](https://support.altahq.com/en/articles/15586090-how-to-build-a-campaign-audience-from-your-linkedin-connections-in-alta.md): Use your reps' LinkedIn connections as a prospect source when building a campaign audience in Alta. - [How to Enrich an Audience List in Alta \(Phone, Email, Alta Enrichment, and AI Custom Enrichment\)](https://support.altahq.com/en/articles/15908594-how-to-enrich-an-audience-list-in-alta-phone-email-alta-enrichment-and-ai-custom-enrichment.md): Use the Add Enrichment panel on any audience list to find phone numbers and emails, pull LinkedIn profile and company data with Alta Enrichment, or build your own AI Custom Enrichment with a prompt... - [How to Use Flexible Filters in an Alta Campaign Audience \(Filter Prompts and Match Score\)](https://support.altahq.com/en/articles/16833899-how-to-use-flexible-filters-in-an-alta-campaign-audience-filter-prompts-and-match-score.md): Describe your ideal prospect in plain English instead of picking dropdown filters — Alta scores every candidate against your prompts and keeps only the ones above your Match Score. - [How to Use Company Search in ABM Campaigns](https://support.altahq.com/en/articles/15157191-how-to-use-company-search-in-abm-campaigns.md): Company Search allows you to build a target company list for an ABM, or Account-Based Marketing, campaign in Alta. This is useful when you want to target specific companies first, and then let Alta... - [How to Import a Company List from HubSpot for an ABM Campaign](https://support.altahq.com/en/articles/15157203-how-to-import-a-company-list-from-hubspot-for-an-abm-campaign.md): You can import a list of companies from HubSpot into Alta when creating an ABM, or Account-Based Marketing, campaign. This is useful when you already have a company list in HubSpot and want Alta t... - [How to Use Google Map in ABM Campaigns](https://support.altahq.com/en/articles/15157297-how-to-use-google-map-in-abm-campaigns.md): The Google Map feature allows you to find companies based on a specific location and business type or keyword. This is useful when you want to build an ABM, or Account-Based Marketing, campaign ta... - [How to Use Company Lookalike Search in ABM Campaigns](https://support.altahq.com/en/articles/15157309-how-to-use-company-lookalike-search-in-abm-campaigns.md): Company Lookalike Search allows you to find companies that are similar to a company you already know. This is useful when you want to build an ABM campaign targeting companies that resemble your b... - [How to Configure the Call flow](https://support.altahq.com/en/articles/12871418-how-to-configure-the-call-flow.md): This guide walks you through how to set up the call flow when creating call campaigns with Alex, your AI Calling Agent. - [How to Configure Call Settings in Alta](https://support.altahq.com/en/articles/13175982-how-to-configure-call-settings-in-alta.md): Once you add a Call step inside your campaign touchpoints, you can configure how Alex \(your AI calling agent\) behaves during the conversation. This guide explains each configuration option and how ... - [How to Create Call Dispositions in Alta](https://support.altahq.com/en/articles/13176123-how-to-create-call-dispositions-in-alta.md): Call dispositions allow you to categorize the outcome of each call based on how the prospect responds. This helps with tracking, reporting, and automating next steps in your workflow. - [How to test your voice assistant in Alta \(Web Call and Phone Call\)](https://support.altahq.com/en/articles/15244590-how-to-test-your-voice-assistant-in-alta-web-call-and-phone-call.md): Use Alta's built-in Test Call to dry-run a voice assistant before launching — either as a browser web call or a real phone dial — with sample values for your prompt variables. - [Touchpoints Section Overview](https://support.altahq.com/en/articles/12088624-touchpoints-section-overview.md): This article explains how to use the Touchpoints section in the Campaign Builder. It covers how to choose a template, start from scratch, add steps or conditions, and customize AI-generated message... - [Which Languages Does Alta Support for Outreach and AI Calls?](https://support.altahq.com/en/articles/15516173-which-languages-does-alta-support-for-outreach-and-ai-calls.md): The full list of languages Alta supports for written outreach \(email, LinkedIn, SMS\) and for Alex's AI voice calls — plus where to set the language in each case. - [How Unsubscribes Work in Alta \(Adding an Unsubscribe Link and What Happens When a Prospect Opts Out\)](https://support.altahq.com/en/articles/15921019-how-unsubscribes-work-in-alta-adding-an-unsubscribe-link-and-what-happens-when-a-prospect-opts-out.md): How to add an unsubscribe link to your campaign emails, customize its text, and what Alta does automatically when a prospect opts out — including account-wide opt-out, sequence stops, and CRM sync. - [How to Create and Use Custom Fields in Alta \(Custom Columns for Prospect Data\)](https://support.altahq.com/en/articles/15955975-how-to-create-and-use-custom-fields-in-alta-custom-columns-for-prospect-data.md): Create your own Text, Number, or True/False fields on prospects — fill them from a CSV, CRM list, webhook, or AI enrichment — and use them as table columns, prompt variables, and conditions. - [How to Read Web Assistant Analytics in Alta \(Conversations, Visitors, and Meetings Booked\)](https://support.altahq.com/en/articles/16033779-how-to-read-web-assistant-analytics-in-alta-conversations-visitors-and-meetings-booked.md): Every web assistant \(chat or voice\) has an Analytics tab with summary cards and charts — conversations opened, unique visitors, meetings booked, sessions without email, average session time, and a ... - [How to Use the API Connect Step in Campaign Touchpoints \(Send Prospect Data to Any Service\)](https://support.altahq.com/en/articles/16246134-how-to-use-the-api-connect-step-in-campaign-touchpoints-send-prospect-data-to-any-service.md): Add an API Connect step to a campaign sequence to send each prospect's data to any external service — with a URL, HTTP method, custom headers, and a JSON payload that supports prospect variables. - [How to Add LinkedIn "Like a Post" and "View Profile" Steps in Alta \(Warm-Up Touchpoints\)](https://support.altahq.com/en/articles/16290526-how-to-add-linkedin-like-a-post-and-view-profile-steps-in-alta-warm-up-touchpoints.md): Learn how to add the LinkedIn "Like a post" and "View profile" steps to your campaign touchpoints — lightweight warm-up touches that make your name familiar before you connect or message. - [How to Build a Reply Agent in Alta](https://support.altahq.com/en/articles/15198532-how-to-build-a-reply-agent-in-alta.md): Build a Reply Agent in Alta — define the goal, tone, tools, and knowledge base, then describe the outcomes it should classify inbound replies into \(Qualified, Nurture, etc.\). - [How to Build and Embed a Web Assistant \(Chat or Voice\) in Alta](https://support.altahq.com/en/articles/15198052-how-to-build-and-embed-a-web-assistant-chat-or-voice-in-alta.md): Build an inbound chat or voice widget in Alta's Web Assistant Builder — pick a widget type, refine the prompt, style it for your brand, and paste the embed snippet onto your site. - [Co-Pilot vs Auto-Pilot: When to Use Each Campaign Mode in Alta](https://support.altahq.com/en/articles/15173324-co-pilot-vs-auto-pilot-when-to-use-each-campaign-mode-in-alta.md): Compare Alta's two campaign modes — fully automated \(Auto-Pilot\) vs human-in-the-loop approval per touchpoint \(Co-Pilot\) — and pick the right one for the situation. - [Prospect Signals in Alta: The 17 Buying Signals Alta Surfaces](https://support.altahq.com/en/articles/15173312-prospect-signals-in-alta-the-17-buying-signals-alta-surfaces.md): A guide to every signal type Alta detects on people and companies — what each one means, and how to use them to time and personalize outreach. - [How to Create a Personalized Message in Alta \(Katie\)](https://support.altahq.com/en/articles/12136095-how-to-create-a-personalized-message-in-alta-katie.md): This guide explains how to create and customize a personalized email or LinkedIn message using Katie \(AI SDR\) in the campaign builder. - [Creating a Step from a Template](https://support.altahq.com/en/articles/12136091-creating-a-step-from-a-template.md): When building out your campaign touchpoints, you can create a step from a pre-built template. - [How to Save a Prompt in Alta \(From Campaign Builder\)](https://support.altahq.com/en/articles/14894422-how-to-save-a-prompt-in-alta-from-campaign-builder.md): This guide explains how to save a prompt directly from the campaign builder after generating or editing it. - [How to Use AI Enrichment Variables in Alta](https://support.altahq.com/en/articles/13106128-how-to-use-ai-enrichment-variables-in-alta.md): AI Enrichment allows you to pull real-time information from the web and use it dynamically inside your campaign messaging. This guide walks you through how to create, preview, and use enrichment va... - [How to Use AI Conditions in the Campaign Builder](https://support.altahq.com/en/articles/14931641-how-to-use-ai-conditions-in-the-campaign-builder.md): This guide explains how to use AI Conditions in the Touchpoints section to dynamically route prospects based on real-time data. - [How to Edit the Time Between Campaign Steps](https://support.altahq.com/en/articles/15082708-how-to-edit-the-time-between-campaign-steps.md): This guide explains how to adjust the waiting time between steps in a campaign flow. This is useful when you want to control when follow-up messages are sent after a previous step is completed. - [How to Move a Touchpoint to a Different Part of the Campaign Tree](https://support.altahq.com/en/articles/15082758-how-to-move-a-touchpoint-to-a-different-part-of-the-campaign-tree.md): This guide explains how to move a touchpoint to a different branch in the campaign tree. This is useful when you want to reorganize your campaign flow or adjust where a specific step happens. - [How to Save a Touchpoint Flow as a Template](https://support.altahq.com/en/articles/15082810-how-to-save-a-touchpoint-flow-as-a-template.md): This guide explains how to save a touchpoint flow as a reusable template in Alta. This is useful when you create a campaign structure that you want to use again in future campaigns. - [How to Rename a Step in a Campaign](https://support.altahq.com/en/articles/15105673-how-to-rename-a-step-in-a-campaign.md): This guide explains how to rename a step inside the touchpoints section of a campaign. Renaming steps can help you keep your campaign flow clear and organized. - [How to Send Campaign Emails in One Thread](https://support.altahq.com/en/articles/15105804-how-to-send-campaign-emails-in-one-thread.md): This guide explains how to make sure emails in a campaign are sent as one continuous email thread. - [How to Add a Manual Task to Campaign Touchpoints](https://support.altahq.com/en/articles/15106303-how-to-add-a-manual-task-to-campaign-touchpoints.md): This guide explains how to add a manual task to the touchpoints section of a campaign in Alta. - [How to Add a LinkedIn Voice Message Step in Alta](https://support.altahq.com/en/articles/15172309-how-to-add-a-linkedin-voice-message-step-in-alta.md): Drop a short voice note into a LinkedIn campaign step in Alta — recorded yourself or AI-personalized per prospect. - [How to Use Message Scoring in Alta](https://support.altahq.com/en/articles/15172355-how-to-use-message-scoring-in-alta.md): See your AI-generated email or LinkedIn message scored out of 10, read Luna's justification per criterion, and apply suggested prompts to make it stronger. - [How to Use the Refine Button to Improve a Prompt in Alta](https://support.altahq.com/en/articles/15172407-how-to-use-the-refine-button-to-improve-a-prompt-in-alta.md): Tap the magic-wand Refine button to rewrite a prompt — describe what you want, pick one of Alta's guided refinements, or let Alta fill in the gaps automatically. - [How to use a Custom Condition in Touchpoints](https://support.altahq.com/en/articles/15191611-how-to-use-a-custom-condition-in-touchpoints.md): This article explains how to use a Custom Condition in the Touchpoints section of the Campaign Builder. It covers how to add a condition, choose a field, define the logic, and create different path... - [How to Create a Campaign View in Alta](https://support.altahq.com/en/articles/15069631-how-to-create-a-campaign-view-in-alta.md): Campaign views help you organize your campaigns by category, use case, or workflow type. For example, you can create a dedicated view for event-related campaigns so only campaigns tagged as events ... - [How to Delete or Archive a Campaign in Alta](https://support.altahq.com/en/articles/15069710-how-to-delete-or-archive-a-campaign-in-alta.md): In Alta, you can manage campaigns by either deleting them or archiving them. - [How to Add Tags to a Campaign in Alta](https://support.altahq.com/en/articles/15069747-how-to-add-tags-to-a-campaign-in-alta.md): Tags help you organize campaigns and make it easier to identify campaign types, locations, segments, or use cases. - [How to Duplicate a Campaign in Alta](https://support.altahq.com/en/articles/15069790-how-to-duplicate-a-campaign-in-alta.md): Duplicating a campaign allows you to quickly create a copy of an existing campaign. - [How to Add Prospects to a Campaign](https://support.altahq.com/en/articles/15106041-how-to-add-prospects-to-a-campaign.md): This guide explains how to add prospects to an existing campaign in Alta. - [How to Set Up Rep Assignment in a Campaign](https://support.altahq.com/en/articles/16052658-how-to-set-up-rep-assignment-in-a-campaign.md): Decide which rep reaches each prospect on a multi-rep campaign — route by CRM ownership or prior engagement, with round-robin as the fallback. ### Settings - [How to Invite Teammates and Manage Teams in Alta](https://support.altahq.com/en/articles/15173316-how-to-invite-teammates-and-manage-teams-in-alta.md): Send invites by email, organize members into Teams, and assign account access — all from Organization Settings. - [How to Connect and Use Monday.com in Alta Flows](https://support.altahq.com/en/articles/15173432-how-to-connect-and-use-monday-com-in-alta-flows.md): Connect Monday.com with an API key and use the 5 Flows actions — Search, Create, Update, Create-or-Update, and Add Update to an Item. - [How to Connect and Use Odoo in Alta Flows](https://support.altahq.com/en/articles/15173875-how-to-connect-and-use-odoo-in-alta-flows.md): Connect Odoo to Alta as a Flows action provider, then use the six available actions to manage contacts and CRM leads from any workflow. - [How to Connect and Use Microsoft Teams in Alta Flows](https://support.altahq.com/en/articles/15187399-how-to-connect-and-use-microsoft-teams-in-alta-flows.md): Connect your Microsoft 365 account to Alta via OAuth and add a "Send Message" step to any Workflow to post into a Teams channel. - [How to Connect and Use Microsoft Outlook Calendar in Alta Flows](https://support.altahq.com/en/articles/15197640-how-to-connect-and-use-microsoft-outlook-calendar-in-alta-flows.md): Connect Microsoft Outlook Calendar to Alta Flows and use the Create event, List events, and Delete event actions to automate calendar work from your flows. - [How to Build and Manage Flows in Alta \(Workflows: Drafts, Publish, Runs\)](https://support.altahq.com/en/articles/15199637-how-to-build-and-manage-flows-in-alta-workflows-drafts-publish-runs.md): Build a Flow in Alta — add it, drag triggers and steps onto the canvas, publish it, and monitor every run from the Runs tab. Covers the full draft → publish → toggle lifecycle. - [How to Route Slack Notifications in Alta \(Replies, Daily Plan, Manual Task, and Workflows\)](https://support.altahq.com/en/articles/15199664-how-to-route-slack-notifications-in-alta-replies-daily-plan-manual-task-and-workflows.md): Send each Alta notification type — prospect replies, daily plan, Manual Task approvals, and anything you can model in a Workflow — to a Slack channel. - [How to Track Credit Usage in Alta \(Organization Settings\)](https://support.altahq.com/en/articles/15202486-how-to-track-credit-usage-in-alta-organization-settings.md): See exactly where your credits are going — by Campaign, Assistant, and Test Call — across This Month, This Quarter, or This Year. - [How to send a Slack message from an Alta Flow](https://support.altahq.com/en/articles/15247161-how-to-send-a-slack-message-from-an-alta-flow.md): Use the Slack integration inside Alta Flows to post a message to a channel as part of any workflow — connect once via OAuth, then drop a Send Message step in. - [How to trigger an Alta Flow with an incoming Webhook \(Catch Webhook\)](https://support.altahq.com/en/articles/15247164-how-to-trigger-an-alta-flow-with-an-incoming-webhook-catch-webhook.md): Use the Catch Webhook trigger to start any Alta Flow from an external HTTP request, with optional Basic, Header, or HMAC authentication. - [How to Use AI Actions in Alta Flows \(Ask AI, Summarize, Classify, Extract Data, Run Agent\)](https://support.altahq.com/en/articles/15258928-how-to-use-ai-actions-in-alta-flows-ask-ai-summarize-classify-extract-data-run-agent.md): Use Alta's built-in AI integration in Flows to analyze, classify, summarize, extract structured data, and run multi-step agents — no auth, no setup, runs on your workspace credits. - [How to Route an Alta Flow with the Router Step \(Conditional Branches\)](https://support.altahq.com/en/articles/15324444-how-to-route-an-alta-flow-with-the-router-step-conditional-branches.md): Use the Router step inside Alta Flows to split a workflow into conditional branches — match on text, numbers, dates, booleans, or lists, with AND/OR logic and an Otherwise fallback. - [How to send an HTTP request from an Alta Flow](https://support.altahq.com/en/articles/15359554-how-to-send-an-http-request-from-an-alta-flow.md): Use the HTTP integration inside Alta Flows to call any REST API as a step — pick a method, set headers and body, choose auth, and control retries. - [How to Run an Alta Flow on a Recurring Schedule \(Schedule Trigger\)](https://support.altahq.com/en/articles/15372994-how-to-run-an-alta-flow-on-a-recurring-schedule-schedule-trigger.md): Use the Schedule trigger to start any Alta Flow on a fixed cadence — every few minutes, hourly, daily, weekly, monthly, or on a custom cron expression. - [How to Connect a Data Source in Alta \(Connectors\)](https://support.altahq.com/en/articles/15413662-how-to-connect-a-data-source-in-alta-connectors.md): Browse the Connectors library, connect a data source, choose which tables sync, and manage sync frequency, status, and deletion. - [How to Connect and Use Microsoft Dynamics 365 in Alta Flows](https://support.altahq.com/en/articles/15494871-how-to-connect-and-use-microsoft-dynamics-365-in-alta-flows.md): Connect Microsoft Dynamics 365 to Alta and use the Custom API Call action to read or write any Dynamics entity — contacts, accounts, leads, opportunities — from inside a Flow. - [How to Generate and Regenerate Your Alta API Token](https://support.altahq.com/en/articles/15499989-how-to-generate-and-regenerate-your-alta-api-token.md): Create a personal API token from Settings → API tokens, copy it once, and use it as a Bearer token to authenticate calls to the Alta API — plus how to regenerate it safely. - [How to Connect Salesforce as a Data Source in Alta \(Connectors\)](https://support.altahq.com/en/articles/15545762-how-to-connect-salesforce-as-a-data-source-in-alta-connectors.md): Connect Salesforce through the Connectors library so Alta syncs your accounts, contacts, opportunities, and leads — the training data that powers metrics, dashboards, and Luna. - [How to Connect HubSpot as a Data Source in Alta \(Connectors\)](https://support.altahq.com/en/articles/15545764-how-to-connect-hubspot-as-a-data-source-in-alta-connectors.md): Connect HubSpot through the Connectors library with a one-click login so Alta syncs your contacts, companies, and deals to power metrics, dashboards, and Luna. - [How to Connect Pipedrive as a Data Source in Alta \(Connectors\)](https://support.altahq.com/en/articles/15545767-how-to-connect-pipedrive-as-a-data-source-in-alta-connectors.md): Connect Pipedrive through the Connectors library with an API token so Alta syncs your deals, persons, and organizations to power metrics, dashboards, and Luna. - [How to Connect Zoho CRM as a Data Source in Alta \(Connectors\)](https://support.altahq.com/en/articles/15545768-how-to-connect-zoho-crm-as-a-data-source-in-alta-connectors.md): Connect Zoho CRM through the Connectors library so Alta syncs your leads, contacts, accounts, and deals to power metrics, dashboards, and Luna. - [How to Connect Gong as a Data Source in Alta \(Connectors\)](https://support.altahq.com/en/articles/15545769-how-to-connect-gong-as-a-data-source-in-alta-connectors.md): Connect Gong through the Connectors library so Alta syncs your calls, transcripts, and users to power conversation analytics, metrics, and Luna. - [How to Connect Outreach as a Data Source in Alta \(Connectors\)](https://support.altahq.com/en/articles/15545772-how-to-connect-outreach-as-a-data-source-in-alta-connectors.md): Connect Outreach through the Connectors library so Alta syncs your prospects, sequences, and mailings to power engagement analytics, metrics, and Luna. - [How to Connect SalesLoft as a Data Source in Alta \(Connectors\)](https://support.altahq.com/en/articles/15545773-how-to-connect-salesloft-as-a-data-source-in-alta-connectors.md): Connect SalesLoft through the Connectors library so Alta syncs your people, cadences, and activities to power engagement analytics, metrics, and Luna. - [How to Connect Marketo as a Data Source in Alta \(Connectors\)](https://support.altahq.com/en/articles/15545775-how-to-connect-marketo-as-a-data-source-in-alta-connectors.md): Connect Marketo through the Connectors library so Alta syncs your leads, activities, and campaigns to power marketing analytics, metrics, and Luna. - [How to Connect Mixpanel as a Data Source in Alta \(Connectors\)](https://support.altahq.com/en/articles/15545776-how-to-connect-mixpanel-as-a-data-source-in-alta-connectors.md): Connect Mixpanel through the Connectors library so Alta syncs your product events, profiles, and cohorts to power product analytics, metrics, and Luna. - [How to Connect Google Analytics \(GA4\) as a Data Source in Alta \(Connectors\)](https://support.altahq.com/en/articles/15545779-how-to-connect-google-analytics-ga4-as-a-data-source-in-alta-connectors.md): Connect Google Analytics 4 through the Connectors library so Alta syncs your sessions, events, and conversions to power marketing analytics, metrics, and Luna. - [How to Connect Snowflake as a Data Source in Alta \(Connectors\)](https://support.altahq.com/en/articles/15545781-how-to-connect-snowflake-as-a-data-source-in-alta-connectors.md): Connect your Snowflake warehouse through the Connectors library so Alta syncs the tables you choose to power metrics, dashboards, and Luna. - [How to Connect BigQuery as a Data Source in Alta \(Connectors\)](https://support.altahq.com/en/articles/15545783-how-to-connect-bigquery-as-a-data-source-in-alta-connectors.md): Connect Google BigQuery through the Connectors library so Alta syncs the tables you choose from your dataset to power metrics, dashboards, and Luna. - [How to Connect PostgreSQL as a Data Source in Alta \(Connectors\)](https://support.altahq.com/en/articles/15545785-how-to-connect-postgresql-as-a-data-source-in-alta-connectors.md): Connect a Postgres database through the Connectors library so Alta syncs the tables you choose to power metrics, dashboards, and Luna. - [How to Connect MySQL as a Data Source in Alta \(Connectors\)](https://support.altahq.com/en/articles/15545786-how-to-connect-mysql-as-a-data-source-in-alta-connectors.md): Connect a MySQL database through the Connectors library so Alta syncs the tables you choose to power metrics, dashboards, and Luna. - [How to Connect Microsoft SQL Server as a Data Source in Alta \(Connectors\)](https://support.altahq.com/en/articles/15545787-how-to-connect-microsoft-sql-server-as-a-data-source-in-alta-connectors.md): Connect a Microsoft SQL Server database through the Connectors library so Alta syncs the tables you choose to power metrics, dashboards, and Luna. - [How to Connect Stripe as a Data Source in Alta \(Connectors\)](https://support.altahq.com/en/articles/15545789-how-to-connect-stripe-as-a-data-source-in-alta-connectors.md): Connect Stripe through the Connectors library so Alta syncs your customers, charges, invoices, and subscriptions to power revenue analytics, metrics, and Luna. - [How to Connect Zuora as a Data Source in Alta \(Connectors\)](https://support.altahq.com/en/articles/15545790-how-to-connect-zuora-as-a-data-source-in-alta-connectors.md): Connect Zuora through the Connectors library so Alta syncs your accounts, subscriptions, and invoices to power revenue analytics, metrics, and Luna. - [How to Connect QuickBooks as a Data Source in Alta \(Connectors\)](https://support.altahq.com/en/articles/15545791-how-to-connect-quickbooks-as-a-data-source-in-alta-connectors.md): Connect QuickBooks through the Connectors library so Alta syncs your customers, invoices, and payments to power finance analytics, metrics, and Luna. - [How to Connect NetSuite as a Data Source in Alta \(Connectors\)](https://support.altahq.com/en/articles/15545793-how-to-connect-netsuite-as-a-data-source-in-alta-connectors.md): Connect NetSuite through the Connectors library so Alta syncs your transactions, customers, and items to power finance analytics, metrics, and Luna. - [How to Connect Shopify as a Data Source in Alta \(Connectors\)](https://support.altahq.com/en/articles/15545799-how-to-connect-shopify-as-a-data-source-in-alta-connectors.md): Connect Shopify through the Connectors library so Alta syncs your orders, customers, and products to power commerce analytics, metrics, and Luna. - [How to Connect Intercom as a Data Source in Alta \(Connectors\)](https://support.altahq.com/en/articles/15546318-how-to-connect-intercom-as-a-data-source-in-alta-connectors.md): Connect Intercom through the Connectors library so Alta syncs your conversations, contacts, and companies to power support and engagement analytics, metrics, and Luna. - [How to Connect Zendesk as a Data Source in Alta \(Connectors\)](https://support.altahq.com/en/articles/15546320-how-to-connect-zendesk-as-a-data-source-in-alta-connectors.md): Connect Zendesk through the Connectors library so Alta syncs your tickets, users, and organizations to power support analytics, metrics, and Luna. - [How to Connect Drift as a Data Source in Alta \(Connectors\)](https://support.altahq.com/en/articles/15546324-how-to-connect-drift-as-a-data-source-in-alta-connectors.md): Connect Drift through the Connectors library so Alta syncs your conversations, contacts, and accounts to power conversational-marketing analytics, metrics, and Luna. - [How to Connect Freshsales as a Data Source in Alta \(Connectors\)](https://support.altahq.com/en/articles/15546332-how-to-connect-freshsales-as-a-data-source-in-alta-connectors.md): Connect Freshsales through the Connectors library so Alta syncs your contacts, accounts, leads, and deals to power sales analytics, metrics, and Luna. - [How to Connect Mailchimp as a Data Source in Alta \(Connectors\)](https://support.altahq.com/en/articles/15546333-how-to-connect-mailchimp-as-a-data-source-in-alta-connectors.md): Connect Mailchimp through the Connectors library so Alta syncs your campaigns, audiences, and email engagement to power marketing analytics, metrics, and Luna. - [How to Connect Google Ads as a Data Source in Alta \(Connectors\)](https://support.altahq.com/en/articles/15546342-how-to-connect-google-ads-as-a-data-source-in-alta-connectors.md): Connect Google Ads through the Connectors library so Alta syncs your campaigns, ad groups, and performance metrics to power marketing analytics, metrics, and Luna. - [How to Connect Microsoft Advertising \(Bing Ads\) as a Data Source in Alta \(Connectors\)](https://support.altahq.com/en/articles/15546346-how-to-connect-microsoft-advertising-bing-ads-as-a-data-source-in-alta-connectors.md): Connect Bing Ads / Microsoft Advertising through the Connectors library so Alta syncs your campaigns and performance metrics to power marketing analytics, metrics, and Luna. - [How to Connect LinkedIn Ads as a Data Source in Alta \(Connectors\)](https://support.altahq.com/en/articles/15546349-how-to-connect-linkedin-ads-as-a-data-source-in-alta-connectors.md): Connect LinkedIn Ads through the Connectors library so Alta syncs your campaigns, creatives, and analytics to power B2B marketing analytics, metrics, and Luna. - [How to Connect LinkedIn Pages as a Data Source in Alta \(Connectors\)](https://support.altahq.com/en/articles/15546352-how-to-connect-linkedin-pages-as-a-data-source-in-alta-connectors.md): Connect LinkedIn Pages through the Connectors library so Alta syncs your organic follower, post, and engagement stats to power social analytics, metrics, and Luna. - [How to Connect SendGrid as a Data Source in Alta \(Connectors\)](https://support.altahq.com/en/articles/15546354-how-to-connect-sendgrid-as-a-data-source-in-alta-connectors.md): Connect SendGrid through the Connectors library so Alta syncs your email delivery and engagement stats to power deliverability and marketing analytics, metrics, and Luna. - [How to Trigger an Alta Flow from Alta Events \(Prospect Replies, Status Changes, Calls, and More\)](https://support.altahq.com/en/articles/15868165-how-to-trigger-an-alta-flow-from-alta-events-prospect-replies-status-changes-calls-and-more.md): Use Alta's built-in event triggers — Prospect Created, Prospect Human Reply, Prospect Outcome Changed, Prospect Status Changed, Call Completed, and LinkedIn Connection Request Accepted — to start a... - [How to Test Flow Steps and Generate Sample Data in Alta](https://support.altahq.com/en/articles/15885996-how-to-test-flow-steps-and-generate-sample-data-in-alta.md): Test triggers and actions inside the Flow editor to generate sample data, inspect Input/Output/Logs, and catch errors before you publish. - [How to Route Alta Notifications to Microsoft Teams \(Replies, Daily Plan, and Manual Tasks\)](https://support.altahq.com/en/articles/16118396-how-to-route-alta-notifications-to-microsoft-teams-replies-daily-plan-and-manual-tasks.md): Send Alta's prospect reply, daily plan, and Manual Task approval notifications to Microsoft Teams channels or direct messages. - [How to Import and Manage Phone Numbers in Alta \(SMS, WhatsApp, and Calls\)](https://support.altahq.com/en/articles/16168403-how-to-import-and-manage-phone-numbers-in-alta-sms-whatsapp-and-calls.md): Import Twilio phone numbers into Alta, give them friendly names, set their capabilities \(SMS, MMS, Voice, WhatsApp\), and assign an inbound assistant — all from Settings → Phone Numbers. - [How to Loop Over a List in an Alta Flow \(Loop on Items\)](https://support.altahq.com/en/articles/16774481-how-to-loop-over-a-list-in-an-alta-flow-loop-on-items.md): Use the Loop on Items step to run one or more Flow steps once for every item in a list — and reference the current item in the steps inside the loop. - [How to Sync a Prospect to Your CRM from an Alta Flow \(Sync Person Step\)](https://support.altahq.com/en/articles/16843109-how-to-sync-a-prospect-to-your-crm-from-an-alta-flow-sync-person-step.md): Use the Sync Person action to push an Alta prospect into your CRM as a Contact or a Lead from any Flow, with per-step field mapping that overrides your default CRM mapping. - [How to Text a Link During an AI Call in Alta \(Send SMS Tool\)](https://support.altahq.com/en/articles/16880347-how-to-text-a-link-during-an-ai-call-in-alta-send-sms-tool.md): Add the Send SMS tool so your AI voice agent can text a booking link or short message to the person it's on the phone with, mid-call. - [How to Manage Your DNC List in Alta \(People, Companies, Sources, and Export\)](https://support.altahq.com/en/articles/16897211-how-to-manage-your-dnc-list-in-alta-people-companies-sources-and-export.md): Work the DNC list day to day — the People and Companies tabs, adding entries manually or by CSV, filtering and exporting for audits, removing entries, and exactly what the list blocks. - [How to Connect and Use ChiliPiper in Alta Flows \(Custom API Call\)](https://support.altahq.com/en/articles/17086892-how-to-connect-and-use-chilipiper-in-alta-flows-custom-api-call.md): Connect your ChiliPiper account to Alta Flows with an API key, then use the Custom API Call action to hit any ChiliPiper endpoint — check availability, book a meeting, or pull queue data — from ins... - [How to Connect Your Slack Channel](https://support.altahq.com/en/articles/11202122-how-to-connect-your-slack-channel.md): You can connect Slack to Alta to receive notifications and updates directly in your workspace. - [CRM Integration: Deduplication, Push, and Permissions](https://support.altahq.com/en/articles/12001677-crm-integration-deduplication-push-and-permissions.md) - [FAQ: CRM Integration Permissions](https://support.altahq.com/en/articles/12060527-faq-crm-integration-permissions.md): To connect Alta to your CRM securely and accurately, certain permissions are required. Here are common questions about them. - [How to Receive Twilio SMS Replies in Alta](https://support.altahq.com/en/articles/13913999-how-to-receive-twilio-sms-replies-in-alta.md): This guide explains how to configure your Twilio number so SMS replies are received directly in the Alta Inbox. - [Enabling WhatsApp Messaging in Alta \(via Twilio\)](https://support.altahq.com/en/articles/14456165-enabling-whatsapp-messaging-in-alta-via-twilio.md): To use WhatsApp messaging in Alta, you need to connect a WhatsApp Business Account \(WABA\) through Twilio. This guide walks you through the full setup process. - [How to Receive Twilio WhatsApp Replies in Alta](https://support.altahq.com/en/articles/14456485-how-to-receive-twilio-whatsapp-replies-in-alta.md): This guide explains how to configure your Twilio number so WhatsApp replies are received directly in the Alta Inbox. - [How to Connect and Use Attio in Alta Flows](https://support.altahq.com/en/articles/15172454-how-to-connect-and-use-attio-in-alta-flows.md): Connect your Attio CRM to Alta with an API token, then use the five Attio actions \(search, create, update, upsert, and add note\) inside any Flow. - [How to Connect and Use Klaviyo in Alta Flows](https://support.altahq.com/en/articles/15172665-how-to-connect-and-use-klaviyo-in-alta-flows.md): Connect your Klaviyo account to Alta with a private API key, then use the five Klaviyo actions \(search, create, update, upsert profile, and add to list\) inside any Flow. - [How to Connect and Use GoHighLevel in Alta Flows](https://support.altahq.com/en/articles/15172698-how-to-connect-and-use-gohighlevel-in-alta-flows.md): Connect your GoHighLevel CRM to Alta with an API token and Location ID, then use the five GoHighLevel actions \(search, create, update, upsert, and add note\) inside any Flow. - [Data Providers List](https://support.altahq.com/en/articles/10264882-data-providers-list.md): This list includes all data providers that are part of the waterfall data enrichment. - [How to connect Your CRM to Alta](https://support.altahq.com/en/articles/15253792-how-to-connect-your-crm-to-alta.md): This article explains how to connect your CRM to Alta, including Salesforce, HubSpot, Pipedrive, and more. It also covers what the CRM integration does, how to set it up, and what gets synced. - [Keeping your LinkedIn connected - a quick guide](https://support.altahq.com/en/articles/16086568-keeping-your-linkedin-connected-a-quick-guide.md): A few small habits that keep your LinkedIn steadily connected to Alta -sign-in, sessions, verifications, and reconnecting the Katie extension. - [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 - [How to Connect Your HubSpot Calendar Link for Alex \(AI Calling Agent\)](https://support.altahq.com/en/articles/12232336-how-to-connect-your-hubspot-calendar-link-for-alex-ai-calling-agent.md): You can connect your HubSpot calendar link so that Alex \(AI Calling Agent\) can check your availability and book meetings directly during calls. Follow the steps below: - [How to Connect Calendly to Alta](https://support.altahq.com/en/articles/12628895-how-to-connect-calendly-to-alta.md): You can connect your Calendly account to Alta to enable your AI agents to book meetings or check availability in real time during calls. - [What Is the HTTP Tool in Alta's Settings?](https://support.altahq.com/en/articles/14893971-what-is-the-http-tool-in-alta-s-settings.md): This guide explains what it is, how it works, and why it’s important for building more advanced AI workflows. - [Meeting Tools Setup Guide](https://support.altahq.com/en/articles/15192769-meeting-tools-setup-guide.md): This article explains how to set up Meeting Tools in Alta. Meeting Tools allow your AI assistant to check availability and book meetings directly within conversations using providers like Calendly,... - [Connecting an MCP Server to Your Alta Assistant](https://support.altahq.com/en/articles/15192822-connecting-an-mcp-server-to-your-alta-assistant.md): This article explains how to connect an MCP Server to your Alta Assistant. MCP Servers allow your assistant to connect to external tools and services, access live data, and take real-world actions ... - [How to Add Your Twilio Number to Alta](https://support.altahq.com/en/articles/12258905-how-to-add-your-twilio-number-to-alta.md): Follow these steps to connect your Twilio phone number in Alta: - [Inbound Reply Assistant: Connect Your AI Assistant to a Phone Number](https://support.altahq.com/en/articles/15261285-inbound-reply-assistant-connect-your-ai-assistant-to-a-phone-number.md): Alta’s Inbound Reply Assistant lets an AI assistant answer calls from a connected phone number automatically, handling inbound conversations in real time without manual intervention. - [How to Create and Save Prompts](https://support.altahq.com/en/articles/14893587-how-to-create-and-save-prompts.md): This guide explains how to create reusable prompts that can be used across multiple campaigns to save time and maintain consistency. ### 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: - [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 Teach Katie Your Writing Style in Alta \(Example Emails, Account Memory, and Rep Memory\)](https://support.altahq.com/en/articles/16211155-how-to-teach-katie-your-writing-style-in-alta-example-emails-account-memory-and-rep-memory.md): Use Example Emails, Account Memory, and Rep Memory in Knowledge → Messaging to teach Katie how you and your reps actually write, so AI-generated outreach sounds like you. - [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 - [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 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. - [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. - [How to Build a Cohort Chart in Alta \(Track Retention Over Time\)](https://support.altahq.com/en/articles/15994801-how-to-build-a-cohort-chart-in-alta-track-retention-over-time.md): Use the Data Explorer's Cohort visualization to group records by when they started and track how a measure evolves in the periods that follow — retention, repeat purchases, or any time-based behavior. - [How to Build a Pivot Table in Alta \(Compare Measures Across Two Dimensions\)](https://support.altahq.com/en/articles/16179586-how-to-build-a-pivot-table-in-alta-compare-measures-across-two-dimensions.md): Cross-tabulate any measure by two dimensions in the Data Explorer — one across the columns, one or more down the rows — with a built-in Total row and expandable groups. - [How to Use the Revenue Engine in Alta \(Track Your Funnel from Leads to Revenue\)](https://support.altahq.com/en/articles/16232028-how-to-use-the-revenue-engine-in-alta-track-your-funnel-from-leads-to-revenue.md): Build a live picture of your revenue funnel: define milestones like Leads, MQL, Opportunity, and Won Deal, attach metrics to each, and track volumes and conversion rates across stages. - [How to Build a Sankey Diagram in Alta \(Visualize How Volume Flows Between Steps\)](https://support.altahq.com/en/articles/16294857-how-to-build-a-sankey-diagram-in-alta-visualize-how-volume-flows-between-steps.md): Use the Data Explorer's Sankey visualization to map how volume flows from one measure to another — with steps, links, breakdowns, and dropoffs. - [How to Use the Meetings Page in Alta \(Track Every Meeting Your Agents Book\)](https://support.altahq.com/en/articles/16540664-how-to-use-the-meetings-page-in-alta-track-every-meeting-your-agents-book.md): The Meetings page lists every meeting Alta has matched to a prospect — with start time, duration, status, host, guests, and source. Here's how to read it and what controls which meetings show up. - [How to Build a Single Value Tile or Gauge in Alta \(Headline KPIs and Goal Dials\)](https://support.altahq.com/en/articles/16653053-how-to-build-a-single-value-tile-or-gauge-in-alta-headline-kpis-and-goal-dials.md): Turn one measure into a big formatted number or a dial that tracks progress toward a goal, then drop it on a dashboard. - [How to Run a SQL Query in Alta \(SQL Runner\)](https://support.altahq.com/en/articles/16779760-how-to-run-a-sql-query-in-alta-sql-runner.md): Write raw SQL against your connected data, run it, and preview the results as a table or chart — plus the row limit and table-reference syntax you need to know. - [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. - [How Alta Protects Your Email Deliverability](https://support.altahq.com/en/articles/16044973-how-alta-protects-your-email-deliverability.md): Learn how Alta keeps your emails out of spam — automatic mailbox protection, health monitoring, spam checks, and deliverability-safe defaults. - [How Alta Protects Your LinkedIn Deliverability](https://support.altahq.com/en/articles/16088874-how-alta-protects-your-linkedin-deliverability.md) ### 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 Prospect Statuses Work in Alta \(and How to Customize AI Status Classification\)](https://support.altahq.com/en/articles/15944357-how-prospect-statuses-work-in-alta-and-how-to-customize-ai-status-classification.md): Learn what each prospect status means, how Alta's AI classifies replies into Interested, Not Interested, Meeting Booked, or Unclassified, and how to customize the classification prompts in Status S... - [How to Use the Companies View in Alta \(Track Accounts Across Campaigns\)](https://support.altahq.com/en/articles/16001286-how-to-use-the-companies-view-in-alta-track-accounts-across-campaigns.md): Track every company your campaigns touch — signals, tags, coverage, and campaign membership — from the account-wide Companies page or the Companies tab inside a campaign, with filters, saved views,... - [How to Call a Prospect from Alta with the Built-In Dialer](https://support.altahq.com/en/articles/16086822-how-to-call-a-prospect-from-alta-with-the-built-in-dialer.md): Make live, human phone calls to prospects directly from your browser with Alta's built-in dialer — pick your caller ID, talk, and have the call logged automatically. - [How to Set Your Campaign's Sending Schedule in Alta \(Timezones, Active Days, and Sending Hours\)](https://support.altahq.com/en/articles/16094997-how-to-set-your-campaign-s-sending-schedule-in-alta-timezones-active-days-and-sending-hours.md): Control exactly when your campaign contacts prospects: prospect-timezone sending, active days, daily sending window, an automatic end date, and the Start Sequence Immediately option. - [How to Send Prospects to Another Campaign in Alta \(Move or Re-Target Prospects\)](https://support.altahq.com/en/articles/16146340-how-to-send-prospects-to-another-campaign-in-alta-move-or-re-target-prospects.md): Use the prospects actions menu to send selected or filtered prospects into a new or existing campaign, with an option to pause them in their current campaign. - [How to Use the Prospect Slide-Over in Alta \(Timeline, Tabs, and Quick Actions\)](https://support.altahq.com/en/articles/16196687-how-to-use-the-prospect-slide-over-in-alta-timeline-tabs-and-quick-actions.md): Open any prospect to see their full outreach timeline, profile tabs, signals, and quick actions like Pause, Approve to send, Sync to CRM, and keyboard navigation. - [How to Work Through Manual Tasks in Alta \(The Tasks Page and Bulk Approve\)](https://support.altahq.com/en/articles/16858200-how-to-work-through-manual-tasks-in-alta-the-tasks-page-and-bulk-approve.md): The Tasks page is one queue of every manual task your campaigns have created. Filter it, work tasks one at a time, or approve a whole batch with a shared note and call status. - [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. - [How to Require Multi-Factor Authentication in Alta \(Organization Security\)](https://support.altahq.com/en/articles/16943769-how-to-require-multi-factor-authentication-in-alta-organization-security.md): Flip one switch in Organization Settings → Security to require every member of your Alta organization to enter a code from their authenticator app when signing in — plus what the greyed-out switch ... - [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 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. - [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. - [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... ### 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... - [AI Enrichment in Audience Lists](https://support.altahq.com/en/articles/16045125-ai-enrichment-in-audience-lists.md): Use AI to research any data point on your prospects, run it across your whole audience list, and see the reasoning behind every field. ### Ask Alta - [Getting Started with Ask Alta](https://support.altahq.com/en/articles/16052830-getting-started-with-ask-alta.md): Meet Ask Alta, your in-app AI assistant — analyze your data, build campaigns and audiences, automate workflows, and get answers without leaving Alta.