Bring data in your way
Finder, CSV, CRM synchronization, manual entry and reviewed research all converge into one reusable Account + Contacts model.
Data → Ready AccountClick to enlarge
New to AI-BDR?
Start here.
You only need to know two things at the beginning: where to find help, and where to check your plan and usage. The rest is available where you need it inside AI-BDR.
Current Start Here workspaceClick to enlarge
01
Where to get help
If you are unsure where something is or what a feature does, AI-BDR has help built into the workspace.
🎓 Start HereYour first point of reference when you open AI-BDR and want to see the BDR workflow.
❓ User GuideProduct guidance and reference information for AI-BDR features and sections.
BDR AgentBuilt-in product help. Ask where a setting is located, what a status means or how an AI-BDR feature works.
Start Here · User Guide · BDR Agent
Help inside AI-BDRClick to enlarge
02
Where to find your plan & usage
Your plan, shared credits, monthly usage, operation costs and Account Watcher limits are together under Profile → Billing.
Profile → BillingSee your current plan, credit balance, subscription status and renewal information.
Usage & credit costsCompare plan limits, current usage and the credit cost of operations, including actions covered without additional credits.
Account WatcherCompare watched-account capacity, public checks, enrichments, My Day events, retention and Watcher credit costs.
FreeStarterProBusiness
Profile → Billing → Monthly Usage
Profile → BillingClick to enlarge
Additional
More ways to work with AI-BDR.
Once the basics are clear, these visual guides show how different data sources join the same Account Workspace and how multiple email providers can stay connected inside one communication workflow.
Choose the right email route
Keep several providers connected, choose the active sender when needed and retain one Campaign History inside AI-BDR.
Flexible email deliveryClick to enlarge
That is all you need to know to get started.
Open AI-BDR and follow the workspace from there.