This guide walks you through the essential first steps to set up your Enginy account. Complete each section in order so your workspace is fully configured before you start building lists and launching campaigns.

To follow this guide, you need an active Enginy account. If you have not received your login credentials, contact your Account Manager or the team member who set up your workspace.

Have the following ready:

Identities are the sender profiles that power your outreach campaigns. Before you can send any messages through Enginy, you need at least one identity connected.

An identity in Enginy is a sender profile composed of a LinkedIn account, one or more email addresses, or both. Identities serve two purposes:

You need at least one channel connected (LinkedIn or email) to use an identity in campaigns. An identity with only LinkedIn can run LinkedIn-only campaigns; an identity with only email can run email-only campaigns.

A single User can manage multiple Identities and send campaigns from all of them. If multiple people on your team need their own access, each person must have their own User account and can connect their own Identities.

When creating an identity via Credentials, your LinkedIn profile connects automatically. For identities created Manually, paste the LinkedIn URL in the identity's Contact Details section and Enginy will link it.

Once connected, click Configuration on the identity card to access the full settings panel: Contact Details, LinkedIn, Email, and Share Identity Link.

Navigate to your identity's Configuration > Email > Manage tab and click the button for your email provider:

You can connect multiple email addresses to a single identity. When a campaign's Email Inbox setting is set to "Shuffle," Enginy distributes leads across all connected inboxes for better deliverability.

Working hours define the time window during which the identity is active. Campaigns associated with this identity will only execute actions during the specified working hours.

Navigate to Identity > Configuration > LinkedIn > Rate Limits to configure daily activity limits:

You can also configure automatic withdrawal of pending connection requests from the Withdrawals tab. Set a threshold in days (e.g., 7 days) and unanswered requests will be withdrawn automatically.

If you are using a new email address or domain for outreach, you should warm it up before launching campaigns. Email warm-up gradually builds your sending reputation over approximately 2 weeks.

Connecting your CRM allows you to synchronize and export contacts and companies between Enginy and your CRM, keeping your data in sync and avoiding duplicate outreach.

Step 1 — Sync Configuration:
Define how Enginy matches contacts and companies with your CRM records to prevent duplicates. Configure the Contact Identifier (e.g., First name + Last name + Company name, or LinkedIn profile URL) and the Company Identifier (e.g., Domain, or Domain + Company Name). You can also set up custom mapping with AND/OR logic.

Step 2 — Field Mapping:
Configure which Enginy fields map to which CRM fields for export and sync. The setup is split into Contacts and Companies tabs. You can set up four field types:

For each mapping, choose a sync direction: Bi-directional, CRM overwrites Enginy, Enginy overwrites CRM, Sync if empty, or Sync deactivated.

Step 3 — Campaign Mapping (Optional):
Sync campaign-specific properties (sequence details, engagement status, email opens/clicks, conversation tags) to your CRM.

Step 4 — User Mapping:
Link Enginy identities and users to CRM users so that exports and activity logs are attributed correctly. Set a Default CRM owner for exports by unmapped users.

After completing all steps, click Update to save.

Beyond CRM, Enginy supports additional integrations you can configure from the Integrations page:

The Blocklist prevents specific contacts and companies from appearing in your lists, being exported to your CRM, or receiving any outreach through campaigns. It is workspace-wide — entries blocked by one user apply across the entire workspace.

If you have a CRM connected, Enginy can identify existing records during sync. However, if you do not have a CRM, creating a blocklist is the primary way to prevent reaching out to existing customers, competitors, or current pipeline.

Add individually:

Add in bulk from a list:

The AI Playbook is the central brain of your Enginy account. It provides the AI with the context it needs to generate accurate, personalized outreach messages, score contacts and companies against your ICP, and power AI-driven conversation handling.

Navigate to AI Playbook from the left-hand menu.

The Company Information tab includes the following sections:

Click Update at the bottom right to save changes.

Credits are the unit of consumption in Enginy. Every action you perform on contacts — scraping data, enriching contact details, running AI variables — costs a specific number of credits. Your subscription plan determines how many credits you receive each month.

Access the Credits section by clicking the View Usage button in the bottom-left panel.

Conversations (outbound emails and LinkedIn messages) are determined by your identity's sending capacity and are not capped beyond that capacity.

You can purchase additional credits and identities directly from the Plan tab in the Credits section, or contact your Account Manager.

Credits are automatically renewed on the 1st of each month. As a general rule, unused credits do not roll over. Plan your usage accordingly.

The Settings section is the control panel for your workspace. Access it by clicking Settings in the bottom-left corner.

Navigate to Settings > General to configure:

Navigate to Settings > Security to:

Navigate to Settings > Team to manage your workspace users. This tab is visible only to users with the Admin role.

From here you can:

You have completed your initial configuration. Your workspace now has identities connected, your CRM linked (if applicable), a blocklist in place, and the AI Playbook filled in.

Now you can start building your first list of prospects. Continue to the List Building Guide to learn how to find, import, and enrich companies and contacts.

A User is a person with login access to the Enginy platform. An Identity is a LinkedIn profile and/or email address used to send prospecting messages through campaigns. A single User can manage multiple Identities, and each Identity can have multiple email addresses connected.

No. Enginy supports only one active CRM integration at a time. To switch to a different CRM, disable the current one first from the Enabled tab in Integrations, then enable and configure the new one.

No. Enginy works without a CRM. However, if you do not have a CRM connected, you should create a blocklist to prevent reaching out to existing customers, competitors, or current pipeline.

The AI will still function, but with less context about your business. This means lower-quality message generation, no ICP-based scoring for contacts and companies, no ICP Quick Filter for LinkedIn searches, and less accurate AI conversation handling. Filling in the AI Playbook is strongly recommended.

As a general rule, unused credits do not carry over. Your credit balance resets on the 1st of each month. There may be occasional exceptions depending on your specific agreement.

Yes. Use the Share (Generate Link) option when adding a new identity. This generates a temporary link (valid 24 hours, single use) that you can share with anyone. They can open it in their browser and connect their LinkedIn or fill in their details without needing platform access.