Genesy's Help Center

Genesy Manuals

Platform User Guides

99 articles

Dashboard Section

Activity section

Understand Activity History

Introducing the New Smart Inbox: Enhanced with AI to help you move faster and close more deals

1) Import Contacts / Companies_{15 articles}

2) Find Contacts / Companies in LinkedIn_{3 articles}

3) Enrich Contacts or Companies_{7 articles}

4) Actions on Contacts / Companies_{11 articles}

AI Finder

AI Finder section

What can I see inside a campaign?

Overview of campaign data

Campaigns: Questions and Answers

Conditional campaigns

Conditional Campaign Templates

Introducing Conditional Campaigns

Campaign Analytics

Improved Campaign Analytics

Email Warm-up, prevent your emails from ending up in spam.

Prevent Emails from ending up in Spam and Bouncing

Campaigns Section

Create a Campaign

Analytics section

Connect and Set Up Identities

Identities Section

Add new identity

Fill in the AI Playbook with your information

How to Create AI Variables in Genesy

Personalize or randomize a message template with AI

Continue conversation with AI

Genesy's all AI Models

AI Tag Conversation

ICP Quick Filter

AI Playbook Section

Prompt Best Practices for Working with Generative AI

Create a Blocklist

Blocklist Section

Setting Up Permissions for the Integration User with Your CRM

How to Customize CRM Import

Export contacts to Excel/CSV

Check CRM Export Report - Errors

Importing and enriching companies from CRM

Importing and enriching contacts from CRM

Integrations Section

All CRMs_{8 articles}

Admin, Credits & Account Management

Sign Up as a User

Configure User-based permissions

All Account limits

Email & Linkedin campaigns daily limits

Monthly Conversations

Add/Remove users

Change password

Edit permissions

Credits_{3 articles}