Learning path
Kai for reps
Everything you need to understand how Kai works alongside you, what to look for in an approval, and how to follow up when a reply comes in. Eight articles, about 40 minutes total.
Phase 1 -- What Kai does
1
Overview
Kai researches prospects, writes personalised outreach, and executes sequences through your sending infrastructure. You review and approve before anything reaches a real inbox.
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2
Seasonal campaigns
How a Seasonal campaign works from contact upload to execution. This is the type of campaign you will most often be approving sequences for.
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Phase 2 -- Approving sequences
3
The approval flow
What to look for when reviewing a sequence. How to read the Emails, LinkedIn, and Call brief tabs. When to approve, when to edit, and when to reject.
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4
The call brief
What the call brief contains, how to read it before a call, and how it connects to your HubSpot task when the contact reaches the call step in the sequence.
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Phase 3 -- Handling replies
5
Managing replies
How Kai classifies replies, what each classification means, and what to do when a contact comes back as Interested. Includes the follow-up variant system Kai generates for each reply.
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6
What happens after you approve
What happens between approving a contact in Kai and the first email sending from your inbox. What to check in Lemlist and how to verify the personalisation came through correctly.
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Phase 4 -- ABM (if relevant to your role)
7
ABM campaigns
How ABM works in Kai: account enrichment, persona discovery, the wave structure, and the account state machine. Read this if you are running strategic account outreach.
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8
24/7 campaigns
How always-on sourcing works, what the saturation gate does, and how to manage a continuous approval queue without it overwhelming your review capacity.
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