Prospectio Help
Browse the categories below or search above for what you need.
## How to Set Up Your Prospectio Account?
To get started, create your Prospectio account, follow the instructions below.
That's it, click the Add Account button.
You'll probably be asked to solve a captcha and enter a 6 digit PIN (or click on the "It's Me" notification if you have the LinkedIn mobile app)
The whole process can take 30 seconds to 2 minutes to complete.
---
Prospectio is a cloud-based platform that automates LinkedIn and email outreach for businesses and sales teams.
It helps you connect with the right prospects, send personalized messages, follow up automatically, and manage all conversations without manual work.
You can import leads from LinkedIn searches, Sales Navigator, or CSV files , and Prospectio personalizes each message using names, company details, and other relevant data points.
The platform uses residential IPs, mobile API integration, and smart throttling to ensure LinkedIn accounts remain safe from flags or bans.
All conversations are stored in one inbox, making it easy to track, tag, and filter messages from both LinkedIn and email.
Prospectio integrates with popular CRMs like HubSpot , Pipedrive , and Salesforce , so your leads and outreach data stay organized.
Over thousands of users across 45 countries, including sales teams, marketers, business owners, and lead gen agencies, rely on Prospectio, and it also offers white-label and affiliate options.
The platform recently added several AI features that have been delivering great results:
The goal is handling repetitive outreach tasks while keeping everything personalized and safe. Want to learn more? Watch this video
---
## How to Change Your Prospectio Login Password
Changing your Prospectio password is a crucial step in maintaining the security of your account.
Here's the step-by-step guide for the password change process:
If you follow these steps you will be able to comfortably change your Prospectio password and your account will be protected from unauthorized access.
---
## How To Reconnect Disconnected Accounts
---
## How to Set Up a Custom Proxy for Your Account - When Adding New LinkedIn account
Before we get into how to set up a custom proxy, it is essential to know why it's necessary and why you can prefer it over the In-built proxy.
Setting up a custom proxy can help in
✅ Managing multiple LinkedIn accounts. ✅ Needing a stable IP address for account safety. ✅ Targeting prospects in specific regions. ✅ Avoiding LinkedIn detection for aggressive outreach.
For example, if your custom IP address is http://yv5yr:rz180r9m@139.5.181.138:5432
Here is how you can split it to fill in the fields shown in the below image Custom Proxy IP: 139.5.181.138 Custom Proxy Port: 5432 Custom Proxy Username: yv5yr Custom Proxy Password : rz180r9m
That is all.
Once done, click Add Account , and you now have a custom proxy for safer, scalable, and efficient LinkedIn outreach! 🚀**---
## How to Update Custom Proxy for Your Account **To update custom proxy for your account,
Here is an example you can follow:
If you want to update the proxy to http://yv5yr:rz180r9m@139.5.181.138:5432, Custom Proxy IP : 139.5.181.138 Custom Proxy Port : 5432 Custom Proxy Username : yv5yr Custom Proxy Password : rz180r9m
Once added, click on Update .
Your proxy is now updated for safe, efficient, and scalable LinkedIn outreach. 🚀**---
Here is the process of updating the admin email address:
---
---
## Manage Your Prospectio Plan and Billing
---
To enable automatic meeting booking in co-pilot mode, follow these steps:
#### Step 1: Go to Campaigns
Open Prospectio and navigate to the Campaigns section.
#### Step 2: Open Campaign Settings
Find your campaign, click the three dots on the right side.
#### Step 3: Access AI Inbox Manager SOP
From the dropdown, select AI Inbox Manager SOP .
#### Step 4: Enable Calendar Integration
Turn on the toggle for “Book meetings automatically via Calendly.” Once enabled, your campaign can automatically schedule meetings through Calendly during conversations.
---
#### To add prospects to a running campaign (CSV) in Prospectio, follow these steps:
#### Now if you want to add prospects to a non-CSV campaign, follow these steps:
Here, you can upload the CSV file with the prospect profiles to be added, and they will successfully be added into your campaign!
#### Note:
---
## How to Add Prospects to Your Campaign Using Leadlists
The Lead List feature lets you save a prospect list and reuse them across multiple campaigns.
Instead of importing prospects every time, you can simply select a saved list and launch your campaign faster.
#### Part 1: Create a Lead List
#### Step 1: Go to Lead Lists
In Prospectio, navigate to: Advanced → Agency View → Lead List Here, you’ll see all your existing lead lists.
#### Step 2: Create a New Lead List
Click on Create New Lead List . and enter a name for your lead list and click Save .
#### Step 3: Add Prospects to Your Lead List
On the next page, choose how you want to add prospects.
Available options include:
For example, if you choose LinkedIn search URL :
Go to LinkedIn, search for your target prospects using keywords, apply filters, and copy the search URL.
Paste this URL into Prospectio here:
#### Step 4: Configure Scraping Options
Next, select:
• The LinkedIn account you want to use for scraping • Whether to enable Fast Fetch (fetches prospects in one go instead of batches)
Choose your preferred settings and click Create Lead List . Your lead list will now be created and saved for future use.
#### Part 2: Create a Campaign Using a Lead List
Once your lead list is ready, you can use it in any campaign.
#### Step 1: Create a New Campaign
Go to the Campaigns section and click Create Campaign .
Enter a campaign name and choose how you want to create it: • LinkedIn • LinkedIn + Email
#### Step 2: Choose I’m an advanced user
#### Step 3: Add Prospects from Lead List
On the “Add people to your campaign” step, select Add from Lead List . You’ll see a dropdown where you can choose your saved lead list.
If you haven’t created one yet, you can also click Create New Lead List from the top right and follow the steps above.
#### Step 4: Optional Settings
You can enable the Skip Duplicates toggle. When turned on, prospects already included in other campaigns within the same account will be skipped.
#### Step 5: Complete Campaign Setup
Click Save Data , then continue with the setup:
• Configure campaign settings • Build your campaign sequence
Once you've created your sequence, click Save and Continue.
On the next page, select any prospect and click View Complete Sequence to preview the entire sequence exactly as that prospect will receive it. Review your messages one final time, make any necessary edits, and then launch your campaign.
Once everything is ready, start your campaign.
Your campaign will now use the selected lead list as its prospect source.
---
## How to Create a Bulk Campaign Using Agency View in Prospectio
If you are managing multiple LinkedIn accounts and want to scale your outreach, you can use Prospectio’s Bulk Campaign feature inside Agency View .
This guide shows you how to create a bulk campaign in Prospectio and run the same campaign across multiple LinkedIn accounts at once. Check out the video tutorial here: [Bulk Campaign Creation Using Agency View in Prospectio]
#### Steps:
If you ever need to replace or switch LinkedIn accounts: | Go to the campaign settings > Click on Update accounts > Replace or select new LinkedIn accounts > Save the runner accounts. | Your bulk campaign will continue running with the updated accounts. That’s it. You have successfully created a bulk campaign in Prospectio.
---
You can create connection request campaigns using LinkedIn Search/Sales Navigator URL in Prospectio. This can be a great way to connect with potential customers and generate new leads.
Here's how you can do it -
#### Creating connection request campaign
#### Additional tips for creating effective connection request campaigns:
---
Here's how to set up your first email campaign.
Log in to your Prospectio account.
Go to Campaigns and click Create Campaign .
Select Create Campaign with Email and LinkedIn .
Next, choose I'm an Advanced User and give your campaign a name.
Choose how you'd like to import leads into your campaign.
Prospectio supports multiple import methods:
For this example, let's use CSV Upload .
Upload your CSV file and continue.
On the next page, Prospectio will map your CSV columns.
Review the mappings carefully and make sure every field is assigned correctly.
If everything looks correct, click Save Data .
Review the imported data one final time, once you're satisfied, continue to Configure Settings .
On the Configure Settings page, turn on the Enrich Email toggle.
This allows Prospectio to find verified professional email addresses for prospects that don't already have one.
Choose how you'd like to create your sequence.
For example, select Start From Scratch .
#### Option 1: Email-only campaign
If you only want to send emails, make Send Email the first step in your sequence.
#### Option 2: LinkedIn + Email campaign
If you prefer a multi-channel approach, you can start with actions such as:
Create your email draft. While writing, you'll also see Prospectio's AI Message Scorer , which estimates the likelihood of getting a response based on your email content. Once you're happy with the draft, save it.
Build the rest of your sequence.
For email-only campaigns, we recommend adding 3 to 4 follow-up emails .
For LinkedIn + Email campaigns, you can combine actions such as:
-
Arrange the steps in whatever order fits your outreach strategy, add delays between steps.
When finished, click Save and Continue .
Choose the email account you'd like to send emails from.
Confirm your selection and continue.
Before launching, Prospectio gives you a complete preview of your sequence.
You can review exactly how the campaign will appear for each prospect, including every step and message in the sequence.
If everything looks good, click Start Campaign .
Your email campaign is now live!
---
#### To delete a campaign, follow these steps:
#### To archive a campaign, follow these steps:
#### To unarchive a campaign, follow these steps:
#### Please Note:
---
#### Need to remove specific prospects from your Prospectio campaign?
Here are the steps on how to delete prospects from a running campaign in Prospectio.
#### Steps:
---
## How To Download A Prospect List With Email Address And Mobile Numbers From A Campaign
#### Step 1: Find the campaign you’ve created
#### Step 2 - Download Your CSV File
This will download a CSV file with the following information for each prospect: First name, Last name, LinkedIn profile URL, Mobile number, Email address, Organization name, Designation, Campaign name, Whether the prospect has replied to your connection request, Whether the prospect has accepted your connection request.
---
If you want to reuse an existing campaign structure instead of building everything again, Prospectio lets you duplicate any campaign in just a few clicks.
This copies the sequence and configuration so you can quickly launch a similar campaign.
Follow the steps below:
#### Step 1: Open the Campaigns Page
Go to the Campaigns section inside Prospectio, where you will see a list of all your campaigns.
Find the campaign you want to duplicate.
#### Step 2: Select “Duplicate Campaign”
Click the three dots on the right side of the campaign, and from the dropdown menu, select Duplicate Campaign .
#### Step 3: Choose “I'm an Advanced User”
#### Step 4: Add Prospects
Next, choose how you want to add prospects.
Prospectio provides multiple options, such as:
Select the option that fits your campaign.
#### Step 5: Configure Campaign Settings
Continue through the setup and configure the campaign settings.
#### Step 6: Review the Campaign Sequence
The duplicated campaign already includes the original sequence .
You can:
This lets you reuse the structure while adjusting the messaging for the new campaign.
#### Step 7: Launch the Campaign
Once everything looks correct, start the campaign.
Your duplicated campaign will now begin running with the updated prospects and settings.
---
Prospectio lets you find verified professional email addresses directly inside your outreach campaigns.
Here’s how to set it up.
Head over to Prospectio and click on Create Campaign .
Choose your campaign type:
Then select: I'm an Advanced User Add a campaign name and continue.
Choose how you want to import prospects.
You can add leads using:
For this example, choose LinkedIn Search URL .
Paste your LinkedIn search URL and continue.
On the Configure Settings page, you’ll find the Enrich Email toggle.
Enable it.
Once enabled, Prospectio will automatically search for verified professional email addresses for your prospects.
E ach verified email found consumes 3 credits .
You can continue building the rest of your outreach sequence like normal.
For example:
If Prospectio finds a verified email for a prospect, that email can automatically be used in your email steps later in the campaign.
This gives you an extra outreach channel without needing to manually collect emails yourself.
To use email enrichment, you need enrichment credits in your account.
Go to: Settings → Admin Console → My Credits On the credits page, you can:
In the example shown:
Since each verified email consumes 3 credits:
You can increase or decrease the slider depending on your campaign size and outreach volume.
---
To pause a campaign in Prospectio, follow these steps:
#### Note:
---
Before launching your campaign, you can preview the entire sequence from a prospect's perspective to verify that your messages, delays, and personalization variables are configured correctly.
Prospectio will display the entire sequence exactly as it will be delivered to that prospect, including all messages and automated actions.
Use this preview to review your sequence and make any final edits before launching your campaign.
---
## How To Reach Out 1st Degree Connections From LinkedIn
If you are using LinkedIn to identify potential customers, you can use Prospectio to automate your outreach to these prospects.
This guide will show you how to create a campaign in Prospectio that targets your 1st degree connections from LinkedIn. - Go to your LinkedIn account and click on "My Network".
---
Using Prospectio, you can automatically send free InMail messages to LinkedIn users who have open profiles. Open profile members include those LinkedIn users with premium plans that allow messages from 2nd and 3rd-degree connections.
Of course, it would also mean that you may message some of your 2nd and 3rd-degree connections without having to send them a connection request first.
Here's what your InMails will look like:
#### Steps to send InMails via Prospectio:
#### Method 1: Add InMail as a Variant to Your Connection Request Campaign
Use this method when you want Prospectio to automatically send an InMail instead of a connection request if the prospect has an open profile. How it works: When Prospectio detects that a prospect has an open profile, it will send your InMail message rather than a connection request. For prospects without open profiles, the regular connection request is sent.
Once you’ve done this, Prospectio will automatically begin sending 30 to 40 open InMails per day. You won’t even need to lift a finger!
#### Method 2: Create a Standalone InMail-Only Campaign
Use this method when you want to send bulk InMails exclusively; no connection requests involved.
#### ---
#### Why video messages help
Video messages add face value to your outreach.
Seeing a real person builds faster trust than text or audio alone, and video often feels more personal and engaging on LinkedIn. This guide explains how to send pre recorded or freshly recorded video notes. These are the same video message sent to everyone in the campaign, not personalized videos.
#### Create a new campaign
#### Add people to your campaign
#### Build sequence
You'll see multiple options to create a sequence, to add voice notes, select " From scratch" .
As the first step, select Send connection request . You can choose to either send it blank or with a short personalized message.
#### Add a video message
Click Send video message for the next step.
You will see three options:
Choose one option:
Important note: | Video messages added this way are not personalized. The same video message is sent to every prospect in the campaign.
#### Add an optional text message
You can add a text message that will be sent after the video message.
This text message can be personalized using variables such as:
Now all you have to do is finish you sequence!
Add the remaining steps in your sequence if needed. Adjust delays between steps.
Review everything and launch your campaign.
---
#### Why voice messages help
Voice messages feel more human than plain text. They often grab attention faster and can lift reply rates, especially on LinkedIn.
This guide explains how to send pre recorded or freshly recorded voice notes . These are the same voice message sent to everyone in the campaign, not personalized voice notes.
#### 1. Create a new campaign
#### 2. Add people to your campaign
#### 4. Build sequence
You'll see multiple options to create a sequence, to add voice notes, select " From scratch" .
As the first step, select Send connection request . You can choose to either send it blank or with a short personalized message.
#### 6. Add a voice message
Click Send voice message for the next step.
You will see three options:
Choose one option:
Important note: Voice messages added this way are not personalized. The same voice message is sent to every prospect in the campaign.
#### 7. Add an optional text message
You can add a text message that will be sent after the voice message.
This text message can be personalized using variables such as:
Now all you have to do is finish you sequence!
Add the remaining steps in your sequence if needed. Adjust delays between steps.
Review everything and launch your campaign.
---
You can create A/B test campaigns in Prospectio to compare different message variations within the same sequence.
This helps you identify which version drives better acceptance and reply rates.
Here's how you can do it:
#### Creating an A/B test campaign
#### Setting up A/B testing inside the sequence
#### How A/B testing works in Prospectio
---
The Prospect Pool is a central database where all your scraped prospects are stored. It helps you:
#### How to add prospects to the Prospect Pool
#### Step 1: Build a Search List
#### Step 2: Open Prospect Pool
#### Step 4: Start scraping
Prospectio will:
#### Create campaigns from Prospect Pool
You can launch campaigns directly from Prospect Pool.
Here's how:
#### Delete prospects from Prospect Pool
Steps:
You can also export leads from the Prospect Pool.
Steps:
---
Prospectio's likes and comments campaigns allow you to automatically engage with your prospects' social media posts using our smart comments prompts. This feature helps you stay top-of-mind with potential leads through authentic, personalized interactions.
#### Comments Campaigns
When you set up a comments campaign, Prospectio:
#### Likes Campaigns
#### Step 1: Create Campaign
#### Step 3: Build Your Sequence
> Note: If you see a Connection Request as Step 1, delete it and add Profile View instead - profile views are less intrusive and avoid potential connection rejection. This soft approach is ideal for engagement-focused campaigns where you want to build familiarity before making any direct requests
#### Step 4: Add Likes and Comments Steps
#### For Comments:
#### Example AI Prompt Configuration:
> Prompt: "Leave a funny, engaging comment that relates to the {{current post}}" Examples:
#### Step 5: Add Connection Request Step
---
## Here's how to create a campaign using LinkedIn Search URL:
[See detailed step-by-step walkthrough]
You can use our pre-made templates, or create a new one from scratch
Once you've created your sequence, click Save and Continue.
On the next page, select any prospect and click View Complete Sequence to preview the entire sequence exactly as that prospect will receive it. Review your messages one final time, make any necessary edits, and then launch your campaign.
And your campaign is is ready in under 5 minutes.
---
## Here's how to create a campaign using LinkedIn Sales Navigator search URL:
See this video for a detailed step-by-step walkthrough: [How to create a Prospectio Campaign using Sales Nav]
---
This guide explains how to create a CSV campaign in Prospectio and map custom fields for personalized outreach.
#### How to Map Custom Fields
If your CSV includes extra columns not in Prospectio (e.g., a “Location” column), follow these steps:
---
Here's a step-by-step guide on how to create a targeted campaign in Prospectio using Sales Navigator leads: Identify your target group: - In Sales Navigator, go to Lead Filters .
By following these steps, you can effectively target members of a specific LinkedIn group using Sales Navigator and Prospectio.
---
With our ProspectioGPT tool, your very first campaign with Prospectio can be created in a flash.
Wondering how?
---
To effectively run a Prospectio campaign, adding leads is a crucial step. Here are the methods available for adding leads to your campaign:
#### Basic Import Options:
#### Advanced Import Options:
#### How to add leads through a CSV File: Steps :
In the "Add Profiles" section of your campaign,
In the "Add Profiles" section of your campaign,
#### How To Add Leads Via Sales Navigator Search Steps : In the "Add Profiles" section of your campaign,
#### Adding Leads from Recruiter Search Steps :
In the "Add Profiles" section of your campaign,
#### Adding Profiles from Post Comments
Extract leads from comments on specific LinkedIn posts. Steps :
In the "Add Profiles" section of your campaign,
#### How To Add Leads Via All Event Attendees
Import all attendees from a LinkedIn event. Steps :
In the "Add Profiles" section of your campaign,
Using these methods, you can efficiently add targeted leads to your Prospectio campaigns, enhancing your outreach and lead generation efforts. If you encounter any issues or need further assistance, our support team is here to help.
---
Now that you have successfully imported your LinkedIn leads into Prospectio, it's time to create your outreach strategy.
With Prospectio, one has the flexibility to create a sequence perfectly in line with your sales process.
You can customize the order, delays, messaging of each step of your sequence.
Easily create a sequence on Prospectio. Just:
Set delays: Determine what's optimal timing between the steps to get maximum engagement without bombarding your prospects.
Choose Actions: Select from various LinkedIn actions to add to your sequence, including connection requests, personalized messages, and follow-ups.
Using these steps and the ease of use of the interface from Prospectio, you'll create a powerful sequence that drives results.
---
Great! You've added leads to your campaign and created your sequence.
Before launching, take a moment to review everything one final time:
That is all! Just, click on Start Campaign and you're done.
Hurray! Your campaign is live now, and very soon Prospectio will start executing automated actions for you.
---
There are two ways to block list companies or people in Prospectio:
The first method is as mentioned in
Blocklist prospects individually
The second method is:
---
Customize your daily outreach activity with ease—set safe, smart limits for every action in just a few clicks.
In your Prospectio dashboard, click on Settings > Configuration .
Under the Daily Limit tab, you’ll see options to set limits for:
Prospectio adds a human-like touch by randomizing your actions to stay under LinkedIn's radar.
Just slide the bar to set your preferred number for each action type. That’s it!
Want to play it even safer? Don’t forget to turn on Safe Mode in the next tab.
---
#### Alert Email What this is for : Alert Email is used for campaign related notifications. These emails keep you informed about important updates without checking the dashboard. How it works - Alerts are sent to the email address you set here
Weekly Reports automatically send campaign performance summaries to clients, teammates, or internal teams. Reports are sent every Monday at 8 AM UTC and only if there is campaign activity.
#### Create a Weekly Report
#### Weekly Report setup
#### From email:
Controls which email address the report is sent from.
#### Recipient emails: who receives the weekly reports.
#### Add a subject line for the weekly report email:
#### Report content and metrics
Allows you to include campaign performance data in the email. Available metrics include:
#### Then:
#### Customer Success Reports
Customer Success Reports add AI generated insights to weekly reports. When enabled:
---
In this guide we will show how to set the perfect timing for your campaigns to reach your target audience at the optimal moment.
By understanding and utilizing the schedule settings within Prospectio, you can enhance campaign performance and achieve better results.
---
Prospectio's email automation feature enables seamless outreach by automating your email campaigns. This guide covers how to set up email automation, including connecting Gmail, Outlook, or custom SMTP email providers.
Before adding an email account, you must switch your account mode from the default LinkedIn-only mode to LinkedIn + email mode. - Log in to your Prospectio account.
> Note: This is a commonly missed step. If you don't see email options in your account, check that you've enabled LinkedIn Plus email mode.
Prospectio supports three methods for connecting email accounts:
#### Option A: Gmail or Outlook
Once authenticated, your email account will appear in Prospectio.
#### Option B: SMTP/IMAP (Custom Email Providers)
For email providers like Zoho, MailDoso, InfraMail, or Mailgun, you'll need to configure both SMTP (for sending) and IMAP (for receiving).
#### Option C: Connect Gmail With SMTP
If you prefer to connect Gmail using SMTP rather than the one-click integration, follow the process below. This method requires configuring both SMTP (for sending emails) and IMAP (for receiving emails).
#### Step 1: Verify IMAP is Active
For most personal Gmail accounts, IMAP is enabled by default. To confirm:
#### Step 2: Turn On 2-Step Verification
Google requires 2-step verification before you can generate an app password.
Once complete, a checkmark will appear next to 2-Step Verification.
#### Step 3: Create an App Password
An app password is a 16-character code that allows Prospectio to access your Gmail without using your main password.
> Important: You won't be able to view this password again after closing the window.
#### Step 4: Add Gmail to Prospectio
Your Gmail account should now be connected to Prospectio.
---
If you want to build trust on LinkedIn without firing off a DM, start by showing up on their posts.
A simple comment gets you noticed and makes you familiar before you even reach out.
But here’s the catch: scrolling LinkedIn every day, reading posts, and coming up with replies takes a lot of time.
That’s where AI Commenting comes in.
Check out the full tutorial here: [See how AI Commenting works] AI Commenting is a feature in Prospectio that helps you engage with prospects at scale.
Instead of you having to manually comment on each post, here’s what Prospectio does:
This way, you stay visible in front of your leads without spending hours glued to LinkedIn.
Tip: If the sequence starts with a Connection Request, remove it and add Profile View instead. This softer approach avoids rejection and works well for engagement-driven campaigns, as it builds familiarity before you reach out directly.
By this point, prospects are already familiar with you, making them more likely to accept your request. Notes: - For a detailed guide on setting up a Likes and Comments campaign, check out this article.
---
AI Filtering helps you refine your prospect list beyond the filters available in LinkedIn or Sales Navigator.
It analyzes each profile based on a prompt you define and decides whether the prospect should be included in your campaign.
This helps remove irrelevant profiles and keeps your campaign focused on the right prospects. Check out the full video tutorial here: [AI Filtering in Prospectio]
#### Step 1: Create a New Campaign
Go to the Campaigns section in Prospectio.
Click Create Campaign and select Create campaign with LinkedIn Enter a name for your campaign and click Save .
#### Step 2: Add Your LinkedIn or Sales Navigator Search
Next, copy the search URL from LinkedIn Search or Sales Navigator .
Paste the search URL into the field provided in Prospectio and click Save .
Prospectio will use this search to import prospects into your campaign.
#### Step 3: Enable AI Filtering
As you proceed in the campaign setup, you will see the AI Filtering option.
Enable this option to add an additional filtering layer to your campaign. This allows the system to evaluate each prospect based on the criteria you define.
#### Step 4: Write Your AI Filter Prompt
Next, write a prompt describing your ideal prospect.
For example, you could write something like: CEOs in the software development industry Prospectio also provides example prompts that you can modify.
For instance: Finance directors at SaaS companies You can adjust this example to something like: CEOs at SaaS companies based in New York #### Step 5: Use Available Profile Tags
You can also use merge tags to make the prompt more precise.
Available tags include information such as:
• Job title • Company name • Company website • Other profile details
These tags help the AI analyze the profile data more accurately. Note: The tags available depend on how you imported your search. Standard LinkedIn searches provide only a limited set of tags, while searches imported from Sales Navigator include a wider range of profile data.
#### Step 6: Save the AI Filter
Once your prompt is ready, click Save to apply the AI filter. Then click Use to add the filter to your campaign.
Continue with the campaign setup by clicking Save and Continue .
#### Step 7: Build Your Campaign Sequence
Create your campaign sequence as usual.
You can add steps such as:
• Connection requests • Follow up messages • Additional outreach steps
Once your sequence is ready, click Save and Continue .
#### Step 9: Launch Your Campaign
Once your filters and sequence are ready, you can start your campaign.
AI filtering will continue evaluating incoming prospects to make sure only relevant profiles are included.
#### How AI Filtering works:
When prospects are imported from your LinkedIn search, Prospectio evaluates each profile using the AI filter. || The system returns a simple decision for each profile: || Yes or No || If a profile matches your prompt, it will be included in the campaign sequence. || If it does not match the criteria, the profile will still appear in the scraped list but will not be added to the campaign execution. || For example, if your prompt targets "CEOs at SaaS companies" and the profile belongs to a managing director at a mechanical services company, that profile will be excluded. If you need help or have questions, feel free to contact the Prospectio support team through the chat.
---
Check full tutorial here: [AI Inbox Manager Tutorial]
• Your offer
And that's it!
---
If you’ve ever sent an outreach message that felt “too generic,” you already know why personalization matters.
A message that shows you did your homework will always stand out.
But going through every LinkedIn profile, scanning bios, and writing a custom icebreaker for each prospect, it’s just not practical.
This is exactly what AI Variables were built for.
Check out the full tutorial here: [See how AI Variables work] AI Variables in Prospectio let you add personalized, profile-based intros, directly into your messages.
Unlike basic variables (like {{firstName}}), AI Variables actually analyze your prospect’s profile, headline, or activity and create lines that sound like you wrote them.
#### Step 1: Start with your campaign
#### Step 2: Add your leads
#### Step 3: Create your sequence
Once you’ve added your prospects
#### Step 5: Choose or Create AI Variable
#### Step 6: Understand the Prompt Logic
The AI prompt will look like this:
“Based on the following information from the LinkedIn profile, complete the following sentence: I know you're super busy with...”
The AI analyzes:
It rewrites the sentence without copying profile text directly. 📌 Example Message Output: “Hi John, I’d like to connect. I know you’re super busy with sustainable project planning in the construction space, but would love to explore how we can support your LinkedIn outreach.”
---
Text can explain, but it can’t connect.
A quick video lets your prospects see you, hear you, and actually feel like they’re talking to a person, not a screen.
With Prospectio’s Personalized Video Messages, you can send short, custom videos that feel completely personal. Without recording each one yourself. Check out the full tutorial here: [See how Video Messages work] Here’s what makes it work so good:
#### How to use Personalized Video Messages Step 1: Create your AI video avatar Go to Settings → Configuration → AI Personalization. - Record a short natural video of yourself (30–45 seconds is enough)
This clone will be the foundation for all your personalized videos. Step 2: Create a Campaign - Click Create Campaign (with LinkedIn)
Pro tip: Attach a short text line with your video. It gives context and encourages prospects to click play.
#### Video Best Practices:
---
Text messages can do the job, but sometimes, they just don’t cut through the noise.
When you want to stand out in someone’s inbox, nothing feels more genuine than hearing a real human voice.
Check out the full tutorial here: [See how Voice Notes work] Prospectio’s Personalized Voice Notes feature uses AI voice cloning to generate short, natural-sounding audio messages for your prospects that sound just like you.
Here’s what it does for you:
The end result: a scalable way to build trust, while still feeling 1:1.
#### Step 1: Create your voice clone
This is what the AI will use to generate personalized notes that sound exactly like you.
#### Step 2: Create a Campaign
#### Step 3: Add Your Prospects
#### Step 4: Create Your Sequence (From Scratch)
When you add a Send Voice Note step, you’ll see three options:
Note: You can also attach a text message to go along with the voice note. Adding a short line of text can ensure your voice note has context, so prospects know what to expect before clicking play.
#### Best Practices:
---
## AI Powered Inbox Tagging Never Miss a Reply Again — AI Powered Auto‑Tagging is Here Manually hunting for replies in your conversations? Not anymore. With our latest update, Prospectio will now automatically tag any conversation when a prospect replies, so you can instantly filter, find, and follow up without missing a beat. Feature Video tutorial: Automated Inbox Tagging Here’s what’s new 👇 Auto‑Tag on Reply — No More Guesswork Whenever a prospect responds, Prospectio will automatically add a tag to that conversation.
💡 Pro Tip: Use the “Filter by Tag” option to instantly surface all reply-tagged conversations:
## AI Tags:
## What makes Auto‑Tagging different:
## For your team:
## By default, it is enabled for everyone
If you don’t want the AI to assign the tags: Go to Settings—>Configuration——>Manage Tags —→Disable the Configure AI Auto-Tagging of Inbox ---
One of the most difficult and overwhelming things is managing messages from LinkedIn and email. Now, with Prospectio's Smart Inbox, you can definitely make it much easier!
#### Features:
Use the Smart Inbox from Prospectio to be much more organized in your communication and to focus on what's relevant. This will make LinkedIn and e-mail communication a lot easier and more effective for you.
---
## How to Integrate Prospectio with Make
You can easily connect Prospectio to your existing workflows using Make . Setting up an API connection is now simpler and faster than ever. Check out the video tutorial here: https://share.zight.com/4gupER0y In this article we will create a new scenario in which we will add prospects to Prospectio campaign when a new row is inserted in the google sheet
---
## How to Integrate Prospectio with n8n
You can easily connect Prospectio to your existing workflows using n8n . Setting up an API connection is now simpler and faster than ever. Check out the complete video tutorial: [Integrate Prospectio with n8n] In this article we will create a new Workflow in which we will add prospects to Prospectio campaign when a new row is inserted in the google sheet.
---
## How to integrate Prospectio with Zapier
You can easily connect Prospectio to your existing workflows using Zapier . Setting up an API connection is now simpler and faster than ever. Here's the complete video tutorial: [Integrate Prospectio with Zapier] In this article we will create a new zap in which we will add prospects to Prospectio campaign when a new row is inserted in the google sheet
---
## Hyperise integration for hyper personalized messages
#### Here's how you can add hyper-personalized images in your messages using Hyperise integration:
I am sure you want to stand out with your outreach among your prospects, make more personal conversations rather than sounding spammy.
We have got you covered. Just an example of how we can elevate your campaign messages -
How can you do it?
Through Hyperise Integration! While we provide a free coffee cup image without you having to create an Hyperise account, you can make the most of Hyperise to add a personal touch to your messages.
That’s it!
Using Hyperise images:
In your message body, select Hyperise image and add the image you want to use in your outreach message.
Now you can start hyper-personalizing your messages with the images you’ve set up in your Hyperise account!
---
## Prospectio Webhooks/Connecting to CRM
To connect Prospectio to your CRM (and other applications), you'll need to use Webhooks . In simple terms, Webhooks are a way to send data from one application to another.
In this case, you'll be sending data from Prospectio to your CRM. Here's how to do it:
Here is how you get your callback URL: We will be taking Zapier as an example here.
Visit Zapier and create a new Zap:
Enter this URL in the Enter the callback URL field in Prospectio. Select the campaign you want to connect it with and hit Create button.
By following these steps, you can easily connect Prospectio to your CRM and start automating your sales process.
---
## Using Prospectio APIs
## Prospectio API Documentation
Prospectio's API functionality enables seamless integration and automation with your systems. Use these APIs to manage leads, send sequences, and simplify workflows. This guide covers getting started, API endpoints, and detailed information for enhanced prospect management.
#### Signup Flow
To create a Prospectio account:
#### Adding a LinkedIn Account
To connect your LinkedIn account:
#### API Key Generation
To generate your API key:
#### Copy Blacklist from Another LinkedIn Account Endpoint: POST https://api.prospectio.ai/api/blacklist/copy_from_account Description: Copies the blacklist from one LinkedIn account to another. Headers: - authorization
> {} Example Request: curl
> curl --location 'https://api.prospectio.ai/api/blacklist/copy_from_account?copyFromAccount=ca18a474-479e-4841-b46d-4328a9069db6&linkedinAccountUuid=' \ --header 'authorization;' \ --header 'content-type: application/json;charset=UTF-8' \ --header 'customeruuid;' \ --data '{}' Example Response (200 OK): json
> { "success": true, "message": "Blacklist copied successfully", "data": "ok" }
#### Automatic Warmup Endpoint: POST https://app.prospectio.ai/api/settings/automaticWarmUp Description: Configures automatic warmup settings for your LinkedIn account, including automated connection acceptance and suggested connections. Headers: - authorization
> {"automatedAcceptConnections":true,"automatedConnectSuggested":null} Example Request: curl
> curl --location 'https://app.prospectio.ai/api/settings/automaticWarmUp?linkedinAccountUuid=' \ --header 'authorization;' \ --header 'content-type: application/json;charset=UTF-8' \ --header 'customeruuid;' \ --data '{"automatedAcceptConnections":true,"automatedConnectSuggested":null}' Example Response (200 OK): json
> { "success": true, "message": "Automatic warm up settings saved successfully", "data": "Saved new automatic warm up settings" }
#### Create Video Avatar Endpoint: POST https://api.prospectio.ai/api/ai-video-personalization/create-video-avatar Description: Creates an AI video avatar for personalized video outreach. Headers: - authorization
> curl --location 'https://api.prospectio.ai/api/ai-video-personalization/create-video-avatar?linkedinAccountUuid=' \ --header 'authorization;' \ --header 'content-type: multipart/form-data; boundary=----WebKitFormBoundary32OFUFykU84p9znS' \ --header 'customeruuid;' \ --form 'video=@"/path/to/file"' \ --form 'name="Rohit"' \ --form 'description="Rohit'\''s test avtar"' \ --form 'gender="male"' Example Response (200 OK): json
> { "success": true, "message": "Video avatar creation initiated successfully", "data": { "videoAvatarUuid": "1f0010ed-3564-46f6-9dda-ab59a2cc6e81", "videoAvatarStatus": "INITIALIZED" } }
To configure inbound APIs in Prospectio:
#### 1. Add Prospect to Campaign Endpoint: POST https://app.Prospectio.co/public/webhooks/fbe0dc37-7040-4ec4-b6e3-4cb3e78dfcb6/campaign/addProspect Description: Adds new prospects to your Prospectio campaigns using either profileUrl or salesNavUrl. The campaignName must match exactly with the campaign name in Prospectio. Request Body: json
> { "campaignName": "Name of your campaign here", "firstName": "Sherlock", "lastName": "Holmes", "profileUrl": "https://www.linkedin.com/in/holmes-sherlock-8a78b1143", "salesNavUrl": "https://www.linkedin.com/sales/people/8a78b1143HHHLS-KSKSK8383", "companyName": "Good Detectives", "jobTitle": "Sr. Detective", "isPremium": true, "connectionLevel": "2nd/3rd", "personalWebsite": "https://sherlock.holmes.com", "phoneNumber": "+4242424242", "emailId": "sherlock.holmes@detective.com", "mostRecentEducation": "BTech", "topVolunteerExperience": "Solving Mysteries", "topCertification": "Solving Mysteries", "topRecommender": "Solving Mysteries", "topSkill": "Solving Mysteries", "location": "UK", "customColumns": "{\"Custom snippet\":\"Custom snippet value\"}" } Note: If using customColumns, format the value as a string. Email will only work if it matches the one on the LinkedIn profile.
#### 2. Pause a Sequence Endpoint: POST https://app.Prospectio.co/public/webhooks/fbe0dc37-7040-4ec4-b6e3-4cb3e78dfcb6/pauseSequence Description: Pauses the latest running sequence for a prospect in your campaign. You can use either profileUrl or email. If both are provided, profileUrl takes precedence. Request Body: json
> { "profileUrl": "https://www.linkedin.com/in/holmes-sherlock-8a78b1143", "email": "sherlock.holmes@detective.com" } Note: Email must match the one on the LinkedIn profile for it to work.
#### 3. Resume a Sequence Endpoint: POST https://app.Prospectio.co/public/webhooks/fbe0dc37-7040-4ec4-b6e3-4cb3e78dfcb6/resumeSequence Description: Resumes the most recent paused sequence for the prospect. Request Body: Same as Pause a Sequence. Note: Similar to pausing, profileUrl is preferred if both profileUrl and email are provided.
#### 4. Tag Inbox Chat Endpoint: POST https://app.Prospectio.co/public/webhooks/fbe0dc37-7040-4ec4-b6e3-4cb3e78dfcb6/addTag Description: Tags a prospect's chat in Prospectio, viewable in the inbox/campaign leads. Use either profileUrl or email, with profileUrl taking priority if both are provided. Request Body: json
> { "profileUrl": "https://www.linkedin.com/in/holmes-sherlock-8a78b1143", "email": "sherlock.holmes@detective.com", "tag": "Positive lead", "tagList": ["Positive lead", "100k"] }
#### 5. Send Reply to Prospect Endpoint: POST https://app.Prospectio.co/public/webhooks/fbe0dc37-7040-4ec4-b6e3-4cb3e78dfcb6/replyToProspect Description: Sends a reply message to a prospect. Only profileUrl is required. Request Body: json
> { "profileUrl": "https://www.linkedin.com/in/holmes-sherlock-8a78b1143", "replyMessage": "Hello, delighted to add you to my network." }
#### 6. Update Prospect Information Endpoint: POST https://app.Prospectio.co/public/webhooks/fbe0dc37-7040-4ec4-b6e3-4cb3e78dfcb6/updateProspect Description: Updates prospect data within a specific campaign or across all campaigns if campaignName is not specified. Only include fields you wish to update. Request Body: json
> { "campaignName": "Name of your campaign here", "firstName": "Sherlock", "lastName": "Holmes", "profileUrl": "https://www.linkedin.com/in/holmes-sherlock-8a78b1143", "companyName": "Good Detectives", "jobTitle": "Sr. Detective", "connectionLevel": "2nd/3rd", "personalWebsite": "https://sherlock.holmes.com", "phoneNumber": "+4242424242", "emailId": "sherlock.holmes@detective.com", ... } Note: customColumns should be in string format.
#### 7. Remove Prospect from Campaign Endpoint: POST https://app.Prospectio.co/public/webhooks/fbe0dc37-7040-4ec4-b6e3-4cb3e78dfcb6/removeProspect Description: Removes a prospect from a specified campaign using profileUrl. If campaignName is omitted, the prospect will be removed from all campaigns. Request Body: json
> { "profileUrl": "https://www.linkedin.com/in/holmes-sherlock-8a78b1143", "campaignName": "Test campaign 1" }
To set up outbound API functionality and connect Prospectio to your CRM or other external tools, refer to our detailed guide: How Do I Connect Prospectio to My CRM? This guide walks you through the process of integrating Prospectio's outbound API capabilities with your CRM, ensuring seamless data transfer and automation.
---
It's pretty easy to invite team members to your Prospectio account. To add new users to your team, follow the below step-by-step process:
-**Enter User Details:
---
Assigning the right roles to your team members is crucial for smooth operation and effective management. Each role comes with specific permissions that tailor their access and capabilities within the platform. Here’s a quick rundown of what each role entails: Admin - Has full access to all features and data within the system.
By understanding these roles, you can streamline operations and retain control over what can or cannot be done.
---
Prospectio's Safe Mode feature protect your LinkedIn account from being flagged or banned by mimicking human activity and limiting daily activity to avoid raising LinkedIn algorithm flags - Purpose: The primary goal of Safe Mode is to ensure your LinkedIn account remains active and avoids being restricted or banned due to overly aggressive automation.
With the Safe mode feature enabled, Prospectio ensures you always stay within the recommended LinkedIn limits.
---
Here are the two methods that you can use to check your campaign stats in Prospectio:
#### Method 1: Inside the Campaign
#### Method 2: In the Campaign Stats option
---
In the Dashboard, select the account or team member from the list whose performance you want to track. A quick chart will display their activity for the selected period. You can adjust the time range using the date picker above the chart.
---
## Dashboard
Dashboard is an analytical tool, which shows where you are currently at the LinkedIn prospecting process.
Prospectio is the only SEP that provides you with a live dashboard that allows you to monitor and track all the recent activities of one account and multiple accounts in one place.
3 top features of Prospectio dashboard:
You can check:
The Dashboard also provides the stats of every activity on daily basis
Prospectio also provides a feature to filter data campaign-wise and for a specific date range.
This will help you in where your campaign is currently active, which part is doing good or not doing good in terms of geography.
With the help of the this feature you can target the audience even more better. This feature is only available on Prospectio, you won’t find it anywhere else. - Prospects Insights: This feature will help you plan out your next campaign. Prospect Insights provides you with data such as:
This data is for prospects who have connected and replied to you, those who are your potential clients. Based on the current campaign you are running, the graph will also help you understand which is the target industry showing the good amount of interest in you campaign.
---