How to go from signup to your first outbound campaign in a few minutes
Skyp uses an AI agent to learn your product, your ideal customer profile (ICP), and your voice from your own materials. Then it helps you generate outbound campaigns you can control and edit.
This article walks through the flow : from uploading your website to reviewing your first AI-generated emails.
1. Upload your website and sales materials
When you sign up, you'll first see the new user onboarding screen.
Here, Skyp asks you to add:
Your website URL, and/or
Sales & marketing materials, such as:
A PDF deck
A one-pager
A Markdown (MD) file you built with AI
Skyp's AI agent will:
Crawl and analyze these sources
Infer your customers, ICP, and value props
Build a structured understanding of what you sell and who you sell to
You don't need to hand-code your positioning; you just give Skyp the same assets you'd send a real salesperson.
2. Add your personal details (for your sender identity)
Next, you'll enter your personal information:
Your name
Your role/title
Any other basic sender details
Skyp uses this to build the basis of your email signature and sender profile, so your emails look like they're coming from a real human (you), not a tool.
Once this is done, you're ready to build your first campaign.
3. Set up your first campaign
You'll land in the campaign creation view.
Here's what you'll typically configure:
a) Describe what you're trying to do
There's a main Goal field where you:
Explain the goal of the campaign (e.g. book meetings, drive webinar signups, get replies)
Add specific instructions for the AI on how to approach that goal
Example ideas:
"Focus on short, conversational emails."
"Highlight that we integrate with Salesforce."
"Mention our pricing only if they reply."
These instructions help Skyp generate emails that match your strategy, not some generic outbound template.
b) Use pre-made templates (optional)
Below the Goal field, there's a collapsible "Need inspiration?" section. Click it to expand a set of pre-made templates you can start from.
You can:
Choose a template that matches your motion (e.g. cold outbound, event follow-up, content promotion)
Edit the text and instructions to your taste
Or ignore it entirely and write your own goal from scratch
Note: If you've already typed something in the Goal field, the templates will appear greyed out. Clear or empty the Goal field first if you'd like to apply a template instead.
4. Add your Calls to Action (CTAs)
Skyp lets you specify one or more CTAs that the AI can use when writing emails.
Common examples:
"Schedule a quick intro call"
"Download our white paper"
"Check out this case study"
When you enter a CTA that includes a URL, Skyp:
Checks that the URL is accessible (using AI and link checks)
Flags any links that appear broken or unreachable
That way, you're not blasting out emails with dead links.
5. Add contacts to the campaign
Once your campaign structure and CTAs are ready, you can add contacts.
You can:
Import or paste a list of contacts
Add them individually while testing
Associate them with the campaign you just created
These contacts will be the recipients Skyp generates emails for.
6. Configure campaign settings and tone
Skyp sets reasonable defaults for campaign behavior, but you can adjust them to match your style.
You can control things like:
Volume: how many emails you want to send
Length: keep emails short and to-the-point
Approach: how "soft" or "direct" the outreach should be
The tone is automatically pulled from your own website and materials so your emails sound like your brand by default.
If you want to tweak beyond that, you can further refine instructions and prompts.
Company info required: Skyp requires your company information to be set up before it can generate a campaign strategy. If your company profile isn't configured yet, you'll see a prompt on the Settings step asking you to add it first. You can set this up under Settings → Company.
7. Generate and review AI emails
Once the campaign is configured, Skyp generates emails for your contacts.
A few important details:
In real campaigns, Skyp generates emails asynchronously as they are sent.
In the UI, for human review, Skyp generates the emails on demand. In the demo it took ~10 seconds to generate.
From the campaign view, you can:
Preview all generated emails
Regenerate them if you don't like a specific one
Edit the prompts and instructions and re-run generation
Manually edit any email before sending
A core idea behind Skyp is control: you're not stuck with whatever the AI gives you. You can keep refining the "job to be done" until the emails look exactly how you want.
8. Add and refine context for each contact
Context is where things get powerful.
For each contact, Skyp lets you:
Add additional context when you upload them
Edit that context later to improve personalization
Examples of useful context:
How they interacted with your site
What product line they're likely interested in
Their segment or account tier
Notes from your CRM or other tools
9. Using partner data (example: Syft Data)
Skyp also supports richer context via partner integrations.
For example, an integration like Syft Data can:
Push information about visitors to your website
Add data about people who interact with you on LinkedIn or other channels
This extra signal helps Skyp:
Tailor messaging to real behavior (not just static firmographics)
Prioritize and personalize outreach based on who's actually showing intent
The workflow remains the same — you just get better inputs for the AI to work with.
What you've set up by the end
After this onboarding flow, you'll have:
Your website and sales materials ingested by Skyp's AI
Your sender profile configured
A campaign with:
Clear goals and instructions
CTAs with validated URLs
Contacts added, with optional context
AI-generated emails that you can review, edit, and send
From here, you can keep iterating — tightening prompts, improving context, and spinning up additional campaigns as your GTM evolves.