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Tutorials

Cold email tutorials for every step in FirstSales.

Short, numbered guides for each task in the app, from your first mailbox to your hundredth campaign. Follow a learning track if you are new, or search the library for the one job in front of you.

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  • 01

    Step-by-step guides with the time each one takes

  • 02

    Learning tracks for new accounts, first campaigns and scaling

  • 03

    Playbooks for ten industries

  • 04

    Guides for the CLI, the API and AI agents

Why setup gets stuck

Most cold email problems start with one skipped step.

Cold email has many small parts, and each one depends on the one before it. The tutorials put those parts in order, so nothing gets missed.

You do not know what comes first

Domain records, warm-up, lists, writing and follow-ups all matter. Without an order, it is easy to build a campaign on a mailbox that is not ready.

Help is spread across many places

Answers live in forum threads, old blog posts and videos about other tools. Few of them match the screen you are looking at.

One mistake costs a domain

A missing record or a list full of bad addresses can hurt a sender before the first reply. Fixing it later takes far longer than doing it right once.

Learning tracks

Not sure where to start? Follow a track.

Each track is a short set of tutorials in the order you need them. Start with the first track if your account is new, then move on as your sending grows.

  1. 1

    Start here

    For a new account: get one mailbox ready to send.

    4 tutorials · 31 min

    1. 1Getting Started: Your First-Run Checklist8 min
    2. 2How to Connect a Mailbox in FirstSales7 min
    3. 3How to Set Up SPF, DKIM & DMARC in FirstSales8 min
    4. 4How to Set Up Email Warm-up in FirstSales8 min
  2. 2

    Your first campaign

    For your first send: one audience, one offer, every draft read.

    5 tutorials · 35 min

    1. 1Your First Campaign in 15 Minutes8 min
    2. 2How to Create Offerings the AI Pitches in FirstSales6 min
    3. 3How to Build a Knowledge Base for AI Drafts in FirstSales8 min
    4. 4How to review or auto-send campaign emails in FirstSales6 min
    5. 5Triage replies in the Inbox (Unibox)7 min
  3. 3

    Send more, safely

    For growing teams: more mailboxes and more volume without risk.

    5 tutorials · 38 min

    1. 1How to Add Multiple Mailboxes in FirstSales7 min
    2. 2Set daily send limits & auto-adjust per mailbox6 min
    3. 3Scale your sending volume safely10 min
    4. 4A/B test subject lines & bodies (Template mode)7 min
    5. 5How to Read Campaign Analytics in FirstSales8 min
  4. 4

    Automate it

    For developers: run FirstSales from the CLI, the API or an AI agent.

    4 tutorials · 32 min

    1. 1How to Create & Manage Developer API Keys in FirstSales7 min
    2. 2FirstSales CLI Quickstart8 min
    3. 3FirstSales API Quickstart9 min
    4. 4Using FirstSales with Claude Code8 min
Every tutorial

The full tutorial library, by topic.

Search by what you want to do, or pick a topic. Each tutorial is a short, numbered walk through one task in the app, with the time it takes and how hard it is.

138 tutorials shown

Email Warm-up3

Deliverability13

Campaigns24

Mailboxes6

Personalization3

List Management7

Integrations4

Analytics4

Team & Workspace4

Billing & Credits6

CRM & Pipeline1

Developer & CLI9

Getting Started9

Inbox & Replies5

Playbooks40

Past your first campaignin five steps

Once one campaign is live, these five tutorials are the ones most teams reach for next. Each step names the guide that covers it.

  1. Step 1 · Contacts

    Import the list you already have

    If you have contacts in a spreadsheet, you do not need to find them again. The CSV import tutorial shows how to upload a file, match each column to a contact field and save the result to a list. List checks run before anything sends, and Dirty contacts are skipped, so an old export cannot hurt your mailbox. Lists and tags then keep each campaign's audience apart.

    • Column mapping. Match each column to a field.
    • Lists and tags. Keep audiences apart.
    • Dirty contacts skipped. Checked before sending.
  2. Step 2 · Writing

    Teach the writer about your business

    AI Autopilot writes each email from the prospect's company and role, but it can only use what you give it. The knowledge base tutorial shows how to add your product facts. The Offerings guide shows how to describe what you sell. The writing profile guide shows how a campaign learns your style, so the drafts sound like you and not like a template.

    • Knowledge base. Your product facts, in one place.
    • Offerings. What each campaign pitches.
    • Writing profile. Drafts in your own style.
  3. Step 3 · Team

    Bring in your team

    Members and workspaces are unlimited on every plan, so you can give each client, brand or region its own space. The team tutorials show how to invite people, give each one a role and decide who can approve drafts or change a campaign. Everyone works from the same Unibox and the same CRM, so nobody answers the same reply twice.

    • Unlimited members. Invite everyone who sells.
    • Workspaces. One per client, brand or region.
    • Roles. Decide who can do what.
  4. Step 4 · Meetings

    Let campaigns offer meeting times

    A meeting campaign works best when the prospect can see a real time to talk. The calendar tutorial shows how to connect Google Calendar or Outlook Calendar. FirstSales then offers open times from your own calendar, so a yes turns into a booked call without a long back-and-forth by email.

    • Google or Outlook. Connect the calendar you use.
    • Open times. Taken from your real calendar.
    • Meeting goal. Set on the campaign itself.
  5. Step 5 · Automation

    Run FirstSales from your own tools

    Everything you can do in the app, you can also do from code. The developer tutorials show how to create an API key, install the CLI and make your first API call. Other guides cover the MCP server, so an AI agent such as Claude Code can read campaigns, add contacts and check results for you.

    • API keys. Scoped to what the key needs.
    • CLI. Scripts and CI jobs.
    • MCP. For AI agents.
“One of the best email outreach tools I have ever seen in my 9 years of business experience. It has solved the problem of email outreach for my cold emails.”
Santhosh K.Founder and CEO, small business · G2
What the tutorials cover

Every part of the app, one task at a time.

The library follows the app itself. Each topic matches a part of the app, so you can find the guide for the screen you are on.

  • Deliverability

    SPF, DKIM and DMARC, warm-up, sender health, bounce protection and what to do when mail lands in spam.

  • Campaigns

    Template mode, AI Autopilot, follow-up steps, schedules, A/B tests and the launch checklist.

  • Contacts and lists

    CSV imports, lists and tags, list checks that skip Dirty contacts and where each contact came from.

  • Replies and the CRM

    Unibox, out-of-office replies, stop on reply and opt-out, Needs approval and the built-in CRM.

  • Meetings

    Connect Google Calendar or Outlook Calendar so meeting campaigns offer real open times.

  • Developers

    API keys, the CLI, the API and using FirstSales from AI coding agents and scripts.

How to use the tutorials

Six habits that make the guides work for you

The tutorials are short on purpose. These habits help you get the most from each one.

  1. 01

    Keep the app open next to the guide

    Each tutorial follows the screens in the app, step by step. Doing the task while you read is faster than reading first and trying later.

  2. 02

    Do the setup track in order

    Connect a mailbox, fix the domain records, then start warm-up. Each step depends on the one before it, so skipping ahead causes problems later.

  3. 03

    Fix the cause, not the symptom

    If mail lands in spam or a campaign stops, start with the troubleshooting guides. They walk from the most likely cause to the least likely.

  4. 04

    Change one thing at a time

    When a guide suggests a change, make that one change and watch the result. Several changes at once make it hard to know which one helped.

  5. 05

    Use the playbooks for your industry

    The playbooks show how teams in one industry find leads, what they offer and how they follow up. Borrow the structure, then write in your own words.

  6. 06

    Ask Copilot when you are stuck

    Copilot can look at your workspace and suggest the next step. It always asks before it changes anything.

Before your first send,

have you done these?

Each line has a tutorial in the library above.

  • Mailbox connected: Gmail, Outlook or SMTP
  • SPF, DKIM and DMARC passing
  • Warm-up started on each mailbox
  • Product facts in the knowledge base
  • One offer in Offerings
  • Contacts imported or found, and list checks run
  • Template mode or AI Autopilot chosen
  • First drafts read in Needs approval
  • Calendar connected, for a meeting campaign
  • Unibox checked for the first replies
What people say

From people who use it

Real words from real users. No paid reviews.

“I have always struggled in cold outreach. However, Firstsales has provided an excellent tool for cold outreach.”

Kaushal S.

Founder, small business

G2

“User Interface, Ease of Use, Able to hit the inbox in the first attempt.”

Sadashiv B.

Founder, small business

G2

“I've been using FirstSales.io for several months now, and I can confidently say it has revolutionized how I approach lead generation and customer acquisition.”

Paweł Stelmach

Small business owner

Trustpilot
Read all reviews

Keep reading

Questions,answered plainly.

Can’t find yours? Write to us.

01Where should I start if my account is new?

Start with the first learning track: the first-run checklist, connecting a mailbox, setting up SPF, DKIM and DMARC, and starting warm-up. Once that is done, move on to the first campaign track.

02Do I need to finish warm-up before I follow the campaign tutorials?

No. Warm-up runs for 21 days in 3 phases, and you can build a campaign while it runs. Keep your first sends small and grow them as the mailbox builds its reputation.

03Are the tutorials for template mode or AI Autopilot?

Both. Some guides cover template mode, where you write every email yourself with no AI. Others cover AI Autopilot, where each email is written from the prospect's company and role and can wait in Needs approval.

04What are the playbooks?

Playbooks are longer guides for one industry, such as SaaS, recruiting or real estate. Each one shows who to reach, what to offer and how to follow up, using the features in FirstSales.

05Is there a tutorial for the API, the CLI and MCP?

Yes. The developer tutorials cover API keys, the CLI, the API and using FirstSales from AI agents through MCP. They are in the Developer & CLI topic of the library.

06My emails land in spam. Which tutorial helps?

Start with the spam checklist in the Deliverability topic. It walks through domain records, warm-up, sender health and list quality, in the order most likely to find the cause.

07Are the tutorials available in other languages?

Yes. The library is shown in English, Spanish, French, German and Portuguese. A tutorial that is not translated yet appears in English until it is.

08Can I try the steps before I pay?

Yes. You can try FirstSales for $1 for 3 days and follow any tutorial in your own account. Plans then start at $29/mo with no contract, and you can cancel from the dashboard.

Outreach that keeps going after you log off.Leads, emails, follow-ups and replies, handled.

Connect unlimited mailboxes and let AI agents find leads, write each email and follow up. Or send your own templates in manual mode. From $29/mo.

Start your $1 trial See pricing

$1 for 3 days · Cancel anytime · No contract

Install with AI

Your coding agent sets up the FirstSales CLI and skills for you.

Prompt for Claude Code

I'm setting up FirstSales (https://firstsales.io), an AI outbound sales platform: campaigns, contacts, a reply inbox, deliverability and lead signals. Help me get my workspace sending real, good emails end to end, from Claude Code.

Read these first so you know how FirstSales works:
- Developer docs and API: https://developer.firstsales.io
- CLI: https://www.npmjs.com/package/@firstsales.io/cli
- Skills for coding agents: https://github.com/firstsalesio/firstsales-skills (read README.md and GUIDE.md)

Setup
1. Install the CLI: npm install -g @firstsales.io/cli
2. Install the FirstSales skills:
   claude plugin marketplace add firstsalesio/firstsales-skills
   claude plugin install firstsales@firstsales
3. Ask me if I already have a FirstSales account. If not, send me to https://app.firstsales.io to sign up.
4. Ask me to create an API key under Settings → API → API Keys, with only the scopes we need.
   Never ask me to paste the key into this chat. Tell me to run this in my own terminal, so the key stays hidden:
   read -rs FS_KEY && firstsales auth login --api-key "$FS_KEY"; unset FS_KEY
5. Run `firstsales whoami` and tell me which workspace and organisation we are connected to.

Then ask me about my business: what I sell, who I sell to (roles, company size, countries), my best customers, and what I use today for outbound (tools, lists, mailboxes). Walk me through:
1. Teaching FirstSales my business: website, offer, proof points and case studies in the knowledge base, so the AI writes like someone who knows the product.
2. Connecting my sending mailboxes and checking my sending domain: SPF, DKIM, DMARC and warm-up. If anything is unhealthy, tell me the exact DNS record to add.
3. Bringing in contacts: import my CSV or CRM export into a clean list, remove duplicates and bad emails, and block domains I must never email (customers, competitors, my own).
4. Building my first campaign: the right list, senders, steps and timing. Write the sequence with me, show me the drafts, and do not launch until I say yes.
5. Setting up Signals if it fits: find people engaging with LinkedIn posts about topics my buyers care about, and turn them into leads.
6. Inviting my team and giving each person the right access.

Once campaigns run, show me how to work the reply inbox from here: which replies need an answer, draft responses in my voice, and move good conversations into deals. If I use Cal.com, connect it so follow-ups can offer my booking link (not the first email).

Throughout, as you learn about my business, proactively suggest and help create:
- Reply templates for the questions and objections my prospects are likely to raise, based on my product, site and codebase if you can see them.
- Campaign ideas and segments worth testing, with the reason for each.

Safety rules:
- Show every change as a dry run (--dry-run) first and wait for my yes. Never send emails, launch campaigns or delete anything without my yes.
- Tell me before anything that spends credits, and how many.

Be opinionated. If the docs give a sensible default, just use it. Don't make me choose between five options.
Developer docs ↗npm: @firstsales.io/cli ↗GitHub: firstsales-skills ↗