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Getting Started
17

Getting Started

Last Update pred 6 mesiacmi
Welcome! Here is the best place to get started as a new Regie.ai user.
Jennifer Rice
Welcome Tour: Navigating your Regie Platform
Last Update pred 7 mesiacmi
Six Key Steps for Successful Regie.ai Adoption
Last Update pred rokom
Regie.ai Personalization at Scale Workflows Overview
Last Update pred 2 rokmi
Creating Your Regie.ai Account
Last Update pred rokom
How to Download the Regie.ai Chrome Extension
Last Update pred rokom
Integrate your Salesforce CRM with Regie.ai
Last Update pred rokom
Add Your Company Info
Last Update pred rokom
Role Types & Permissions
Last Update pred 2 rokmi
Adding & Editing Users
Last Update pred 2 rokmi
Remove a User from your Organization
Last Update pred 2 rokmi

Other Categories

Auto-Pilot Resources
Resources to support your Regie.ai Auto-Pilot Agent
7 articles and other
Last Update pred 9 mesiacmi
Integrations
Easily enable integrations between Regie.ai and your CRM, Sales Engagement Platform and more!
11 articles , , and other
Last Update pred 5 mesiacmi
Personas
Build a profile of who your target buyers are in Regie.ai
9 articles and other
Last Update pred rokom
Frequently Asked Questions
From product features to data retention policies, find answers to the most common Regie.ai questions here!
13 articles and other
Last Update pred rokom
Uploading Custom Content
Set your team up for success by uploading your existing content into the Regie.ai CMS
8 articles and and other
Last Update pred rokom
Task Execution for Reps
Learn how to use your Regie Chrome Extension to execute on tasks assigned by your auto-pilot agent.
4 articles and other
Last Update pred 6 mesiacmi
Chrome Extension
How to install and use the Regie.ai Chrome extension for Gmail, Outlook via browser, Outreach, Salesloft, Hubspot & more!
22 articles and and other
Last Update pred 4 mesiacmi
Rapid Writer
Discover more about instant personalization using the Rapid Writer feature of the Chrome Extension.
9 articles and and other
Last Update pred 4 mesiacmi
Sequences
Learn how to create email campaigns (sequences/cadences) using best practices & customized content.
25 articles and and other
Last Update pred 3 mesiacmi
Best Practices
Here you'll find tips and best practices for content writing and sequence creation
15 articles and and other
Last Update pred 7 mesiacmi
Prompt Creation Best Practices
Learn what Prompts are and access tips and best practices for creating personalization prompts in Regie.ai
7 articles and and other
Last Update pred 2 rokmi