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Getting StartedQuick Start Guide

Quick Start Guide

Get started with Warm AI in minutes.

Before You Begin

Make sure you have completed the initial setup first. See the Prerequisites page.

What is Warm AI?

Warm AI is an intelligent outreach automation platform for LinkedIn. It researches your prospects, understands your product, and generates highly personalised messages — so you can focus on building relationships instead of writing cold messages.

Step 1: Add Your Product or Service

  1. Open the Knowledge widget on your dashboard.
  2. Click Add & Generate with AI.
  3. Paste the URL of your product or service page.

Tip: Use your main product page for the best results. The more detail on the page, the better Warm AI can understand your offering.

Step 2: Define Your Ideal Customer Profile (ICP)

  1. Open the ICP widget.
  2. Click Create Your First ICP.
  3. Select the product or service you added in Step 1.
  4. Click Fill with AI to let Warm AI generate a draft profile.
  5. Review the generated ICP and make any adjustments.
  6. Approve the ICP when you are happy with it.

Note: The AI may take 1–2 minutes to generate your ICP depending on the complexity of your product.

Step 3: Generate Personalised Messages

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  1. Open the Message widget.
  2. Paste a prospect’s LinkedIn URL.
  3. Choose your outreach goal.
  4. Click Generate.
  1. Use the Message widget for individual messages, or
  2. Go to the Prospects page for bulk CSV upload.

What Happens Behind the Scenes

When you generate a message, Warm AI will:

  • Research the prospect’s LinkedIn profile
  • Analyse your product or service
  • Apply your ICP criteria
  • Determine the best message type for the prospect
  • Generate a unique, personalised message

Step 4: Review and Edit Messages

Once your message is generated:

  1. View the generated message.
  2. Click View Research to see the prospect intelligence Warm AI gathered.
  3. Edit the message if you want to tweak the wording.
  4. Copy the message to send manually, or click Schedule for Later to add it to your outreach queue.

Step 5: View Your Outreach Schedule

  1. Navigate to the Outreach page.
  2. View your scheduled messages with auto-calculated compliant send times (Monday–Friday, 7 AM – 8 PM).
  3. Drag to reorder messages in the queue if you want to prioritise certain prospects.
  4. Click Save Changes to confirm your schedule.

Next Steps

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Prerequisites