Starboard Roles
The roles of Starboard define the management level of the platform.
Captain: A Captain manages the fleet of Sailebots, overseeing performance at a high and granular level.
Sailer: A Sailer manages their individual Sailebot, overseeing its performance and taking action on all responses.
Starboard
Manage your Sailebot(s) by using Starboard, the user management platform, to view performance metrics and make edits/updates to your active Sailebots.
Captain's Dashboard: Use the Captain's Dashboard to view performance metrics and insights for your fleet.
Sailer's Dashboard: Use the Sailer's Dashboard to view all performance metrics and insights for your Sailebot.
Digital Labor
Any prospecting tasks that your Sailebot automated.
Research
Sourcing Contacts: Sailebot is finding contacts that fit your ICP.
Sourcing News Articles: Sailebot is searching news sources for recent articles to provide an ice-breaker.
Engagement
Generate Emails: Sailebot is generating emails based on your approved content.
Engaging Contacts: Sailebot is sending emails uniquely based on the contact and response.
Reading Emails: Sailebot is reading responses.
Delivering Opportunities: Sailebot delivers opportunities back to Starboard and your CRM.
Data Entry
Generate Emails: To ensure every email is unique, Sailebot inputs data into emails based on the contact and company.
Engaging Contacts Strategically: Sailebot may use custom fields to engage with contacts uniquely.
Sourcing LinkedIn profiles: Sailebot searches for contact LinkedIn profiles to provide along with the response.
Follow Up
Following up with contacts: Sailebot follows up with contacts based on the response received.
Responses
AiQL: An AiQL will be generated for every meeting-seeking or information-seeking response your Sailebot receives. Read more here 👉 AiQL Explained
Developing Response: A response that your Sailebot has read and taken the next step on. Read more here 👉 Developing Responses Explained
Nurture Response: A Developing Response that has gone cold in your Sailebot. This means your Sailebot will take no further action. Read more here 👉 Nurture Responses Explained
Objection Responses: An Objection your Sailebot received has now been shared with you for follow-up. Your Sailebot has not responded to the contact in this instance. Read more here 👉 Objection Responses Explained
General
Sailebot: Sailebot is an all-in-one prospecting automation tool that teams deploy to reduce prospecting time and deliver unlimited leads and labor.
Content: Content allows you to view your Sailebot emails and make edits if needed.
Companies: Companies are all the companies your Sailebot is targeting.
Excluded Companies: Companies that your Sailebot has tried to engage but were included on an exclusion list you provided, or a company was removed from the Sailebot based on their response.
Targeting: Targeting shows your Sailebots ICP.
Unsubscribe: Shares visibility into the contacts that have chosen to unsubscribe from your Sailebot's outreach.
Note: For a more in-depth breakdown of all the terms within the Targeting tab, visit 👉 Campaign Explained.
Other resources
See more advice and answers from the Sailes Support team in our Knowledge Center↗
