Sailes Support

Use Starboard's Dashboard to view performance metrics for your fleet.

Dashboard Explained: Captain

Sailers can use the Dashboard to monitor Sailebot’s performance in real time, from outreach activity to leads delivered, all in one place.

Dashboard Explained: Sailer

Use the Campaign tab to view, edit, and manage your Sailebot’s Target Profile.

Campaign Explained

Everything you need to know about AiQL's.

AiQL™ Explained

How to update the job titles, functions, and levels your Sailebot focuses on.

Managing Sailebot Campaign Targeting

View and manage your entire fleet of Sailebots with Sailebots Fleet.

Sailebot Fleet Explained

Everything you need to know about Meeting Prep

Meeting Prep Explained

Steps to quickly remove a company from receiving outreach by Sailebot in Starboard.

Remove a Company in Starboard

Everything you need to know about managing your AiQL Status and Opportunity Value actions from within Starboard.

AiQL Ticker, Status, and Opportunity Value Explained

Everything you need to know about managing your "All Responses" view within Starboard. Captains and Commanders can now view all leads for the Sailebots in their fleet from one central…

All Responses View Explained

This document outlines the steps to generate content in your Sailebot.

How to: Generate Hyper-Personalized Sailebot Content

A brief guide to exporting contacts to and from your Sailebot in Starboard.

How to: Export Contacts in Starboard

This article gives insights and actions for each graph on the Sailebot dashboard.

My Sailebot Graphs Explained

Network is the strategy used by Sailebots to research and engage with prospects.

Network™ Explained

Teach your Sailebot by classifying responses in Starboard’s Train My Sailebot.

How to: Train Your Sailebot®

Everything you need to know when navigating Starboard.

Sailing in Starboard

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Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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