Table of Contents
LinkedIn Outreach
Getting Started & Campaign Setup
How do I create my first campaign on Sbl.so?
Once you sign up, you land on the Campaigns tab. You will see suggested campaign ideas based on common use cases. Click any suggestion to get started, or click “Create New Campaign” to build one from scratch. A modal will appear where you describe your campaign objective in plain text. The more detail you provide, the better the campaign the system generates for you.
What is the Scratchpad and how do I use it?
The Scratchpad is a linked Google Doc framework inside the campaign creation modal. It contains predefined questions covering your offer, why prospects should choose you, what action you want them to take, and the top objections you typically face. Fill in each answer in detail, copy the full document, paste it into the campaign prompt field, and the system will generate a well-optimized outreach campaign from it.
What should I write in the campaign objective prompt?
Be as specific as possible. Include: what your product or service is, why a prospect should choose you, what you want them to do (book a call, sign up, visit your website), and the top objections you commonly face. Using the Scratchpad framework ensures you cover all of this automatically.
Can I edit my campaign after it has been created?
Yes. After the system generates your campaign, you have full flexibility to edit every section including outreach messages, follow-up sequences, chat flow logic, and sources. Nothing is locked after creation.
Can I run multiple campaigns at the same time?
Yes. You can run multiple campaigns simultaneously across different sender profiles and objectives. However, the same lead cannot be active in two campaigns at the same time. You must end one campaign for a lead before adding them to another.
Can I pause a campaign without losing my data or lead progress?
Yes. Sbl.so gives you granular pause controls. You can pause outreach only, pause both outreach and AI replies, or pause sequences entirely, all without losing any lead data or campaign progress. Resume anytime from exactly where you left off.
Persona & LinkedIn Account Setup
How do I connect my LinkedIn account to Sbl.so?
Go to the Persona tab inside your campaign. You can connect your LinkedIn profile either by entering your LinkedIn email and password directly, or by logging in via the Sbl.so browser extension. Once connected, your account will appear as active and ready for outreach.
How many LinkedIn accounts can I connect?
Unlimited. One subscription gives you one workspace with unlimited LinkedIn accounts. You can add as many sender profiles as you need without any per-account charges. This is one of Sbl.so’s core differentiators compared to other LinkedIn outreach tools.
Can I set specific working hours for my LinkedIn outreach?
Yes. Click the calendar icon next to your connected LinkedIn profile in the Persona tab. You can set your preferred timezone, define active outreach days and hours (for example, Monday to Friday, 9 AM to 5 PM), and configure your daily invite limit. Outreach will only run during the hours you define.
What is the recommended daily invite limit?
It depends on the age of your LinkedIn account. A good starting guide is:
- Fresh accounts (under 3 months old): 15 to 20 invites per day
- Standard accounts (3+ months old): 25 invites per day
- Older, established profiles: 30 to 40 invites per day
Starting conservatively and increasing gradually keeps your account in good standing.
Can I connect multiple LinkedIn accounts to the same workspace?
Yes. You can add unlimited LinkedIn profiles to your workspace. Sbl.so will auto-rotate between accounts once one hits its daily or weekly limit, ensuring uninterrupted outreach without putting pressure on any single account.
What happens to active leads if I disconnect a LinkedIn account mid-campaign?
Once an account is disconnected, Sbl.so no longer has access to it. No new messages or connection requests will be sent from that profile. Leads assigned to that account will pause until a new account is connected and outreach is resumed.
How do I train my AI voice clone?
Go to the Persona tab, click on your connected profile, and select “Train Voice.” Record a short audio sample speaking naturally. Sbl.so will clone your voice using AI. Once trained, all voice note outreach and chat replies will be delivered in your actual cloned voice, making your outreach feel genuinely personal at scale.
Outreach Sequences & Messaging
What is a warm-up sequence and should I use one?
A warm-up sequence is a set of actions that run before your connection request is sent. For example: like the prospect’s recent post, wait 30 minutes, visit their profile, wait 40 minutes, then send the connection request. This mimics natural human LinkedIn behavior and increases connection acceptance rates. It is optional but recommended, especially for cold outreach.
What actions can I add to a warm-up sequence?
You can add: liking a prospect’s recent post, visiting their LinkedIn profile, sending a connection request, and automatically withdrawing a connection request if not accepted within a set number of days. Each action supports a custom delay.
What is the difference between New Leads and Connected Leads messaging?
New Leads are prospects not yet connected with you on LinkedIn. Messages in this tab go out with your connection request or immediately after it is accepted. Connected Leads are existing first-degree connections. Messages in this tab go directly to their inbox without needing a new connection request first.
Can I send a connection request without an opening message?
Yes. In the New Leads tab, check the option to send a connection request without a note. Once the prospect accepts, your outreach message will be sent automatically as the first message in the conversation.
What are Smart Variables and how do they personalize my messages?
Smart Variables are dynamic placeholders that scan a prospect’s LinkedIn profile in real time before sending your message. Two key ones are:
- Post-related: Finds a relevant trigger from the prospect’s recent LinkedIn posts and weaves it into your message.
- Profile-related: Analyzes their profile and identifies the most converting personalization angle.
You can also narrow them. For example, “post-related on B2B” pulls triggers only from posts the prospect has written about B2B topics.
How do I set up follow-up messages?
In the Outreach Sequence tab, after setting your primary outreach message, add follow-up messages with custom delays. For example, if a prospect accepts your connection but does not reply within two days, your first follow-up goes out automatically. You can chain as many follow-ups as needed, each with its own timing and message.
What happens if a prospect does not accept my connection request?
You can enable automatic connection withdrawal. If a prospect does not accept within a defined number of days (for example, 7 days), Sbl.so withdraws the request automatically. This keeps your pending connection queue clean and protects your account health over time.
Rich Media & Voice Notes
Can I send images, videos, or PDFs in my outreach messages?
Yes. In the Outreach Sequence tab, click the media icon to attach images, videos, or PDFs to any message in your sequence. This works for both initial outreach and follow-up messages, letting you go beyond plain text and stand out in a prospect’s inbox.
What is an AI-cloned voice note and how does it work?
Once you train your voice in the Persona tab, you can send any outreach message as an audio message in your own AI-cloned voice. The system reads your message text aloud in your cloned voice and delivers it as a voice note in the prospect’s LinkedIn inbox. This adds a human touch that text-only outreach cannot replicate.
Can the AI send voice notes in chat replies, not just initial outreach?
Yes. In the Chat Flow tab, you can instruct the AI to respond to specific prospect queries using a voice note. For example, if a prospect asks “What makes you different?”, you can set the AI to answer that question as a voice note in your cloned voice.
Can I attach case studies or files as part of AI chat replies?
Yes. In the Chat Flow tab, use the Attach action to upload files and links. You can instruct the AI to send a specific file (such as a case study PDF or a pricing deck) whenever a prospect raises a particular objection or asks for more information.
AI Chat Flow & Conversation Management
What is the Chat Flow?
The Chat Flow is where you configure how the AI manages every conversation after a prospect replies. You set the campaign objective, define intent-based logic, handle objection scenarios, schedule follow-ups, and decide when to book a call or escalate to you. Once configured, the AI runs the full conversation end to end based on your instructions.
How do I set up intent-based responses?
Write reasoning instructions for different scenarios. For example:
- If the user shows strong interest, suggest a 20-minute call and share your calendar link.
- If the user raises a pricing objection, clarify the value and offer to send a case study.
- If the user is not ready, offer to share the website link for more context.
The AI reads these instructions and crafts contextually appropriate responses for each scenario.
What is the “Must” variable in Chat Flow?
Prefixing an instruction with “must” makes it binding. The AI will only perform that specific action for that scenario and nothing else. It removes AI discretion and locks the behavior to exactly what you defined.
What is the difference between “Must” and double quotes in Chat Flow?
“Must” enforces a specific action while allowing the AI to phrase the response naturally. Double quotes (“”) around a sentence force the AI to respond with that exact wording, word for word. Use double quotes for scripted replies that must be delivered verbatim. Use “must” when you want to enforce an action while letting the AI phrase it contextually.
What is Human Intervention and when does it trigger?
Human Intervention is flagged when the AI encounters a query it cannot handle confidently, for example a prospect asking for a free trial that is not part of your offer. The AI marks that conversation as “Requires Human Intervention” and sends you a dashboard notification. You step in, reply manually, and mark it as resolved.
Will the AI make up information it does not have?
No. Sbl.so is designed to avoid hallucination. If the AI does not have relevant information to answer a prospect’s question, it will either end the conversation or flag it for human intervention depending on your Chat Flow setup. It will not generate false claims.
What is the Schedule action in Chat Flow?
The Schedule action lets the AI plan a follow-up message for a specific future date based on what the prospect says. For example, if a prospect says “Reach out to me next week,” the AI can be instructed to schedule a follow-up for that exact timeframe automatically.
Can I test my Chat Flow before the campaign goes live?
Yes. The Chat Flow tab has a built-in simulation panel. Type messages as if you are a prospect and watch the AI respond in real time. If responses are not aligned with your intent, adjust the instructions, reset the simulation, and test again before launching.
What is the “End Chat” variable?
The End Chat variable explicitly closes a conversation. Use it when you want the AI to gracefully stop engaging, for example when a prospect raises a query the AI cannot handle and escalation is not appropriate either. It prevents the AI from continuing a conversation it cannot manage well.
Smart Follow-ups
What are Smart Follow-ups and how are they different from regular follow-ups?
Regular follow-ups in the Outreach Sequence trigger when a prospect has not replied to your messages at all. Smart Follow-ups are specifically for prospects who replied once but then went idle. If a prospect engaged with your AI and then stopped responding, Smart Follow-ups re-engage them automatically after a set delay, so you never lose a warm conversation to silence.
How do I set up Smart Follow-ups?
In the Smart Follow-up tab, set the timing and reasoning for each layer. For example: first follow-up after 2 days with a low-pressure question, second follow-up after 5 days with slightly more urgency. You can add as many layers as needed.
Can I customize what Smart Follow-up messages say?
Yes. Add reasoning instructions for each follow-up layer, the same way you do in Chat Flow. For example: “First follow-up: ask a low-pressure question. Second follow-up: add urgency and ask a simple yes or no question to encourage a quick reply.” The AI uses this to craft each message contextually.
Knowledge Base & Sources
What is the Sources section and why should I use it?
Sources is where you feed your campaign additional knowledge so the AI answers prospect questions more accurately. You can upload product documents, paste website or landing page URLs, or type FAQs manually. The more relevant context you add, the more confidently the AI handles detailed queries without escalating to human intervention.
What types of sources can I add?
You can add website URLs, landing page links, uploaded files (PDFs and documents), and manually typed product information or FAQs.
Does adding sources affect campaign speed?
No. Sources are processed in the background and improve AI accuracy without affecting outreach timing or delivery speed.
Lead Generation & Management
What are the different ways to add leads to a campaign?
Sbl.so supports six methods of lead import:
- CSV Upload: Upload a spreadsheet with LinkedIn profile URLs and names.
- Sales Navigator: Paste a Sales Navigator search URL and set how many leads to extract.
- Comment to DM: Extract LinkedIn users who commented on any public post, filtered by sentiment or keywords.
- Post Likes: Extract everyone who liked a specific LinkedIn post.
- Manual Entry: Add individual leads by hand.
- Leads by Sbl.so: Describe your ideal customer in plain text and let the AI build a targeted lead list automatically.
- More to be added soon.
How does CSV lead import work?
Prepare a CSV file with at least two columns: the prospect’s LinkedIn profile URL and their name. Upload it in the Add Leads section and all contacts will be imported into your campaign immediately.
How does the Sales Navigator integration work?
In the Add Leads section, go to Sales Navigator. Paste your saved search URL, give the list a name, select the profile to extract from, set the number of leads to pull, and click Import. You can create multiple batches from the same search URL without rebuilding your filters each time.
What is Comment to DM and how does it work?
Comment to DM extracts LinkedIn users who commented on any public post and adds them to your campaign as leads. Paste the post URL, define your extraction trigger (for example, only comments with positive sentiment or comments containing specific keywords), and Sbl.so pulls those users automatically. This is an effective way to target people already engaging with content in your niche, including competitor posts.
Can I target people who liked a specific LinkedIn post?
Yes. Using the Post Likes feature, paste any LinkedIn post URL and Sbl.so will extract everyone who liked that post and add them to your campaign as leads.
What is Leads by Sbl.so?
Leads by Sbl.so is an AI-powered lead generation feature where you describe your ideal customer in plain language and the system builds a targeted lead list automatically. For example: “Head of Marketing and CMOs in companies with 200 to 1000 employees, based in the US and UK.” The system may ask clarifying questions to sharpen the criteria, then extracts matching leads within 5 to 10 minutes.
Can I add more leads to a campaign that is already running?
Yes. New leads can be added to any active campaign at any time using any available import method. They enter the campaign flow from the beginning of the sequence.
ICP Filters & Lead Scoring
What are ICP Filters?
ICP Filters let you define scoring criteria so Sbl.so only reaches out to prospects who match your ideal customer profile. Even if you have imported thousands of leads, the system scores each profile before sending any outreach and skips anyone who does not meet your threshold.
What criteria can I use to score leads?
You can score leads based on: job title, location, industry, company size, follower count, LinkedIn activity, work experience, education, skills, and profile description. Any information visible on a LinkedIn profile can be used as a scoring criterion.
How does the scoring threshold work?
You set a minimum match requirement:
- Strong only: Profiles scoring 80% or above are contacted. Highly targeted, smaller active pool.
- Strong + Moderate: Profiles scoring 50% or above are contacted. Broader reach with reasonable quality.
Can I see how many leads were excluded by ICP Filters?
Yes. Your campaign analytics show you exactly how many leads were excluded because they did not meet your ICP scoring threshold.
Analytics, Insights & Retargeting
What campaign analytics does Sbl.so provide?
Sbl.so tracks: connection requests sent, acceptance rate, reply rate, human intervention flags, leads excluded by ICP filters, sentiment breakdown across all prospect replies, and a conversion prediction percentage for each campaign.
What is Conversion Prediction?
Conversion Prediction shows what percentage of total AI-managed conversations resulted in your desired campaign outcome. For example, if your goal was signups and 14% of people who replied ended up signing up, that is your conversion rate shown in the dashboard.
What is Sentiment Analysis?
Sentiment Analysis categorizes all prospect replies into: positive responses, objections raised, friction points, and disengaged responses. This helps you understand where conversations are succeeding and where prospects are dropping off.
What is Lead Insights?
Lead Insights surfaces specific behavior patterns across your prospect base. For example: “11 prospects are interested but not committing due to budget constraints.” It also shows what is working (prospects responding to case studies, interest in specific features) and what is creating friction (pricing concerns, skepticism about claims, requests for more detail). Use this to refine both your messaging and your offer.
How does retargeting work?
When creating a new campaign or adding leads, you can retarget specific segments from a previous campaign filtered by their behavior. For example, target only prospects who raised a pricing objection in a past campaign and run them through a new campaign with a tailored offer. This lets you extract more pipeline from warm audiences who engaged but did not convert the first time.
Can I see which conversations required human intervention?
Yes. The analytics panel flags all human intervention conversations with the specific question or trigger that caused the flag. Click into each one, reply manually, and mark it as resolved once handled.
Account Safety & LinkedIn Compliance
Is Sbl.so safe to use with my LinkedIn account?
Yes. Sbl.so is built with LinkedIn account safety as a core design principle. All outreach runs within the daily invite limits you configure per profile, mimics natural human activity patterns through warm-up sequences, and auto-rotates across your connected accounts before any single one hits its limit. Following the recommended daily limits significantly reduces any risk to your accounts.
What happens if my LinkedIn account gets flagged or restricted?
Getting flagged while using Sbl.so is unlikely when you follow recommended usage limits. If it does happen, you can get your profile reverified through LinkedIn’s standard process and reconnect it to Sbl.so once restored. In the meantime, your other connected accounts in the workspace will continue outreach without interruption.
Does Sbl.so respect LinkedIn’s daily and weekly outreach caps?
Yes. All outreach runs within the daily limits you configure per profile. When an account approaches its limit, the system automatically rotates to the next connected account in your workspace so outreach continues without pushing any single profile beyond safe thresholds.
General Platform Questions
Is there a free trial?
Yes. Sbl.so offers a 7-day free trial with no credit card required. You can explore the full platform and test your first campaign before committing to a plan.
Does Sbl.so support multiple team members per workspace?
Yes. You can invite team members to your workspace. The number of members you can add depends on your plan tier.
What CRM integrations does Sbl.so support?
Sbl.so integrates with all major CRM platforms. It also provides API endpoints, so you can connect it to virtually any tool or workflow your team uses.
What languages does the LinkedIn AI support for conversation replies?
All major languages. The AI detects the language your prospect writes in and responds accordingly, with no setup required on your end.
How are outreach credits counted?
Each successful outreach action counts as one credit. For example, one connection request sent counts as one outreach credit. Lead generation has its own separate credit pool. Both limits vary by plan, so you always know exactly what you are working with.
WhatsApp Outreach
Lead Engagement & Follow-Up
What happens if a lead blocks us on WhatsApp?
If a lead blocks you, Sbl.so stops all further messaging to that contact immediately. While repeated blocks can lower your phone number’s quality rating, Sbl.so continuously optimizes outreach strategies to reduce this risk through personalized, value-driven messaging.
How does Sbl.so handle retargeting on WhatsApp?
Sbl.so provides precise timing and engagement insights to re-engage leads effectively. The platform stores past conversation context, ensuring follow-ups feel like a natural continuation of the conversation rather than a cold re-contact.
What if a lead is not interested in my initial message?
Sbl.so allows you to set follow-up sequences for unresponsive leads. Follow-ups have shown a 60% improvement in response rates compared to single-touch outreach. If a lead explicitly signals no interest, the system stops messaging them while maintaining a positive brand impression for any future outreach.
Campaign Design & Management
How does Sbl.so manage campaigns for different products or audience segments?
The platform supports dynamic campaign creation tailored to different products and audience types, ensuring every message is relevant to the specific segment receiving it.
Will campaigns for different products conflict with each other?
No. Sbl.so ensures a single campaign runs per lead at any time. You need to end one campaign before adding the same lead to another, which keeps your outreach clean and avoids sending mixed messages to the same prospect.
Can Sbl.so handle complex lead objections on WhatsApp?
Yes. The AI is trained for nuanced conversations and can respond to detailed objections intelligently. Feed it product information, FAQs, and common objections via the knowledge base and it will handle them accurately in real time.
Multilingual & Regional Support
Can Sbl.so handle regional languages like Hindi or Gujarati on WhatsApp?
Yes. Sbl.so supports multilingual conversations and adapts automatically to the language your lead writes in, including regional languages.
Will responses default to English or the lead’s language?
Responses are crafted in the lead’s preferred language automatically for smooth and personalized communication.
Scalability & Operations
Do I need multiple phone numbers to run WhatsApp outreach at scale?
No. Sbl.so handles all outreach efficiently from a single number while maintaining a high quality rating.
How many leads can Sbl.so handle on WhatsApp?
Sbl.so can handle up to 100,000 leads per week without compromising personalization or response quality.
Compliance & Account Safety
Can WhatsApp block my account for using Sbl.so?
Sbl.so operates through official Meta Business Solution Providers (BSPs) and follows WhatsApp’s messaging guidelines. Outreach is personalized and value-driven, which significantly reduces the risk of being flagged as spam.
How does Sbl.so ensure outreach does not feel like spam?
The AI combines automation with personalization to create conversations that feel relevant and human. Every message is tailored to the recipient rather than sent as a generic broadcast.
Pricing & Costs
What are the costs associated with WhatsApp conversations?
WhatsApp conversation costs are included in Sbl.so’s centralized pricing. There are no separate per-channel charges to manage.
Does every follow-up message count as a new conversation?
No. Follow-up messages sent within an active conversation window do not count as new conversations.
Integrations & Inbound Handling
How does Sbl.so integrate with my website or inbound traffic for WhatsApp?
Sbl.so integrates with your existing workflows to capture inbound leads and sync them into campaigns in real time. The “Divert Non-Campaign Chats” feature lets you handle inbound messages from contacts who are not part of any active campaign.
Can Sbl.so integrate with my CRM?
Yes. Sbl.so integrates with all major CRM platforms and provides API endpoints to connect it to any tool or workflow your team uses.
How do I add new leads to a running WhatsApp campaign?
Upload new leads using the same audience tag as the original campaign, then use the “Rerun for Non-Covered Users” feature to run the campaign for all newly added leads seamlessly.
Analytics & Reporting
How can I identify blocked or unresponsive leads on WhatsApp?
Sbl.so provides detailed engagement metrics showing lead activity, response status, and conversation outcomes. You can filter and segment leads by engagement level to refine your outreach strategy.
How can analytics improve my WhatsApp campaigns?
Sbl.so insights help you optimize messaging, timing, and audience segmentation. The “Run Based on Analytics” feature uses data from past campaigns to improve targeting and message timing for future ones.
AI Quality & Onboarding
How long does it take to train Sbl.so on my product for WhatsApp?
Training is quick. Once you upload your product information, FAQs, and resources to the knowledge base, the AI updates within minutes and is ready to handle conversations accurately.
How quickly can I see results after launching a WhatsApp campaign?
You can test through campaign simulation before going live. Once live, results typically start appearing within hours of the first messages being sent.
Data Privacy & Security
How does Sbl.so handle sensitive lead data?
All data is stored on secure servers with end-to-end encryption, ensuring full privacy for both your data and your prospects’ information.
Can Sbl.so work without sharing sensitive data externally?
Yes. Localized processing ensures compliance with strict data privacy policies.
Lead Qualification
How accurate is Sbl.so’s lead qualification on WhatsApp?
The AI scoring system prioritizes warm, high-intent leads while ensuring no valuable prospects are overlooked. It continuously refines qualification based on live conversation signals.
What if an important lead is misqualified?
Sbl.so includes a manual override option, letting you step into any conversation and adjust the lead’s status or qualification manually at any point.