Help
Setting up Atom, using it day to day, and answers to common questions.
Getting started
- Atom in five minutes
What Atom does for you, and the rules it never breaks.
- Connecting your accounts
Your own Claude and Apollo accounts, your CRM and your mailboxes, and how Atom keeps your keys safe.
- Setting up your account
Signing in, two-factor authentication and inviting your team.
- Writing your playbook
Tell Atom what you sell, who to approach and what it may claim.
- Connecting Pipedrive
Why Atom needs your CRM, how to connect it with your API token, and how to mark people Atom must never contact.
- Setting up sending mailboxes
A separate sending domain, its SPF, DKIM and DMARC records, and mailboxes with Microsoft 365, Google Workspace or another provider.
- Connecting your mailbox and calendar
How Atom reads replies and books meetings in your diary.
- Who emails are sent as
A real person in your team, with their agreement, or a named AI assistant that a team member is responsible for.
- Going live and warm-up
Why Atom starts slowly, and what happens in the first weeks.
- Never approach
Upload the people and companies Atom must never cold email, such as past clients or a do-not-repeat log.
- Your team and account
Inviting colleagues, roles, and your own sign-in settings.
- Plans and billing
Choosing a plan, what it includes, how meetings are charged and managing payments.
Using Atom
- Prospects
Companies Atom has researched, the people at them, and approving who to approach.
- Needs you
Replies and emails Atom hands to a person, and what to do with them.
- Daily prospecting
Atom finding new companies and the right people every weekday, from your own Apollo account, with your own filters.
- Earned autonomy and shadow mode
How Atom earns the right to reply by itself, one kind of reply at a time.
- Conversations
Every reply, what Atom did about it, and drafts you can send or stop.
- Meetings
Booked calls, why each company fitted, and flagging no-shows.
- Pausing all sending
One click stops every email, including ones already queued.
- Working hours
When Atom sends first emails and follow-ups.
- Data requests
When someone asks what you hold about them, or asks you to delete it.
- Company settings
Follow-up timing, waiting after out-of-office and "not now" replies, booking, and how each kind of reply goes out.
- Win-back
Getting back in touch with deals you lost a while ago, from your own mailbox, with your approval every time.
Questions
- Why was an email held?
The checks every email passes, and what each reason means.
- Common questions
Short answers to the questions people ask most.