Onboarding

From install to the first drafts, in about half an hour.

Six steps. The setup interview is the longest one, and you can skip any part of it and come back. Nothing is sent to anyone along the way: everything your agent writes stays a draft until you say send.

1 · Install

One line in a terminal on your computer. It finds Claude Code or Codex and adds SalesAgents. Cursor, Claude Desktop, claude.ai, ChatGPT and other hosts: every install line.

npx -y https://mcp.salesagents.si/connect.tgz

2 · Sign in by email

The first call opens a sign-in page. Type your work email, then click the link or enter the eight-digit code from the mail; both last 15 minutes. No password, no card. The same email is the same workspace next time.

3 · Set me up: seven steps, about 20 minutes

In your agent, say set me up. It asks, you answer in plain words, and it writes your profile:

  1. You: company, brands, the people who sign.
  2. Your ideal customer: who buys, what hurts, what makes them look now.
  3. Your offer: what you sell, why it wins, the objections you hear.
  4. Brand and voice: how you write, the phrases you never use, your look.
  5. Sales context and 30-day goals: where you sell today and what the next month should bring.
  6. Tools and data: mail, calendar, CRM or none, meeting recorder.
  7. Prices and funnel (optional): how you price, in words; amounts never go into outreach.

No CRM? Say create my CRM and your agent builds a local database on your machine. It is free and never counts as a test.

4 · Choose your path

You already have leads

Import the spreadsheet or connect the CRM you use, then let it grade every deal and draft the follow-ups.

You are starting from zero

Let it find companies that fit your ideal customer, research one, and draft a first message in your voice.

5 · Three free tests

Every account gets three free runs of a brief or a playbook in total, and every result says how many are left. They run on your finished profile, so the setup comes first; before it, a brief only points you there and uses none. We suggest account research, then the voice audit, then the first messages. Ask how many free tests are left? any time. The setup, your profile and your CRM never count.

6 · A plan, or a call

After the third test, the plan lifts the limit on every module: $30/month, cancel any time (pricing). Not sure yet, or want help with the setup? Book a call.

Watch it first

Six example walkthroughs, each one fictional founder from install to the three free tests, are listed under 4 · Choose your path: three for leads you already have, three for starting from zero.

Prefer them by email, picked for where you start? Demos by email.