> ## Documentation Index
> Fetch the complete documentation index at: https://docs.unifygtm.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Get started as a rep

> Connect your accounts and prepare your first outreach.

export const PlanAvailability = ({plans}) => <aside aria-label="Plan availability" className="not-prose my-6 flex items-start gap-3 rounded-xl border border-zinc-200 bg-zinc-50 px-4 py-3 text-sm leading-6 text-zinc-700 dark:border-zinc-700 dark:bg-white/5 dark:text-zinc-300">
    <svg aria-hidden="true" width="18" height="18" viewBox="0 0 24 24" fill="none" stroke="currentColor" strokeWidth="1.5" strokeLinecap="round" strokeLinejoin="round" className="mt-1 shrink-0">
      <path d="m12 3 9 5-9 5-9-5 9-5Z" />
      <path d="m3 12 9 5 9-5M3 16l9 5 9-5" />
    </svg>
    <span>Available only on {plans} plans.</span>
  </aside>;

export const ThemedImageFrame = ({lightSrc, darkSrc, alt, caption}) => <Frame caption={caption}>
    <div className="block w-full dark:hidden">
      <OptimizedImage className="w-full" src={lightSrc} alt={(alt ?? caption) ?? ""} />
    </div>
    <div className="hidden w-full dark:block">
      <OptimizedImage className="w-full" src={darkSrc} alt={(alt ?? caption) ?? ""} />
    </div>
  </Frame>;

## Overview

Get ready to work your accounts and start outreach. Before you begin, accept
your workspace invitation and sign in with the email address that received it.

## One-time setup

<Steps>
  <Step title="Set up your sending mailbox">
    Ask your manager which mailboxes to use. If your team provides
    Unify-managed mailboxes, confirm that they are assigned to you and ready to send.

    To connect your work email, open
    [Settings → Mailboxes](https://app.unifygtm.com/dashboard/settings/deliverability/mailboxes),
    click **New mailbox**, and choose **Google Workspace** or **Microsoft Outlook**.

    <ThemedImageFrame lightSrc="/images/reference/deliverability/connection-options-light.png" darkSrc="/images/reference/deliverability/connection-options-dark.png" alt="Mailbox options for connecting a Google Workspace or Microsoft Outlook account." />

    Review your sender name and email signature in
    [Settings → Profile](https://app.unifygtm.com/dashboard/settings/my-profile).
  </Step>

  <Step title="Connect your CRM account">
    If your team requires a personal CRM connection, follow the user connection
    instructions for [Salesforce](/reference/integrations/salesforce/overview#setup)
    or [HubSpot](/reference/integrations/hubspot/overview#setup).
    This lets Unify access the CRM on your behalf.
  </Step>
</Steps>

## Find your accounts

### Use your book of business

<PlanAvailability plans="Business" />

If your team uses a [book of business](/reference/book-of-business/work-your-book),
start with your highest-priority accounts. Open a company's intel to review
its fit, timing, and suggested prospects.

Click **What accounts can I work?** in the book's header to review your team's
rules for claiming and contacting accounts.

### Build a list in chat

Open [chat](https://app.unifygtm.com/dashboard/chat) and describe the companies
or people you want to find, using criteria such as industry, company size, or
job title. Review the results, refine your criteria, and save a list.
See [Build lists with chat](/reference/lists/build-with-chat) for examples.

## Engage

<Steps>
  <Step title="Review your message">
    Choose a person you can contact. Ask chat to prepare drafts using your team's
    [agentic sequence](/reference/sequences/agentic-sequences) and specify your
    sending mailbox. Review the generated messages and personalization, then
    edit the drafts or ask chat to revise them.
  </Step>

  <Step title="Enroll the person">
    When the drafts are ready, click **Enroll in sequence**. Approval starts
    the enrollment, and automatic emails follow the sequence's send schedule.

    <ThemedImageFrame lightSrc="/images/reference/sequences/agentic-sequence-review-light.png" darkSrc="/images/reference/sequences/agentic-sequence-review-dark.png" alt="The enrollment queue showing a generated email and the controls for approving enrollment." />
  </Step>

  <Step title="Follow up">
    Check [Tasks](/reference/tasks/complete-tasks) for manual follow-ups and
    [Replies](/reference/sequences/replies) for responses.
  </Step>
</Steps>


This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.