Quick start.
Seven steps, in order. The Onboarding Checklist card on your dashboard at app.tenloai.com/dashboard/sales mirrors these steps — most tick off automatically as you complete them.
Fill in your legal business name, owner display name, and a real street address (PO boxes are accepted; placeholder text like “TBD” or “123 Main St” is rejected).
Every commercial email must carry the sender’s mailing address, and Tenlo enforces this in code — outreach sends are blocked until this is filled in. This address is auto-injected into the compliance footer of every email you send.
Click Connect Gmail or Connect Microsoft 365. Sign in, accept the permissions, and you’re done. See Connecting your sending email.
Brand-new mailboxes hit Gmail’s spam filters hard. If your domain is fresh, do a slow ramp (5–10 sends/day) for the first 2 weeks before scaling.
For your first run, pick File upload and drop in a CSV with 5–10 rows (so you can validate quickly without burning cap). Required columns: company_name and contact_email.
You’ll be shown a preview of what will and won’t import (suppressed, Quebec, flagged), be asked to pick a consent basis, and tick a legal attestation before the import commits — see Importing prospects.
Each prospect goes through real-time research (web search + AI profiling). Status moves: pending_research → pending_sequence → sequence_ready. The dashboard polls every ~20 seconds while anything is mid-pipeline and stops automatically once everyone is done — you don’t need to refresh.
See AI research.
You’ll see 4 emails — Step 1 (intro, sent immediately), Step 2 (4 days later), Step 3 (8 days later), Step 4 (breakup, 14 days later). Read them.
Inline draft editing lives on the roadmap; for now, the cleanest path to predictable copy is to set up a sequence template you trust.
Click Approve & send on a sequence row. The first email queues immediately and sends within minutes (subject to your daily 50-email cap). The next three queue automatically with their delays.
The Approvals usage bar at the top of the dashboard refreshes after every approval so you can see your remaining cap in real time. See Approving & sending.
The Sequences table shows real-time progress. Send status, open events, and replies update as they happen. Reply classification fires within ~1 minute of a reply landing in your inbox — see Replies & classification.
That’s it — you’re running outreach. Most customers see their first positive reply within the first week.
The 8-step onboarding checklist
The dashboard’s checklist is one step wider than the Quick Start above — it adds ICP definition and send-limit configuration as discrete steps, and stamps first send and first positive reply as automatic milestones.
| # | Step | Auto-completes when… |
|---|---|---|
| 1 | Add your business mailing address | Address is saved (validation passes) |
| 2 | Connect Gmail (or Microsoft 365) | OAuth callback completes |
| 3 | Define your ideal customer | Manual tick (no auto-detect yet) |
| 4 | Set daily send limits | Manual tick |
| 5 | Upload your first prospect list | First successful import commits |
| 6 | Review and approve sequences | Manual tick (or after first approval) |
| 7 | Send first batch | First outbound email actually sends |
| 8 | First positive reply | Reply classifier marks any reply as positive |
A green check appears as each step ticks off. The whole card disappears once all 8 are complete. If automation misses a step (rare, but happens), click the step to mark it done manually.