Help Center
Help Center
How to use the Victoria AI app: senders, leads, campaigns, the Appointment Setter, billing and troubleshooting.
Getting started
- What is Victoria AIWhat Victoria AI does, what each part of the app is for, and the order most teams set it up in.
- How the free trial worksWhat the Victoria AI free trial includes, what ends it early, and when your card is charged or not.
- Set up Victoria AI with the CopilotHow the guided setup conversation works, how to skip it, and how to pick it up again from the dashboard.
- Setup creditsThe bonus credits each setup milestone earns, when each one lands, and the rules that apply to them.
- Your first month with Victoria AIA week-by-week routine for your first month with Victoria AI, from setup and daily replies to weekly analytics, A/B decisions and lead refills.
- Victoria AI glossaryPlain definitions of the terms used across Victoria AI, from backlog and runway to seats, ramps and preflight.
Senders
- Connect a LinkedIn accountConnect your LinkedIn account as a sender in Victoria AI, what happens after it connects, and what to do if it fails.
- Connect a Gmail or Outlook mailboxConnect a Google Workspace or Microsoft 365 mailbox as an email sender, and what the DNS check does once it connects.
- Connect a sender with an invite linkSend a colleague or client a link that connects their LinkedIn or email account to your workspace without sharing a password.
- Reconnect a disconnected senderWhy a LinkedIn or email sender disconnects, what stops while it's disconnected, and how to reconnect it from Sender Accounts.
- LinkedIn limits, ramp and restrictionsThe daily and weekly caps on each LinkedIn sender, the warm-up ramp, and what happens after LinkedIn restricts an account.
- Sending mailbox best practicesSet up mailboxes for Victoria AI cold email the safe way, on a dedicated sending domain, warmed up and with SPF, DKIM and DMARC in place.
- Email sending limits and the warm-up rampHow many emails each mailbox and campaign can send, how the warm-up ramp works, and why Victoria has no separate warm-up service.
- Set up SPF, DKIM and DMARC for your sending domainWhat SPF, DKIM and DMARC do, how to read the DNS check on Sender Accounts, and how to add the records for Google or Microsoft.
- Remove or replace a senderWhat removing a LinkedIn or email sender pauses and stops, who can remove one, and how to swap in a different account.
Leads
- Find leads in the Lead databaseSearch the Lead database from a campaign, preview results, and add leads with emails or LinkedIn only, with what each step costs.
- Import leads from a CSVUpload a CSV or XLSX of leads into a campaign, map its columns, and turn extra columns into variables for your sequence.
- Do Not Contact listBlock emails, domains and LinkedIn profiles from every campaign, what the list blocks, and how opt-outs are added automatically.
- Trial lead capHow many leads a trial workspace can hold, what counts toward the cap, and what to do when an import is refused.
Campaigns
- Build a campaignCreate a campaign in Victoria AI from start to activation, in the app or with the AI Sales Copilot.
- Sequence steps and branchesEvery step type in a Victoria AI sequence, how delays work, and how the connection-accepted branch splits leads.
- Personalization fields and variablesLead variables, custom fields and AI Personalization fields in Victoria AI messages, with fallbacks, coverage, held leads and costs.
- A/B test a sequenceRun two variations of a Victoria AI sequence, split new leads between them, read the verdict, and end the test.
- Work hours and daily limitsSet when a Victoria AI campaign sends and how much it sends each day, and how campaign limits combine with sender limits.
- Preflight checksEvery readiness check Victoria AI runs before a campaign activates, what each message means, and how to fix it.
- Edit a live campaignWhich changes are safe while a Victoria AI campaign has leads in progress, and why adding or deleting steps can shift leads.
- Pause, duplicate or archive a campaignStop a Victoria AI campaign for now, copy it as a starting point, or archive it for good, and what each one keeps.
Inbox & Appointment Setter
- Inbox basicsRead and answer replies in the Victoria AI Inbox, filter conversations, close and reopen them, and see the whole team's threads.
- Appointment SetterSet up the AI Appointment Setter on a Victoria AI campaign, choose its mode and goal, and take over or hand back conversations.
- Replies and sentimentHow Victoria AI labels each reply, what happens to a lead who replies or opts out, and how to correct the record.
Analytics
Connect your AI
Billing
- Plans and add-onsWhat the Workspace and Agency plans include, how to add LinkedIn seats and mailboxes, and how removing an add-on works.
- Credits and rolloverWhat spends credits in Victoria AI, what is free, how the monthly grant rolls over, and what stops when the balance reaches zero.
- Buy credits and set up auto-rechargeBuy a credit pack from Credits & Billing, set auto-recharge to top up when your balance runs low, and fix a purchase that didn't land.
- Failed paymentsWhat pauses when a subscription payment fails, how long your senders are kept, and how to update your card to resume.
- Cancel or reactivate your subscriptionHow canceling works for a trial and a paid plan, what happens to your senders and credits, and how to reactivate.
- Plans, limits and credits at a glanceEvery plan price, credit cost, trial limit, sending cap and setting bound in Victoria AI, on one page.
Account
- Invite teammates and manage rolesInvite people to your Victoria AI workspace, what the owner, admin and member roles can each do, and how to change or remove someone.
- Create and manage API keysGenerate an API key with the access it needs and an expiry, use it with the REST API or MCP, and revoke it when you're done.
- Notifications and alert emailsWhere Victoria AI notifications appear, what they alert you to, who gets the matching emails, and how to clear them.
Troubleshooting
- Campaign won't activateWhy the Activate Campaign button stays disabled in Victoria AI, and how to clear each kind of blocker.
- Leads aren't movingWhy leads in an active Victoria AI campaign aren't getting their next step, and the fix for each cause.
- Campaign gets no repliesDiagnose a Victoria AI campaign that sends but gets few or no replies, from deliverability to copy and targeting.
- Sender disconnectedWhat happens to a Victoria AI campaign when a LinkedIn or email sender disconnects, and how to get it sending again.