# Help Center

How to use the Victoria AI app: senders, leads, campaigns, the Appointment Setter, billing and troubleshooting.

## Getting started

- [What is Victoria AI](https://docs.versionseven.ai/help/what-is-victoria): What Victoria AI does, what each part of the app is for, and the order most teams set it up in.
- [How the free trial works](https://docs.versionseven.ai/help/free-trial): What the Victoria AI free trial includes, what ends it early, and when your card is charged or not.
- [Set up Victoria AI with the Copilot](https://docs.versionseven.ai/help/set-up-with-the-copilot): How the guided setup conversation works, how to skip it, and how to pick it up again from the dashboard.
- [Setup credits](https://docs.versionseven.ai/help/setup-credits): The bonus credits each setup milestone earns, when each one lands, and the rules that apply to them.
- [Your first month with Victoria AI](https://docs.versionseven.ai/help/first-month): A 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 glossary](https://docs.versionseven.ai/help/glossary): Plain definitions of the terms used across Victoria AI, from backlog and runway to seats, ramps and preflight.

## Senders

- [Connect a LinkedIn account](https://docs.versionseven.ai/help/connect-linkedin): Connect 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 mailbox](https://docs.versionseven.ai/help/connect-gmail-or-outlook): Connect 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 link](https://docs.versionseven.ai/help/connect-a-sender-with-an-invite-link): Send a colleague or client a link that connects their LinkedIn or email account to your workspace without sharing a password.
- [Reconnect a disconnected sender](https://docs.versionseven.ai/help/reconnect-a-sender): Why a LinkedIn or email sender disconnects, what stops while it's disconnected, and how to reconnect it from Sender Accounts.
- [LinkedIn limits, ramp and restrictions](https://docs.versionseven.ai/help/linkedin-restrictions-and-limits): The daily and weekly caps on each LinkedIn sender, the warm-up ramp, and what happens after LinkedIn restricts an account.
- [Sending mailbox best practices](https://docs.versionseven.ai/help/sending-mailbox-best-practices): Set 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 ramp](https://docs.versionseven.ai/help/sender-limits-and-ramp): How 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 domain](https://docs.versionseven.ai/help/dns-setup): What 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 sender](https://docs.versionseven.ai/help/remove-or-replace-a-sender): What 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 database](https://docs.versionseven.ai/help/find-leads-in-the-lead-database): Search 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 CSV](https://docs.versionseven.ai/help/import-a-csv): Upload a CSV or XLSX of leads into a campaign, map its columns, and turn extra columns into variables for your sequence.
- [Do Not Contact list](https://docs.versionseven.ai/help/do-not-contact): Block emails, domains and LinkedIn profiles from every campaign, what the list blocks, and how opt-outs are added automatically.
- [Trial lead cap](https://docs.versionseven.ai/help/trial-lead-cap): How many leads a trial workspace can hold, what counts toward the cap, and what to do when an import is refused.

## Campaigns

- [Build a campaign](https://docs.versionseven.ai/help/build-a-campaign): Create a campaign in Victoria AI from start to activation, in the app or with the AI Sales Copilot.
- [Sequence steps and branches](https://docs.versionseven.ai/help/sequence-steps-and-branches): Every step type in a Victoria AI sequence, how delays work, and how the connection-accepted branch splits leads.
- [Personalization fields and variables](https://docs.versionseven.ai/help/personalization-fields): Lead variables, custom fields and AI Personalization fields in Victoria AI messages, with fallbacks, coverage, held leads and costs.
- [A/B test a sequence](https://docs.versionseven.ai/help/ab-testing): Run two variations of a Victoria AI sequence, split new leads between them, read the verdict, and end the test.
- [Work hours and daily limits](https://docs.versionseven.ai/help/work-hours-and-daily-limits): Set when a Victoria AI campaign sends and how much it sends each day, and how campaign limits combine with sender limits.
- [Preflight checks](https://docs.versionseven.ai/help/preflight-checks): Every readiness check Victoria AI runs before a campaign activates, what each message means, and how to fix it.
- [Edit a live campaign](https://docs.versionseven.ai/help/edit-a-live-campaign): Which 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 campaign](https://docs.versionseven.ai/help/pause-duplicate-archive): Stop 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 basics](https://docs.versionseven.ai/help/inbox-basics): Read and answer replies in the Victoria AI Inbox, filter conversations, close and reopen them, and see the whole team's threads.
- [Appointment Setter](https://docs.versionseven.ai/help/appointment-setter): Set up the AI Appointment Setter on a Victoria AI campaign, choose its mode and goal, and take over or hand back conversations.
- [Replies and sentiment](https://docs.versionseven.ai/help/replies-and-sentiment): How Victoria AI labels each reply, what happens to a lead who replies or opts out, and how to correct the record.

## Analytics

- [Analytics metrics](https://docs.versionseven.ai/help/analytics-metrics): What every number on the Victoria AI Dashboard and campaign Analytics tab counts, its unit, and how date ranges and filters apply.
- [Campaign health indicators](https://docs.versionseven.ai/help/campaign-health): What the warning icons and banners on a Victoria AI campaign mean, and how to clear them.

## Connect your AI

- [Connect your AI assistant](https://docs.versionseven.ai/help/connect-your-ai-assistant): Connect Claude or ChatGPT to your Victoria AI workspace in three steps, and choose read-only or read-and-write access.

## Billing

- [Plans and add-ons](https://docs.versionseven.ai/help/plans-and-add-ons): What the Workspace and Agency plans include, how to add LinkedIn seats and mailboxes, and how removing an add-on works.
- [Credits and rollover](https://docs.versionseven.ai/help/credits-and-rollover): What 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-recharge](https://docs.versionseven.ai/help/buy-credits-and-auto-recharge): Buy 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 payments](https://docs.versionseven.ai/help/failed-payments): What pauses when a subscription payment fails, how long your senders are kept, and how to update your card to resume.
- [Cancel or reactivate your subscription](https://docs.versionseven.ai/help/cancel-or-reactivate): How 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 glance](https://docs.versionseven.ai/help/facts): Every plan price, credit cost, trial limit, sending cap and setting bound in Victoria AI, on one page.

## Account

- [Invite teammates and manage roles](https://docs.versionseven.ai/help/invite-teammates-and-roles): Invite 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 keys](https://docs.versionseven.ai/help/api-keys): Generate 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 emails](https://docs.versionseven.ai/help/notifications): Where Victoria AI notifications appear, what they alert you to, who gets the matching emails, and how to clear them.

## Troubleshooting

- [Campaign won't activate](https://docs.versionseven.ai/help/troubleshooting-campaign-wont-activate): Why the Activate Campaign button stays disabled in Victoria AI, and how to clear each kind of blocker.
- [Leads aren't moving](https://docs.versionseven.ai/help/troubleshooting-leads-not-moving): Why leads in an active Victoria AI campaign aren't getting their next step, and the fix for each cause.
- [Campaign gets no replies](https://docs.versionseven.ai/help/troubleshooting-no-replies): Diagnose a Victoria AI campaign that sends but gets few or no replies, from deliverability to copy and targeting.
- [Sender disconnected](https://docs.versionseven.ai/help/troubleshooting-sender-disconnected): What happens to a Victoria AI campaign when a LinkedIn or email sender disconnects, and how to get it sending again.
