Set up Victoria AI with the Copilot

After you start the trial, Victoria AI opens Setup with Victoria: a conversation with the AI Sales Copilot that takes you to your first live campaign. It asks about your business, builds the campaign with you and checks it before launch. You can skip it at any point and come back later.

The steps of the guided setup

The setup moves through these steps, shown on the right as Setup progress (on a phone, tap the progress strip at the top to open it):

1. Ideal customer: who you sell to and what you offer.
2. Leads: the people to contact, from the Lead database or a CSV upload.
3. Sequence: the messages the campaign sends.
4. Sender account: the LinkedIn or email account it sends from.
5. Appointment Setter (optional): whether the AI answers replies for you.
6. Launch review: everything that was built, then launch.

Each step shows the setup credits it earns. See Setup credits.

Answer the Copilot's questions

When the Copilot needs a decision, such as who to target, how many leads to start with or which channels to use, it shows a question card with a few options. The recommended option comes first. Select one, or choose Type your own answer. With several questions, Next moves through them and Send answers finishes. On a computer, the number keys pick an option and Enter moves on.

You can also just type a reply in Reply to Victoria…; it answers the open question.

What the Copilot builds without asking

To keep the setup quick, the Copilot builds the draft campaign as it goes: the campaign and its profile, the sequence, the AI personalization fields and the sender assignment. Each one appears in the conversation as a checked line. Nothing sends while you build; the campaign stays a draft until you launch it.

The Copilot still asks you to approve three things:

• Pulling leads from the Lead database, because it spends credits. The card shows the cost.
• Turning on the Appointment Setter, so you can read what it will say.
• The launch.

Some steps open part of the app inside the conversation:

• Uploading a CSV opens the same Upload Leads window as the campaign's Leads tab. See Import a CSV.
• Connecting a sender takes you to the sign-in page in the same tab, then brings you back to the conversation. See Connect LinkedIn.

The Appointment Setter step

The Copilot explains what changes with the Setter on: it answers every reply, follows up until the prospect books or declines, and hands the conversation to you when your triggers come up. Without it, replies land in the Inbox for you to answer. Choose Turn it on, Alert me only or Skip for now. You can change this later on the campaign's Responses tab. See Appointment Setter.

The launch review

The last step shows a Launch review card. Open any section to check it: who the campaign reaches, the sequence step by step (including how the Yes/No branch works), the AI fields, the senders, the Appointment Setter, any warnings, and what happens after launch.

• Launch campaign activates it.
• Not yet, take me to the campaign keeps it as a draft.

Either way, Victoria opens the campaign page next, where you can change anything and launch later.

Skip the guided setup

Select Skip to dashboard in the header. Nothing you built is lost; the campaign and any leads stay as they are.

You can still reach Sender Accounts, Credits & Billing and Settings at any time, whether or not you finished the setup.

Resume the guided setup after skipping it

The dashboard shows Finish setting up with Victoria until your first campaign is activated. Select Continue setup. The conversation picks up where you left off.

The banner goes away on its own once any campaign in the workspace activates, whether you activated it through the setup or by hand.

Use the Copilot after setup

The same assistant is there after setup, so you can keep asking it to build campaigns, find leads or check why a campaign isn't sending:

• AI Sales Copilot, the green button at the top of the sidebar, opens the Copilot as a full page. Your conversations are listed on the left: select one to pick it up again, New chat to start fresh, or the trash icon to delete one. Weekly reviews are listed under Reviews.
• Ask Copilot on a campaign, the Dashboard, an Inbox conversation or Sender Accounts opens it in a side panel, with a question about that page ready in the message box and a few suggestions. Edit the question or press Enter to send it. Each starts a new conversation; the previous one stays in your history.
• In the side panel, the expand button opens the same conversation as a full page.

The side panel and the full page open on a new chat. Your previous conversations stay in the history list (History in the side panel, the left column on the full page), so select one to continue it.

The Copilot reads Inbox conversations to summarize them or suggest a reply, but it never sends a reply for you. Talking to it doesn't spend credits; only its actions do, such as finding leads. See Credits and rollover.

The Copilot is unavailable

If the AI service the Copilot runs on is down, it switches to a backup automatically and carries on. If the backup is down too, the Copilot says it couldn't reach the AI service and stops. Anything it already did in that conversation is saved. It links to the campaign it was working on, or during setup with no campaign yet, to Build a campaign yourself, which opens the new campaign form. Otherwise, try again in a minute.