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 five 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. Launch check: the preflight checks, then activation.

When the campaign is live the step list reads Live and an Open campaign button appears in the header. Each step shows the setup credits it earns. See Setup credits.

Work through the guided setup

Type in Reply to Victoria… and press Enter. When the Copilot wants to change something, such as creating the campaign or writing the sequence, it shows an approval card, and nothing happens until you approve it.

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 campaign stays a draft until you approve activation at the Launch check step.

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 AI Sales Copilot button in the sidebar opens the same assistant in a side panel, so you can keep asking it to build campaigns, find leads or check why a campaign isn't sending. Talking to it doesn't spend credits; only its actions do, such as finding leads. See Credits and rollover.