Salesbot.cz user guide

Step by step setup and your first LinkedIn campaign in Salesbot.

Contents

  1. Quick start – your first Salesbot campaign
  2. Initial setup
  3. Blacklist
  4. Adding contacts
  5. Full-text search
  6. Launching and configuring a campaign
  7. Message generation
  8. Inbox
  9. Posts
  10. Subscription
  11. MCP API for AI (Claude, GPT, Cursor)
  12. Auto-replies
  13. Emergency stop

Quick start – your first Salesbot campaign

Full walkthrough: connect LinkedIn, find leads, configure a campaign, generate messages and handle replies with AI suggestions in the inbox.

  1. Connect your LinkedIn account in Settings → LinkedIn. A green “LinkedIn connected” badge appears in the top bar. Admins add API keys (Apify, Apollo, Serper, Gemini, OpenAI) in Settings.
  2. In Settings set daily limits (invitations, messages), allowed sending hours and timezone. For fresh LinkedIn accounts start at 10–30% of the limit and ramp up.
  3. Optionally add blocked domains / companies / emails in Blacklist – matching leads are skipped on import.
  4. Create a lead list: Contacts → New list (e.g. “CMO Prague – Q1”). Lists separate target groups across campaigns.
  5. Find leads – Google X-Ray (Serper), LinkedIn Sales Navigator URL (Apify), Apollo, Apify scraper, CSV upload, or a single LinkedIn URL.
  6. Review scraping results – duplicates, blacklist and manually excluded contacts are filtered automatically. The system enriches headline, company, role and detects gender for the right salutation.
  7. Create a campaign: Campaigns → Create. Set name, description and a template (Connect only, Connect + 1 message, Connect + 3 follow-ups, Reactivation, Custom).
  8. Configure steps: action type (visit / connect / message) and delay in hours. For message steps write a template with {first_name}, {company} – Gemini personalizes the opening. Connection invitations are always sent without text.
  9. In the campaign detail set daily invite/message limits, allowed hours and optionally enable Auto-approval with GPT quality check (gpt-5-nano).
  10. Add leads to the campaign: campaign detail → Add leads → pick lists. Duplicate, blacklist and manual exclusion checks apply.
  11. Start the campaign. Salesbot schedules actions with random time offsets (anti-detection) and respects allowed hours and daily limits.
  12. Message approval: Campaign → Messages shows drafts in status pending_approval. Bulk approve, edit, or reject with feedback.
  13. When a lead replies, the campaign stops for them immediately (webhook + safety net). Status updates to Replied.
  14. Inbox: open a conversation → use the AI reply suggestion (Gemini, last 20 messages context), quick-reply templates, or write manually.
  15. Track stats in the campaign dashboard: invites, connections, messages, replies, conversion rate. Tune templates, delays or targeting.

Initial setup

Connect LinkedIn and set basic workspace parameters before you start.

  1. Go to Settings and open the LinkedIn tab.
  2. Click Connect LinkedIn and complete the login (opens in a new window).
  3. On success you'll see the green “LinkedIn connected” badge in the top bar.
  4. Review daily limits, allowed sending hours and timezone.
  5. Admins fill in API keys for Apify, Apollo, Serper and other integrations.
  6. In Users invite teammates and assign roles (admin/user).

Blacklist

The blacklist prevents outreach to selected domains, companies or people.

  1. Open Blacklist in the menu.
  2. Click Add and pick the type: domain, company or a specific email.
  3. For bulk import use the Import button (CSV, one entry per line).
  4. On contact import the blacklist is applied automatically – matching leads are skipped.
  5. Edit or delete entries anytime – changes apply on the next import.

Adding contacts

Add contacts from multiple sources – LinkedIn search, Apollo, CSV or manually.

  1. Go to Contacts and pick or create a list.
  2. Click Add contacts and choose a source: Google X-Ray, LinkedIn Sales Navigator URL, Apollo, Apify scraper or CSV upload.
  3. Fill in filters (role, location, company, industry) and run the search.
  4. After scraping review the results – duplicates and blacklist filter automatically.
  5. Pick leads and add them to the contact list.
  6. Before launching a campaign verify the data is complete (name, company, LinkedIn URL).

Full-text search

Find leads via Google X-Ray, LinkedIn Sales Navigator or direct profile URLs.

  1. In Contacts pick a list and click Add contacts → Google X-Ray.
  2. Enter a query (e.g. 'site:linkedin.com/in "Sales Manager" Prague').
  3. The system uses Serper API and extracts LinkedIn URLs from Google results.
  4. Alternatively paste a LinkedIn Sales Navigator URL – profiles are scraped via Apify.
  5. For single leads paste a LinkedIn profile URL.
  6. Search supports up to 15 Google result pages (100 results per page).
  7. Contacts are enriched from LinkedIn and gender is detected for the right salutation.

Launching and configuring a campaign

A campaign defines a sequence of steps (visit → connect → messages) and its parameters.

  1. In Campaigns click Create and set name and description.
  2. Pick a template (e.g. Connect + 3 follow-ups) or define custom steps.
  3. For each step set action type (visit, connect, message) and delay in hours.
  4. Set daily invite limit and allowed sending hours.
  5. Add contacts from lists – duplicate and blacklist checks apply.
  6. Optionally enable auto-approval with GPT quality check.
  7. Click Start – the system starts generating messages and scheduling actions.

Message generation

Messages are personalized by AI (Gemini) based on the LinkedIn profile.

  1. For each “message” step write a template with placeholders like {first_name} or {company}.
  2. AI fills the personalized opening or the whole message based on headline, role and company.
  3. For Czech messages the system automatically uses the vocative case for names.
  4. In Campaign → Messages review and edit drafts before sending.
  5. Without approval, messages are sent automatically at the scheduled time.
  6. Connection invitations are always sent without text to prevent account blocks.

Inbox

The inbox aggregates all LinkedIn conversations with your contacts.

  1. Open Messages in the main menu.
  2. The left panel lists conversations – unread are highlighted.
  3. Click a conversation to see the full history.
  4. Use quick-reply templates or the AI suggestion for fast replies.
  5. Tag conversations with up to 2 tags for easier sorting.
  6. When a lead replies, the campaign stops for them automatically.

Posts

Schedule and publish LinkedIn posts directly from the app.

  1. Go to Posts and click New post.
  2. Write the post text, add an image or link if needed.
  3. Pick publish time – now or scheduled.
  4. After publishing the post appears in the list with status and reach stats.
  5. Duplicate posts to reuse as templates.

Subscription

Manage plan, billing and credit usage.

  1. Open Subscription in the menu.
  2. Pick a plan based on contacts and campaigns you need.
  3. Payments go through Stripe – billing history is visible.
  4. Track daily credit usage on the dashboard.
  5. Use Manage subscription to change payment method or cancel (Stripe portal).

MCP API for AI (Claude, GPT, Cursor)

The MCP server lets an external AI assistant connect to your account and delegate message generation, approval and sending. All actions respect daily limits, allowed hours, blacklist and stop-on-reply.

  1. Open the MCP API section – you'll find the endpoint URL, JWT token and config for Claude Desktop / Cursor.
  2. Copy the JSON config into your MCP client settings. The JWT has limited validity.
  3. search_linkedin_people – search people on LinkedIn by keywords / role / company / location.
  4. search_google_xray – Google X-Ray search via Serper (site:linkedin.com/in), up to 15 × 100 results.
  5. search_linkedin_navigator – scrape a Sales Navigator URL via Apify.
  6. get_contact_profile – full contact profile (salutation, headline, company, role, history).
  7. list_contacts – contacts with ID, name, company and status.
  8. list_campaigns – campaigns with ID, name, status and lead counts.
  9. add_contacts_to_campaign – add contacts to a campaign with blacklist and deduplication.
  10. send_linkedin_message – one-off message outside a campaign (30–180 s anti-detection).
  11. send_connection_request – connection invitation, always without text.
  12. generate_campaign_message – AI draft (Gemini), stored as pending_approval.
  13. list_pending_approvals – list of drafts awaiting approval.
  14. approve_message – approve a draft, optionally with a second gpt-5-nano check.
  15. reject_message – reject with feedback, Gemini produces a new version.

Auto-replies

Auto-replies automatically respond to inbox messages based on defined patterns. AI matches messages and either sends a prepared reply or calls a webhook.

  1. Open Auto-replies in the main menu.
  2. Set Match threshold (slider, default 75%) – higher = stricter, fewer false positives.
  3. Click Add pattern: name, sample message, reply text and optional Webhook URL.
  4. Webhook URL works with Make, Zapier, n8n, Smartlead or any custom endpoint – POST with lead data and message.
  5. Active webhook is marked with a badge in the list.
  6. Toggle 'Active' to disable a pattern without deleting it.
  7. Recommendation: start at 80–90%, watch results in the inbox, and tune.

Emergency stop

The emergency stop (kill switch) instantly pauses all automated activity in Salesbot.

  1. The Emergency STOP button is in the top bar next to the LinkedIn status.
  2. On confirmation all campaigns are paused, auto-replies disabled and scheduled actions cancelled.
  3. While active, no new campaign can start.
  4. Active state pulses red – click again to disable without confirmation.
  5. After disabling you must restart campaigns and auto-replies manually.
  6. Tip: use preventively during major settings changes.