> ## Documentation Index
> Fetch the complete documentation index at: https://sales-docs.keinsaas.com/llms.txt
> Use this file to discover all available pages before exploring further.

# From account activation to your first Sales Agent run

> Step-by-step checklist to configure your audience, messaging, and delivery controls, then launch a controlled first Sales Agent run.

Use this checklist after keinsaas activates your account. It takes you from configuration to a controlled first run.

## Prerequisites

You need:

* an active Sales Agent account
* at least one active seat
* a connected LinkedIn account, email account, or both for that seat
* permission to edit client-wide settings if you manage targeting, limits, or approvals

<Note>
  Each seat includes **300 starter credits** to fund search and enrichment. Check your balance under **Settings → Billing** before running large searches.
</Note>

<Steps>
  <Step title="Confirm your audience">
    Open **Settings → Targeting**. Review the ideal customer profile (ICP) description, job titles, locations, industries, exclusions, and pipeline threshold.

    If you change criteria that affect existing scores, use the rescore prompt so old contacts are evaluated against the new rules.
  </Step>

  <Step title="Add contacts">
    Open **Add to Pipeline** and choose a Sales Navigator search or list, a CSV upload, or contact search at your existing companies.

    Assign every contact to a seat. The owner determines which account performs the outreach.
  </Step>

  <Step title="Review the messaging playbook">
    Open **Settings → Prompts**. Check the positioning, proof points, call to action, channel-specific writing style, sign-offs, and email signature.
  </Step>

  <Step title="Choose delivery controls">
    Open **Settings → Schedule**. For a first run, require LinkedIn message approval or create emails as drafts. Keep the initial daily limits conservative.
  </Step>

  <Step title="Protect existing relationships">
    Add customers, competitors, partners, and active opportunities under **Settings → Blacklist**. Saving immediately stops matching prospects already in the pipeline.
  </Step>

  <Step title="Inspect the next run">
    Return to **Home**. The **Next run** cards show how many contacts are ready for each step and how many fit under the current daily limits.
  </Step>

  <Step title="Start the run">
    Select **Run Now** for the complete pipeline. Keep LinkedIn closed while the run is active. Follow progress from **Activity**.
  </Step>

  <Step title="Handle messages and replies">
    Approve or edit queued messages under **Messages**. When a prospect replies, take over the conversation and set the appropriate outcome when it enters your sales process.
  </Step>
</Steps>

<Check>
  Your first run is complete when **Activity** shows a terminal status and **Home → Next run** reflects the remaining queue.
</Check>

Next, learn the [daily operating routine](/getting-started/daily-workflow).