Getting started with Sendblox
Sendblox is an AI outreach platform for personalized B2B sales communication across email, SMS, WhatsApp, and voice.
This guide walks you through going from signup to your first campaign in minutes. Each step below has its own short video
walkthrough on the page, or you can read the steps here.
- Create your account and business profile: Sign up, set up your business profile, and get oriented around Sendblox so you know where everything lives before you connect data or launch outreach.
- Set up your brand kit and tone of voice: Add your logos, brand colors, dictionary rules, and tone of voice so every message Sendblox generates sounds like your team wrote it.
- Add and manage assets: Upload images, documents, and other files to your asset library, then organize and reuse them across campaigns without hunting through folders.
- Create templates for campaigns: Build fixed, on brand email and message templates that your AI agents personalize for each contact, with consistent structure and tailored copy.
- Set up campaigns, audiences, and integrations: Connect HubSpot, Google Sheets, Salesforce, Zoho, Pipedrive, Dynamics, Monday, ClickUp, Airtable, or other supported integrations, then sort your data, build your audience, and configure campaigns and sequences.
- Explore analytics and campaign insights: Use the Analytics and Data sections to compare performance across campaigns, drill into a single campaign, and review multi channel insights from email, SMS, WhatsApp, and voice in one place.
- Choose your plan and upgrade: Review Sendblox packages and pricing, then upgrade on the path that fits you, whether you are a growing team or an enterprise customer, there is a plan built for how you work.
Ready to begin? Start free at sendblox.io/signup or return to the
Sendblox homepage.