Intro
Think of your Ora agent like a rep. You’ll set them up to:
Know who to contact (via your lead list)
Understand what you do (via company training)
Learn how to talk about it (via instructions)
🎥 Watch: Setting up your first Ora Agent (3 min)
This video walks you through uploading your lead list and training on your company.
Step 1: Click "New Agent"
From the Ora dashboard, click New Agent to get started.
Step 2: Upload your leads
You have two options:
Upload a CSV file
Connect Salesforce (we’ll sync your list directly)
*If you're uploading via CSV, make sure it includes a column titled Email.
Optional fields: First Name, Last Name, Title, Company.
For tips on building a lead list, click here.
Step 3: Click "Continue to Training"
This moves you into the company training section, where Ora learns who you are and who you're selling to.
From here, you’ll:
Enter your email (and teammates’ emails) to run an optional historical analysis
Review and (optionally edit by clicking "Retrain") Company Bio (company name, company overview, target roles, departments) and Value Props.
Your lead list should align with the roles and departments you define here - this helps Ora write more relevant emails.
To learn more about how to optimize this section, click here.
Once your agent is built, it will appear in your Campaigns tab.
Campaigns live in one of five states:
Scheduling: Stuck in scheduling so for some reason
Active: Running and sending emails
Draft: Still being set up
Paused: Temporarily stopped
Archived: Retired or deleted