Step 1: After you've uploaded leads, it's time to train Ora on your company
Click "Continue to Training"
You’ll land on the Train on Company screen. From here, you’ll refine your agent’s understanding of your company and audience.
To get started, you'll need to click "Retrain."
Step 2: (Optional) Run a historical email analysis
Enter your email (and optionally, teammates’ emails). Ora will scan past outbound emails to learn:
How you position your product
How you talk to prospects
Common phrases, tone, and objections
If Ora says “not enough emails to analyze,” you can still move forward, this step just adds extra.
Step 3: Review your company bio
Company Name: Auto-filled from your URL (you can change this based on audience)
Overview: A brief explanation of what you sell and how it works
Think: a homepage hero copy + 1–2 proof points (customers, traction, etc.)
Step 4: Add Target Roles and Departments
Tell Ora who this campaign is targeting.
Roles:
Specific job titles. For example:
Director of RevOps, VP of Sales, Director of Business Development
Departments:
Broader categories. For example:
Sales, Marketing, Customer Success, Revenue Operations
⚠️ These must align with your lead list, if you say "CFOs" but upload marketers, Ora won't match the leads.
Step 5: Add or refine Value Props
Value Props drive a significant portion of how your agent processes research and crafts messaging. The more clear and specific these are, the better your output will be.
You’ll want to include a range of ways your product or service provides value. These can cover different use cases, customer types, or pain points.
The more tailored your campaign is (to a specific product or persona), the more effective your value props will be, because you can be more specific.
Ora uses all value props when generating emails. If your campaign is focused, tailor these to match your lead list and target persona.
A framework for writing value props:
{Overview}: {Status quo} → {Problem} → {Solution} → {Case Study}
Example:
Teams in moments of fast growth or change tend to struggle to understand why certain reps are performing better than others over email. Lavender’s coaching analytics offer a deeper look at why content is working by rep. Customers like UserGems were able to use Lavender’s reply analytics to identify exactly why certain new reps were seeing similar cold email reply rates but different meetings booked rates via our writing time analytics.
What this helps with
Improves how Ora speaks about your product
Increases message relevance to your leads
Reduces lead rejection due to targeting mismatch