Ora: Getting Started
Articles for our Ora customers
Getting Started
For new users to get live quickly.up for new users
How to Create Your First Agent in OraCreating an agent is your starting point in Ora.
How to Add a SenderYou'll want to add a sender for your agent, which will be who the emails will be coming from.
How to Connect HubSpot to OraUse this if your team already sends from HubSpot and wants Ora to power the sequences.
How to Connect Salesforce to OraIf your leads live in Salesforce, you can connect your CRM and sync contact or lead reports directly into Ora.
How to Preview and Launch a Campaign in OraBefore you launch, you’ll want to preview Ora’s messaging. Think of this as a way to see how your agent will perform in the wild.
Lead Lists
Everything about building, cleaning, and uploading leads.
Build a Lead List in Clay for OraUse Clay to build and enrich a qualified list of leads that align with your ideal customer profile (ICP).
How to Upload a Lead List to Ora (CSV)You can upload leads into Ora using a CSV file or by connecting Salesforce. This step tells your agent the right contacts to reach out to.
How to Upload Your Lead List (and Why a Clean List Matters)You can upload leads into Ora using a CSV file or a Salesforce report. This guide walks through formatting and mistakes to avoid.
Deliverability and Sending
Making sure emails land and keep sending smoothly.
How to Warm Up a Domain for Cold Email (Without Hurting Deliverability)Warming up your inbox properly is key to avoiding spam folders. Here’s how to warm both new/existing domains using warming tools.
What Happens When an Email Fails?Ora has fail-safes to protect your deliverability and keep your campaign running. Here’s how failures are handled and how to fix them.
How to Assign or Switch Inboxes After Launching a CampaignYou can change the sending inbox on a live campaign at any time. Here’s how to do it, and what happens when you do.
Agents & Messaging
Understanding Ora’s modes and how it learns your company.
How to Train Ora on Your CompanyOnce your leads are uploaded, Ora needs to understand who you are and who you're targeting. This helps Ora personalize your outreach.
How to Use Instructions to Refine Ora’s MessagesThe Instructions are where you give Ora extra context and are one of the most powerful ways to influence what Ora says and how it says it.
How to Switch Between OCD, LFG, and SEP Modes in OraOra supports three modes: OCD, LFG, and SEP mode. This article explains what they are, when to use each, and how switching works.
How Follow-Ups Work in OraOra uses a built-in follow-up system to drive replies without hurting your domain’s deliverability. Here's how it works.