# CapitalxAI Outreach Help Center

> Guides, troubleshooting and answers for running LinkedIn and email outreach with CapitalxAI Outreach.

- [CapitalxAI Outreach Help Center](https://docs.growthxai.com/index.md): Guides, troubleshooting and answers for running LinkedIn and email outreach with CapitalxAI Outreach.
- [CapitalxAI Outreach Onboarding Guide](https://docs.growthxai.com/getting-started/onboarding-first-steps/onboarding-guide.md): Go from an empty workspace to your first live campaign in four steps.
- [Frequently Asked Questions (FAQ)](https://docs.growthxai.com/getting-started/onboarding-first-steps/faq.md): Quick answers to the questions new users ask most.
- [How to Connect Your LinkedIn Account](https://docs.growthxai.com/getting-started/onboarding-first-steps/connect-linkedin-account.md): Link a LinkedIn account through a secure hosted login. Your password never passes through CapitalxAI.
- [How to Securely Connect Someone Else's LinkedIn Account](https://docs.growthxai.com/getting-started/onboarding-first-steps/connect-someone-elses-linkedin.md): Send the account owner a hosted login link so they log in themselves. You never handle their password.
- [Password Reset and Account Access](https://docs.growthxai.com/getting-started/onboarding-first-steps/password-reset.md): Request a reset link from the sign-in page and set a new password.
- [Warm-Up Best Practices for New Sender Profiles](https://docs.growthxai.com/getting-started/onboarding-first-steps/warm-up-best-practices.md): How new senders warm up, and what you can do to help them reach higher limits safely.
- [Smart Limits & Account Safety](https://docs.growthxai.com/getting-started/platform-overview/smart-limits-and-account-safety.md): Daily limits, warm-up levels, working hours and health scores: the rules that keep every sender safe.
- [Roles and Permissions](https://docs.growthxai.com/getting-started/platform-overview/roles-and-permissions.md): What Owners, Managers, Members and Client viewers can see and do.
- [Dashboard Overview](https://docs.growthxai.com/getting-started/platform-overview/dashboard-overview.md): A live overview of your senders, today's sending, last week's results and anything waiting on you.
- [Workspace Settings, Exports and Audit Log](https://docs.growthxai.com/getting-started/platform-overview/workspace-settings.md): Rename the workspace, choose how it behaves, check platform setup, export data and review the audit log.
- [Sender Profiles](https://docs.growthxai.com/senders/sender-profiles.md): Monitor status and health, set working hours, adjust caps, reconnect, pause or disable a sender.
- [Sender Insights](https://docs.growthxai.com/senders/sender-insights.md): Headroom, limit hits, acceptance trend, the warm-up ladder and written recommendations for each sender.
- [Sender Statuses and Errors](https://docs.growthxai.com/senders/sender-statuses-and-errors.md): What each sender status means, why a sender is paused, and how to fix it.
- [Sender's Schedule Explained](https://docs.growthxai.com/senders/senders-schedule-explained.md): How working hours keep LinkedIn activity looking natural, and how to set them.
- [Chrome Extension Guide](https://docs.growthxai.com/senders/chrome-extension-guide.md): Keep LinkedIn senders connected automatically by syncing the session cookie from the owner's own browser.
- [Proxy FAQ](https://docs.growthxai.com/senders/proxy-faq.md): How sender proxies work, how the country is chosen, and when to change it.
- [How to Build a Sequence](https://docs.growthxai.com/sequences/creating-managing-sequences/how-to-build-a-sequence.md): Design multi-step LinkedIn and email flows on a visual canvas, with branches, delays and CRM updates.
- [Sequence Nodes](https://docs.growthxai.com/sequences/creating-managing-sequences/sequence-nodes.md): Every step you can add to a sequence, what it does, its outcomes and its settings.
- [Personalization Variables and Fallbacks](https://docs.growthxai.com/sequences/creating-managing-sequences/personalization-variables.md): Lead, sender, profile and AI variables, spintax, conditional text, previews and character limits.
- [How to Launch a Sequence and Enroll Leads](https://docs.growthxai.com/sequences/creating-managing-sequences/launch-and-enroll-leads.md): Run the pre-activation check, estimate how long it will take, enroll leads, and pause or archive safely.
- [Drafts, Publishing and Version Pinning](https://docs.growthxai.com/sequences/creating-managing-sequences/draft-and-publish.md): Edit a running sequence safely: the draft auto-saves, and publishing shows exactly who your change affects before anything moves.
- [Editing a Live Sequence](https://docs.growthxai.com/sequences/creating-managing-sequences/editing-a-live-sequence.md): Change queued message text, reschedule waiting leads, edit one lead's next action, and move leads when the sender pool changes.
- [Version History: Compare and Restore a Sequence](https://docs.growthxai.com/sequences/creating-managing-sequences/version-history.md): Every save creates a version. Compare past versions and restore one.
- [A/B Testing Message Variants](https://docs.growthxai.com/sequences/creating-managing-sequences/ab-testing.md): Test two versions of a message, or two whole paths, and read the result — including which one gets positive replies.
- [Auto-Enrol Rules](https://docs.growthxai.com/sequences/creating-managing-sequences/auto-enrol-rules.md): Keep a campaign topped up automatically: when a lead joins a list and matches your filters, enrol them.
- [How Manual Tasks and AI Draft Approvals Work](https://docs.growthxai.com/sequences/creating-managing-sequences/manual-tasks-and-ai-drafts.md): Manual sequence steps, AI drafts to approve, reply follow-ups and sender reconnects.
- [Meeting Booking and Call Tasks](https://docs.growthxai.com/sequences/creating-managing-sequences/booking-and-call-tasks.md): Share a booking link that tracks who booked, and give your team phone calls as a sequence step.
- [Rotate Sender Explained](https://docs.growthxai.com/sequences/creating-managing-sequences/rotate-sender-explained.md): Give a lead a second chance from a different sender when the first one doesn't connect.
- [How to Send LinkedIn InMails](https://docs.growthxai.com/sequences/creating-managing-sequences/how-to-send-inmails.md): Reach people you aren't connected to, with the Send InMail step.
- [My Sequence Is Stuck — Troubleshooting Checklist](https://docs.growthxai.com/sequences/sequence-troubleshooting/sequence-is-stuck-checklist.md): Step-by-step checklist when nothing is going out: sequence status, sender status, schedule, daily limits and lead state.
- [Why Is There a Delay Between Actions?](https://docs.growthxai.com/sequences/sequence-troubleshooting/why-is-there-a-delay-between-actions.md): Why steps don't run the instant a lead reaches them, even with no delay set.
- [Enrollment Statuses: What Each One Means](https://docs.growthxai.com/sequences/sequence-troubleshooting/enrollment-statuses.md): What active, waiting, paused, completed, exited and failed mean for a lead in a sequence.
- [Why Were Leads Skipped When Enrolling?](https://docs.growthxai.com/sequences/sequence-troubleshooting/why-were-leads-skipped.md): What the skipped counts mean after you enroll leads, and how to fix each one.
- [Recover Failed Leads](https://docs.growthxai.com/sequences/sequence-troubleshooting/recover-failed-leads.md): See why a lead stopped at a step, then retry, skip or exit — one lead or five hundred at a time.
- [Uploading and Importing Leads](https://docs.growthxai.com/crm-lead-management/importing-leads.md): Seven sources: searches, post engagement, Sales Navigator lists, target companies, conversations, CSV files and a sender's connections.
- [Imports Troubleshooting and FAQ](https://docs.growthxai.com/crm-lead-management/imports-troubleshooting-faq.md): Answers to common questions about search, CSV and connection imports.
- [Managing Your Leads](https://docs.growthxai.com/crm-lead-management/crm-features-use-cases/managing-leads.md): Search, filter, organise and bulk-edit everyone you're reaching out to.
- [Lead Profile and Relation States](https://docs.growthxai.com/crm-lead-management/crm-features-use-cases/lead-profile-and-relations.md): Everything about one lead: sender relations, enrollments, conversations, timeline and custom fields.
- [Blacklists: How to Block People and Companies](https://docs.growthxai.com/crm-lead-management/crm-features-use-cases/suppressions.md): Never contact a person, an email domain or a whole company — for the workspace, one client, or one sequence.
- [How to Export Leads and Conversation History](https://docs.growthxai.com/crm-lead-management/crm-features-use-cases/export-leads-and-conversations.md): Download leads, messages, actions and the audit log as CSV files.
- [Inbox Overview](https://docs.growthxai.com/inbox-and-manual-messaging/inbox-overview.md): Read and answer every LinkedIn and email conversation across all your senders in one place.
- [Troubleshooting Inbox Issues](https://docs.growthxai.com/inbox-and-manual-messaging/inbox-troubleshooting.md): Fixes for when you can't reply, can't see conversations, or intents aren't being set.
- [How to Connect a Mailbox](https://docs.growthxai.com/email-management/connect-a-mailbox.md): Connect Gmail, Outlook or any IMAP/SMTP mailbox to send email steps and receive replies in the Inbox.
- [Unsubscribe Links, Signatures and Email Tracking](https://docs.growthxai.com/email-management/email-deliverability.md): Mailbox rotation, one-click unsubscribe, per-mailbox signatures, a separate email schedule, BCC to your CRM and a custom tracking domain.
- [Profile Enrichment](https://docs.growthxai.com/ai-and-data/profile-enrichment.md): Store the full LinkedIn profile — about, roles, education, skills and recent posts — without spending a single extra profile view.
- [AI Variables and the Review Table](https://docs.growthxai.com/ai-and-data/ai-variables-and-review.md): Write a per-lead opening line for 500 leads at once, read them all in one table, and approve only the good ones.
- [AI Routing](https://docs.growthxai.com/ai-and-data/ai-routing.md): Describe each path in plain words and let AI sort leads down the right one, using the whole profile.
- [The Reports Page](https://docs.growthxai.com/reports/reports-overview.md): Seven tabs covering volume, funnel, reply sentiment, sequences, senders, clients and cost — all from one set of numbers.
- [How Each Number Is Counted](https://docs.growthxai.com/reports/metric-definitions.md): The exact definition behind every figure in Reports, on the Dashboard, in the client portal, in Claude and in the API.
- [Stalled and Running-Dry Alerts](https://docs.growthxai.com/reports/stalled-and-running-dry-alerts.md): The platform tells you when a sequence quietly stops sending, or when a sender is about to run out of leads.
- [Clients and the Client Portal](https://docs.growthxai.com/agencies-and-clients/clients-and-client-portal.md): For agencies: keep each customer's work separate and give them a read-only view of their inbox and results.
- [White-Label and Custom Domains](https://docs.growthxai.com/agencies-and-clients/white-label.md): Put your agency's name, logo and domain on the client portal, the invite page and every email your clients receive.
- [CapitalxAI Outreach MCP — Connect Claude to Your Workspace](https://docs.growthxai.com/integrations-api/mcp-connect-claude.md): Triage replies, build campaigns and check sender health by chatting with Claude.
- [CapitalxAI Outreach MCP — Complete Functions Reference](https://docs.growthxai.com/integrations-api/mcp-functions-reference.md): Every tool the Claude connector offers, grouped by area, with the role each one needs.
- [The Public API](https://docs.growthxai.com/integrations-api/public-api.md): A REST API for moving leads in, getting replies out, and reading the same numbers the app shows.
- [Automation Recipes: Zapier, Make, n8n and Clay](https://docs.growthxai.com/integrations-api/automation-recipes.md): Four ready-made flows that connect outreach to your spreadsheet, your Slack, your enrichment tool and your CRM.
- [CRM Sync: HubSpot, Pipedrive and Salesforce](https://docs.growthxai.com/integrations-api/crm-sync.md): Push real conversations into your CRM, pull lists back out, and keep customers off your outreach lists.
- [Outbound Webhooks](https://docs.growthxai.com/integrations-api/outbound-webhooks.md): Send outreach events to your own systems as signed HTTPS requests, and replay any delivery.
- [Webhook Troubleshooting and Common Issues](https://docs.growthxai.com/integrations-api/webhook-troubleshooting.md): Fixes for webhooks that aren't delivering, were switched off, or fail signature checks.
- [Pricing Plans — Team, Agency and Agency Plus](https://docs.growthxai.com/subscription-and-billing/pricing-plans.md): What each plan includes, how the free trial works, and how you're charged.
- [Subscription Management](https://docs.growthxai.com/subscription-and-billing/subscription-management.md): Upgrade, change plan, update your card and understand how active senders are counted.
- [Team Management](https://docs.growthxai.com/subscription-and-billing/team-management.md): Invite teammates and clients, set their role and client scope, and control who can reply.
- [Payment Troubleshooting](https://docs.growthxai.com/subscription-and-billing/payment-troubleshooting.md): What happens when a payment fails, and how to get your workspace running again.
- [Understanding Sender Health: Key Metrics & Their Impact](https://docs.growthxai.com/deep-dive/understanding-sender-health.md): How the 0–100 health score is calculated, what each sub-score measures, and how to improve it.