> ## Documentation Index
> Fetch the complete documentation index at: https://docs.clarasdr.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Quickstart

> Step-by-step onboarding for Clara SDR: workspace, channels, first campaign, and first qualified lead.

## Before you begin

* Admin access to your Clara SDR workspace
* CRM connected (Salesforce, HubSpot, or another supported CRM)
* At least one outreach channel verified (email domain, LinkedIn seat, or SMS sender)

## 1. Create a workspace

Create or join a workspace, set your company profile, and invite teammates with the right roles (admin, operator, read-only).

## 2. Connect CRM and channels

Connect your CRM so Clara can read accounts, contacts, and activity. Connect email, LinkedIn, or other channels so agents can send and track outreach.

## 3. Define your ICP and templates

Create or pick a **template** that encodes tone, ICP, qualification rules, and follow-up strategy. Attach data sources for personalization (CRM fields, intent, firmographics).

## 4. Launch a campaign

Create a **campaign**: audience, sequence, channel mix, and safety limits. Start in review mode if you want human approval before the first sends go out.

## 5. Monitor qualification and handoff

Watch the **lead qualification** view for scores and stages. Configure **handoff to sales** so qualified leads land in CRM with context for your reps.

## Next steps

* **AI SDR Agents** — agent behavior, memory, and channels
* **Campaigns** — orchestration and playbooks
* **Integrations** — CRM and channel setup