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

# Quickstart

> Go from a running ReachCrew instance to your first campaign and your first reply in the queue.

This page assumes ReachCrew is already running and you can open it in a browser. If not, start with [Self-hosting](https://docs.reachcrew.space/self-hosting.md). You will create your organization, connect a channel and the AI provider, import leads and launch a first email campaign.

**1. Create your account and organization**

On a fresh instance, the first visit opens the **Set up ReachCrew** page. Enter **Your name**, **Organization name**, **Email** and **Password**, then choose **Create admin account**. You become the organization's owner, are signed in and land on Analytics. No confirmation email is needed for this first account.

> [!NOTE]
>
> By default an instance is invite-only: everyone after the first account needs an invitation from an existing organization. Invited people confirm their email address, so set up [Resend](https://docs.reachcrew.space/integrations/resend.md) before inviting anyone. See [Organizations and members](https://docs.reachcrew.space/workspace/organizations.md).

**2. Connect your AI provider**

Go to **Settings**, then **AI provider**. Connect OpenRouter with an inference key and a management key, pick the providers and models you want, choose a default model and confirm that shared capacity is never used. Until you save this, AI features such as reply classification and drafts cannot run. The full walkthrough is in [AI provider](https://docs.reachcrew.space/workspace/ai-provider.md).

![Settings, AI provider page with numbered sections for the OpenRouter account, providers and models, and the default model, and a Connect OpenRouter button](https://mintcdn.com/recahcrew/b3LOEBKCy3btecGb/assets/screenshots/app/ai-provider.png?fit=max\&auto=format\&n=b3LOEBKCy3btecGb\&q=85\&s=1b5256cf1378eb208160fce39af2c073)

Settings, AI provider is where you connect OpenRouter.

**3. Connect a channel**

Each channel has its own set of tabs under **Settings**, and its service is connected on the tab for it. A feature switches on only once its service is connected.

* **Email.** On **Email**, open the **Connection** tab and connect your Google Workspace service account. Then open **Mailboxes** and choose **Add mailbox**. See [Connect email](https://docs.reachcrew.space/email/connect.md).
* **LinkedIn.** On **LinkedIn**, open **Connection** and connect Unipile, then link an account on the **Accounts** tab. See [LinkedIn accounts](https://docs.reachcrew.space/linkedin/accounts.md).
* **WhatsApp.** On **WhatsApp**, open **Integrations** and connect Unipile (and Cloudflare R2 if you will record calls), then choose **Sync from Unipile** on the **Numbers** tab. See [WhatsApp accounts](https://docs.reachcrew.space/whatsapp/accounts.md).

Credentials for each service are in [Integrations](https://docs.reachcrew.space/integrations.md).

**4. Import your leads**

Open **Leads** and choose **Import people**. Pick an `.xlsx`, `.xls` or `.csv` file; you can start from **Download Excel template**. Columns beyond the basics become merge fields you can use in messages. See [Import leads](https://docs.reachcrew.space/leads/import.md).

**5. Launch a first campaign**

Under **Outreach**, open **Email**, then **Campaigns**, and choose **Create campaign**. The wizard has four steps: **Campaign details**, **Add leads**, **Build sequence** and **Review & launch**.

![The Create a send campaign wizard on step 1 of 4, Campaign details, asking for a campaign name](https://mintcdn.com/recahcrew/b3LOEBKCy3btecGb/assets/screenshots/app/email-campaign-new.png?fit=max\&auto=format\&n=b3LOEBKCy3btecGb\&q=85\&s=969c168860f1b2fef526045e2e8db555)

The four-step campaign wizard.

**Launch campaign** stays disabled until the campaign has a connected mailbox, a complete sequence and at least one lead. You can also choose **Save as draft** and come back. See [Email campaigns](https://docs.reachcrew.space/email/campaigns.md).

> [!TIP]
>
> Start with a small list. New mailboxes send 30 emails a day by default, spaced by a random gap, inside weekday sending hours. See [Sending rules](https://docs.reachcrew.space/workspace/sending-rules.md).

**6. Work the replies**

When someone replies, the message lands in **Action required** in the sidebar, together with the AI's classification and a draft answer. Review the draft, edit it if you want, and send it. Replies are also visible in the channel's own inbox: **Email**, **Inbox**; **LinkedIn**, **Messages**; **WhatsApp**, **Messages**.

**Analytics** then shows replies, positive replies, meetings and customers for the period. See [Action required](https://docs.reachcrew.space/crm/action-required.md) and [Analytics](https://docs.reachcrew.space/analytics.md).

## Related

> [card] [Concepts](https://docs.reachcrew.space/concepts.md)
>
> The mental model behind organizations, leads and channels.

> [card] [Self-hosting](https://docs.reachcrew.space/self-hosting.md)
>
> Install, configure and upgrade your instance.

> [card] [Responsible use](https://docs.reachcrew.space/responsible-use.md)
>
> Keep your accounts healthy and your outreach lawful.


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