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Getting StartedQuick Start

Quick Start

This guide walks you through setting up ScendCore from scratch. By the end, you will have a workspace, a connected email, imported contacts, and your first AI sequence running.

Step 1: Sign Up and Create Your Workspace

  1. Go to app.scendcore.com  and sign up with your email.
  2. The onboarding wizard starts automatically. Enter your workspace name — this is how your workspace appears across ScendCore (you can change it later in Settings).
  3. Choose a sender tone for your AI-generated outreach:
ToneDescription
ProfessionalFormal, polished, B2B focused
ConversationalWarm, human, like a real person
DirectShort, to the point, no fluff

Click Continue to proceed.

Step 2: Connect Your Sending Email

ScendCore needs a way to send email on your behalf. You have several options:

  • Microsoft 365 — Connect your Outlook account via OAuth
  • Google Workspace — Connect your Gmail account via OAuth
  • SMTP — Any provider (Zoho, Fastmail, self-hosted Exchange, etc.)

For the quickest setup, connect Microsoft 365 or Google Workspace with one click. See Connect Microsoft 365 or Connect Google Workspace for detailed guides.

Tip: You can skip this step and connect email later from Settings > Email Setup, but your sequences will not be able to send until email is configured.

Step 3: Define Your Ideal Customer Profile

Tell ScendCore who you sell to so it can score and prioritize your contacts:

  1. Select up to 3 target industries (SaaS, FinTech, Healthcare, etc.)
  2. Choose your primary buyer role (CEO/Founder, VP Sales, Head of Marketing, etc.)
  3. Select your typical company size

This creates a default ICP profile. You can refine it later from the ICP Profiles page.

Step 4: Set Your Working Hours

ScendCore schedules emails within your working hours to maximize open rates and keep outreach looking human.

  1. Select your timezone
  2. Set your start time and end time (defaults to 8:00 AM — 6:00 PM)

Step 5: Import Your Contacts

You have two options:

  • Import contacts now — Upload a CSV or connect your CRM right after setup
  • Do this later — Skip for now and import from the Contacts page anytime

Click Finish setup to complete the wizard.

What Happens Next

After setup completes, ScendCore activates your 14-day free trial — no credit card required. You will see a confirmation screen with:

  • Your workspace URL (share it with your team)
  • A summary of what was configured

You will be redirected to either the Contacts page (if you chose to import) or the Getting Started checklist.

Your First Sequence

Now that your workspace is ready, create your first outreach sequence:

  1. Go to Sequences in the left sidebar
  2. Click + Create Sequence or start from a template (Cold Outreach, Follow-Up Series, etc.)
  3. Give your sequence a name and add steps with delays between them
  4. Set the sequence status to Active

Enroll Contacts

  1. Go to Contacts and select one or more contacts
  2. Click Enroll in Sequence and choose your sequence
  3. ScendCore queues the first step immediately

Review the Approval Queue

If your agent’s autonomy level requires approval, AI-drafted emails appear in the Approval Queue (Inbox > Approval in the sidebar):

  1. Select a draft to review
  2. Edit the content if needed
  3. Click Approve & Send or Reject with a reason

The AI learns from your approvals and edits over time, improving draft quality automatically.

Tip: Once you are confident in your AI’s output, increase the autonomy level in your agent’s configuration to let low-risk messages send automatically without approval.

Next Steps

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