1. Sellora_AI_Platform_User_Manual.md
Sellora Manual
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  • Sellora_AI_Platform_User_Manual.md
    • 1_Introduction
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    • 6_Brand Guidelines
    • 7_Sellora Labs Testing
    • 8_Wizard
    • 9_Companies
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    • 11_Campaigns
    • 12_Outreach
    • 13_Opportunities
    • 14_Content_Library
    • 15_Connected Tools
    • 16_Outreach Settings
    • 17_Audit Logs
    • 18_Manage Account & Organization Settings
    • 19_Ask Nora
  1. Sellora_AI_Platform_User_Manual.md

16_Outreach Settings

Outreach Settings#

The Outreach Settings section under Administration is where you configure the communication channels Sellora AI uses for outreach.
Outreach Settings contains two main areas:
Mailboxes — configure email accounts used to send and read cold email.
System Number — configure the phone number used for calling and outreach campaigns.

Access Outreach Settings#

From the left navigation menu, go to:
Administration → Outreach Settings
Screenshot 2026-08-12 at 09.56.14.png
Use the tabs at the top of the page to switch between:
Mailboxes
System Number

Mailboxes#

The Mailboxes section allows you to connect the email accounts that your operator uses to send and read cold email.
Screenshot 2026-08-12 at 09.57.06.png
Sellora AI recommends connecting at least 4 mailboxes per organization to spread sending volume and help protect email deliverability.
The mailbox status area shows:
The number of recommended mailboxes currently connected.
How many additional mailboxes are required to reach the recommended minimum.
Tip: Sellora AI recommends connecting at least 4 mailboxes per organization to distribute sending volume and protect deliverability.

Add a Mailbox#

To connect a mailbox:
1.
Open Administration → Outreach Settings.
2.
Select Mailboxes.
Screenshot 2026-08-12 at 10.05.23.png
3.
Select Add mailbox.
Screenshot 2026-08-12 at 10.06.44.png
4.
Enter a Mailbox name.
5.
Select the Mailbox provider.
6.
Set the Daily send limit.
7.
Enter the required mailbox credentials.
8.
Select Add mailbox to complete the setup.

Google Gmail / Workspace Mailbox#

When Google (Gmail / Workspace) is selected as the mailbox provider, Sellora AI uses an app password to connect the mailbox.
Enter:
Mailbox name — a recognizable name for the mailbox.
Mailbox provider — select Google (Gmail / Workspace).
Daily send limit — the maximum configured daily sending limit for the mailbox.
Email address — the Gmail or Google Workspace email address.
App password — the 16-character Google App Password.
Important: Use a Google App Password, not the normal password for the Google account. The Google account must have 2-Step Verification enabled before an App Password can be created.

How to Create a Google App Password#

1.
Sign in to the Google account you want to connect to Sellora AI.
2.
Make sure 2-Step Verification is enabled for the account.
3.
Open Google's App Passwords page:
https://myaccount.google.com/apppasswords
4.
Google may ask you to sign in or verify your identity again.
5.
Create a new App Password for Sellora AI.
6.
Google generates a 16-character App Password.
7.
Copy the generated password.
8.
Return to Sellora AI → Outreach Settings → Mailboxes.
9.
Paste the generated password into the App password field.
10.
Complete the mailbox connection.
Important: The App Password is separate from your normal Google account password. Keep it secure and use the generated App Password only for the mailbox connection.

Connected Mailbox Information#

After a mailbox is successfully connected, it appears as a mailbox card in Outreach Settings.
Screenshot 2026-08-12 at 10.14.48.png
The card can display information such as:
Mailbox name
Email address
Verification status
Mailbox provider
Sign-in method
IMAP configuration
SMTP configuration
Emails sent today
Daily send limit
A Verified status indicates that the mailbox has been successfully configured and verified.
The Sent today value shows how many emails have been sent from the mailbox against its configured daily limit.

Remove a Mailbox#

To disconnect an existing mailbox:
1.
Open Administration → Outreach Settings → Mailboxes.
2.
Locate the mailbox you want to remove.
Screenshot 2026-08-12 at 10.18.24.png
Screenshot 2026-08-12 at 10.30.48.png
3.
Select Remove mailbox.
4.
Complete the removal process if confirmation is requested.
Removing the mailbox makes it unavailable for future email outreach through that mailbox.
Important: Before removing a mailbox, make sure it is no longer required for your outreach activities.

System Number#

The System Number section manages the organization's phone number used for calling and outreach.
Open:
Administration → Outreach Settings → System Number
Screenshot 2026-08-12 at 10.24.29.png
The available setup depends on whether your organization is currently using the temporary Sellora number or has already configured its own system number.

Sellora Default Number#

Before you configure your own system number, Sellora AI can provide a Sellora default number for testing calling functionality.
Screenshot 2026-08-12 at 10.26.09.png
The default number is a temporary test number that uses Sellora's shared calling service.
The temporary number:
Is outbound only.
Does not receive inbound calls.
Uses a shared Sellora number.
Has a test allowance of 1 call for up to 1 minute.
The page displays the temporary default number currently available to the organization.
Important: The Sellora default number is intended for testing outreach before you configure your organization's own system number.
Select Set up your own system number when you are ready to configure a permanent system number.

Set Up Your Own System Number#

System number configuration is completed in two steps.

Choose the Telephony Service#

Select Set up your own system number.
Under Telephony service, select the service used for calling.
Screenshot 2026-08-12 at 10.31.43.png
The available options shown can include:
Twilio
Telnyx — Coming soon
Vonage — Coming soon
Currently, Twilio can be selected for voice numbers used for calling and outreach campaigns.
Options marked Coming soon are not currently available.

Choose a Provider#

After selecting Twilio, choose how the phone number will be provided.
Screenshot 2026-08-12 at 10.32.31.png
Two options are available:

Sellora Managed Number#

Select Sellora managed number if you want Sellora AI to provide and manage the Twilio number.
With this option:
You select a number through Sellora AI.
Sellora handles the Twilio account for the number.
Usage is billed to your Sellora credits.

Your Own Twilio Account#

Select Your own Twilio account if your organization already has a Twilio account and has purchased a phone number there.
With this option:
You connect your existing Twilio account.
You provide your Twilio credentials.
You use a phone number already purchased through that Twilio account.
After selecting the required provider, select Next.

Set Up a Sellora Managed Number#

If you select Sellora managed number, Step 2 allows you to choose the number that will be assigned to your organization.
Screenshot 2026-08-12 at 10.43.44.png

Select a Country#

Under Country, select the country for the system number.
Screenshot 2026-08-12 at 10.44.26.png
Available country options can include:
Australia
United States
Screenshot 2026-08-12 at 10.51.28.png
The available options can depend on the current Sellora AI configuration.

Select an Available Number#

Screenshot 2026-08-12 at 10.50.42.png
After selecting a country:
1.
Open Available numbers.
2.
Review the available phone numbers.
3.
Select the number you want to assign to your organization.
4.
Use the refresh option if you need to reload the available numbers.
5.
Review your selection.
6.
Select Save to complete the setup.
Available numbers can include the number and its associated location.
Important: Setting the system number is a one-time setup and cannot be undone. Once the system number is set, you cannot change it. Review the selected country and phone number carefully before saving.

Connect Your Own Twilio Account#

If you select Your own Twilio account, Step 2 requires the details of the Twilio account you want to connect.
Screenshot 2026-08-12 at 11.00.03.png
Enter:
Screenshot 2026-08-12 at 11.01.46.png

Account SID#

Enter the Account SID from your Twilio Console dashboard.
The Account SID begins with AC followed by the remaining characters.

Auth Token#

Enter the Twilio Auth Token associated with the Account SID.
The Auth Token is stored encrypted and is not displayed again after it is saved.

Phone Number#

Enter a phone number that has already been purchased on the connected Twilio account.
Select the appropriate country code and enter the phone number.
Important: Make sure the phone number belongs to the Twilio account represented by the Account SID and Auth Token.
After entering the required information, complete the setup to assign the number as the organization's system number.
Important: This is a one-time setup and cannot be undone. Once you set the system number, you cannot change it.

Configured System Number#

After the system number has been configured, the System Number tab displays the number assigned to your organization.
Screenshot 2026-08-12 at 11.06.33.png
This number is used as the organization's system number for supported calling and outreach activities.

Outreach Settings and Campaigns#

The settings required for outreach depend on the communication channel used by the campaign.
Campaign activityRequired setup
Email outreachConnected mailbox
Call outreachSystem number
Email and call outreachMailbox and system number
Before starting outreach, make sure the required communication channel has been configured.

Before Email Outreach#

Verify that:
At least one mailbox is connected.
The required mailbox shows as Verified.
The mailbox has the appropriate daily send limit.
Target People have valid email addresses.

Typical Outreach Settings Workflow#

1.
Open Administration → Outreach Settings.
2.
Select Mailboxes.
3.
Add the mailbox or mailboxes required for email outreach.
4.
Confirm that the connected mailboxes are verified.
5.
Review each mailbox's daily send limit.
6.
Select System Number.
7.
Use the temporary Sellora default number for initial testing if required.
8.
Select Set up your own system number when ready.
9.
Select Twilio as the telephony service.
10.
Choose either Sellora managed number or Your own Twilio account.
11.
Complete the applicable system number setup.
12.
Verify the configured system number.
13.
Continue to Campaigns and begin configuring your outreach.

Why are Outreach Settings Important?#

Outreach Settings provide the communication infrastructure required for Sellora AI outreach.
They allow you to:
Connect mailboxes for email outreach.
Configure daily mailbox sending limits.
Monitor mailbox sending usage.
Use multiple mailboxes to distribute email sending volume.
Configure a system number for call outreach.
Test calling with the temporary Sellora default number.
Obtain a Sellora managed Twilio number.
Connect an existing Twilio account and number.
Prepare your organization for email and call campaigns.
Tip: Configure and verify your mailboxes and system number before starting large-scale outreach so the required communication channels are ready for your campaigns.
Modified at 2026-08-12 05:57:18
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