Welcome to Overloop AI! With your account created and your first campaign ready, you’re only a few quick steps away from launching your outbound engine.
🎬 Watch This Tutorial
For a quick visual walkthrough of getting started with Overloop, check out this video: Overloop AI: Set Up the Account Settings
Here’s a step-by-step checklist of what’s left, with links to guides if you need more detail:
✅ 1. Connecting Your Email and LinkedIn Accounts
This is the most important step: your campaigns won’t send until an email account is connected. Overloop uses your own inbox to send messages, so replies go straight to you.
Where: Settings > Email accounts
✅ 2. Set Up Your Email Signature
Your email signature will be automatically added to every message you send with Overloop AI.
Where: Settings > Email accounts > Default signature
✅ 3. Set Up a Tracking Domain
Improve your deliverability by making your tracking links appear as if they come from your own domain. This also unlocks email open and click tracking.
Where: Settings > Deliverability
✅ 4. Track Prospects on Your Website
Add a small script to your site to track visits from your outbound prospects. Use these insights to trigger personalized follow-ups.
Where: Settings > Tracking
Pro tip: Setting up your tracking domain is one of the four key elements to improve email deliverability.
✅ 5. Invite Your Teammates
Overloop works even better with collaboration. Invite colleagues to share campaigns, manage prospect lists, and review performance together.
Where: Settings > Team Members