Step 1: Setting up your account

Welcome to Alsona. Setup starts the moment you finish signing up, whether you came in through Google, Microsoft, or an email and password. Alsona drops you straight into a four-step guided setup that builds your first AI agent from your website. Budget a couple of minutes.

You land on the setup wizard automatically. There's no skip button, so plan to finish it in one sitting. Everything you enter here is editable later, so don't agonize over any single field.

Paste your company URL and click Analyze. Alsona crawls your site and pulls out your company name, brand voice, ideal customer profile, the roles you sell to, and a first draft of your elevator pitch. The scan takes about 30 seconds.

When it finishes you get a review screen with your company name, preferred language (17 available, English by default), and the generated pitch. Read the pitch before you move on. It feeds every message your agent writes later, so it's worth 30 seconds of editing now.

If your site is thin, mid-rebuild, or behind a login, click "I don't have a website" and fill in the name, language, and pitch yourself. If the scan gets it wrong, hit Re-scan.

Alsona pre-fills four of the five filters from your site: job titles, industries, company types, and company sizes. Target locations is the one it can't infer, so that's on you.

Every filter works the same way. Search, then click Include or Exclude on the row. Included values appear as green chips underneath, and the x removes one. Exclude earns its keep for carving out a region you can't service or an industry you'd rather not touch.

Two things to watch. The location search is loose, so confirm the chip you got is the country you meant. And be less restrictive than your instinct says, because these filters gate everything your agent will ever see.

This is where you tell the agent what to say. Alsona pre-writes two blocks from your site: what you're offering, and your customer pain points. Edit both, they're the backbone of every message.

Then you set:

At the bottom you'll see a preview of three prospects matching what you just defined, each with a match score and the signal that surfaced them. Open a sample conversation to see the shape of what your agent sends. These samples are illustrative and won't reflect the exact tone and goal you picked.

Intent signals are the sources Alsona watches to find people who are in the market right now. You get eight recommended sources, six already switched on, picked for your industry. Click a card to toggle it.

There are 31 signals in total. The rest unlock inside the dashboard once you're set up, so treat this screen as a starting point.

Click Save agent when you're done.

Saving your agent takes you to plan selection. Every plan opens with a 7-day free trial. Your card is required to start it and you aren't charged until the trial ends.

Your agent is already saved at this point. Choosing a plan unlocks the dashboard so you can run it.

Once you're in the dashboard, go to Senders. A sender is the LinkedIn or email account your agent sends from, and your agent can't go live without at least one.

LinkedIn connects with your LinkedIn email and password, plus a proxy country and city so your activity comes from a consistent location. Email connects through Google or Microsoft OAuth.

Alsona sets conservative activity limits by default and they're safe for a cold account. If you've been running automation at volume recently and know what your account tolerates, raise them a little. Don't go straight to the ceiling.

Open the account menu at the bottom left and go to Integrations. Get this done before your agent starts running so replies and booked meetings land where your team already works.

You can connect directly to HubSpot or Salesforce, push through Clay or webhooks, or use the API if you have engineering support.

Expected. Signals, contacted, accepted, reply rate, and reply sentiment all populate once your agent starts working. Give it a day.