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Use onboarding to teach traxy who you sell to, review a real lead preview, and start your workspace. If someone invited you to an existing workspace, follow join a workspace. Your setup may be shorter.

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Before you begin

Have these ready:
  • your company website
  • a clear description of the people and companies you want to reach
  • LinkedIn profile URLs for useful signal sources, such as competitors, teammates, influencers, investors, clients, or partners
  • a payment card for the seven-day Standard Pro Trial

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Complete onboarding

1

Confirm your company

Enter your company website. traxy uses the public company context to prepare your Signal Brief and ICP.
2

Review how traxy works

Learn how the Agent finds leads and how Watchlist turns engagement on selected LinkedIn profiles into qualified leads.
3

Approve your Signal Brief

Review the people and company criteria in the generated ICP. Edit any field that does not describe your target buyer, then approve it.
4

Add Watchlist profiles

Add LinkedIn profiles whose audiences matter to you. You can skip this step and add profiles later.
5

Review the lead preview

Review sample leads and the signal behind each match. Mark examples as good or bad fits to give traxy early feedback.
6

Start the Standard Pro Trial

Review the current trial terms in the app and add a card. The Standard Pro Trial lasts seven days.
7

Describe your outbound motion

Tell traxy which outbound channels you use. traxy can point you to the relevant integrations.

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Review your workspace

After onboarding:
  1. Open Dashboard to review lead volume, recent trends, audience segments, and top-performing Watchlist profiles and posts.
  2. Open Agent to review its status, daily credit budget, targeting summary, and run history.
  3. Open Leads to qualify, enrich, classify, and route people.
  4. Open Post Signals to find leads from specific LinkedIn posts.
  5. Open Watchlist to add or manage profiles.
  6. Open Integrations to connect the API, Claude, Codex, or a delivery destination.
If your first leads have not arrived, work through no qualified leads yet.

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Next steps

Refine your ICP

Improve who counts as a fit.

Use Agent

Review automated lead discovery and its daily budget.

Work with leads

Review, classify, enrich, and route qualified leads.

Set up integrations

Connect the API, Claude, Codex, or a delivery destination.