A simple guide for English-speaking users. Read the important pages first, then use the detailed sections when you need to configure or understand a specific part of Reakly.
A new user does not need to understand everything on day one. Start with these pages. They explain how Reakly connects to LinkedIn, finds prospects, manages conversations, and keeps the sales work organized.
This part explains the first configuration in plain English. Each section says what the page is for, where to click, and what should be ready before the user continues.
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01Settings -> LinkedIn accounts
Connect LinkedIn
Reakly needs a connected LinkedIn account before it can sync conversations, find prospects, send invitations, or launch campaigns for you.
Reakly uses your own LinkedIn account, so prospects see a real person, not a generic sender.
Your inbox, invitations, replies, and campaign activity can only work after this connection is active.
The connection also lets Reakly respect safer daily activity limits for the account.
Where to start
Open this part of the app first. Follow the order on screen.
01Open Reakly.
02Go to Settings.
03Open LinkedIn accounts.
04Click Connect LinkedIn.
05Choose the connection method shown in the modal.
How to configure it
Keep the setup simple. Fill only what helps Reakly work with the right account, offer, or target.
Use the LinkedIn account that should send messages and invitations.
Choose your usual connection country. Pick the country where you normally use LinkedIn.
Turn on Sales Navigator only if this LinkedIn account really has Sales Navigator.
If LinkedIn asks for a code or a push confirmation, validate it from your phone or email.
Wait until the account status is Connected before launching acquisition or campaigns.
Before moving on
Continue when these points are true.
The LinkedIn account appears as connected.
The inbox can sync LinkedIn conversations.
The account can be selected inside Acquisition or Campaigns.
Use a real, warmed LinkedIn account. If the account is new or inactive, start with low daily activity.
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02Settings -> Offer
Create your commercial offer
Your offer tells Reakly what you sell, who you sell it to, and why those people should care. It becomes the base for targeting, scoring, and message writing.
Reakly uses the offer to understand which prospects are a good fit.
The AI writes better messages when it knows your value proposition in plain words.
The acquisition engine uses your target titles, industries, company sizes, and locations to focus the search.
Where to start
Open this part of the app first. Follow the order on screen.
01Open Settings.
02Go to the Offer tab.
03Click New Offer or edit the existing active offer.
04You can also use the Offer page if it is available in your workspace.
How to configure it
Keep the setup simple. Fill only what helps Reakly work with the right account, offer, or target.
Name the offer with a simple label, for example "LinkedIn lead generation for agencies".
Write a short description of what you sell.
Add the value proposition: the clear result your customer gets.
Fill the target audience in simple words.
Add decision maker titles, such as Founder, CEO, Head of Sales, or Marketing Director.
Choose company sizes, industries, and locations that match your best customers.
Mark the offer as Active so Reakly uses it by default.
Before moving on
Continue when these points are true.
The offer is active.
The target job titles are specific enough.
The value proposition is clear enough for a stranger to understand in one sentence.
Do not make the offer too broad. A clear target gives better prospects and better messages.
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03Acquisition
Configure the acquisition engine
The acquisition engine finds new prospects from LinkedIn, checks if they match your offer, and sends them to the right list for review or outreach.
It replaces manual LinkedIn searching with a repeatable target.
It helps you keep a fresh list of prospects without rebuilding the same search every week.
It can use your offer and signals to focus on people who are more likely to answer.
Where to start
Open this part of the app first. Follow the order on screen.
01Open Acquisition in the sidebar.
02Choose People if you want contacts, or Companies if you first want target accounts.
03Select the active offer you created.
04Choose the LinkedIn account that should run the search.
05Choose the destination list where new prospects should go.
How to configure it
Keep the setup simple. Fill only what helps Reakly work with the right account, offer, or target.
Review the suggested target before launching it.
Adjust titles, keywords, industries, locations, and company size if the target is too wide or too narrow.
Choose a run frequency: manual, daily, or twice daily.
Add intent signals if you want Reakly to prioritize prospects showing useful activity.
Review the discovery queue before importing prospects into your CRM.
Before moving on
Continue when these points are true.
The target has a clear name.
A destination list is selected.
The search preview looks close to your ideal customer.
The first prospects can be reviewed and imported.
Start with manual runs. Once the results look good, turn on an automatic frequency.
Daily use
A simple daily workflow
Once setup is done, use Reakly like an operating system for prospecting: review priorities, answer people, keep the CRM clean, and improve the acquisition target.
01
Start with Dashboard
Check the daily priorities and see what needs attention today.
02
Clear Tasks
Handle replies, overdue follow-ups, and prospects waiting for a review.
03
Reply in Inbox
Open real conversations, use AI suggestions when useful, and keep the conversation moving.
04
Update CRM
Move prospects to the right status so your pipeline stays clean.
05
Improve Acquisition
Review new prospects, tune the target, and launch new runs when the quality is right.
Product tour
Every page, explained simply
Use this part as a reference. Each page has short explanations, clear bullets, and practical actions. The goal is to understand what the page does and how to use it.
The Dashboard is the first place to look when you open Reakly. It shows the most important numbers, the work to do today, and the next actions Reakly recommends.
This page is useful when you need to understand the next action and keep the workflow clean.
What this page helps you do
See active conversations and response rate.
Check how many prospects were added recently.
Understand what should be done next instead of opening every page one by one.
How to use it
Open the page from the sidebar, then follow the actions that match your situation.
01Click Dashboard in the sidebar.
02Use Refresh priorities if the daily list looks outdated.
03Use Open CRM when a recommendation needs a prospect review.
Main actions
Read the daily focus block first.
Open recommended tasks directly from the dashboard.
Use the metrics to notice if outreach volume or reply rate is moving in the right direction.
Use the Dashboard as your morning check. It is not for deep setup; it is for deciding what to do next.
02
Flow
Flow AI assistant
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Flow is the AI assistant inside Reakly. You can ask it for help with prospecting, replies, content ideas, or account questions.
This page is useful when you need to understand the next action and keep the workflow clean.
What this page helps you do
Draft a reply when you are not sure what to say.
Ask for help improving a campaign message.
Analyze a prospect or prepare the next step.
How to use it
Open the page from the sidebar, then follow the actions that match your situation.
01Click Flow in the sidebar.
02Open a new chat session or continue an old one.
03Open settings if you want to change tone, length, formality, or emoji use.
Main actions
Ask direct questions with context.
Keep useful sessions for future work.
Check your AI credits if a generation does not start.
Flow works best when you give it the goal, the prospect context, and the tone you want.
03
Acquisition
Acquisition
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Acquisition is where you create targets, run LinkedIn searches, review new prospects, and decide who enters your CRM.
This page is useful when you need to understand the next action and keep the workflow clean.
What this page helps you do
Find people or companies that match your offer.
Import prospects from LinkedIn searches, Sales Navigator, CSV files, post engagement, or your network.
Review new prospects before adding them to a list.
How to use it
Open the page from the sidebar, then follow the actions that match your situation.
01Click Acquisition in the sidebar.
02Use Create target to build a repeatable search.
03Use Extract or import options when you already have a source, such as a CSV or a LinkedIn post.
Main actions
Choose People for contacts or Companies for target accounts.
Select the offer and LinkedIn account.
Tune filters until the preview matches your market.
Review the discovery queue and import only relevant prospects.
Quality matters more than volume. A smaller clean list usually performs better than a large unfocused one.
04
CRM
CRM
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The CRM is where all prospects live after import. It helps you track status, notes, scores, lists, companies, and the next action.
This page is useful when you need to understand the next action and keep the workflow clean.
What this page helps you do
See all prospects in a table or a pipeline view.
Filter by status, list, company, score, tags, or owner.
Open a prospect profile to read details, signals, messages, notes, and recommendations.
How to use it
Open the page from the sidebar, then follow the actions that match your situation.
01Click CRM in the sidebar.
02Use Segments for saved views.
03Use All prospects for the full database.
04Use Companies when you want to work at account level.
Main actions
Move prospects through statuses as the relationship changes.
Use bulk actions for large cleanups or exports.
Open the prospect detail panel before sending an important message.
Use Kanban when you want to manage the pipeline visually.
Keep statuses clean. If the CRM is accurate, Tasks, Analytics, and Campaigns become much easier to trust.
05
Campaigns
Campaigns
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Campaigns are outreach sequences. They can include LinkedIn actions, email, follow-ups, pauses, and stop-on-reply rules.
This page is useful when you need to understand the next action and keep the workflow clean.
What this page helps you do
Launch structured outreach to a selected list of prospects.
Pause or resume live campaigns.
Track active, finished, and archived campaigns.
How to use it
Open the page from the sidebar, then follow the actions that match your situation.
01Click Campaigns in the sidebar.
02Open Active to manage live campaigns.
03Open Templates if you want to reuse a successful sequence.
04Click Create campaign to open the builder.
Main actions
Duplicate a campaign when you want to test a variation.
Pause a campaign before changing important settings.
Archive campaigns you no longer need.
Use Templates for common outbound plays.
Before launching, check that the prospect list is clean and that stop-on-reply is enabled when you want conversations to stop the sequence.
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Campaigns -> Builder
Campaign builder
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The builder is where you create the actual sequence. You choose the steps, add prospects, set timing, and launch the campaign.
This page is useful when you need to understand the next action and keep the workflow clean.
What this page helps you do
Build from AI, a template, or a blank sequence.
Add LinkedIn invitations, messages, follow-ups, waits, and other steps.
Review launch settings before the campaign starts.
How to use it
Open the page from the sidebar, then follow the actions that match your situation.
01Open Campaigns.
02Click Create campaign.
03Move through Sequence, Prospects, Settings, and Report.
Main actions
Write messages in simple language.
Add enough waiting time between steps.
Select the sending account.
Review the final report before launch.
Short, specific messages usually beat long generic messages. Make the first step easy to answer.
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Inbox
Inbox
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Inbox brings conversations into one place. It is where you read replies, answer prospects, and turn a conversation into the next CRM action.
This page is useful when you need to understand the next action and keep the workflow clean.
What this page helps you do
Read LinkedIn, email, or WhatsApp conversations when connected.
Reply to prospects without leaving Reakly.
Add an inbox-only contact to the CRM.
How to use it
Open the page from the sidebar, then follow the actions that match your situation.
01Click Inbox in the sidebar.
02Use channel filters to focus on LinkedIn, email, WhatsApp, or all conversations.
03Open the profile panel to see more context about the person.
Main actions
Star important conversations.
Use AI suggestions when you want help writing a reply.
Sync LinkedIn if a recent conversation does not appear.
Move qualified replies into the right CRM status.
Do not answer from memory only. Open the prospect context before replying to an important lead.
08
Tasks
Tasks
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Tasks are the work Reakly creates or tracks for you: replies to process, qualified prospects to review, overdue follow-ups, and other next actions.
This page is useful when you need to understand the next action and keep the workflow clean.
What this page helps you do
Know what needs to be handled today.
Avoid losing replies or late follow-ups.
Snooze work that is not ready yet.
How to use it
Open the page from the sidebar, then follow the actions that match your situation.
01Click Tasks in the sidebar.
02Use tabs like Overdue, Today, Upcoming, and Completed.
03Filter by type, priority, or search.
Main actions
Complete tasks when the work is done.
Snooze tasks when you need to come back later.
Dismiss tasks that are no longer useful.
Open the linked prospect before taking action.
Treat Tasks as your action list, not as a second CRM. The CRM stores the record; Tasks tells you what to do.
09
Content
Content
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Content is the workspace for LinkedIn posts and lead magnets. It helps you plan, draft, schedule, and track content-driven acquisition.
This page is useful when you need to understand the next action and keep the workflow clean.
What this page helps you do
See posts and lead magnets in one place.
Plan publishing dates on the calendar.
Review content performance and production stats.
How to use it
Open the page from the sidebar, then follow the actions that match your situation.
01Click Content in the sidebar.
02Use the Posts tab for LinkedIn post planning.
03Use the Lead magnets tab for comment-to-DM automations.
04Click New Post when you want to create content.
Main actions
Drag posts on the calendar to reschedule.
Refresh stats after publishing activity.
Open Studio when you need to configure styles, templates, sources, or briefs.
Use Content when you want inbound demand. Use Campaigns when you want direct outbound outreach.
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Content -> Studio
Studio
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Studio is where you teach Reakly how your content should sound and what it should be based on.
This page is useful when you need to understand the next action and keep the workflow clean.
What this page helps you do
Create writing styles.
Save post templates.
Add sources such as articles, videos, PDFs, text notes, LinkedIn posts, or websites.
Write a content brief with topics, goals, and things to avoid.
How to use it
Open the page from the sidebar, then follow the actions that match your situation.
01Open Content.
02Click Studio.
03Use the tabs Styles, Templates, Sources, and Brief.
Main actions
Analyze a LinkedIn profile to build a style.
Analyze a LinkedIn post to save a reusable template.
Add sources before asking AI to write about a topic.
Keep the brief updated as your content strategy changes.
The better the sources, the better the posts. Do not ask AI to invent expertise you have not provided.
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Content -> Lead Magnets
Lead magnets
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Lead magnets turn LinkedIn comments into conversations. Reakly detects a keyword, sends a DM when possible, and can reply in the comment thread.
This page is useful when you need to understand the next action and keep the workflow clean.
What this page helps you do
Send a resource to people who comment a keyword under your LinkedIn post.
Track commenters and import useful contacts into the CRM.
Keep the inbound follow-up organized.
How to use it
Open the page from the sidebar, then follow the actions that match your situation.
01Open Content.
02Open Lead magnets.
03Click New Lead Magnet.
04Paste the LinkedIn post URL and analyze it.
Main actions
Choose the keyword people should comment.
Write the DM message.
Write the public comment replies.
Use the not-connected reply when Reakly cannot DM the person yet.
Turn the lead magnet on only when the copy is ready.
Pick a keyword that is easy to type and easy to recognize. Avoid long or confusing keywords.
12
Analytics
Analytics
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Analytics helps you understand what is working. It shows pipeline, outreach, email, content, campaign, timing, and revenue-related metrics.
This page is useful when you need to understand the next action and keep the workflow clean.
What this page helps you do
Track acquisition performance over time.
See which campaigns or content efforts create replies.
Find weak points in the pipeline.
How to use it
Open the page from the sidebar, then follow the actions that match your situation.
01Click Analytics in the sidebar.
02Use Overview for a broad view.
03Open Outreach, Email, Content, or Revenue for deeper views.
04Click Refresh when you need the latest numbers.
Main actions
Compare reply rate, booked conversations, and qualified prospects.
Check campaign performance before duplicating a campaign.
Review timing data to improve sending windows.
Use content analytics to decide what topics to repeat.
Do not judge a campaign after only a few messages. Look for patterns after enough prospects have gone through the sequence.
13
Competitor Analysis
Competitor analysis
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Competitor analysis studies a competitor LinkedIn profile to help you understand their style, topics, strategy, strengths, and opportunities.
This page is useful when you need to understand the next action and keep the workflow clean.
What this page helps you do
See what competitors talk about.
Find content angles your market already reacts to.
Build a clearer positioning for your own posts and outreach.
How to use it
Open the page from the sidebar, then follow the actions that match your situation.
01Click Competitor Analysis in the sidebar.
02Click Add competitor.
03Paste the LinkedIn URL.
04Start the analysis.
Main actions
Review style analysis before creating content.
Use top posts to understand what the audience likes.
Use SWOT and insights to find positioning gaps.
Turn on audience scan when you want to create a list from competitor engagement.
Use competitors for learning, not copying. Your best angle should still sound like your own offer.
14
Settings
Settings
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Settings is where you manage the parts that make Reakly work: account, LinkedIn limits, offer, integrations, team, automations, billing, API keys, and webhooks.
This page is useful when you need to understand the next action and keep the workflow clean.
What this page helps you do
Connect and manage LinkedIn, email, and WhatsApp accounts.
Configure your offer and targeting rules.
Invite team members and manage permissions.
Create API keys and webhook endpoints.
How to use it
Open the page from the sidebar, then follow the actions that match your situation.
01Click Settings in the sidebar.
02Open the tab that matches the setup you need.
03Save changes before leaving the tab.
Main actions
Use LinkedIn limits to keep account activity controlled.
Use Offer when your target market changes.
Use Team to invite users as owner, admin, or member.
Use API and webhooks when another tool needs to send or receive Reakly data.
Most setup problems start in Settings. If a feature cannot find an account, offer, or integration, check Settings first.
15
LinkedIn Health
LinkedIn Health
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LinkedIn Health helps you monitor the safety of your LinkedIn activity. It gives a health score and activity overview so you can avoid pushing the account too hard.
This page is useful when you need to understand the next action and keep the workflow clean.
What this page helps you do
Check whether a LinkedIn account looks safe for outreach.
Review recent activity levels.
Spot warning signs before increasing automation.
How to use it
Open the page from the sidebar, then follow the actions that match your situation.
01Open LinkedIn Health from the app navigation or settings area when available.
02Select the LinkedIn account you want to review.
03Read the score and activity overview.
Main actions
Lower activity if the health score is weak.
Increase volume slowly when an account is new or recently reconnected.
Use realistic daily limits.
A healthy account is more valuable than a high-volume account. Protect deliverability first.
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Settings -> API
API and webhooks
API base URLhttps://api.reakly.com/v1
Use a private API key for server-side tools and webhooks for real-time notifications.
The public API and webhooks let another system connect with Reakly. The API can read or create data. Webhooks notify your tools when something important happens.
This page is useful when you need to understand the next action and keep the workflow clean.
What this page helps you do
Send Reakly prospects to another CRM.
Trigger a workflow when a prospect replies or becomes qualified.
Let a technical team connect Reakly with internal tools.
How to use it
Open the page from the sidebar, then follow the actions that match your situation.
01Open Settings.
02Go to API.
03Create an API key if another system needs access.
04Create a webhook endpoint if another system should receive events.
Main actions
Copy the API key when it is created, because it is shown only once.
Use the webhook secret to verify that events really come from Reakly.
Send a test webhook before relying on it in production.
Open the public API documentation when a developer needs endpoint details.
Keep API keys private. Treat them like passwords.
Questions
Common questions
These are the questions most users ask when they start using Reakly.
What should I configure first?
Connect LinkedIn first, then create your offer, then configure the acquisition engine. Those three steps unlock the rest of the product.
What is an offer in Reakly?
An offer is the plain description of what you sell, who it is for, and why it is valuable. Reakly uses it to target, score, and write better messages.
Should I start with campaigns or acquisition?
Start with acquisition if you do not already have a clean prospect list. Start with campaigns only when you already know who you want to contact.
Can I use Reakly without Sales Navigator?
Yes. Sales Navigator can help with deeper LinkedIn search, but the core setup still works with a normal LinkedIn account.
How often should I review the CRM?
Review it every working day if outreach is active. A clean CRM helps tasks, analytics, replies, and campaigns stay accurate.
Ready
Open Reakly and configure the account
Start with LinkedIn, the offer, and acquisition. Then use the rest of the guide when a user needs to understand a page or configure a specific workflow.