Documentation
Comprehensive guides for using LinkAngler effectively
AI, voice, and video are included
Your account comes with AI messaging, voice notes, and personalised video — fully set up and ready to use. There are no API keys to create or enter. Some existing accounts have optional settings to plug in their own provider keys; if you don't see those settings, everything is already provided for you.
LinkAngler is a LinkedIn outreach CRM that helps you find leads, run automated campaigns, and track engagement — turning LinkedIn into a measurable sales pipeline.
- Create your account — Sign up with your email and set a password. After signing in, you will land on the Dashboard where a Welcome Guide checklist tracks your setup progress through each step below.
- Connect LinkedIn — Go to Settings and click Connect LinkedIn. After authenticating, you will see your name and connection status displayed in Settings. This unlocks lead search, messaging, and campaign features.
- AI is ready to go — AI is included and already set up — there's nothing to configure. It powers ICP analysis, AI-generated search queries, post comments, AI Outreach, and the Help Assistant. (Existing accounts may still see an optional AI Provider setting for using their own key.)
- Start prospecting — Search for leads on the Leads page, save them to lists, build campaigns, and let LinkAngler automate your outreach. You can also set up ICP profiles to have AI discover leads automatically.
Tip: The Welcome Guide on your Dashboard shows a progress checklist. Complete each step to unlock all features. You can reset the guide from Settings at any time.
How it works: LinkAngler uses a secure, hosted authentication flow. When you click Connect LinkedIn in Settings, you are redirected to a secure page where you sign into LinkedIn directly. LinkAngler never sees or stores your LinkedIn password.
What LinkAngler can do with your connection:
- Search for people on LinkedIn
- View LinkedIn profiles
- Send connection requests (with optional message)
- Send direct messages to connections
- View posts from leads
- React to and comment on posts
Sales Navigator
If your LinkedIn account has Sales Navigator, LinkAngler automatically detects it during connection. Sales Navigator unlocks advanced search filters (seniority level, company size ranges) and provides richer discovery results. No extra setup is needed — it activates automatically.
Important: Only one LinkedIn account can be connected at a time. Connecting a new account will replace the existing connection.
Troubleshooting:
- "Connection expired" — Go to Settings and click Reconnect. LinkedIn sessions may expire after extended periods of inactivity.
- Can't find Sales Navigator features — Verify that Sales Navigator is active on your LinkedIn account at linkedin.com, then reconnect in Settings so LinkAngler can detect it.
Searching for Leads
Use the Leads page to search LinkedIn. Enter keywords and apply filters for job title, location, and industry. Results show each person's name, headline, company, location, and current connection status (connected, pending, or not connected).
Saving to Lists
Select one or more leads using the checkboxes, then click Save to List. You can create new lists or add to existing ones. Leads can belong to multiple lists simultaneously, so you can organize by campaign, industry, priority, or any other criteria.
Importing Leads
Go to the Import page to add leads by LinkedIn profile URL. Paste one URL per line. LinkAngler fetches the profile data from LinkedIn and adds each person to your leads.
Lead Profiles
Click on any lead to view their full profile. The profile page shows their headline, company, location, and connection status. You will also see their engagement history (messages sent, connection requests), which campaigns they are enrolled in, and which lists they belong to.
Campaigns are multi-step outreach sequences that run automatically. Create a campaign, define your steps, enroll leads, and LinkAngler executes each action on schedule.
Step Types
- Send Connection — Sends a LinkedIn connection request. Optionally include a personalized message.
- Send Message — Sends a direct message. The lead must already be a connection.
- Like Post — Likes the lead's most recent LinkedIn post to increase visibility before outreach.
- AI Comment — AI generates and posts a relevant comment on the lead's most recent post using an AI Persona you select.
- Voice Note — Sends an AI-generated voice message with a personalized greeting (the lead's name via text-to-speech) spliced onto a pre-recorded voice template. Voice is included — just upload a template.
- Video Message — Sends a personalised video via LinkedIn. Choose between AI-generated videos (lip-synced from a template with the lead's name) or pre-recorded personal videos. The lead receives a link to a branded landing page with your video.
Personalization Variables
Use these variables in connection requests and messages. They are automatically replaced with each lead's data:
{firstName}— Lead's first name{company}— Lead's company name{headline}— Lead's LinkedIn headline
If a variable cannot be resolved (e.g., no company listed), LinkAngler uses an automatic fallback so the message still reads naturally.
Campaign Lifecycle
Campaigns move through these statuses: Draft (building steps) → Active (executing actions) → Paused (temporarily stopped) → Completed (all enrollees finished). You can pause and resume at any time.
Daily Limits by LinkedIn Account Tier
LinkAngler automatically detects your LinkedIn account tier and applies the correct daily limits. Premium LinkedIn accounts get higher daily limits.
| Action | Free LinkedIn | Premium LinkedIn |
|---|---|---|
| Connection requests | 20 / day | 40 / day |
| Messages | 100 / day | 200 / day |
| Post engagements | 100 / day | 100 / day |
Safety Features
- Quiet hours — No actions are sent during off-hours to mimic natural usage patterns
- Warm-up period — New campaigns start with lower daily limits that gradually increase over time
- Rate limiting — Daily limits are enforced across all campaigns combined, not per campaign
Best Practices
- Personalize every connection request — generic messages have much lower acceptance rates
- Wait 3-5 days between campaign steps to appear natural
- Keep initial messages under 300 characters for higher response rates
- Use AI Personas for post comments to ensure authentic, relevant engagement
What is an ICP?
An Ideal Customer Profile (ICP) defines the characteristics of your best-fit prospects. Instead of searching manually, LinkAngler uses your ICP to generate targeted LinkedIn searches and score results automatically.
Creating ICP Profiles
Go to Discovery → ICP Profiles and create a new profile. Define your target criteria:
- Target titles — Job titles your prospects typically hold (e.g., VP of Sales, Head of Marketing)
- Industries — Target industries (e.g., SaaS, Financial Services)
- Seniority levels — Manager, Director, VP, C-Suite, etc.
- Locations — Geographic targets (e.g., San Francisco, United Kingdom)
- Company sizes — Employee count ranges (e.g., 51-200, 1001-5000)
- Keywords — Terms that should appear in profiles (e.g., B2B, enterprise sales)
AI Lead Analysis
If you have 20 or more saved leads, the Analyze My Leads button appears on the ICP page. AI examines your existing lead data and suggests values for each ICP field based on patterns it finds. This helps you create a data-driven ICP rather than guessing.
Search Generation & Execution
Once your ICP is configured, AI generates LinkedIn search queries tailored to your criteria. You review and approve each search before it runs. Approved searches execute automatically via background automation (every 30 minutes) and results are scored against your ICP.
Lead Scoring
Each discovered lead receives a score from 0 to 100 based on how well they match your ICP. The score breaks down as follows:
- Title match — 30% weight
- Industry — 20% weight
- Seniority — 20% weight
- Location — 15% weight
- Keywords — 15% weight
Score colors:
- Green (80+) — Strong match
- Blue (60-79) — Good match
- Yellow (40-59) — Moderate match
- Gray (below 40) — Weak match
Auto-Save & Auto-Enroll
Configure a score threshold to automatically save high-scoring leads to a designated list. You can also enable auto-enroll to automatically add qualifying leads into an active campaign, creating a fully automated prospecting pipeline.
Discovery Limits
LinkAngler processes up to 50 search pages per day per user. Discovery searches run automatically every 30 minutes via background automation.
Sales Navigator Advantage
Accounts with Sales Navigator unlock advanced search filters (seniority level, precise company size ranges) for more targeted discovery. LinkAngler detects Sales Navigator automatically during LinkedIn connection — no extra configuration needed.
AI Is Included
Every AI feature — ICP analysis, search queries, post comments, AI Outreach, and the Help Assistant — is powered for you out of the box. There's nothing to install and no API key to create. (Existing accounts may still see an optional AI Provider setting to plug in their own key and choose a model.)
AI Personas
AI Personas are reusable personality profiles for generating LinkedIn post comments. Each persona has a name, description, and tone (e.g., "Thoughtful Industry Expert" or "Friendly Connector"). Create personas in Settings → AI Personas and assign them to AI Comment steps in your campaigns. The persona guides the AI to generate comments that sound authentic and match your desired voice.
Voice Notes
Voice notes are included and set up for you — no separate account or key required. When a Voice Note step runs, LinkAngler generates a personalised greeting (the lead's name via text-to-speech) and splices it onto your voice template. Preview the result before activating the campaign. (Existing accounts may have an optional setting to use their own voice provider.)
AI Help Assistant
Click the "Ask" button in the header to open the AI Help Assistant. It knows your current app setup (LinkedIn connection status, campaigns, ICP profiles) and provides contextual help, troubleshooting, and guidance. Conversations are saved and persist for 30 days. You can also escalate to human support or provide feedback directly from the chat.
For existing accounts only: New accounts have AI fully included — there's nothing to set up. Follow these steps only if your account shows the optional AI Provider setting for using your own key.
- Go to Settings → AI Provider
- Enter the Base URL (e.g. https://openrouter.ai/api/v1)
- Enter your API Key from the provider dashboard
- Enter the Model name (e.g. anthropic/claude-sonnet-4 or google/gemini-2.5-flash)
- Click "Test Connection" to verify your configuration
- Click Save
What it powers: ICP analysis, search queries, AI post comments, Help Assistant
Tip: OpenRouter gives access to 100+ models from one API key
For existing accounts only: Voice notes are included on new accounts — no account or key needed. These steps apply only to existing accounts that use their own voice provider.
- Create an account at elevenlabs.io and get your API key from Profile → API Keys
- Go to Settings → Voice in LinkAngler
- Enter your ElevenLabs API key and click Save
- In the ElevenLabs dashboard: Voices → Add Voice → Instant Voice Clone → upload a 30-60 second clear recording
- Back in LinkAngler, select your cloned voice from the dropdown
- Upload a voice template (short recording of your intro, up to 2MB)
- Click Preview to hear a personalised voice note
Tip: Record in a quiet room for best voice clone quality
Prerequisite: Nothing — AI is included and ready to use.
- Go to Settings → AI Personas
- Click "Add Persona"
- Enter a Name (e.g. "Friendly Industry Expert")
- Write a Description — the system prompt guiding how AI writes comments
- Click Save
- Assign the persona to "AI Comment" steps in your campaigns
Tip: Create 2-3 personas and rotate across campaigns for natural variety
Good to know: Video and the AI voice for greetings are included — there are no keys to create. On new accounts, skip the provider-key steps (2 and 4); they apply only to existing accounts using their own fal.ai key.
- Complete Voice Cloning setup first (needed for AI greetings)
- Create an account at fal.ai and get your API key
- Go to Settings → Video
- Enter your fal.ai API key
- Select a voice configuration from the dropdown
- Click "Add Template"
- Upload a base video (10-30 seconds, looking at camera)
- Set the placeholder timestamp for greeting insertion
- Configure greeting text with {firstName}, {company} variables
- Optionally set a CTA button text and URL
- Save — the template is now available as a "Video Message" campaign step
Tip: Keep videos under 30 seconds for higher engagement
Personalised AI Videos
LinkAngler can generate lip-synced video messages personalised for each lead. Upload a base video template, configure a greeting text with personalisation tokens ({firstName}, {company}), and the system generates a unique video per lead. It uses your AI voice clone for the greeting and AI lip-sync to match mouth movements. Generated videos are stored and accessible via unique links.
Recording Studio
Go to the Record page to capture personal video messages in your browser. Three recording modes are available: camera only (webcam), screen only (screen capture), and screen + camera (picture-in-picture with your webcam overlay). Recordings can be up to 2 minutes long. After recording, preview and retake if needed, then upload. Each recording gets a unique shareable link.
AI Re-dub
Take any existing video template and replace the speech with your AI voice clone. The system transcribes the original audio, lets you edit the transcript, then generates new speech with your AI voice. The AI lip-syncs mouth movements to match the new audio while preserving the original background sounds. The result saves as a new video template for campaigns.
Video Landing Pages
Every video (AI-generated or personally recorded) gets a branded landing page at a unique URL. Recipients see an auto-playing video, sender information, and a call-to-action button. Views are tracked silently so you can measure engagement. Personal recordings also include a download button for recipients.
LinkedIn Connection
Connect or reconnect your LinkedIn account. View your connection status and account details. If your session expires, use the Reconnect button. Sales Navigator is automatically detected when you connect.
AI Provider
AI is included and ready — no setup required. Existing accounts may see an optional AI Provider setting to use their own key (provider, base URL, model, with a Test Connection button). All AI features — ICP analysis, search generation, post comments, AI Outreach, help assistant — run on this.
AI Personas
Create, edit, and delete AI personas. Each persona defines a name, description, and tone used for generating LinkedIn post comments. Assign personas to AI Comment campaign steps for consistent, authentic engagement.
Voice Cloning
Voice notes are included and set up for you. Upload voice templates (short audio clips of your voice, up to 2MB) that serve as the base for personalised voice messages, and preview generated notes. Existing accounts may also have an optional setting to use their own voice provider.
Video Configuration
Video messaging is included. Manage video templates (upload base videos, set placeholder timestamps, configure greeting text and CTA buttons); greetings use your AI voice clone. Existing accounts may also see an optional fal.ai key field.
Account Management
View your profile, export your data as a backup, or delete your account. Account deletion has a 30-day recovery window — you can restore your data within that period by contacting support.
Welcome Guide
The Welcome Guide is a step-by-step setup checklist shown on your Dashboard. If you need to revisit it, you can reset the guide from Settings to start the onboarding flow again.
Language
LinkAngler supports 12 languages. Choose your preferred language from the language switcher — the entire interface updates instantly. Your preference is saved to your account and persists across sessions and devices.
The Messages page (Inbox in the sidebar) mirrors your LinkedIn conversations in one place. Select any conversation to read its full history and reply inline — messages send straight through your connected LinkedIn account.
Starting a new conversation
Click New Message, search your connected leads, and write your message. You can only message 1st-degree connections, so connect first via a campaign or invitation.
Personalisation tokens
Manual messages support the same merge tokens as campaigns — {firstName}, {company}, and {headline} — replaced with each lead's real profile data when sent.
Requires a connected account
If your LinkedIn account isn't connected, the inbox prompts you to connect it in Settings before conversations load.
When a lead replies to one of your campaign messages, LinkAngler flags them as a Hot Lead so you never miss a warm response. Hot Leads have their own sidebar section, newest first, showing how long ago each one replied.
Triage workflow
Each hot lead moves through three states you control: New (just replied), Contacted (you've followed up), and Dismissed (not relevant). Tabs filter by state, and an All view shows everything with live counts.
Quick actions
From a hot lead you can open the full lead record, jump straight to the conversation in your inbox, mark it Contacted, dismiss it, or reopen a dismissed lead. Connected leads show a Connected badge.
Where replies come from
Reply detection runs on your campaign conversations — start a campaign to begin generating hot leads.
The Invitations page lists every connection request tied to your account, split into Received and Sent tabs.
Received invitations
Accept or decline incoming requests one at a time, or select several and act in bulk. When you accept, LinkAngler offers to save the new connection — or all of them at once — as leads.
Sent invitations
Review the requests you've sent and cancel any that are still pending, individually or in bulk.
Auto-cancel stale invitations
Turn on auto-cancel to automatically withdraw sent invitations that haven't been accepted after 7, 14, or 30 days, with a daily cancel limit so you stay within safe LinkedIn activity levels. Optionally re-enrol cancelled leads back into a campaign.
When a campaign includes an AI Comment step, LinkAngler drafts a comment on the lead's post and holds it in the Comment Queue for your approval — nothing is posted to LinkedIn without your sign-off.
Reviewing comments
Each item shows the original post next to the AI-drafted comment. Edit the wording, reset to the original draft, then Approve & Post or Reject. Approved comments are posted to LinkedIn; rejected ones are discarded.
Pending, Approved, Rejected
Tabs track every comment by status with counts, so you always know what's awaiting review and what's already been handled.
Comment tone
Comment tone follows the AI Persona assigned to the campaign step — set personas up in Settings → AI → AI Personas.
Enable AI Outreach on a campaign and, instead of one templated message, the AI writes a fresh, personalised message for each lead using your Leverage Library and a chosen copywriting framework. Turn it on in the campaign builder. AI is included, so all you need is at least one entry in your Leverage Library.
Copywriting frameworks
Pick a proven framework — AIDA (cold outreach), PAS (pain-point selling), BAB (transformation stories), or SPIN (consultative selling) — or let AI choose the best one per lead.
Two-stage quality gate
Every AI-written message passes through a second AI that checks for spam triggers, tone, and accuracy before it's sent. If a draft fails, the system makes a surgical revision based on the specific feedback rather than starting over — so only messages that clear the bar go out.
Copy Evolution (self-optimising copy)
With AI Outreach running, LinkAngler quietly A/B tests message variants, measuring reply and meeting rates with statistical significance and promoting winners as the new baseline automatically. Open "View Copy Evolution" on a campaign to see each experiment, the AI's rationale, and the results. Optimisation begins analysing a campaign within about two weeks of enabling it.
90-day lead rotation
Leads who finish a sequence without converting aren't burned. After a 90-day cool-off they can be re-approached with a different framework (rotating through AIDA → PAS → BAB → SPIN) and context that they've seen earlier outreach — so each new attempt feels fresh, not repetitive.
Content Radar follows LinkedIn creators you choose and uses AI to distil their recent posts into a clean feed of insights — a running pulse of what your industry's thought leaders are saying.
Building your watchlist
In Settings → AI → Content Radar, add up to 20 creators by their LinkedIn profile URL and tag each with a niche (e.g. "marketing"). The next farm cycle picks up changes within about 6 hours.
The feed
The Content Radar dashboard breaks each synthesised post into a TLDR plus extracted Key Claims, Tactics, Tools, and Hook notes, with engagement stats. Filter by creator or niche to focus.
Personalising outreach
Flip on "Use Content Radar to personalise AI outreach" and recent posts in matching niches are woven into your AI-generated messages — so your outreach references what prospects actually care about right now.
Good to know
Content Radar is rolling out gradually and may not be enabled on every account yet. If a creator hasn't been farmed in 48+ hours they may have made their profile private.
The Leverage Library is your store of wins — case studies, testimonials, and hard numbers. The AI draws on it to write outreach that's specific and credible instead of generic. Manage it in Settings → AI → Leverage Library.
Three ways to fill it
- Add entries by hand — a title, industry tags, an optional result metric (e.g. "3x pipeline in 90 days"), and the story.
- Seed with examples to drop in template entries that show the format.
- Import from your website — paste your domain and LinkAngler crawls your case-study pages, then proposes entries for you to review and edit before saving.
Why it matters
At least one entry is needed for AI outreach personalisation — an empty library leaves the AI with nothing concrete to reference.
Email Outreach is an optional add-on that lets you discover lead email addresses and send emails from LinkAngler — turning single-channel LinkedIn campaigns into multi-channel sequences.
The add-on and daily limits
Enable the add-on in Settings → Email. Tiers set how many emails you can send per day: Starter ($9/mo, 75/day), Pro ($18/mo, 150/day), and Advanced ($36/mo, 300/day). Usage resets at midnight UTC and the card warns you as you approach the cap. Early accounts may have email included (grandfathered).
Connecting a sending account
Connect a Gmail or Outlook mailbox with one click via secure OAuth — LinkAngler never sees your password and you can disconnect anytime. If a token expires you'll see a Reconnect prompt.
SMTP mailboxes & warm-up
Advanced users can connect their own pre-warmed SMTP mailboxes (with IMAP for inbox monitoring) to rotate sends across campaigns. New mailboxes ramp up gradually — starting low and increasing weekly — to protect sender reputation, or skip the ramp if already warmed.
Email signature
Build a Markdown signature (with a logo) in Settings → Email that's auto-appended to outgoing emails. Tokens like {sender_name}, {sender_title}, and {booking_link} fill in automatically; toggle the signature off per step or per message.
Email steps in campaigns
Add email steps to a campaign just like LinkedIn steps. Emails support the same personalisation tokens, count against your daily add-on limit, and respect SMTP warm-up caps.
Enrichment fills in the contact details campaigns need — primarily verified work email addresses — so your leads are ready for multi-channel outreach.
How it works
LinkAngler generates the common B2B email patterns for a lead's name and company domain, checks the domain has a live mail server, and verifies each candidate until it finds a valid address. Results are cached for 90 days, so re-checking the same person doesn't cost another credit.
Monthly credits
Enrichment runs on a monthly credit allowance shown in Settings → General → Enrichment ("X of Y enrichments used this month"), resetting on the 1st. The counter turns yellow near your limit and red when reached.
Availability
Enrichment is enabled per account and may not appear on every plan.
Every lead gets an ICP fit score from 0 to 100. Score Tiers let you slice that range into named bands so you instantly know how to treat each lead. Configure them in Settings → General → Lead Score Tiers.
Defining tiers
Each tier has a name, a min–max score range, a colour, and an action hint reminding you what to do. The defaults are Standard (automated outreach handles these), Priority (review and add personal follow-ups), and Personal Letter (write a handcrafted message).
Defaults
Add, edit, and delete tiers freely, or reset to the defaults anytime. Changing tiers re-segments leads but never alters their underlying scores.
Connect a CRM to send leads from LinkAngler into your sales pipeline automatically, keeping both systems in sync.
What's supported
Push to HubSpot, Salesforce, or Pipedrive directly, or to any system via an outgoing webhook (e.g. Zapier). Map LinkAngler's lead fields to your CRM's field names, send a test, and review a push history of what synced and when.
Availability
CRM integration is available on white-label deployments. If it's locked for your account, contact us to enable it.
On plans that support it, you can connect more than one LinkedIn account and manage them all from a single LinkAngler login — ideal for agencies and teams.
Connecting and switching
Add accounts in Settings → General → LinkedIn Accounts. Switch the active account with the account switcher; campaigns, leads, and rate limits are tracked per account. Disconnecting an account with active campaigns warns you first, since those campaigns will pause.
Plan limits
Each plan includes a set number of LinkedIn accounts; additional accounts may add to your monthly cost. You'll be prompted to upgrade when you reach your limit.
When enabled for your account, the AI Reply Assistant reads incoming replies, classifies intent, and can draft or auto-send responses — keeping conversations moving while you focus on the hottest leads.
Confidence threshold
In Settings → AI you set a confidence threshold. When the AI's confidence in handling a reply falls below it, the reply is flagged for your manual review instead of being auto-answered. Lower means the AI handles more; higher means you review more.
Beta feature
The AI Reply Assistant is gated and rolling out to selected accounts. It runs on the platform's included AI.
Referrals
Share your referral link from Settings → General → Referrals. When someone subscribes and makes their first payment you earn 20% off your base plan — stackable up to 100% off with five referrals. Credits apply toward your plan and the email add-on.
Performance Reports
In Settings → Email → Performance Reports, choose how often to get an email digest of campaign stats with AI-powered improvement suggestions — daily, weekly, monthly, or off. You can separately toggle re-engagement nudges, tips, and milestone celebrations.
Subscription & Billing
Settings → General → Subscription shows your plan status — trial, active, or grandfathered (free for early users) — and opens the Stripe billing portal where you can update payment details, change your plan, or cancel.