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First Steps with tldr.work

Welcome to tldr.work! This guide will help you navigate the dashboard and understand what each section does.

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Dashboard Overview

After logging in, you’ll see the main dashboard with two core sections:
tldr.work dashboard
Main dashboard with overview metrics:
  • Total prospects in your database
  • Active campaigns
  • AI projects
  • Recent activity
Manage your prospect database:
  • Find Prospects: Search for new leads
  • All Prospects: View and filter your database
  • Add Manually: Import individual prospects
Email campaign management:
  • All Campaigns: View campaign list
  • New Campaign: Create a new campaign
  • Analytics: Campaign performance metrics
Two main sections:
  • Dashboard: Overall performance metrics
  • AI Search: Brand monitoring across AI engines
  • Metrics: Detailed usage and performance data
Manage subscription and credits from the profile menu (top-right avatar):
  • Current plan and remaining budget
  • Upgrade options
  • Usage activity and cost breakdown
  • Invoice history
Configure your workspace:
  • Profile settings
  • Account preferences
  • Workspace settings
  • Notification preferences

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Understanding the Dashboard

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AI Analytics Section

AI Analytics

Monitor your brand visibility across AI engines
  • Avg Visibility: % of AI responses mentioning your brand
  • Avg Sentiment: How positively AI talks about you
  • Avg Position: Your average ranking when mentioned
  • Projects: Number of active monitoring projects
What to do: Click “Monitor a Brand” to create your first AI search project.

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Sales Section

Sales

Track your sales automation performance
  • Prospects: Total leads in your database
  • Emails Sent: Campaign emails delivered
  • Open Rate: % of emails opened
  • Reply Rate: % of emails that got responses
What to do: Click “Find Prospects” to start building your database.

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Recent Activity

Real-time updates on:
  • Prospects found and enriched
  • Emails sent and opened
  • AI analyses completed
  • System notifications
Activity feed updates automatically - no need to refresh!

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Choosing Your First Action

Pick what matters most to your business right now:

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I want to find prospects and send campaigns

1

Find prospects

Go to Prospects > Find ProspectsEnter: “SaaS companies in Paris” (or your target market)
2

Review results

Check company details and verified emails
3

Create campaign

Select prospects and click “Create Campaign”
4

Generate email

Use AI to create personalized outreach
5

Launch

Click “Launch Campaign” and track results
Full Sales Automation Guide →

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Understanding Credits & Usage

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Credit Balance

Located in top-right corner of dashboard: 
Balance: €12.50 / €15.00
This shows:
  • Current balance: €12.50 remaining
  • Total budget: €15.00 (your plan’s monthly allocation)
When balance reaches €0, operations will be blocked until you upgrade or credits reset.

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What Uses Credits?

OperationApproximate Cost
Prospect search€0.05 per search
Email enrichment€0.02 per contact
AI email generation€0.02 per email
AI query (ChatGPT)€0.05-0.15 per query
AI query (Gemini)€0.01 per query
Email sent€0.001 per email
Open Billing from the top-right profile menu (avatar) to see your usage breakdown.

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Keyboard Shortcuts

Speed up your workflow with shortcuts:
ShortcutAction
⌘K or Ctrl+KOpen command palette
⌘/ or Ctrl+/Open help
⌘P or Ctrl+PQuick prospect search
⌘N or Ctrl+NNew campaign
EscClose modal/dialog

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Command Palette

Press ⌘K (Mac) or Ctrl+K (Windows) to open the command palette:
Command palette
Quick actions:
  • “Find prospects”
  • “New campaign”
  • “AI search”
  • “Settings”
  • “Billing”
Type to search and press Enter to navigate.
The command palette is the fastest way to navigate tldr.work!

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Dashboard Customization

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Dark Mode

Toggle dark mode in Settings > Appearance:
  • Light: Default, easier on eyes during daytime
  • Dark: Better for night work, reduces eye strain
  • Auto: Switches based on system settings

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Notifications

Configure in Settings > Notifications:
  • Email notifications (campaign updates, low credits)
  • In-app notifications (real-time activity)
  • Frequency (instant, daily digest, weekly summary)

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Activity Console

The activity console (bottom-right) shows real-time updates:
Activity console
What you’ll see:
  • ✅ Prospects enriched
  • 📧 Emails sent
  • 🤖 AI analyses running
  • ⚠️ Errors or warnings
Click any item for details.

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What’s Next?

Workspace Setup

Configure company info and preferences

Billing

Understand plans, credits, and usage

Find Prospects

Start building your lead database

AI Monitoring

Track brand visibility on AI engines

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Need Help?

Follow the Quick Start Guide for a structured 5-minute walkthrough.
Open your profile menu (top-right avatar) and click Billing to see detailed usage and costs.
Most actions can’t be undone (e.g., emails sent, AI queries). Always review before confirming!
Prospects section. All data is saved automatically and synced across devices.
You’re ready! You now know how to navigate tldr.work. Pick a feature and start automating! 🚀