raia Control User Guide
Command Deck
Your home base for monitoring and managing AI outreach missions.
Overview
The Command Deck is the main dashboard of raia Control. It provides an at-a-glance view of your outreach operations and quick access to key actions.
Dashboard Stats
The Command Deck displays three key metrics:
Active Missions — The number of campaigns currently running and sending messages to contacts.
Agents — The total number of AI Agents available for deployment across your account.
Total Contacts — The total number of contacts in your database.
Setup Alerts
If no AI Agents are connected, the Command Deck displays a prominent warning banner directing you to Settings → Agents to add your first agent. This ensures you're ready to launch missions.
Recent Missions
The dashboard shows your most recent missions with the following details for each:
Mission Name — The name you assigned when creating the mission.
Status Badge — Color-coded status indicator:
🟢 Active — Currently sending messages
🔵 Scheduled — Waiting for the scheduled send time
🟣 Completed — All messages sent
⚪ Draft — Created but not yet launched
🔴 Failed — Mission encountered an error
Agent — Which AI Agent is assigned to the mission.
Date — When the mission was scheduled or started.
Channel — The communication channel (Email, SMS, or Voice), shown as a colored badge.
Progress Bar — Visual indicator showing how many messages have been sent out of the total (e.g., "45 / 100").
Quick Actions
From the Command Deck you can:
Click View All Missions to navigate to the full Missions page.
Click Launch New Mission to start creating a new outreach campaign.
Click on any recent mission card to view its detailed report.
Quick Tips
Use context for better personalization — Add Apollo or Company context to your contacts for more relevant AI-generated messages.
Test before you send — Always use the Test Mission feature to preview AI messages before launching.
Monitor engagement scores — Check the Conversations page regularly to identify and follow up with engaged leads.
Organize with lists — Keep contacts organized in lists for easier mission targeting and tracking.
Getting Started
Learn the basics of setting up your account and launching your first mission.
What is raia Control?
raia Control is an AI-powered outreach platform that helps you convert more leads through personalized, intelligent conversations. It connects to AI Agents on the Raia platform to automate and personalize your outbound marketing campaigns via email and SMS.
How do I set up my first AI Agent?
To set up your first AI Agent:
Go to Settings → Agents tab
Click Add Agent
Enter your Agent's name and the API key from the Raia platform
Optionally add a description and phone number for SMS
Click Save
Once connected, your agent will be available when creating missions.
What do I need before launching a mission?
Before launching your first mission, you'll need:
An AI Agent - Connected from the Raia platform
Contacts - Uploaded via CSV or added manually
A clear goal - What do you want to achieve with this outreach?
Once you have these, you're ready to launch!
How do I navigate the dashboard?
The Command Deck is your home base. From here you can:
View mission statistics and recent activity
See conversation engagement scores
Quick-launch new missions
Access all main sections via the sidebar
The sidebar menu includes: Command Deck, Launch Mission, Missions, Conversations, Contacts, and Settings.
Managing Contacts
Learn how to import, organize, and manage your contact database.
How do I upload contacts?
To upload contacts:
Go to Contacts page
Click the Upload Contacts button
Upload a CSV file with your contact data
Map your CSV columns to contact fields (first name, last name, email, phone, etc.)
Optionally add context fields for personalization
Assign tags and lists to organize your contacts
Click Upload to complete
What fields can I include in my CSV?
Your CSV can include:
Required fields:
First Name
Last Name
Optional fields:
Email
Phone
Apollo Context (for AI personalization)
Company Context
Custom context fields
Initial email subject/body
Initial SMS message
How do I organize contacts with tags and lists?
Tags are labels you can apply to contacts (e.g., 'VIP', 'Hot Lead', 'Follow-up').
Lists are collections of contacts (e.g., 'Q1 Prospects', 'Enterprise Clients').
To manage:
Select contacts using the checkbox
Use the Add Tag or Add to List buttons in the selection bar
You can also manage tags and lists in Settings → Tags & Lists
How do I verify email addresses?
Email verification uses ZeroBounce to validate email addresses:
Select the contacts you want to verify
Click Verify Emails in the selection bar
The system will check each email's validity
Results appear in the contact's profile with verification status
Note: You need a ZeroBounce API key configured in Settings → Integrations.
What does the 'Unlisted' view show?
The Unlisted view shows contacts that haven't been assigned to any list. This helps you identify contacts that may need organizing or were recently uploaded without list assignment.
Launching Missions
Everything you need to know about creating and managing outreach campaigns.
What is a Mission?
A Mission is an outreach campaign that uses your AI Agent to engage with a set of contacts. Missions can be sent via Email or SMS and support different message strategies:
AI-Generated: Personalized messages created by your AI Agent
Standard: A single message template sent to all contacts
Contact-Specific: Pre-written messages stored on each contact
How do I create a new mission?
To create a mission:
Click Launch Mission in the sidebar
Define your mission name and objective prompt
Select Agent - Choose which AI Agent to use
Choose Channel - Email or SMS
Select Contacts - Pick from lists or individual contacts
Configure Messages - Choose strategy and set templates
Set Schedule - Send immediately or schedule for later
Review & Launch
What's the difference between message strategies?
AI-Generated Messages: Your AI Agent creates unique, personalized messages for each contact based on their context and your mission prompt.
Standard Message: One message template sent to all contacts. Good for announcements or when personalization isn't needed.
Contact-Specific Messages: Uses the initial message already saved on each contact record. Useful when you've pre-written messages during import.
How do I pause or cancel a mission?
From the Missions page or Mission Detail view:
Pause: Temporarily stops sending. You can resume later.
Cancel: Permanently stops the mission. Cannot be resumed.
Archive: Hides completed or cancelled missions from the main view.
Note: Messages already sent cannot be recalled.
What do the mission statuses mean?
Draft: Mission created but not yet launched
Scheduled: Waiting for the scheduled send time
Active: Currently sending messages
Paused: Temporarily stopped, can be resumed
Completed: All messages sent
Cancelled: Permanently stopped before completion
Conversations & Engagement
Track and manage AI-powered conversations with your contacts.
How do I view conversations?
Go to Conversations in the sidebar to see all AI conversations:
Filter by mission, status, or search by contact name
Click any conversation to see the full message history
View engagement scores to identify hot leads
See when contacts opened, clicked, or replied
What is the Engagement Score?
The Engagement Score (1-10) indicates how interested a contact appears based on their conversation. Higher scores suggest:
Active participation in the conversation
Positive responses to your outreach
Potential buying signals
Use this to prioritize follow-ups with the most engaged leads.
How do I track opens, clicks, and replies?
Each contact in a mission has tracking indicators:
Opened: Contact opened your email (📧)
Clicked: Contact clicked a link (🔗)
Replied: Contact responded (💬)
View these in the Mission Detail page or Conversations list.
Can I see the AI-generated messages before they're sent?
Yes! When creating a mission with AI-generated messages:
Complete the mission setup
Before launching, use Test Mission to preview generated messages
Review the AI's output for several sample contacts
Adjust your prompt if needed before sending
AI Agents
Configure and manage your AI Agents from the Raia platform.
What is an AI Agent?
An AI Agent is a trained AI model on the Raia platform that handles conversations on your behalf. Each agent has:
A unique personality and communication style
Knowledge about your business
Ability to answer questions and engage leads
An API key for integration
How do I connect an AI Agent?
Create an agent on the Raia platform (raia.ai)
Copy the API key from your Raia dashboard
In raia Control, go to Settings → Agents
Click Add Agent
Paste your API key and save
Your agent is now ready to use in missions!
Can I share agents with team members?
Yes! Agent owners can share agents with team members:
Go to Settings → Agents
Click the share icon on an agent
Enter the team member's email
They'll receive access to use that agent in their missions
How do I test my agent?
In Settings → Agents, each agent has a Test button:
Click Test on your agent
Enter a sample message as if you were a lead
See how your agent responds
Refine your agent's training on Raia if needed
Settings & Configuration
Customize your account, team, and integration settings.
How do I invite team members?
Go to Settings → Team:
Click Invite Member
Enter their email address
Select their role (Member or Admin)
Click Send Invitation
They'll receive an email to join your account and can access shared resources.
How do I set up integrations?
Go to Settings → Integrations to configure:
Apollo.io: For contact enrichment
ZeroBounce: For email verification
Enter your API keys and test the connection before saving.
Can I customize branding?
Yes! Go to Settings → Branding:
Upload your company logo
Set a custom brand name
Configure marketing display name
This branding appears in the sidebar and on your login page.
How do I manage templates?
Templates are reusable message formats for missions:
Go to Settings → Templates or the Templates page
Create templates with placeholders like {{first_name}}
Use templates when configuring mission messages
Save time by reusing proven message formats
How do I track email opens, clicks, and deliveries?
Email tracking requires webhook integration with your email provider:
To enable tracking: Contact your administrator to set up the appropriate webhooks in Mailgun. Once configured, the system will automatically track:
Delivered At: When your email was successfully delivered
Opened At: When the recipient opened your email
Clicked At: When the recipient clicked a link
Tracking data will appear in the Mission Detail page under the Total Contacts section.
Still need help?
Can't find what you're looking for? Contact our support team for personalized assistance.
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