Docs

Everything you need to run Conextly.

Setup, search, CRM, outreach approval, signals and integrations — documented step by step.

Sep 4, 2026

Frequently Asked Questions

Answers to the most common questions about Conextly — what it does, how it keeps your LinkedIn account safe, pricing, how it compares to Sales Navigator and automation tools, and how to get started.

conextly faqlinkedin prospecting faqquestionshelp

Sep 4, 2026

Teams, Seats & Roles

How Conextly works for a team — one seat per person's LinkedIn account, shared lists and templates, role-based visibility, and why every account still keeps its own human approval.

teamslinkedin teamseatsagency prospecting

Sep 4, 2026

Syncing to Your CRM

Push your Conextly pipeline into the CRM your team already runs on — what syncs, how to avoid duplicates, and how to keep LinkedIn outreach and your CRM in step.

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Sep 4, 2026

Warming Up a New Account

A new or low-activity LinkedIn account needs to build trust before it prospects at volume. A week-by-week warm-up plan and the pace Conextly uses to keep a young account safe.

linkedin warmupnew linkedin accountaccount safetylinkedin limits

Sep 4, 2026

Account Safety & Sending Limits

How Conextly keeps your LinkedIn account safe — the real limits that matter, why human pacing and approval protect you, and what to do if LinkedIn ever flags activity.

linkedin account safetylinkedin limitsconnection request limitaccount restriction

Sep 4, 2026

Message Templates

Use templates as scaffolding, not a crutch — how to give Conextly a structure it personalizes within, when templates help, and how to keep templated outreach from reading as templated.

message templateslinkedin templatesoutreach templatescold message

Sep 4, 2026

Personalization & Variables

Real personalization vs. the {{firstName}} kind — how Conextly grounds each message in a prospect's profile, how to steer how personal drafts get, and where variables fit without turning into mail merge.

personalizationlinkedin personalizationmessage variablesoutreach

Sep 4, 2026

Approving & Editing Drafts

The approval step is the heart of Conextly — nothing sends until you say so. How the queue works, how to edit a draft, and why keeping a human on every send protects your account and your reply rate.

approve messageslinkedin outreachmessage approvalhuman in the loop

Sep 4, 2026

How Conextly Drafts Messages

Conextly writes a first message for each prospect from their actual profile — not a template with a name slot. What goes into a draft, why it reads as personal, and how it stays honest.

message draftinglinkedin outreachpersonalized messagesai drafting

Sep 4, 2026

Follow-Up Reminders

Most replies come from the follow-up, not the first message. How Conextly reminds you who's gone quiet, drafts the nudge, and keeps you following up without becoming a pest.

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Sep 4, 2026

Job-Change & Trigger Alerts

Conextly watches your saved prospects and flags job changes, promotions, and other triggers — the moments when outreach lands best — so you reach out with a reason, not a cold open.

job change alertstrigger eventslinkedin job changewarm outreach

Sep 4, 2026

Tracking Prospects

Conextly's pipeline keeps every prospect and where they stand in one live view — the stages, how people move through them, and why tracking is what turns scattered outreach into real pipeline.

prospect trackinglinkedin pipelinesales pipelinecrm

Docs FAQs

What's in the Conextly docs?

Step-by-step documentation for setting up your account, connecting channels, running searches, working the relationship CRM, approving outreach and wiring up integrations.

Do the docs cover the approval queue?

Yes. Conextly never sends on autopilot, so the docs explain how drafts reach your approval queue, how to edit them and how sending limits work.

How often are the docs updated?

Docs are updated as features ship and appear on this page as soon as they're published, newest first.

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