# Overview: User Guide
URL: /docs
Source: content/docs/en/index.mdx
Master International Trade with Your AI Agent
---
title: User Guide
description: Master International Trade with Your AI Agent
---
# π Welcome to the EximGPT User Guide
## Master International Trade with Your AI Agent
Welcome to the EximGPT Support Hub. EximGPT is not just a database of companies; it is an intelligent AI Agent designed to act as your 24/7 export/import consultant.
Whether you are looking to find buyers for Vietnamese coffee in the EU or source textiles from India, this guide will teach you how to "train" your agent, find high-quality leads, and automate your sales outreach.
## πΊοΈ How to Use This Guide
We have organized the workflow into 4 Key Phases. Follow these in order to get the best results from your AI.
### Phase 1: Training Your Agent (Setup)
Before you search, you must teach the AI who you are. The more it knows about your business, the smarter its recommendations will be.
- **Profile Setup**: Use our AI Generator to instantly turn your website into a comprehensive company profile.
- **Product Management**: Define your products and USPs so the AI knows exactly what to sell.
- **Knowledge Base**: Upload brochures and pricing files for the AI to attach to emails.
### Phase 2: Discovery (Finding Partners)
Stop searching keywords; start having conversations.
- **AI Search & Segmentation**: Chat with the agent to discover logical customer segments (e.g., "Wholesale Distributors" vs. "Retail Chains").
- **Collection Management**: Organize your search results into targeted campaigns using the Collection Dashboard.
### Phase 3: Deep Analysis (Enrichment)
Turn company names into real human connections.
- **Lead Analysis**: Filter companies by potential score, country, and industry.
- **Finding Key Contacts**: Learn how to trigger the Lead Enrichment tool to find the specific emails of decision-makers.
### Phase 4: Execution (Outreach)
Launch mass personalized campaigns where every email looks hand-written.
- **Email Templates**: Create dynamic templates that adapt to the recipient.
- **Launching Campaigns**: Select your leads and let the AI write and send personalized emails.
- **Analytics**: Track Open Rates, Click Rates, and Spam Rates in real-time.
To succeed with our platform, remember this simple rule:
**"Better Context = Better Results"**
Our AI uses a "Double-Sided Matching" engine. It looks at Your Profile (Context) and matches it with the Buyer's Needs (Lead Data). If you skip setting up your profile or product descriptions, the AI is flying blind. **Always complete Phase 1 first!**
# Overview: Getting Started
URL: /docs/getting-started
Source: content/docs/en/getting-started.mdx
Learn how to set up your profile, define products, and build your knowledge base
---
title: Getting Started
description: Learn how to set up your profile, define products, and build your knowledge base
---
# π Getting Started: Training Your Exim Agent
Welcome to EximGPT! Before you start searching for buyers or suppliers, you need to tell your AI agent who you are. Think of this step not as "data entry," but as training your personal trade assistant.
The more context the AI has about your industry, products, and USPs, the more accurate its lead generation and email drafting will be.
## Step 1: Complete Your Profile (The Foundation)
**Navigation**: Click the Profile Icon (User Avatar) on the left sidebar to access Profile Management.
You have two ways to complete your profile:
### Option A: The "One-Click" AI Generator (Recommended)
If you already have a company website, let our AI do the heavy lifting.
1. Locate the **AI Profile Generator** box at the top of the page.
2. Paste your Company's Website URL or upload your Company Brochure.
3. Click **"Generate Complete Profile"**.
4. **Review**: The AI will auto-fill your Company Description, Industry context, and details. Always double-check this data to ensure it captures your brand voice correctly.
### Option B: Manual Entry
If you don't have a website yet, or prefer total control, you can fill out the sections manually:
- **Personal Info**: Your contact details.
- **Company Info**: Your official entity name and location.
- **Business Management**: Your specific industry verticals.
Pay attention to the "Complete Your Profile" progress bar. Aim for 100% to unlock the full potential of the AI algorithms.
## Step 2: Defining Your Products (Crucial for Sales)
**Navigation**: Go to **Export Business Management** β **Export Products**.
This is the most important step for the Lead Generation and Automated Outreach features. The AI uses the specific descriptions here to find buyers who are looking for exactly what you sell.
### How to Add a Product:
1. Click the **+ Add Product** button on the right side.
2. **Product Name**: Be specific (e.g., instead of just "Coffee," use "Robusta Green Coffee Beans Grade 1").
3. **Product Description**: This is where you define your USP (Unique Selling Point).
- What makes it special? (Organic, Fair Trade, High Durability, etc.)
- Who is it for? (Wholesalers, Manufacturers, Retailers).
### Why Detail Matters:
The text you enter here is directly used by EximGPT to generate Email Templates later.
**Bad Description:**
```
High quality software.
```
**Good Description:**
```
An AI system designed to intelligently prospect, craft personalized outreach, and supercharge sales pipelines for import/export businesses.
```
You can manage your portfolio by clicking the Edit (pencil icon) or Delete (trash icon) buttons on any product card.
## Step 3: Build Your Knowledge Base (The Assets)
**Navigation**: Go to **Export Documentation** β **Knowledge Base**.
Your AI Agent can send emails, but it needs files to attach to them. This repository serves as your "digital briefcase."
### Why Upload Files Here?
When you run an email campaign later, you can attach different files to your email, and it will pull the file from here.
### How to Upload:
1. Click the **Upload Files** button.
2. Select your files. We recommend uploading:
- Company Portfolio/Brochure (PDF)
- Product Catalog
- Standard Pricing Quotes
- Certifications (ISO, FDA, etc.)
**Supported Formats**: You can upload PDFs, Office docs, images, and text files up to 50MB.
Use clear file names like `2024_Summer_Catalog.pdf` so both you and the AI can identify them easily in the search bar.
## How the AI Uses This Data
Once your profile and products are set up, EximGPT uses this "Context Layer" to:
- **Filter Search Results**: It will prioritize potential partners that match your specific Industry and Product Description.
- **Draft Emails**: When you use the "Email Template Management" or Email Campaign Automation, the AI will insert your USPs into the email body automatically, making your cold emails sound personalized and professional.
Once you've completed all three steps, your AI agent is fully trained and ready to help you find the perfect business partners. Move on to the next phase: Discovery!
# Discovery: Finding Partners
URL: /docs/finding-partners
Source: content/docs/en/finding-partners.mdx
Learn how to use AI-powered search to find buyers and suppliers through conversation
---
title: Finding Partners
description: Learn how to use AI-powered search to find buyers and suppliers through conversation
---
# π Finding Partners: Exim Agent Search
Forget scrolling through endless directories. With EximGPT, finding buyers or suppliers is as simple as chatting with a colleague.
## Step 1: Start the Conversation
**Navigation**: Click on the **Search** or **AI Agent** tab in the sidebar.
Instead of typing keywords into a search bar, you will see a chat interface. This is your dedicated trade consultant.
### How to Ask:
Simply tell the AI what you want to achieve. Be conversational!
**For Exporters:**
```
Help me find buyers for banana export to the Middle East.
```
**For Importers:**
```
I need reliable suppliers of cotton fabric in Vietnam.
```
The more specific your request, the better the AI can understand your needs and find the right partners.
## Step 2: Strategic Segmentation
Before showing you a random list of 1,000 companies, the AI first analyzes the market structure. It breaks down your request into logical **Customer Segments**.
It helps you target the right type of partner.
**Example Segments:**
- **Retail Grocery Chains**: Best if you have consumer-ready packaging.
- **Wholesale Distributors**: Best if you sell in bulk quantities.
- **Food Processing Industry**: Best if you sell raw ingredients (e.g., for dried fruit or snacks).
In the example shown, the AI suggested 5 distinct sectors for banana exports, including "Hotel and Hospitality" and "Import-Export Traders."
## Step 3: Deep Dive into a Segment
Once you see the segments, click on the card that matches your strategy.
**Example**: Clicking on "Retail Grocery Chains" will command the AI to search specifically for supermarket chains in the Middle East that import fresh produce.
The AI will then generate a list of verified companies within that specific category, saving you hours of manual filtering.
Remember the Product Profiles you set up earlier? When you search, the AI is secretly cross-referencing your Product USPs with these buyer segments. It prioritizes buyers who are looking for exactly the kind of quality and specs you listed in your profile.
This process is complex! Once you click a segment, please allow a few minutes for the AI to "digest" the market data. It is currently scanning thousands of records, verifying trade activities, and cross-referencing them with your Company Profile to ensure the best possible match.
### The Result:
After this short wait, you will be presented with a highly curated list of verified companies that are actually relevant to your business, saving you hours of manual filtering.
## Step 4: View Your Results
Once the AI finishes its analysis, the system will automatically redirect you to the **Collection Tab**.
Here, you will see a comprehensive list of companies that matched your search criteria.
To learn how to interpret the AI Potential Scores, filter for the best leads (High Potential vs. Low Potential), and enrich contact data, please refer to the Lead Analysis & Management guide.
# Discovery: Collection Management
URL: /docs/collection-management
Source: content/docs/en/collection-management.mdx
Learn how to organize search results into structured, trackable sales campaigns
---
title: Collection Management
description: Learn how to organize search results into structured, trackable sales campaigns
---
# π Collection Management: Your Command Center
Think of the Collection Tab (indicated by the Folder icon) as your personal CRM. This is where you organize your scattered search results into structured, trackable sales campaigns.
Instead of managing one giant list of 5,000 companies, you segment them into Collections (e.g., "Banana in France" vs. "Banana in Middle East") to tailor your strategy for each market.
## 1. The Dashboard Overview
**Navigation**: Click the **Folder Icon** on the left sidebar.
At the top of the screen, you get an instant health check of your entire export business:
- **Total Campaigns & Leads**: How big is your pipeline? (e.g., 16 Campaigns, 2,328 Leads).
- **Engagement Metrics**: Track your Open Rate and Click Rate globally to see if your messaging is resonating.
These metrics give you a bird's-eye view of your entire sales pipeline performance at a glance.
## 2. Managing Your Segments
The main table lists every "Collection" you have created. This allows you to segment your customers by:
### Geography
Segment by location (e.g., "banana in US" vs. "banana in Russia").
### Product Line
Separate your "Premium Coffee" leads from your "Commercial Grade Coffee" leads.
### Status
Quickly see which campaigns are:
- **Completed** (search finished)
- **Active** (ongoing)
Use these segmentation options to create targeted strategies for each market segment.
## 3. Key Actions
### Create New Collection
Click **+ New Campaign** (top right) to:
- Start a fresh search, or
- Create an empty container for manual entry
### Delete
Use the **Trash Icon** ποΈ to remove outdated lists and keep your dashboard clean.
### View Details
Click the **View** button next to any campaign.
**Action**: This drills down into the specific list of companies (the "Lead Analysis" view we discussed in the previous step), allowing you to see the individual businesses inside that collection.
Grouping your leads into smaller, specific collections (like "Wholesale Fruit Distributors" in "Bulgaria") allows you to write much more specific email templates, which increases your response rate!
# Analysis: Lead Analysis
URL: /docs/lead-analysis
Source: content/docs/en/lead-analysis.mdx
Learn how to analyze leads, find decision makers, and filter your prospects effectively
---
title: Lead Analysis
description: Learn how to analyze leads, find decision makers, and filter your prospects effectively
---
# π΅οΈ Lead Analysis: Deep Dive into Your Prospects
Once you open a specific Collection, you enter the Lead Analysis view. This is where you transition from looking at "lists of companies" to connecting with "real people."
This view transforms your company list into actionable contact information, helping you reach the right decision-makers at each organization.
## 1. Accessing Decision Makers (The Dropdown)
You don't just want to email a generic `info@company.com` address. You want to reach specific employees.
**Action**: Click the small arrow icon (>) next to any Company Name.
**The Result**: This expands the row to reveal specific contacts associated with that company. You can view their:
- **Email**
- **Phone**
- **Title**
- **Status** (e.g., Active/Inactive)
Always target specific decision-makers rather than generic email addresses. This significantly increases your response rate!
## 2. Advanced Filtering & Sorting
When managing hundreds of leads, you need to prioritize. Use the **Filter Bar** at the top of the table to slice your data.
### Demographic Filters
**All Countries**: Narrow down your list to a specific region (e.g., "Israel" or "Emirates").
**All Sizes**: Filter by company size (Employee count) to decide if you want to target SMBs or large Enterprises.
**All Industries**: Isolate specific niches (e.g., "Food & Beverages" vs. "Wholesale Trade").
Combine multiple filters to create highly targeted lead lists for your campaigns.
## 3. Campaign Tracking Filters (Crucial for Follow-ups)
As your email campaign progresses, you need to know who has responded and who needs a nudge. EximGPT provides specific filters for this:
### Email Status
Filter by:
- **Sent**: Emails that have been dispatched
- **Opened**: Recipients who opened your email
- **Clicked**: Recipients who clicked links in your email
Use this to gauge interest and prioritize follow-ups.
### Email Attempts
Filter by how many times you have contacted them:
- **0 Attempts**: Fresh leads you haven't emailed yet
- **1-2 Attempts**: Leads that may need a follow-up
- **3+ Attempts**: Leads requiring different strategies
Quickly filter for "0 Attempts" to find fresh leads you haven't emailed yet!
## 4. Customizing Your View
### Sorting
Click on any column header (like **Company Name** or **Potential**) to sort the list:
- Alphabetically
- By relevance
- By potential score
### Columns
Click the **Columns** button to hide or show specific data points relevant to your workflow.
Customize your view to show only the information you need. This reduces clutter and helps you focus on what matters most for your sales process.
# Analysis: Contact Discovery
URL: /docs/contact-discovery
Source: content/docs/en/contact-discovery.mdx
Learn how to use Lead Enrichment to find specific contacts within companies
---
title: Contact Discovery
description: Learn how to use Lead Enrichment to find specific contacts within companies
---
# π΅οΈ Contact Discovery
Finding a company is only the first step. To close a deal, you need to talk to the right personβwhether that's a Procurement Manager, a CEO, or a Sales Director.
The Lead Enrichment feature allows you to turn a generic company list into a database of actionable contacts.
## 1. How It Works
EximGPT doesn't just give you a static list. It allows you to actively trigger a deep-web search for specific employees within the companies you are interested in.
Our AI scans professional networks, public directories, and business databases to find verified contact information for decision-makers at your target companies.
## 2. The Enrichment Workflow
### Step 1: Select Your Targets
Navigate to your **Collection** or **Lead Analysis** view. You will see a list of companies found by the AI.
**Action**: Locate the **Checkboxes** on the far left of the company rows.
**Single vs. Bulk**:
- You can check a single box to research one company, or
- Select multiple boxes to batch-process a group
Bulk processing saves time when you need to enrich multiple companies at once.
### Step 2: Trigger the AI Search
Once your targets are selected, look at the top right corner of the dashboard.
**Action**: Click the **Find Employee Contacts** button.
**Counter**: The button will dynamically update to show how many companies you are about to scan (e.g., "Find Employee Contacts (4)").
Once clicked, the AI Agent begins scanning professional networks and public directories. This may take a moment depending on the number of companies selected.
### Step 3: Reveal the Contacts
When the process finishes, the data is saved automatically to the company row.
**Action**: Click the small **Arrow Icon** (>) next to the Company Name to expand the row.
**The Data**: You will now see a dropdown list of specific employees, including:
- **Name & Title** (e.g., "Purchasing Manager")
- **Email Address**
- **Phone Number** (if available)
- **Status** (e.g., Active)
Once enriched, these contacts are permanently saved to your collection and can be used for email campaigns.
## 3. Troubleshooting
### No Contacts Found
Sometimes, small or private companies do not have public employee data. In this case:
- The AI will retain the general company contact (e.g., `info@domain.com`) so you still have a way to reach out.
- You can try enriching again later, as new data may become available.
If no specific contacts are found, consider using the generic company email for initial outreach, then request to be connected to the relevant department or decision-maker.
# Outreach: Email Templates
URL: /docs/email-templates
Source: content/docs/en/email-templates.mdx
Learn how to create smart email templates that adapt to every lead
---
title: Email Templates
description: Learn how to create smart email templates that adapt to every lead
---
# π§ Mastering Email Templates: The Heart of Outreach
Now that your agent knows who you are (Profile) and has your brochures (Knowledge Base), it's time to teach it how to speak to your customers.
In the Email Template Management section, you don't just write static emails. You create "Smart Blueprints" that our AI adapts for every single lead.
## Step 1: Access the Template Hub
**Navigation**: Locate the **Export Email Templates** section on your dashboard.
- If you are new, you will see a clean dashboard waiting for your first strategy.
- Click **+ Add Template** or **Create Your First Template** to get started.
## Step 2: Let AI Write the First Draft
Writing sales emails is hard. Let EximGPT do it for you. Inside the Create New Template screen, you will see the **AI Assistant panel** at the top.
### Option A: Use Quick Examples
Select one of the pre-built scenarios to generate an instant draft:
- **π¦ Product Introduction**: Best for cold outreach to new leads.
- **π² Price Quotation**: Formal pricing requests.
- **π€ Follow Up**: Gentle reminders for unresponsive leads.
- **π Sample Offer**: Proposing product samples.
### Option B: Custom AI Instructions
Have a specific strategy? Type your instruction in the text box:
**Example:**
```
Write a polite email to a procurement manager in Germany introducing our organic coffee. Keep it professional but friendly, and mention our ISO certification.
```
1. Click the **AI Sparkle Button** β¨
2. Watch the AI generate the Subject Line and Body content instantly.
You can combine both approaches: Start with a Quick Example, then add Custom AI Instructions to refine it further.
## Step 3: Refine & Attach
Once the AI generates the draft, you have full control to polish it.
### Template Name & Category
Label your template (e.g., "Cold Outreach - EU Market") so you can find it easily later.
### Dynamic Variables
You will notice placeholders like `{{name}}` or `{{company}}`.
Do not remove these placeholders! This is where the AI inserts the recipient's specific details during campaign execution.
**Common Variables:**
- `{{name}}` - Recipient's name
- `{{company}}` - Company name
- `{{position}}` - Job title
- `{{country}}` - Location
- `{{industry}}` - Business sector
### Attachments
You have two options for adding files:
1. **From Library**: Click this to instantly attach the brochures or price lists you uploaded in the previous Knowledge Base step.
2. **+ Upload New**: Use this for specific files that are only needed for this template.
Files attached from the Knowledge Base can be reused across multiple templates, while uploaded files are template-specific.
## π‘ How the "Smart Personalization" Works
This is where EximGPT shines. When you eventually hit "Send" on a campaign using this template, our AI performs a **"Double-Sided Analysis"**:
### Sender Context (You)
It pulls your USP and product details from the Profile you set up earlier.
### Receiver Context (Them)
It analyzes the lead's business type and location.
### The Result?
Even though you are using one template, every email sent looks unique. The AI might:
- Emphasize **"profit margins"** for a retailer
- Emphasize **"quality consistency"** for a manufacturer
All based on the data available.
The more detailed your Profile and Product descriptions are (from Step 1), the smarter these personalized adaptations become. Always complete your profile setup first!
# Outreach: Launching Campaigns
URL: /docs/launching-campaigns
Source: content/docs/en/launching-campaigns.mdx
Learn how to configure and launch AI-powered email campaigns to multiple recipients
---
title: Launching Campaigns
description: Learn how to configure and launch AI-powered email campaigns to multiple recipients
---
# π Launching Your Campaign: Sending Personalized Emails
You have selected your targets. Now, let's unleash the AI to write and send personalized emails to all of them at once.
This feature allows you to send mass personalized emails where each message is uniquely crafted for the recipient, making every email look hand-written.
## Step 1: Select Your Targets
**Navigation**: Stay in the **Lead Analysis** view (inside your Collection).
**Checkbox Selection**: Click the checkboxes on the left side of the companies you want to contact. You can:
- Select specific rows, or
- Use **"Select All"** for bulk selection
**Trigger the Blast**: Click the **Send Emails** button in the top right corner. The button will indicate how many recipients are queued (e.g., "Send Emails (8)").
You can select individual companies or use bulk selection to target multiple leads at once.
## Step 2: Configure the AI Campaign
A popup window titled **Send Campaign Emails** will appear. This is where you give the AI its final marching orders.
### 1. Campaign Settings (Context)
Tell the AI what "hat" it should wear for this specific batch:
**Business Type**: Confirm if you are acting as an **Exporter** or **Importer**.
**Product**: Select the specific product you are selling (e.g., "Banana") from the dropdown. This pulls the USPs from the Product Profile you created earlier.
**Tone & Style**: Choose how you want to sound:
- Professional & Formal
- Friendly
- Urgent
The tone you select will influence how the AI adapts your message. Professional works best for B2B, while Friendly can be effective for smaller businesses.
### 2. Content Strategy
**Email Template**: Select one of your saved templates from the dropdown, or choose **"Create from scratch"**.
**Custom Instructions**: If creating from scratch, type a prompt for the AI.
**Example:**
```
Help me create an email to introduce my company and ask for a meeting next week.
```
You can combine a saved template with custom instructions to fine-tune the AI's output.
## Step 3: Enable Tracking
Locate the **Email Tracking & Options** section at the bottom left.
**Toggle "Email Tracking" ON**: This ensures the system will monitor:
- **Open Rates**: Who opened your emails
- **Click Rates**: Who clicked links in your emails
- **Bounce Rates**: Which emails failed to deliver
Without this enabled, you won't know if your leads are reading your emails! Always keep tracking ON to measure campaign performance.
## Step 4: Preview & Launch
You are not sending blind!
### Generate Preview
Click the **Create Preview** button.
**The AI Magic**: The system will now generate a unique email for each selected recipient. It combines:
- **Your Input**: (Product USPs, Template)
- **Their Data**: (Recipient Name, Company Industry)
### Review
Scroll through the previews to ensure the personalization looks natural.
### Send
If you are satisfied, hit **Send**.
You have just launched a mass outreach campaign where every single email looks like it was written by hand.
# Outreach: Track Performance
URL: /docs/track-performance
Source: content/docs/en/track-performance.mdx
Learn how to monitor and optimize your email campaign performance with real-time metrics
---
title: Track Performance
description: Learn how to monitor and optimize your email campaign performance with real-time metrics
---
# π Track Performance
Once your emails are sent, the "Launch" phase is over, and the "Optimization" phase begins. You don't need to guess if your strategy is workingβthe data is right at the top of your screen.
Real-time tracking helps you understand what's working and what needs improvement in your outreach strategy.
## 1. The Metrics Bar
**Navigation**: Open any active or completed campaign. Look at the colorful dashboard row at the very top.
If you enabled "Email Tracking" during the sending phase, this bar will update in real-time. Here is what the numbers mean:
### Sent
The total number of emails successfully dispatched from the system.
### Delivered Rate
The percentage of emails that actually landed in a mailbox (not blocked by the server).
A high delivered rate means your emails are reaching their intended recipients successfully.
### Open Rate
The percentage of recipients who opened your email. A high open rate means your Subject Line was effective.
Industry average open rates are typically 15-25%. If yours is higher, your subject lines are resonating well!
### Click Rate
The percentage of people who clicked a link or opened an attachment (like your brochure). This indicates strong interest.
Click rate is a strong indicator of engagement. Recipients who click are showing genuine interest in your offering.
### Bounce Rate
Emails that failed because the address was invalid. Keep this low by using the "Find Employee Contacts" feature carefully.
High bounce rates can damage your sender reputation. Always use verified contact information when possible.
### Spam Rate
The percentage of emails marked as spam by recipients.
Keep your spam rate below 0.1% to maintain a good sender reputation. High spam rates can get your domain blacklisted.
## 2. The "Anti-Spam" Advantage π‘οΈ
You might notice that your Delivered Rates are higher with EximGPT than with standard bulk-email tools.
Traditional tools send the exact same text to 1,000 people, which triggers spam filters instantly. EximGPT is different.
**How EximGPT is Different:**
Because our AI generates a unique, hyper-personalized email for every single recipient (referencing their specific industry or location), email servers treat your messages as genuine, human correspondence. This significantly lowers the risk of landing in the Spam folder.
Each email is crafted specifically for the recipient, making it appear as a one-on-one communication rather than a mass blast. This is the key to higher deliverability rates.