Getting started as a User
For reps working alongside Alice and Julian: what the digital workers do, what lands on your calendar, what you own, and how to give feedback.
As a rep working with 11x, you have four jobs: connect your calendar, read the context on meetings booked for you, run the sales conversation, and flag anything that arrives unqualified. Alice and Julian handle prospecting, first response, and qualification. You own the conversation and the deal.
Who this applies to: sales reps and account executives who receive meetings from Alice or Julian. If you're configuring the workspace, read Getting started as an Admin instead.
What the digital workers do for you
| Alice (outbound) | Julian (inbound) | |
|---|---|---|
| Finds prospects | Yes — from live buying signals | No — leads come to you |
| First contact | Yes — email, phone, LinkedIn, SMS | Yes — in under 60 seconds |
| Research | Yes — per prospect, before contact | Yes — during the conversation |
| Qualification | Yes — before outreach and on reply | Yes — during the first conversation |
| Books the meeting | Yes — onto your calendar | Yes — onto your calendar |
| Runs the sales conversation | No — you do | No — you do |
| Owns the deal | No — you do | No — you do |
Your setup — three things
Connect your calendar
Connect Google Calendar or Outlook. This is required — meetings are booked against your real availability, so an unconnected calendar means double-bookings or no bookings at all.
Check your notification settings
Decide how you want to be told about a new booked meeting: in-app, email, or Slack. Slack is the fastest if your team already works there.
Confirm your CRM ownership is accurate
Alice and Julian read account ownership from the CRM to decide what to exclude and how to route. If your account assignments are stale, fix them — this is what prevents a digital worker contacting an account you're already working.
What lands on your calendar
Every meeting comes with context. Read it before the call.
| You receive | Use it to |
|---|---|
| Conversation transcript | See exactly what was said and promised |
| ICP score and reasoning | Understand why this lead qualified |
| Answers to discovery questions | Skip re-asking what they already answered |
| Recommended next step | See what the digital worker set up as the expectation |
| Research context (Alice) | Know what claim the outreach made about their business |
The fastest way to lose credibility on one of these meetings is to re-ask a question the prospect already answered. The transcript takes two minutes to read.
All of this is also written to the CRM record, so it's there after the fact.
What you own
- The sales conversation. Discovery beyond what was qualified, demo, and next steps.
- The relationship. The digital worker made the introduction; you carry it.
- The deal. Opportunity creation, forecasting, and close.
- Feedback on quality. See below — this one matters more than it sounds.
Give feedback on quality
Your judgment is the primary input for tuning qualification. Two things to report:
Meetings that were not qualified
Flag it to your workspace admin. Unflagged bad meetings mean the threshold stays wrong and you keep getting them.
Outreach that read wrong
If Alice's message made an inaccurate claim about an account, report it. That's a knowledge base problem and it's fixable.
Common questions
Next steps
What is 11x?
The platform, in plain terms.
Alice overview
What the outbound worker does.
Julian overview
What the inbound worker does.
Glossary
Every term, defined.
Still need help
Ask your workspace admin first — most user-level issues are configuration. For anything else, email support@11x.ai.