Getting started with Atomic BI

What Atomic BI does

Atomic BI helps sales teams run LinkedIn outreach, keep their company knowledge in one place and chat with AI that knows that knowledge. Everything you do happens inside a space, which is the shared workspace for your team.

Create an account or sign in

1. Go to https://app.atomic.bi.
2. Enter your email address and your password.
3. Atomic BI checks whether the email already has an account. The main button then reads Sign In (existing account) or Create Account (new account).
4. If you are creating an account, type the password a second time in Password Confirmation.
5. Click the button.

If you cannot remember your password, enter your email and click Forgot password?. We email you a reset link. You can also click Email me a magic link to get a sign-in link by email instead of using a password.

Join a space

Spaces are joined by invitation. A space owner sends you an invitation link. Open it, check the space name shown on the page and click Accept Invitation. After that the space appears in your list at https://app.atomic.bi under "Choose a Space from the list below". If you do not see a space you expected, ask its owner to send you a new invitation. See Members and roles in a space for how owners create invitations.

Find your way around a space

Once you open a space, the left sidebar is your main navigation:

• Outreach: your Command Center, Reporting, Inbox and All Campaigns, plus a list of your campaigns.
• Prospecting: Lead Finder, Lead Database and Customer Profiles.
• Knowledge: the documents your AI uses. See Build your knowledge base.
• Automations: event-driven workflows. This item only appears for spaces that have Automations switched on.
• Chat: team conversations with AI, Conversations and Usage.
• Search (Cmd+K): jump to anything.
• Settings and Account: at the bottom of the sidebar.

Settings opens as a window on top of the page you are on. It has sections for Account, Space Settings, Team Members, Link Settings, Tags, Apps, MCP Server, LinkedIn Accounts, Pipeline Stages and, for spaces that have Automations, Integrations.

Set up your profile and password

1. Open Settings and choose Account.
2. Click your avatar to upload a new picture.
3. Change your Username. It saves automatically when you click away from the field.
4. To change your password, open the Security card, click Change Password, fill in New Password and Confirm Password, then click Update Password.

Guided setup for a new space

A brand new space may open a guided setup the first time you visit. It walks you through importing business knowledge, connecting your LinkedIn account with the Companion app, creating a first campaign and bringing in your first leads. In some spaces the setup is a conversation with the AI assistant; in others it is a short series of steps with Continue and Skip Onboarding buttons.

Sign out

On the space list page, click Sign Out.

Next steps

1. Connect LinkedIn with the Companion app.
2. Create your first campaign.
3. Build your knowledge base so your messages sound like your company.