Wyra Help Center
Wyra turns what your company knows into pipeline. These guides show you how to set it up, work with it day to day, and get the most from it.
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What Wyra is, how it works, and how to set up and run your first week.
What is Wyra? The GTM Intelligence LoopWhat Wyra is and how the GTM Intelligence Loop fits together: Company Intelligence, offerings, AI SDRs and campaigns, Interactions, meetings, the CRM, AWS Partner Central and the Dashboard.How Wyra works: Chat, approvals and the screensHow to work with Wyra: asking in Chat, approving cards, what runs on its own, when replies become Action required, and when to use the screens.Setting up your workspaceSet up your Wyra workspace in the order it pays off: your company, mailboxes and domains, AI SDRs and LinkedIn, your first campaign, pipeline, meeting notetaker, calling and team.Your first week with WyraA day-by-day guide to your first week with Wyra: teach it your business, build an offering, launch a campaign, work replies and meetings, and learn from the results.Your first campaign, built in ChatPlan, check and launch your first Wyra campaign in Chat: the plan card, message frameworks, previewing real prospects, launching, and what happens after.Where to start, by roleWhere to start in Wyra for sales leaders, reps, admins, and partner and alliance teams, and what each role does day to day.
Working with Chat
Work with Wyra in Chat: the basics, building offerings, and working your CRM.
Chat basicsWhere Chat is, who can use it, how the page is laid out, how Wyra reads and proposes changes, and what Chat doesn't do.Approval cardsHow Wyra's approval cards work in Chat: approve, ask for changes or discard, the cards you'll see, permanent actions, AWS cards and what happens after you decide.What you can ask WyraExample Chat prompts by area: your company, offerings, campaigns, leads and replies, metrics, CRM, AWS Partner Central, meetings and research.Building an offering in ChatBuild an offering with Wyra in Chat: start from a description, your company, an artifact or a link, revise the draft, add objection handling and approve it.Planning and launching a campaign in ChatThe plan card, gaps to close, message frameworks, prospect previews, saving or launching, the 5-campaign limit per AI SDR, and pausing, editing or stopping campaigns in Chat.Leads, conversations and replies in ChatAsk Wyra who replied, read a lead's conversation, preview the message a lead would get, draft replies you send yourself, and work Action required from Chat.Metrics and dashboards from ChatAsk Wyra for email, LinkedIn and reply figures, add any figure card to your Dashboard Overview, review campaign performance, and see what Chat can't report.Working your CRM from ChatUse Wyra on the Chat page or beside your CRM to read records, propose changes as approval cards, pin records with @, and share opportunities with AWS Partner Central.Meetings from ChatAsk Wyra to list your meetings, summarise one, pull out action items, tell you about proposed CRM updates, and send Wyra Notetaker to a meeting from a link.Research with ChatAsk Wyra in Chat about your company, get offering ideas from a link, read web pages, look up people and companies in your CRM, get why-now angles and check your artifacts.
Company Intelligence
Your company picture: what you sell, who you sell to, your proof, and the market trends Wyra brings you.
Your company pictureHow Wyra builds your company picture, where each fact comes from, who can confirm, edit or remove facts, and how to export a brief.Set-up: telling Wyra about your businessUse the Set-up tab to confirm what you sell, the segments, scale and markets you serve, referenceable customers, partner profiles, credentials and how you sell.Wyra's questionsWhy Wyra asks questions about your company, how the question card works (Send, Other, Not sure, Skip, This doesn't make sense) and what happens to your answer.Referenceable customers and proofDecide which customers Wyra may name in outreach: by name, without the name, or not at all. Add customers, add proof and read it again.ArtifactsAdd case studies, quotes, decks and certificates as files or links, see what Wyra read, and choose whether each may be used in outreach or kept internal.Market trendsMarket trends are events that create demand for what you sell in your markets. Read priority and key dates, and create a campaign, mark Later or Not relevant.Reach: accounts, warm paths, partner routes and credentialsThe Reach tab counts the accounts that fit your ICP, shows warm paths, the routes your cloud partners open, and which credentials are verified.ReadinessReadiness shows how much Wyra knows about Proof, Offer, Routes, Market timing and Reach, and what would add to each. It's guidance, never a gate.Brand and company settingsCorrect your logo, icon, colours and typeface under Settings → Brand, and your display name, other websites and Read the website again under Settings → Company.
Campaigns
Build, launch and run campaigns, including campaigns from your own list.
Campaigns: the list and statusesThe Campaigns page in Wyra: the header stats, what Active, Paused, Stopped and Drafts mean, health chips, the 5-campaign limit per AI SDR, and how to create a campaign.The campaign builder, step by stepHow to build a Wyra campaign in the step-by-step builder: channels and AI SDRs, persona, Why Now, messaging with tone and frameworks, and review and launch.Campaigns from your own listRun a Wyra campaign on your own list of company domains, company LinkedIn pages or people: upload, map columns, choose industries and audience, and the limits that apply.Running a campaignThe campaign page in Wyra: pause, stop, duplicate and auto-replies, the prospect pool funnel, why each prospect qualified or was disqualified, and how to change a running campaign.
AI SDRs
Set up the AI SDRs who send your outreach, their schedules and warmup.
What an AI SDR isAn AI SDR is a real person on your team with Wyra running outreach in their name: their profile, mailboxes Wyra sets up, their LinkedIn, and their booking link.Setting up an AI SDRAdd an AI SDR in Wyra: profile and signature, connecting LinkedIn with a 2FA secret key, adding a scheduling link, inviting a colleague, seats and deactivation.Sending schedule, warmup and capacityWhen and how much a Wyra AI SDR sends: the email sending schedule, the warm-up period of about 14 days for email and LinkedIn, and 5 active campaigns per AI SDR.
Interactions
Work replies, Action required, lead profiles and notes.
Interactions: working your leadsUse Interactions to see every prospect your campaigns contacted, filter by status and tags, act on rows, bookmark, tag and export leads.Lead profiles, insights and notesOpen a lead in Interactions to see the full timeline, Wyra's research Insights, team notes, and to call, push to CRM or stop future emails.Replies, Action required and auto-repliesHow Wyra handles each kind of reply, when it answers on its own, how Action required alerts work, and how to reply yourself or turn auto-replies off.
Meetings
Invite Wyra to meetings for notes, transcripts and suggested CRM updates.
Meetings: inviting Wyra and scheduling linksAdd Wyra Notetaker to any Zoom, Google Meet or Teams invite, schedule it on a link, and work the Meetings tabs and recorded hours.Meeting notes, transcripts and reviewRead a meeting's summary, transcript, action items and recording, link it to an opportunity, and apply notes and tasks to your CRM.Meeting settings, recording and consentSet which meetings Wyra Notetaker joins, recording consent and announcements, trusted senders, data region, retention and the audit trail.
Calling
Get calling access and phone numbers, and call prospects from Wyra.
Calling: getting access and making callsRequest calling access, call prospects from Interactions with the built-in dialer, find their numbers, rate calls and see transcripts and insights.Phone numbers and call configurationsGet a Wyra phone number for each AI SDR in Settings → Calling and set your workspace's call recording default.Calling by country: requirementsWhat decides the documents needed for a phone number: the country, the number type, and business or individual, with examples for Germany, the UK and Australia.The Calling dashboardThe Calling dashboard: dials, connect rate, conversations, talk time, call outcomes, AI SDR performance, reach rings and recent calls.
CRM
Opportunities, pipelines, records, lists, tasks, forms, CRM connections and AWS Partner Central.
The Wyra CRMWhat's in the Wyra CRM, how campaign prospects arrive as people and companies, how opportunities are created, CRM roles, and Ask Wyra.Opportunities and pipelinesWork opportunities on a board or list, read the opportunity page, and set up pipelines, stages, probabilities, AWS stage mapping, stage tasks and currencies in Wyra.Companies and peopleHow people and companies arrive in the Wyra CRM, how duplicates are avoided, what source and owner mean, and what each record page shows.ListsThe CRM Lists tab shows every campaign built from your own list of companies or people, with its scope and the file you uploaded.Tasks, events and callsWork your CRM task queue, get tasks from pipeline stages, add tasks, log or schedule calls and events, and route work to teams in Wyra.Lead capture formsBuild a lead capture form in the Wyra CRM, add validation and a theme, embed it on your site, and turn each submission into a person.Connecting your CRMConnect an external CRM under Settings → Integrations and push leads to it from Interactions. Pushes are one-way, and pushing again updates the record.Connecting AWS Partner CentralConnect AWS Partner Central to Wyra: the five setup steps, choosing which AWS opportunities to import, New from AWS, what access the CloudFormation stack grants, fixing errors, and disconnecting.Sharing opportunities with AWS Partner CentralShare opportunities with AWS Partner Central from the Wyra CRM, push your changes, choose when AWS moves with each stage change, and see what happens when AWS moves an opportunity.
Dashboard
See what's working across email, LinkedIn and calls.
Dashboard: the OverviewThe Dashboard Overview: headline outreach numbers, how Reply Rate is calculated, the cards, arranging your own layout and pinning numbers from Chat.The Email viewThe Email dashboard: emails sent, leads reached, reply rate, reply outcomes, the Waiting on You queue, campaign breakdown and the activity feed.The LinkedIn viewThe LinkedIn dashboard: invites, acceptance and reply rates, daily activity including warm-up actions, Waiting on You, campaign breakdown and activity log.
Settings & account
Infrastructure, team and roles, unsubscribe list, exports, billing and notifications.
Settings overviewWhat's in Wyra Settings: Platform Settings, CRM Settings and Account & Billing, with one line on every item. You only see the items your role allows.Infrastructure: domains and mailboxesWyra sets up dedicated sending domains and mailboxes for you. See what Settings → Infrastructure shows, why separate domains protect you, and how warmup works.Team, members and rolesInvite colleagues to Wyra, choose their roles, and manage invitations and members, including transferring ownership and deactivating an AI SDR.Unsubscribe listKeep people out of your outreach with the Unsubscribe List: block one email or a whole company domain, one at a time or by CSV.TagsSet up your team's shared tags under Settings → Tags, then apply them to leads and filter by them in Interactions.ExportsExport your Interactions, form submissions and a campaign's prospect pool as CSV, and download past exports from Settings → Exports.Billing and invoicesSee your Wyra subscription, term and AI SDR seats, update payment details through the secure billing portal, and view or download invoices.Notifications and digestsHow Wyra notifies you in the bell and by email, what triggers a notification, and what the daily and weekly digests contain and who gets them.
Knowledge base
Deeper explanations of how Wyra thinks: how it writes messages, and how it decides who is worth contacting.
The message frameworkHow Wyra's message framework works: where messages come from, slots and fixed text, building one in Chat or the builder, tones, length, previewing and common mistakes.Writing for email and LinkedInEmail makes the case; LinkedIn starts a conversation. How each channel runs in Wyra, how to shape each framework, and the mistakes to avoid.How Wyra decides who's relevant: the Outreach ScoreHow the Outreach Score works: only prospects scoring 50 or more are contacted, what the score weighs, why prospects are disqualified, and how to change who Wyra selects.