Skip to main content
Complete the setup steps available to your Team Role and Seat Type. Sender connections require sender-enabled access and Team entitlement.

Welcome to Mission Control

Start with Social connection, optionally connect HubSpot, and launch your first Social outreach.

​
Do I Need HubSpot?

No. HubSpot is optional. You can create an Audience, build a Flow Plan, and use supported outreach and enrichment features in FirstTouch without connecting HubSpot. MCP and the Public API provide additional ways to work with FirstTouch when available to your Team. HubSpot is required for HubSpot-specific lists, workflow actions, properties, and CRM synchronization. Plan access, Team permissions, feature availability, and sender-account requirements still apply to standalone use. For a CSV-to-LinkedIn example, start with Personalize LinkedIn Connection Notes.

​
Onboarding Checklist

The Team Admin checklist has three steps. Members follow Social connection, Chrome Extension installation, and adding a first contact to a Flow Plan.

Connect Social account

To enable automated profile viewing and messaging, connect a social account from User Accounts. First Touch supports one social account per user in the Active Team, available through that user’s Team Membership, so each sender must connect their own account there.

Authorize Social Connection

Click here to connect your account and configure daily safety limits.

Connect HubSpot (Optional)

Connect HubSpot for field mapping, CRM lists, tracking, and workflow actions.
  1. Open Team Settings > Integrations.
  2. Select Connect on HubSpot and authorize the connection.
  3. Confirm the Connected indicator.

Launch first Social outreach

Start a Flow Plan in FirstTouch or a supported action in a HubSpot workflow. Review assignees, content, approval requirements, and enrollment mode before publishing.

Quick Start Guide

Configure and review your first Flow Plan.

​
Level Up Your Skills

Once you’re set up, dive into the powerful features under the hood:

Meet Your AI Agents

See how Research and Qualification agents help your flows.

Train the 'Brain'

Teach the AI about your product and ICP in the Knowledge Base for better messaging.

Track Signals

Use enabled Social Engagement and Website Visit sources to make prospects eligible for outreach.

Master Messaging

Write and preview flow messages using variables and AI instructions.