Getting Started
Set up your workspace, trial, sending domain, Stripe, and first scan.
DigiKai OS
Revenue Operating System
Help Center
Answers for launching and running DigiKai OS.
Find quick setup guidance, launch checklists, troubleshooting steps, and the core workflows your agency needs for V1.
23 articles available.
Prospecting
Find, qualify, enrich, and manage the right local prospects.
Outreach
Send campaigns, work follow-ups, and understand email activity.
AI Visibility
Run visibility scans and turn the results into sales conversations.
Billing
Understand trials, upgrades, coupons, invoices, and subscription questions.
Troubleshooting
Resolve common email, Stripe, domain, AI, and API configuration issues.
Articles
Launch-ready help content.
Designed for V1. Easy to expand later.
Getting Started
Create Your Workspace
Your workspace is the private home for your agency's prospects, pipeline, tasks, outreach, and reports.
Step-by-step
- 1Go to the signup page and enter your name, agency name, email, and password.
- 2Submit the form to create your owner account and agency workspace.
- 3Open the dashboard and confirm the workspace name appears in the sidebar.
- 4Choose a paid plan later only when you are ready to upgrade.
Getting Started
Start Your 3-Day Free Trial
Every new agency starts with a 3-day free trial so you can experience the workflow before entering a card.
Step-by-step
- 1Create your workspace from the signup page.
- 2Open the dashboard and review the trial card.
- 3Use Lead Finder to run up to 20 searches during the trial.
- 4Run 1 AI Visibility Scan during the trial.
- 5Use CRM, pipeline, tasks, reports, and prospect outreach without trial limits.
Getting Started
Connect Your Sending Domain
A verified sending domain lets DigiKai OS send outreach from your agency's own email identity.
Step-by-step
- 1Open Settings and find the sender domain area.
- 2Enter the email address you want prospects to see, such as hello@yourdomain.com.
- 3Add the required DNS records in your domain host or email provider dashboard.
- 4Wait for verification to complete.
- 5Return to Settings and confirm the sender domain shows as verified.
Getting Started
Connect Stripe
Stripe powers subscription checkout, upgrades, coupons, and billing events for DigiKai OS.
Step-by-step
- 1Open Billing from inside DigiKai OS.
- 2Click Upgrade Now.
- 3Choose the plan you want to activate.
- 4Continue to secure checkout.
- 5Complete payment through Stripe.
- 6Return to DigiKai OS and confirm your workspace is active.
Getting Started
Complete Your First AI Visibility Scan
AI Visibility Scans help you show prospects how their business appears across AI-driven discovery surfaces.
Step-by-step
- 1Open the AI Visibility scan area from the dashboard or prospect workflow.
- 2Choose the business or market you want to analyze.
- 3Start the scan and wait for the report to complete.
- 4Review strengths, gaps, and sales talking points.
- 5Use the report as context for outreach or follow-up.
Prospecting
Finding Prospects
Prospecting starts by choosing the right market, service category, and ranking opportunity.
Step-by-step
- 1Open Find Prospects or Lead Finder.
- 2Enter a city, market, or service category.
- 3Run the search and review the returned businesses.
- 4Prioritize prospects with strong fit, weak visibility, or clear follow-up opportunities.
- 5Add qualified prospects to your CRM.
Prospecting
Lead Finder
Lead Finder helps your agency discover local businesses and turn high-fit opportunities into prospects.
Step-by-step
- 1Open Find Prospects.
- 2Enter the business category and location you want to target.
- 3Run the search.
- 4Review business names, markets, ranking signals, and available contact data.
- 5Save the best opportunities to your prospect list.
Prospecting
Company Intelligence
Company Intelligence helps you understand whether a prospect is worth your team's attention.
Step-by-step
- 1Open a prospect profile.
- 2Review market, website, ranking, review, and opportunity signals.
- 3Look for gaps that connect to your agency's services.
- 4Update status, owner, and notes based on the opportunity.
- 5Use intelligence findings to personalize outreach.
Prospecting
Prospect Management
The Prospects page keeps your agency focused on the accounts most likely to move forward.
Step-by-step
- 1Open Prospects from the sidebar.
- 2Search, filter, or sort the list to find the accounts you want to work.
- 3Assign owners, update statuses, and save contact details.
- 4Archive accounts that are not worth pursuing right now.
- 5Open a prospect profile for outreach, notes, intelligence, and activity history.
Outreach
Sending Your First Campaign
Campaign sending lets you reach qualified prospects directly from DigiKai OS using your verified sender setup.
Step-by-step
- 1Confirm your sending domain is verified.
- 2Open a prospect with a saved contact email.
- 3Review or edit the email script.
- 4Send a single email or selected batch.
- 5Check Email Activity for delivery and engagement events.
Outreach
Follow-Up System
The follow-up system keeps tomorrow's outreach from slipping through the cracks.
Step-by-step
- 1Open Tasks from the sidebar.
- 2Review due and overdue follow-up emails.
- 3Select the prospects you want to send.
- 4Review the email content before sending.
- 5Send the reviewed batch and watch the queue update.
Outreach
Email Activity
Email Activity shows how prospects are engaging with your outreach so your team can follow up at the right time.
Step-by-step
- 1Open Email Activity from the sidebar.
- 2Review sent, delivered, opened, clicked, and failed events.
- 3Look for prospects showing recent engagement.
- 4Open the prospect profile for context.
- 5Schedule or send the next follow-up based on the signal.
Outreach
Email Deliverability
Deliverability depends on a verified sending domain, clean sending behavior, and accurate prospect data.
Step-by-step
- 1Verify your sending domain before sending campaigns.
- 2Use a sender address that matches the verified domain.
- 3Send relevant emails to qualified prospects.
- 4Monitor failed sends and provider messages.
- 5Keep contact emails clean and remove bad addresses.
AI Visibility
Running AI Visibility Scans
AI Visibility Scans help your agency uncover how a business appears in AI-assisted buyer discovery.
Step-by-step
- 1Choose the prospect or business you want to scan.
- 2Confirm the business name, website, market, and category are accurate.
- 3Start the scan.
- 4Wait for results to finish processing.
- 5Review the report and save the strongest sales insights.
AI Visibility
Understanding AI Visibility Reports
AI Visibility Reports turn raw scan findings into practical positioning and outreach opportunities.
Step-by-step
- 1Read the summary first to understand the overall visibility picture.
- 2Review strengths to see what the prospect is already doing well.
- 3Review gaps to identify where your agency can help.
- 4Use the recommendations to frame the sales conversation.
- 5Save notes or follow-up tasks for the next outreach step.
Billing
Free Trial
The free trial gives new agencies enough room to experience DigiKai OS while limiting expensive discovery features.
Step-by-step
- 1Create your workspace without entering a card.
- 2Use the dashboard trial card to monitor time and usage.
- 3Run up to 20 Lead Finder searches.
- 4Run 1 AI Visibility Scan.
- 5Upgrade when you are ready to remove trial restrictions.
Billing
Upgrading Your Plan
Upgrading activates your workspace, removes trial restrictions, and preserves the data you created during the trial.
Step-by-step
- 1Click Upgrade from the trial banner, dashboard card, or billing area.
- 2Choose the plan that matches your agency.
- 3Complete secure checkout in Stripe.
- 4Return to DigiKai OS after payment.
- 5Confirm your workspace status is active.
Billing
Coupons
Coupons and partner codes are entered during Stripe Checkout when available for your plan.
Step-by-step
- 1Start the upgrade or checkout flow.
- 2Choose the eligible plan.
- 3Look for the promo code or coupon field inside Stripe Checkout.
- 4Enter the code exactly as provided.
- 5Confirm the discount before completing payment.
Billing
Billing Questions
Billing questions usually relate to the selected plan, Stripe checkout status, coupons, or subscription activation.
Step-by-step
- 1Open Billing from the sidebar.
- 2Review your current plan and subscription status.
- 3Check whether the payment was completed in Stripe.
- 4Confirm the email used during checkout matches your workspace owner email.
- 5Contact support if the payment succeeded but the workspace is not active.
Troubleshooting
Emails Not Sending
Most send failures come from missing provider credentials, an unverified sender domain, or a sender email that does not match the verified domain.
Step-by-step
- 1Open Settings and confirm your sender email is correct.
- 2Confirm the sender domain is verified.
- 3Check that the prospect has a saved contact email.
- 4Retry a single email before sending a batch.
- 5Read the exact error message shown in the failed send notice.
Troubleshooting
AI Visibility Errors
AI Visibility errors usually happen when required business information is missing, trial limits are reached, or an upstream provider is unavailable.
Step-by-step
- 1Confirm the prospect has a business name, website, category, and market.
- 2Check your trial or plan limits.
- 3Run the scan again after correcting missing details.
- 4If the error continues, save the exact message.
- 5Contact support with the prospect name and error text.
Troubleshooting
Stripe Issues
Stripe issues can prevent checkout from opening or delay subscription activation after payment.
Step-by-step
- 1Confirm you are using the correct checkout page.
- 2Check whether the Stripe checkout window opens.
- 3Complete the payment and wait for the return page.
- 4Confirm the workspace status updates after the webhook event.
- 5If activation fails, save the Stripe receipt and the app error message.
Troubleshooting
Domain Verification
Domain verification proves that your agency controls the domain used for outbound outreach.
Step-by-step
- 1Find the DNS records required by your email provider.
- 2Open the DNS settings for the sending domain.
- 3Add each required record exactly as shown.
- 4Wait for DNS propagation.
- 5Return to DigiKai OS and refresh sender verification.