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VRsion 1 AI — User Guide

What VRsion 1 AI is

VRsion 1 AI is a Sales workspace that helps your team research prospects, qualify them against your own Ideal Customer Profile (ICP), and prepare outreach email drafts with AI assistance — while keeping every external action under explicit human control.

The AI never contacts a prospect on its own. It drafts. A person on your team reviews, approves, and — separately — sends.

Who this guide is for

  • Business owners
  • Sales managers and account managers
  • Marketing / business-development staff
  • Any non-technical user with access to a VRsion 1 AI workspace

You do not need to understand databases, cloud infrastructure, or how the product is built to use it. This guide never assumes that knowledge.

What VRsion 1 AI currently does

  • Stores your Business Profile, Offers, and Ideal Customer Profiles (ICPs) — the context the AI uses.
  • Lets you add Prospects manually, by CSV import, or via optional live company/contact search (Apollo, when connected).
  • Qualifies a prospect with a deterministic fit score plus an AI-generated explanation.
  • Generates outreach email drafts in your configured Sales language.
  • Routes every draft through a human Approval Center — nothing is sent without an explicit approval.
  • Requires a further, separate, explicit queue action before anything can be sent, and only inside a workspace that VRsion Pro has specifically enabled for sending.
  • Records every action in Activity & Audit for full traceability.

What VRsion 1 AI does NOT currently do

  • It does not send emails automatically, ever, under any configuration.
  • It does not run outreach campaigns, sequences, or bulk sends.
  • It does not follow up with prospects automatically.
  • It does not decide on its own to contact anyone — every send traces back to an explicit human approval and an explicit human queue action.
  • It does not guess a prospect's language from their country, company name, or any other signal — language is always something you or your workspace explicitly set.
  • Self-service "turn sending on" does not exist for customers. Enabling sending for a workspace is a VRsion Pro platform action, done after a separate safety review.

Guides in this set

GuideCovers
Quick StartThe full workflow, start to finish, in under 10 minutes
Getting StartedSigning in, workspaces, navigation
Business SetupBusiness Profile, Offers, ICPs
ProspectsAdding and managing prospects
AI QualificationHow fit scoring and AI explanations work
Outreach DraftsGenerating and reviewing draft emails
Approvals & SendingThe Approval Center and the controlled send model
Sales LanguagesWorkspace default language and per-prospect overrides
Overview (Command Center)Reading your workspace's home screen
Daily Sales WorkflowA practical day-to-day routine
Roles & PermissionsWhat owner, admin, and member can each do
Safety & LimitsThe safeguards built into the product
TroubleshootingCommon situations and what to do
FAQShort answers to common questions
  1. Read Getting Started to sign in and find your workspace.
  2. Follow Quick Start end to end once, using a real or test prospect.
  3. Read Safety & Limits so your team understands what the product will and will not do on its own.
  4. Bookmark Daily Sales Workflow as your team's day-to-day routine.