How Efsolit AI Works

1 Sign In with Google

Click "Continue with Google" on the login page. Efsolit AI uses secure Google sign-in — we never see or store your Google password. You stay in full control of what access you grant, and you can revoke it anytime.

• Profile & Email — to create your account and identify you.
• Gmail access (optional) — to send outreach and read replies from your own inbox.
• Calendar access (optional) — to create Google Meet events when leads confirm.

You can revoke access at any time from your Google Account permissions.

2 Complete Your Profile

After login, a short onboarding wizard helps you set up the identity your leads will see in every email.

• Your Name — the sender name shown to leads.
• Reply Role — e.g. "Business Development Manager", "Founder", "Sales Lead".
• Reply Language — the language Efsolit AI uses when responding to leads (English, French, Italian, German, Spanish, or Auto-detect).
• Timezone — used to propose meeting slots in your lead's local time.
• Portfolio URLs — links to your work, case studies, or website.
• Portfolio Document — an optional PDF attached when leads ask for examples.

3 Connect Your Mailing Information

Efsolit AI sends from your own email — never a shared sending domain — so your reputation stays intact. Choose one of two methods:

Option A — Gmail (recommended)

• Authorize Gmail access during sign-in or from Settings.
• Emails send through your Gmail and appear in your Sent folder.
• Replies are read only from threads started by Efsolit AI.

Option B — Custom SMTP / IMAP

• Enter your SMTP host, port, username, and password.
• Enter IMAP details so we can detect lead replies.
• Passwords are stored encrypted and never displayed in plain text.

4 Add Company / Organization Information

This is the knowledge base Efsolit AI uses to write personalized, accurate emails. The more detail you provide, the better your outreach performs.

• Company Name — shown in signatures and meeting titles.
• Company Info — a short description of what you do, who you serve, and your key services.
• Website URL — used as a portfolio reference when leads ask for examples.
• Phone — optionally included in the email signature.

Efsolit AI is designed to never invent services, clients, results, or URLs — it only uses what you provide here.

5 Create Email Templates

Templates are the backbone of your outreach. Efsolit AI supports nine template types, each used automatically based on how the lead responds:

• Initial — the first cold outreach email sent to a new lead.
• Follow-up — sent automatically if the lead doesn't reply.
• Interested — reply when the lead says "yes" or "tell me more".
• Inquiry — reply when the lead asks for more information.
• Portfolio — reply when the lead asks for examples or past work.
• Pricing — reply when the lead asks about cost, rates, or a quote.
• Meeting — reply when the lead wants to schedule a call.
• Thanks — reply when the lead confirms a meeting or says thanks.
• Meeting Confirmation — sent automatically after a meeting is booked.

6 Upload Your Leads

Import your lead list directly from the dashboard. Efsolit AI accepts CSV, XLS, and XLSX files — no conversion needed.

Required fields per lead:

• Name — contact person at the company.
• Email — the address outreach will be sent to.

Optional fields (improve personalization):

• Company Name — used for personalization.
• Website URL — helps Efsolit AI tailor the email.
• Country — determines the lead's timezone for meeting proposals.

7 Press "Send Campaign" — Proposal Goes Out Instantly

No waiting, no scheduling delay. Once your leads are uploaded and your templates are ready, just press the "Send Campaign" button — Efsolit AI sends the initial proposal email immediately.

From that point on, Efsolit AI runs the entire sequence for you:

• Sends the Initial proposal email instantly.
• Waits the configured number of days (default 7) for a reply.
• Sends Follow-up emails automatically — up to your configured maximum.
• Tracks every email in the conversation timeline.
• Stops automatically when a lead denies, converts, or reaches max follow-ups.

8 Smart Replies to Every Lead

When a lead replies, Efsolit AI understands what they mean and responds appropriately — automatically, and in your configured language.

It recognizes:

• Interest — "Yes, tell me more", "Sounds good".
• Questions — requests for information, pricing, or examples.
• Scheduling — "Let's set up a call", "Are you free Tuesday?".
• Portfolio requests — "Can you share past work?".
• Polite declines — "Not interested", "No thanks".
• Out-of-office — automatic replies are detected and deferred.
• Meeting confirmations — "I'll be there", "Accepted".

Replies are sent in your tone and language — English, French, Italian, German, or Spanish — based on your profile settings.

9 Meetings Scheduled Automatically — The Way the Client Wants

Efsolit AI doesn't force a fixed time slot. It schedules the meeting exactly how your client wants it — respecting the time, day, and timezone they mention in their reply.

• Understands explicit times from the reply — "today at 3pm", "demain à 10h", "morgen um 15 Uhr" — across all supported languages.
• If no time is given, proposes the next available business slot in the lead's local timezone.
• Creates a Google Calendar event with a Google Meet link.
• Adds the lead as an attendee and sends a confirmation email from your Meeting Confirmation template.
• Recognizes when a lead confirms an already-booked meeting and sends a thank-you — without re-booking.

10 Automatic Follow-Ups

Most leads don't reply to the first email — that's normal. Efsolit AI keeps the conversation alive for you with automatic follow-ups, sent on your behalf until the lead responds or you reach your configured limit.

• Follow-ups use your Follow-up template.
• Sent from your own mailbox, in the same email thread.
• Spaced intelligently so you never look pushy.
• Stop automatically the moment the lead replies, declines, or converts.

What's included:

• AI-powered lead outreach
• SMTP + Gmail sending support
• Automated follow-ups
• Google Meet scheduling
• Portfolio sharing
• ~5,800 AI-generated emails/month

Important: No emails are sent without an active subscription

• Expired subscription — if your subscription expires, Efsolit AI will not send any emails (no initial proposals, no follow-ups, no replies). Renew your plan to resume sending.
• Quota exhausted (100% used) — if you have used your entire monthly email quota, Efsolit AI will not send any further emails until your quota resets or you upgrade your plan.

Real human support. Every plan includes access to our support team — no bots, no canned replies. For urgent issues, you can also email us directly at info@efsolitai.in.

Account Deletion & Data Removal

You are in full control of your data. If you choose to delete your Efsolit AI account, everything associated with your account is permanently removed — no exceptions, no lingering copies.

When you delete your account, the following is permanently deleted:

• Your profile — name, email, role, language, timezone, and all personal details.
• Company information — company name, description, website, phone.
• All email templates — initial, follow-up, and every reply template you created.
• All uploaded leads — names, emails, companies, websites, and countries.
• All conversations & email history — every sent email, reply, and meeting record.
• Your mailing credentials — SMTP host, username, and encrypted password.
• Your Google access — Gmail and Calendar tokens are deleted, and Efsolit AI permanently loses access to your Google account.
• Portfolio links and documents — any URLs or PDFs you uploaded.
• Analytics and usage history — all dashboard data tied to your account.

To delete your account, go to Settings → Delete Account inside your dashboard. The deletion is permanent and cannot be undone. If you need help, contact us at info@efsolitai.in.

Ready to Automate Your Outreach?

Sign in with Google, set up your profile in minutes, and let Efsolit AI handle the rest.