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This guide walks you through the first-time setup: defining your ICP, installing the Web SDK, connecting your GTM stack, activating your first signal, and choosing what happens next.

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Prerequisites

  • An Avina workspace: sign up or log in at app.avina.io
  • Admin access to at least one integration you want to connect (CRM, sales engagement, Slack, etc.)

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Step-by-Step Setup

1

Log in to your workspace

Sign in at app.avina.io. If you’re joining an existing workspace, accept your invite first; otherwise create a new workspace during sign-up.
2

Define your ICP and personas

Head to Settings > ICP & Personas and tell Avina who your best customers look like:
  • Target industries: the verticals your product serves
  • Company size: employee count or revenue ranges
  • Geography: countries and regions you sell into
  • Key personas: job titles and roles you typically sell to
Avina uses your ICP to score every account and prioritize signals from the companies most likely to buy. You can refine it at any time. Learn more in Qualification Agent.
3

Install the Web SDK

Add Avina’s Web SDK to your marketing site so we can capture anonymous visitor traffic and attribute it to companies. See SDK Configuration and Domain Validation for the snippet and setup steps.
Register every domain where the SDK is installed under Settings > Web Tracking. Only registered domains contribute data to your signal pipeline.
4

Connect your CRM and sales tools

Navigate to Settings > Integrations and connect the tools that power your GTM stack:
  • CRM (Salesforce, HubSpot, Attio): pulls in accounts, contacts, and deal context, and receives enriched signals back
  • Sales engagement (Outreach, Salesloft, Apollo, Instantly, Lemlist, Smartlead): enables the Outbound Agent and sequence enrollment automations
  • Slack: delivers signal notifications to your team’s channels
See Integrations Overview for the full list of supported tools.
5

Create your first signal

Go to Signals and create your first signal, either with AI or manually:
  • Create with AI: describe the buying intent you care about in plain language and let Avina’s agent configure the signal for you.
  • Create Manually: pick a signal type (Web Visit, New Hire, Job Posting, Champion Movement, etc.), set your filters, preview, and activate.
For a detailed walkthrough, see Signals Agent.
6

Choose what happens next

After activation, a guided modal asks what should happen when Avina identifies a new prospect from this signal — launch AI outreach, trigger an existing sequence, send to a webhook, add to a CRM list, or skip for now.See Post-activation: next steps for the canonical list and details.
Every new signal always flows into your Signals Feed regardless of what you pick here — so you can always triage manually in addition to any automated action.

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What’s Next?

Explore Your Feed

Review and act on buying signals as they arrive.

Set Up Automations

Build workflows that trigger automatically when signals fire.

Install the Web SDK

Track website visitors and capture web engagement signals.

Connect More Integrations

Add your full GTM stack for richer signals and more actions.