Getting started tips

In this article, we bring you tips that will help you getting started with aNinja quickly and efficiently.

Getting started tips

We recommend you follow this sequence of steps to make your use of aNinja easier and more efficient. Click on the links for the detailed articles.

We also recommend you check the aNinja Onboarding article to get an overview of the aNinja features.

Connect your email and phone number
Additional Apps
  • If you want to use Zendesk for your ticketing
    • On the left sidebar, click on Settings > Apps
    • Install Zendesk in your aNinja account
  • If you want to use Calendly as your Calendar
Add and manage Users & Teams
aNinja Keys
  • Set your rules in Global settings
    • On the left sidebar, click on Settings > Global Settings.
    • Choose what works better for you from these settings
    • Here, you can directly enable SendGrid which allows you to send a large number of email sequences with no limitations.
Create your automations
  • Create Templates (email / text / note templates)
    • On the left sidebar, click on Automation > Templates
    • Templates are samples of emails and texts that you send to leads without re-typing the content every time.
  • Create Sequences
    • On the left sidebar, click on Automation > Sequences
    • Now that you’ve created your templates, you can use them to launch email sequences and text sequences to your leads. So Sequences allow you to use the email and text templates you’ve created, and send them to leads, in sequence, in a different interval of time.
  • Create Triggers
    • On the left sidebar, click on Automation > Triggers
    • After you’ve created the templates and sequences, you can set your triggers. Triggers are email and text templates delegated to be sent to the leads based on an event or condition.
  • Add an unsubscribe link to your outbounds for security.
  • Create a transactional email
Manage your Marketing Features

Search for more help articles in the aNinja Knowledge base

Have any specific questions about the getting started tips? Leave us an email at Our support team is more than happy to assist you!

Creating Teams

Users can be grouped into teams to easily manage assignments. Creating teams in aNinja is easy.

However, managing teams is not that simple. When Admin users can create, edit, and delete teams in aNinja; They definitely have to play a far more hands-on role to make sure the group works well together and remains focused on the right priorities.

Creating teams in aNinja

To create a team in aNinja, follow these steps:

  • Click on Add a Team

Creating Teams

    • Assign the users from your aNinja members.
    • A user can be member of multiple teams.

Editing a team

You would want to edit a team to add or change users to keep a good and effective workflow.

  • On the left sidebar, click on Settings > Teams
  • Click on the recycle bin under the name of the user you want to remove from the team.
  • To edit the name of the team, click on the edit pen on the left side of the team name.

Deleting a team

To delete a team, just click on the recycle bin on the left side of the team name.

8 Tips for Managing Your Team Effectively
  • Maintain good communication.
  • Build positive working relationships.
  • Acknowledge good work.
  • Be real.
  • Be decisive.
  • Delegate jobs to the right people.
  • Manage conflict.
  • Set a good example.

User Profile

A user can manage his profile and personal settings including notifications, changing his password, call/text forwarding, and more from his profile page.

Accessing the user’s profile

The user’s profile can be accessed from 2 places:

  • Click on the name dropdown at the top right of the page.
    • Choose Profile.
    • Then, the system redirects you to your profile.

Admin can access all users’ profiles

Admin users can view the list of all the user’s accounts and access their profiles by clicking on the edit pen on the left beside the user’s name.

Editing profile options

  • Profile
    • First name / Last name / Personal mobile number: The user can modify these fields.
    • Email: The email address cannot be changed by the users as this is used for the login and alerts. If you want to change it, please send an email to

User profile

  • Password
    • This is the password used for the login.
    • You can change it and click update.
    • Make sure you remember the new password!
    • Lastly, in case you forgot your password, you can reset your password.

  • Language

  • Date / Time
    • Set the date/time of the zone you live in case it was not different than the default one. Hit update to save the changes.

  • Calls
    • Call forwarding: Calls to your *private* aNinja numbers (not ring group) will be forwarded to this phone number that you assign here.

  • Text
    • Forwarding any text coming to your *private* aNinja number, not the ring group, to the phone number that you assign here.

  • Notifications
    • You can choose to be notified of the following events by email, text, desktop, or mobile push.
      • Any incoming text
      • Incoming texts to your phone numbers
      • Leads assigned to you
      • Missed calls
      • Voicemails
      • New Chatbot conversations
      • Tasks assigned to you
    • Make sure you sign in using the same username to receive these notifications.

    • Use this BCC email address in the BCC section of an email to create leads from the recipients.

  • Teams
    • You can see the aNinja teams you’re included in, and the status of the team: Available (ON / OFF).

  • Access control

Admin rights

Only admin users are allowed to:

  • Change the role of a user (from User to Admin and vice versa).
  • Manage the team members.
  • And, manage the status of the teams: Available (ON / OFF).

Search for more help articles in the aNinja Knowledge Base