Documentation Index
Fetch the complete documentation index at: https://plera.co/docs/llms.txt
Use this file to discover all available pages before exploring further.
Workspace overview
A Plera workspace is your team’s shared environment. Runs, lead sources, connected accounts, strategy profiles, sequences, and analytics are scoped to your workspace.Team management
Invite team members from Settings -> Team. Roles:- Admin - full access to all settings, billing, and campaigns
- Member - can create and manage Runs, cannot modify workspace settings or billing
Integrations
All connected email and LinkedIn accounts are managed from Settings -> Integrations. Use these accounts when launching sequence steps that send through email or LinkedIn. Use the channel setup pages from the sidebar when you need detailed connection instructions.
Strategy profiles
Strategy profiles live in Settings -> Profiles. They store reusable sender identity, offer, proof, tone, and call-to-action details for new sequences.Compliance settings
Blocklist
The blocklist prevents Plera from sending outreach to specific email addresses or entire domains. This is useful for:- Existing customers you don’t want cold-contacted
- Competitors
- Regulatory exclusions
- Go to Settings -> Compliance
- Click Add to Blocklist
- Enter an email address or domain (e.g.
example.comto block all emails at that domain)
Consent tracking
Plera tracks opt-out requests from prospects. When a prospect replies asking to be removed, mark them as opted out in the inbox to ensure they’re excluded from future campaigns across your workspace.Billing
Manage your subscription and payment details from Account -> Billing. From there you can:- View your current plan and credit balance
- See credit usage history
- Upgrade or change your plan
- Update payment details