First Steps

Congratulations on installing Ozzi.ai! This guide will walk you through your first actions after installation to get you LinkedIn recruiting effectively with AI-powered automation.

Initial Setup Process

Step 1: LinkedIn Integration

When you first click the Ozzi.ai extension:

1. Automatic LinkedIn Detection: The extension automatically detects your LinkedIn profile
2. Data Extraction: We extract your basic profile information (name, email, profile picture)
3. Account Check: We check if you already have an Ozzi.ai account
   • Existing User: You’ll receive an OTP (One-Time Password) to your email
   • New User: We automatically create your account using your LinkedIn data

Step 2: Email Verification

For Existing Users:

1. Check your email for the OTP code
2. Enter the 6-digit code in the extension
3. You’re now signed in and ready to go

For New Users:

1. Your account is created automatically
2. You’ll receive a welcome email
3. No additional verification needed

Understanding the Ozzi.ai Interface

Side Panel Overview

The Ozzi.ai side panel contains several key sections:

• Lists: Organize your LinkedIn prospects into manageable groups
• Targets: Define and manage your ideal candidate profiles

Quick Actions from LinkedIn Profiles

From any LinkedIn profile, you can:

• Generate Message: Create personalized outreach instantly using AI
• Add to List: Save candidates to your organized prospect lists

Creating Your First Target

A target defines the type of candidate you’re looking for and helps the AI generate more relevant messages:

Step 1: Access Target Creation

1. Click Create New Target in the side panel
2. Choose from templates or create custom

Step 2: Define Your Requirements

Fill in the target details with specific tech recruitment criteria:

Job Title: Senior Software Engineer, Frontend Lead
Location: San Francisco, CA (or Remote)
Experience: 5+ years in frontend development
Required Skills: React, TypeScript, JavaScript, CSS
Preferred Skills: Next.js, GraphQL, Testing frameworks
Industry: Tech/SaaS, E-commerce, Fintech
Company Size: 50-1000 employees

Step 3: Set Message Preferences

Configure how AI messages should be generated:

• Tone: Professional, friendly, or casual
• Length: Short (100 words), medium (150 words), or detailed (200+ words)
• Focus Areas: Technical skills, experience, company culture, growth opportunities
• Call-to-Action: What you want the candidate to do (schedule call, reply, etc.)

Your First AI-Generated Message

Step 1: Find a Candidate on LinkedIn

1. Search LinkedIn for your target role (e.g., “Senior Frontend Engineer”)
2. Open a candidate’s profile that matches your criteria

Step 2: Generate Personalized Message

1. Click Message in LinkedIn
2. Click the Ozzi.ai logo in the message popup
3. Select the target you want the message to be created for
4. Review the AI-generated message and edit if needed
5. Send the personalized outreach

Creating Your First List

Lists help you organize candidates for better pipeline management:

Step 1: Create a List

1. In the Ozzi.ai side panel, click the Lists tab
2. Click Create New List
3. Name your list descriptively (e.g., “Senior Frontend Engineers - Q1 2024”)

Step 2: Add Candidates

1. Browse LinkedIn profiles
2. When you find a good candidate, click the Ozzi.ai extension
3. Select Add to List
4. Choose your newly created list

Best Practices for Beginners

Message Quality

• Always review: Never send without reviewing the AI-generated message
• Personalize further: Add specific details about the candidate’s experience or projects
• Keep it concise: LinkedIn messages work best when they’re brief but personal
• Test different approaches: Try different tones and lengths to see what works

Organization

• Create lists early: Start organizing candidates from day one
• Use descriptive names: Name your lists and targets clearly
• Regular cleanup: Remove inactive candidates and update lists monthly
• Tag candidates: Use tags for quick filtering and organization

LinkedIn Automation Best Practices

• Follow LinkedIn guidelines: Respect messaging limits and rules
• Quality over quantity: Focus on highly qualified candidates
• Track responses: Monitor which messages and targets perform best
• Build relationships: Don’t just send messages, engage with candidates

Common First-Day Mistakes

Avoid These Pitfalls

1. Generic messages: Don’t rely solely on AI without personalization
2. Spam-like behavior: Don’t send too many messages too quickly
3. Ignoring LinkedIn rules: Follow LinkedIn’s messaging guidelines and limits
4. Poor organization: Don’t neglect to organize your prospects
5. Unrealistic targets: Don’t create targets that are too restrictive

Quality Over Quantity

• Start with 5-10 high-quality messages per day
• Focus on candidates who closely match your targets
• Build relationships, don’t just send messages
• Track your response rates and adjust accordingly

What’s Next?

Now that you’ve completed your first steps, continue with:

• Profile Lists - Understanding how lists work in Ozzi.ai
• Targets Overview - Learn about targeting strategies
• Creating Targets - Define your ideal candidates
• Creating Lists - Organize your prospects
• Adding Profiles to Lists - Manage your candidate pipeline

Troubleshooting

Common Issues

Extension not responding: Refresh LinkedIn and try again Messages not generating: Check your target settings and requirements LinkedIn integration issues: Re-authenticate if needed Poor message quality: Refine your target criteria and message preferences

Getting Support

If you need help:

1. Check the relevant documentation section
2. Try the troubleshooting steps above
3. Contact support with specific details about your issue
4. Join our community for tips and best practices

Welcome to more effective LinkedIn recruiting with Ozzi.ai!