FAQs
FAQs & Knowledge Base.
Search common questions about setup, plans, ICPs, uploaded contacts, contact processing, post review, privacy, billing, and troubleshooting.
What does CPT do?
CPT helps Sales Navigator users qualify prospects, build targeted lead lists, review contact activity, and prepare better engagement opportunities while keeping the user in control.
Does it send connection requests, messages, comments, or likes automatically?
No. CPT does not send connection requests, messages, comments, or likes. It can suggest actions and draft wording, but you choose what to do.
How do I get started?
Create an account, choose a plan, install the browser extension, connect it with your licence key, then create your first Profile Group and ICP Profile in the Account area.
What is a Profile Group?
A Profile Group is a campaign or prospecting context. It contains the ICP Profiles, run settings, decision controls, and post engagement settings used for a process.
What is an ICP Profile?
An ICP Profile describes one type of contact you want to identify, including the Sales Navigator list they should be added to and the guidance the AI should use.
What are Uploaded Contacts?
Uploaded Contacts lets Engage and Pro users upload LinkedIn profile URLs with target Sales Navigator list names, then process them into the right lists through the extension.
Which CSV columns can I use for Uploaded Contacts?
Use a LinkedIn URL column and a Sales Navigator list column. Common headers such as URL, LinkedIn, Link, List, List Name, and Sales Navigator are supported.
Why does Uploaded Contacts need an active Sales Navigator page?
The extension needs to confirm you are signed in to Sales Navigator before it can open profiles and add contacts to your lists.
What happens if the target Sales Navigator list does not exist?
The process stops and asks you to create the list first, then rerun the process.
What does Contact Processing do?
Contact Processing reviews contacts from a Sales Navigator search against your selected ICP Profiles and adds suitable contacts to the right Sales Navigator lists.
What does Contacts checked mean?
Contacts checked are contacts reviewed by AI. Contacts encountered but skipped before AI review do not count as checked contacts.
What is the Review Queue?
The Review Queue stores contacts that need a human decision, plus selected, skipped, rejected, and unknown AI reply outcomes.
Can the system learn from my feedback?
Yes. From the Review Queue, you can provide feedback to Learn to Select or Learn to Reject so the AI guidance for the chosen ICP Profile can be refined.
What does Post Review do?
Post Review checks Sales Navigator notifications or contact activity against selected Profile Groups, identifies relevant posts, and can suggest topics or draft comments depending on your settings.
Can I disable draft comments?
Yes. Profile Groups can be set to no commenting, topic suggestions, or full draft comments.
What is Post Engagement logging?
When you mark a post as commented, CPT records the contact URL, post link, and engagement timestamps so you can monitor who you have engaged with.
Does CPT store LinkedIn profile text or post text?
The platform is designed to store only operational records, settings, URLs, outcomes, summaries, and sanitized metadata. Raw LinkedIn profile or post text should not be persisted.
How are payments handled?
Trials, subscriptions, renewals, and Manage Subscription access are handled by Stripe. Card details are not stored by CPT.
Can I cancel my subscription?
Yes. You can cancel from the Manage Subscription where available, or contact support for help.
Where do I get support?
Email cpt-support@collingridge.com with your account email, browser, extension version if available, and a short description of the issue.