What Is a Outreach Agent?
A Outreach Agent is your always-on, AI-powered sales rep. Once launched, it can:
Source prospects that match your defined persona
Validate and enrich contact data
Research each prospect for personalization
Generate and send outreach across email and LinkedIn
Learn from performance and optimize over time
Each Agent focuses on a single persona, vertical, or goal—similar to how a dedicated SDR would work.
[Learn how the Agent sources prospects → How the Agent Finds and Validates Prospects]
[Learn how the Agent writes outreach → How the Agent Writes Personalized Outreach]
Creating an Agent
You’ll create your Agent in the Campaign Wizard, where you define:
Target Persona – The audience you want to reach
Objectives – What success looks like (e.g., booked demos, webinar signups)
Materials – The source-of-truth content the Agent uses to represent your brand
Outreach Channels – Email, LinkedIn, or both
[Full guide to creating a Outreach Agent → How to Create a New Outreach Agent]
Running an Agent
Once created, you can monitor and manage your Agent in the Campaign Editor, where you can:
See real-time activity in Activity Logs
Review and adjust targeting or messaging in Guidance
Track performance in Reporting
[Using the Campaign Editor → How to Use the Campaign Editor]
[Managing your Agent → How to Monitor and Manage Your Outreach Agent]
How the Agent Stays Reliable
The Agent operates within built-in guardrails to keep your campaigns on-brand, compliant, and effective:
Checks for conflicting guidance or incomplete personas
Enforces email and LinkedIn send limits
Validates all emails before sending
Uses professional outreach formatting by default
[Read about Agent guardrails → Guardrails for the Outreach Agent]
Sending Outreach
Your Agent sends outreach across multiple channels:
Email – Uses inbox rotation, validation, and deliverability best practices
LinkedIn – Optimizes outreach types (Messages, InMail, Connection Requests) within platform limits
[More on email deliverability → How the Agent Manages Deliverability and Platform Limits]
[More on LinkedIn outreach types → How CallSine Agents Balance Multi-Channel Outreach]
Optimizing Over Time
As your Agent runs, it automatically learns from performance data:
Tests multiple Content Strategies in parallel
Assigns the best-performing strategies to similar prospects
Adjusts channel usage and cadence to improve results
[More on optimization → How Outreach Agents Adjust Themselves in Real Time]
[How Content Strategies work → Understanding Content Strategies]
[Tracking campaign performance in Reporting → How to Track Success and Manage Responses]