Think of a Outreach Agent like a specialized sales rep—one who focuses on a single industry, geography, or persona. You can have as many Agents as you need, each with its own audience and strategy.

When you create a Outreach Agent, you’re giving the system everything it needs to run on its own. You provide the persona, goals, company context, and outreach preferences—and the Agent handles the rest: lead sourcing, message generation, and multi-channel execution.

New Agents are created via the Campaign Wizard. To get to the Wizard, start by opening the Campaign Editor.

This will launch the Campaign Wizard, where you can begin setting up your new Outreach Agent.

This name is internal only—it doesn’t affect how the AI operates. Pick something that clearly reflects the persona or objective (e.g., “SaaS Founders – NYC”).

What are you trying to drive—Demos, Meetings, Sign-Ups, or a Webinar?

Why it matters: The Agent will tailor every message to drive toward this goal. Want to book demos? Every message will support that ask—and include a booking link if you’ve added one.

You can also add a booking link for the Agent to include in every message if you want to funnel prospects straight to your calendar.

Choose how the Agent should contact leads—Email, LinkedIn, or Phone. You can mix and match as needed.

Here’s how the Agent decides what to use:

[More on how the Agent selects channels → How CallSine Agents Balance Multi-Channel Outreach]

Decide how you want the Agent to source prospects:

Note: You can't change your Agent type (Auto, Manual, etc) after exiting the Campaign Wizard.

Enter your audience description (e.g., “VPs, Sales Directors, and Sales Managers at mid-size software companies in Philadelphia”) and click Test.

The Agent will:

Tweak your instructions as needed and re-test until the examples look right.

Once you've finished creating your Agent, you'll want to go to the People Table and either manually upload your leads or assign already-uploaded leads to your new Agent.

[More on manually uploading prospects → How to Use Outreach Agents with Manually Imported Prospects]

Why it matters: These instructions define who the Agent pulls in daily. You can update them later using the Guidelines tab in the Campaign Editor.

When running a Connections campaign, your Agent will automatically pull prospects from your current LinkedIn connections. You can further refine targeting by providing instructions on the Instructions tab.

For example: “Only reach out to CEOs in finance.”

This allows you to control which segments of your LinkedIn network your Agent engages with.

Important: You must have a LinkedIn account connected to CallSine to run a Connections campaign.

[How to connect your LinkedIn account → How to Add and Manage Sender Accounts]

Choose how many new prospects the Agent should reach out to each day.

If you have no inboxes connected, you'll have the option to add new Sender Accounts, which are the accounts your Agent will use to send outreach from.

Note: You must connect Sender Accounts before you are able to launch your Agent.

[More on adding sender accounts → How to Add and Manage Sender Accounts]

Materials are what the Agent studies to learn your product. Materials can either be website URLs or text documents, such as PDFs, .doc or .docx files, power point files, etc.

You will need to select at least two materials for your Agent to be able to move to the next step. This is to ensure that the Agent has enough context and information to write outreach.

Important: Only select materials that are relevant to the vertical or persona this Agent will be targeting. The Agent treats these as the single source of truth—just like you’d train a new sales rep.

[More on adding materials → How to Upload Materials for Your Agent]

To upload:

[More on the materials page → How to Use the Materials Page]

Use this section to add any specific campaign strategy notes. For example:

You can update this later using the Guidance feature in the Campaign Editor.

When running a Manual campaign, you are required to provide some basic details about the prospects you upload. This helps the Agent craft more targeted outreach. Examples include:

Without this information, the Agent cannot effectively personalize messages for manually uploaded prospects.

When running a Connections campaign, you are required to provide additional details about the people you want the Agent to target from your LinkedIn connections. Examples include:

This ensures the Agent is writing targeted sales outreach to the right individuals—not personal contacts such as family members or friends.

Click Next to create your Outreach Agent. You’ll be taken to the Campaign Editor, where you can:

Want some pointers on reviewing your Agent before you launch it? Read this: [HL]