What is a Twain Agent?
An Agent represents you as a seller. It holds your company context, your product positioning, your tone, and one or more Personas (ICPs you're targeting). Every campaign you run is attached to an Agent, and the Agent is what tells Twain who is doing the outreach and why someone should care.
How do I create an Agent?
Click Create Agent and enter your company website domain. Twain reads your site and pre-fills the setup with your product description, positioning, and suggested Personas. Review and refine what it generates before moving on.
Important: Your domain identifies the product the Agent represents and cannot be changed after creation. If you need an Agent for a different product, create a new one.
During setup you can also provide additional collateral: upload a file (an lm.txt, a pitch deck, a one-pager) and Twain will factor it into the Agent configuration alongside your website.
Where do Personas live?
Personas live inside the Agent. Open an Agent and you'll find a Personas tab where you can create, edit, and manage all the ICP segments for that Agent. Each Persona defines a target role, their pain points, objections, social proof, and competitive advantage.
You can have multiple Personas per Agent. This is useful when you're targeting different roles with the same product and want the outreach to reflect those differences.
How do I control tone and writing style?
Inside the Agent, the Writing Style settings let you:
Set a Tone using three sliders: Formality (Casual to Official), Creativity (Direct to Imaginative), and Firmness (Humble to Assertive). Each has 5 positions. Use Auto-detect to calibrate the sliders automatically: paste a sample message and click "Match Tone" and Twain will set the sliders to match that style. Use Preview to generate a sample message in the chat panel based on your current settings.
Add words or phrases to the Blocklist that Twain should never use. Twain already blocks common spam words by default — the blocklist is for anything specific to your brand or audience.
Add Terms (company vocabulary) to make sure Twain uses your exact product names, acronyms, and phrases correctly. For each term you can specify both the word and any formatting, spelling, or context rules that apply to it.
Can Twain review my Agent setup?
Yes. On the right side of the Agent editor, the Agent is aware of all your settings and has web access. Click Review my setup and it will analyze your configuration and suggest improvements. You can then ask it to apply changes directly from that chat.
What are Signals and Warnings?
Both live in the General tab of your Agent settings and are the two sides of lead qualification.
✅ Signals ("Data to look for") tell Twain what to actively look for during research, on top of what it already finds by default. Use them when you want Twain to prioritize specific insights, search criteria, or triggers. For example: "Check if they've posted about outbound sales on LinkedIn" or "Look for companies that have recently hired an SDR."
⭕️ Warnings ("Qualification rules") tell Twain what disqualifies a lead. These become the rules behind the warning system: any lead that matches a warning rule gets flagged. For example: "Flag leads who are not in a decision-making role" or "Flag if the company has fewer than 10 employees."
Twain already researches key lead data and flags common issues by default. Signals and Warnings let you add your own criteria on top of that, either via the fields here or by telling Twain in the chat panel.
What are Agent Versions?
Versions let you save a snapshot of your Agent's current setup before making changes. Click Versions in the top right of the Agent view to see your saved versions and create new ones.
The use case: you have a setup that's working well, you want to test something different (new signals, different warnings, adjusted positioning), and you want a fallback in case the changes don't work out. Save a version first, make your changes, and you'll always know what the previous state looked like.
Current limitation: Restoring and deleting versions is not yet possible. You can create new versions and adjust existing ones, but you can't roll back automatically. If you need to return to a previous state, use the saved version as a reference and manually revert the fields.
Do I need a separate Agent for each campaign?
No. One Agent can power multiple campaigns. You'd typically create a new Agent only if you're selling a different product or representing a different company.