Available on all CallSine plans, including Free Trial.
Overview
An Outreach Agent is a fully autonomous sales execution system. Once launched, it can source qualified prospects, validate and enrich data, generate personalized outreach, and send messages across email and LinkedIn. Each Agent focuses on a single audience, just as a dedicated SDR would.
After setup, the Agent continues running in the background and adjusts its approach based on performance.
What Outreach Agents Do
Outreach Agents are designed to complete the full outbound workflow without manual work. Once live, they:
Validate and enrich contact data
Research prospects for personalization
Generate and send outreach across email and LinkedIn
Each Agent focuses on a single persona, vertical, or goal—similar to how a dedicated SDR would work.
Creating an Agent
You create an Outreach Agent in the Campaign Wizard. During setup, you define the elements that shape the Agent’s strategy:
Target Persona – Who you want to reach
Objectives – What success means (for example, booked meetings or event registrations)
Materials – The content and value proposition the Agent will reference
Outreach Channels – Email, LinkedIn, or both
Once these foundations are in place, the Agent is ready to launch.
Running an Agent
After creation, you can manage and review the Agent inside the Campaign Editor. Key tools include:
Activity Logs – Real-time updates on sourcing, validation, outreach sends, and message generation
Guidance – Adjust targeting details or messaging direction
Reporting – See outreach volume, replies, and meeting results
How the Agent Stays Reliable
Outreach Agents operate within guardrails to ensure outreach stays aligned with your brand and channel requirements. These checks run automatically:
Flags incomplete or conflicting persona inputs
Prevents conflicting guidance after launch
Validates email addresses before sending
Enforces send limits on email and LinkedIn
Uses professional outreach formatting by default
The Agent will not exceed email or LinkedIn send limits. If limits are reached, messages are held and resume automatically on the next hourly run.
Sending Outreach
Agents generate outreach for each prospect and determine which channel is appropriate based on available data.
Uses inbox rotation and daily send limits
Runs real-time email validation
Formats messages to protect deliverability
Sends Connection Requests, InMail, or Messages when appropriate
Respects platform limits and account type
Uses activity signals to avoid sending requests to inactive profiles
How the Agent Optimizes Over Time
Agents do not repeat the same approach indefinitely. As they gather results, they adjust:
Test multiple Content Strategies in parallel
Assign the highest-performing strategies to similar prospects
Shift cadence timing to improve reply rates
Change channel order when one produces better outcomes
The Agent’s goal is to continue improving while maintaining compliance and deliverability.