How to Add Guidance to an Agent

Once you finish the Campaign Wizard, you can continue shaping your Agent’s strategy using the Guidance tab. Guidance allows you to provide additional instructions in plain language, such as adjusting tone, tightening targeting, or calling out specific messaging preferences. When Guidance is added, the Agent evaluates it, applies it to future outreach, and alerts you if anything conflicts with existing campaign settings.

All Guidance is added and managed from the Campaign Editor.

From here, you can create new Guidance entries or review what you’ve already added.

Guidance works best when each instruction is short and specific. Entering instructions as separate items makes them easier for the Agent to interpret and apply.

Examples of clear guidance:

Keeping each idea separate prevents overlap. For example, updating your persona later will not override your preferred tone if those instructions exist independently.

When Guidance is submitted, the Agent rewrites it into a structured format and categorizes it automatically. Each entry will fall into one of five types:

Once processed, the Agent begins applying your instructions to future outreach. To verify changes, open the People tab and generate example outreach for a few prospects.

If an instruction is no longer relevant, you can remove it at any time.

After deletion, the removed instruction will no longer influence new outreach.

If a new instruction contradicts your original campaign settings, CallSine will flag it and ask you to confirm how to proceed.

Before launch:
You can choose to apply the new instruction. If accepted, the Agent will update campaign logic accordingly.

After launch:
Conflicting guidance cannot be applied. In these cases, you’ll be asked to create a new Agent if your targeting, objective, or strategy has changed significantly.