Available only on paid CallSine plans.
Overview
If you already have prospect lists, you can upload them into CallSine and run outreach automatically. After importing your CSV, the Outreach Agent will research contacts, generate messages, and send outreach using the same workflow used for database-sourced prospects.
1. Import prospects into the People table
You can upload prospects directly into CallSine as a CSV file.
Open the People tab from the left menu bar.
Click Import.
Upload your CSV file. Do note that there are certain required fields that must be present for all prospects for the upload to succeed.
During upload, apply a Tag (recommended). Tags make it easier to filter and assign prospects to your Agent later.
After upload, prospects will appear in the People table and can be filtered or searched like any other contact.
2. Create an Agent for Manual targeting
Manual imports require a Manual-targeting Outreach Agent. This ensures the Agent uses the correct messaging and research for your list.
To create the Agent:
Go to the Agents page.
Click Create Campaign.
In the Campaign Wizard, select Manual as the targeting type.
Complete the remaining setup (objective, channels, materials, cadence, etc.).
After creation, the Agent will appear in the Campaign Editor.
3. Assign prospects to the Agent
Once your Agent is created, you can assign prospects from the People table.
To assign:
Open the People tab.
Click Open Search to reveal filters.
Filter by Tag or any other field to locate the imported leads.
Select up to 50 prospects at a time. (You can change how many prospects are shown per page by clicking on the "Show 20" button at the bottom right of the table)
Click Assign to Agent and choose your Manual-targeting Agent.
4. Review messaging and launch
After prospects are assigned, the Agent will enrich data and build messaging.
To review:
Open the Agents page and select your campaign.
Go to the People tab to see researched, outreach-ready prospects.
Use Test Generate Outreach to preview messages before launch.
If you want to adjust tone, target details, or strategy, you can make edits in:
Guidance
Style Guide
Materials
When you’re satisfied, click Launch Agent. Outreach will begin automatically on the next cycle.
Next steps
To refine your outbound process, you may also want to:
Assign additional batches of imported prospects
Add new sender accounts to increase daily sending volume
Review replies in Successes as meetings and responses come in