Available on all CallSine plans, including Free Trial. Some features described in this article are only available for users on paid plans.
Overview
An Outreach Agent operates like a dedicated SDR focused on a specific persona, geography, or industry. You can create as many Agents as you need, each with its own list, materials, tone, and outcomes. Once configured, the Agent can source prospects, validate data, and send multi-channel outreach without manual input.
All new Agents are created in the Campaign Wizard, accessed from the Campaign Editor. The Wizard collects everything the Agent needs to run: audience, goals, channels, and Materials.
Launching the Campaign Wizard
To start a new Outreach Agent, open the Campaign Editor.
In the left navigation menu, click the Robot icon.
Select Agents from the pop-up menu.
In the upper-left corner, click Create Campaign.
This opens the Campaign Wizard.
1. Name Your Campaign
This name is internal only. Choose something that describes the persona or focus, such as SaaS Founders – NYC, HR Leaders – Healthcare, or UK Fintech CEOs.
2. Set Your Campaign Objective
Objectives tell the Agent what success means for this campaign. You can select predefined goals or create a custom objective.
Examples include:
Booking demos
Scheduling meetings
Webinar or event signups
Lead qualification
You are also able to add a booking link or webinar link here. If added, the Agent will include it in outreach automatically so prospects can engage with it.
3. Select Your Channels
You decide how the Agent should reach prospects: Email, LinkedIn, or both. The Agent will autonomously ensure that only prospects with the right signals (valid email address, active LinkedIn presence, etc) will receive outreach.
Sends only to validated email addresses
Real-time email validation is handled automatically
Outreach follows deliverability rules and inbox rotation
Sends Connection Requests to active profiles
Sends InMail when a profile is Open or already connected
Applies LinkedIn’s daily and weekly limits automatically
4. Define Your Audience
Next, choose how prospects should be sourced. You can create an Agent using:
Auto – The Agent finds leads for you using CallSine's contact database
Manual – You upload or assign your own prospect list
Connections – Uses your LinkedIn connections
Sales Nav – Uses LinkedIn Sales Navigator's search capabilities to build a list
Webhook – Uses intent data captured from tools like RB2B, Snitcher, or LeadOnion
You cannot change the targeting type after leaving the Campaign Wizard.
Only Auto Targeting is available for Free Trial users.
Auto Targeting
Enter your target persona in natural language (for example: “VPs of Sales at mid-size SaaS companies in the US”). Click Test to see sample matches.
The Agent will:
Translate your description into database filters
Surface example leads
If your target persona isn't clear, the Agent will flag missing details:
Tweak your instructions as needed and re-test until the examples look right.
Manual Targeting
After the Agent is created, upload leads using the People Table or assign leads already in CallSine. You will provide basic persona details such as title, industry, or geography in the Instructions tab of the Wizard so messaging can be personalized. To learn more, see the article on using Manual campaigns.
Connections Targeting
If you have connected your LinkedIn account, the Agent can source from your connections. In the Instructions tab of the Wizard you will provide basic persona details to narrow the audience, such as “Only reach out to founders in finance.” This ensures outreach excludes personal contacts.
Sales Nav Targeting
If you have connected your LinkedIn account and have an active Sales Navigator subscription with LinkedIn, the Agent can use Sales Nav's search capabilities to build a lead list. You provide a natural language query as you would for Auto targeting and the Agent will proceed to build the list.
Webhook Targeting
If you use RB2B, Snitcher, or LeadOnion, you can stream intent data directly to your Agent. After selecting the relevant source in the Wizard, you will later generate a webhook URL in Settings and paste it into your intent data tool. When new prospects meet your criteria, they are sent directly into the Agent for research and outreach.
For Webhook Agents, new contacts only arrive when your intent platform detects new activity. If no new visitors meet your filters, no contacts are added.
5. Set Your Daily Volume
Daily Volume determines how many new prospects the Agent should begin messaging each day. If you have email inboxes connected, volume increases automatically when you select them at this step. Without connected inboxes, you will be prompted to add Sender Accounts before launch.
LinkedIn does not add to daily volume automatically, since LinkedIn controls rate limits. Message volume adjusts safely based on account tier and channel limits.
You must assign Sender Accounts to an Agent before you are able to launch it.
6. Choose Your Materials
Materials train the Agent on your product, messaging, and positioning. You must provide at least two sources so the Agent has enough depth to write accurately.
Materials can include:
Website URLs
PDFs
PowerPoint files
.doc or .docx files
One-pagers, case studies, or product specs
Only include materials relevant to the persona this Agent targets. Everything you upload becomes the Agent’s source of truth.
7. Add Strategic Instructions
Strategic instructions let you call out specific goals or emphasis areas. Examples include:
“Mention the Salesforce integration”
“Focus on cost savings”
“Include a case study from manufacturing clients”
You can update these later using Guidance in the Campaign Editor.
For Manual and Connections campaigns, short persona descriptions are required (e.g., titles, industries, or geography). The Agent uses this information to personalize outreach and avoid contacting wrong-fit leads.
Launch Your Agent
Click Next to finish setup. You will return to the Campaign Editor where you can:
Review settings
Monitor performance
Launch the Agent