How the Outreach Agent Operates Daily

Once launched, the Outreach Agent works independently. It sources new prospects, validates data, generates personalized outreach, and sends messages across email and LinkedIn. These operations happen quietly in the background so your campaign progresses even when you’re not in the app.

To ensure accuracy and consistency, the Agent runs on an hourly cycle during business hours. Each cycle follows a structured workflow. If a required step isn’t complete—such as a missing email, failed validation, or a system limit—the Agent pauses that action and retries on the next run.

Every day, the Agent performs four core functions:

These tasks keep your campaign moving continuously while protecting deliverability and persona alignment.

During each hourly run, the Agent processes work in a specific order.

Before sending, the Agent reviews all messages scheduled for the current day. It removes duplicates and regenerates any message that does not pass review.

Next, the Agent pulls new prospects to match your daily volume settings. The source depends on your targeting type, such as Auto, Manual upload, Connections, or Webhook integrations.

Every new prospect goes through a validation check. The Agent verifies key information such as company, title, and industry, and performs real-time email validation when email is a selected channel.

If email is the only channel and a contact does not have a valid email, the prospect is removed automatically.

Because prospects may be removed during validation, the Agent confirms whether enough new contacts have been collected.

For each qualified prospect, the Agent gathers additional information from company websites and LinkedIn profiles. This research powers personalized messaging and helps determine overall persona fit.

Once review is complete, the Agent sends all messages scheduled for today through the appropriate channels. This includes validated cold emails, LinkedIn connection requests, direct messages, and InMail when eligible.

The Agent then creates first-touch messages for newly approved prospects. A second fit check runs at this stage. If a contact does not meet the criteria, the Agent labels them as “Wrong Contact” and removes them from the campaign.

Follow-ups are prepared for prospects already in the sequence:

InMail is generated only for new prospects eligible for it. Eligibility depends on LinkedIn profile settings and platform limits.

You can update a live Agent by modifying the Style Guide or adding new guidance. The Agent also adapts based on results—such as response patterns, deliverability signals, and channel availability. Changes are applied during the next hourly run.

You can track the Agent’s actions in the Activity tab in the Campaign Editor. This view provides real-time logs of sourcing, validation, outreach sends, and content generation.

The Outreach Agent runs a predictable cycle each hour: it checks today’s messages, sends them, sources and validates new prospects, performs research, and generates next-day outreach. If something prevents progress—like missing data—it pauses that step and tries again on the next run. You can monitor everything from the Activity tab, and any updates you make apply automatically on the next cycle.