Overview

There’s a lot happening behind the scenes to make sure your Agent runs with consistency, intelligence, and precision.

From lead sourcing to message validation, the Agent handles dozens of tasks quietly in the background—so that your outreach is always optimized, compliant, and high quality.

What the Agent Does Every Day

At a high level, your Agent performs four essential tasks daily:

Reviews and quality-checks today’s scheduled outreach
Sends all approved outreach scheduled for today
Sources and validates new leads for tomorrow’s outreach
Generates new outreach messages to be sent tomorrow

To pull this off reliably, the Agent runs hourly during business hours—performing a series of checks and actions in a specific order. If a prerequisite isn’t met, the Agent waits until the next run to retry.

The Agent’s Hourly Workflow

Below is a full breakdown of what your Agent checks and executes during each hourly run:

1. Review and QA Today’s Outreach

Scans all messages previously generated for today’s delivery
Removes any duplicate outreach
Deletes low-quality messages (so they can be regenerated)

2. Source New Prospects (for Tomorrow)

Uses your Target Persona to pull the number of new prospects needed to meet your Daily Volume
Pulls from CallSine’s contact database

[Learn how the Agent selects leads → How the Agent Finds and Validates Prospects]

3. Validate New Prospects

Performs a baseline fit check against your targeting criteria
Validates each prospect’s data, including:
- Company website, industry, title, etc.
- Email address (real-time validation)

Important:

If email is your only outreach channel and the prospect doesn’t have a valid email, the Agent will remove them.

4. Check Volume Completion

After validation, some prospects may be removed. The Agent checks:

If total "good fit" prospects < Daily Volume → More leads are pulled next run
If "good fit" prospects = Daily Volume → Moves to research and outreach generation

5. Research Qualified Prospects

The Agent pulls data from:

The prospect’s LinkedIn profile
Their company website

This research powers personalized messaging and sales strategy.

6. Send Today’s Outreach

Sends validated emails scheduled for today
Sends LinkedIn outreach (Connection Requests, InMail, Messages)

7. Generate Tomorrow’s First Messages

Creates initial outreach for newly approved prospects:

Email
LinkedIn Connection Requests

Note: A second, deeper fit check happens here based on research. If a prospect fails, they’re marked as Wrong Contact and removed.

[More on how the Agent writes outreach → How the Agent Writes Personalized Outreach]

8. Generate Follow-Ups

Email Follow-ups: For prospects already emailed who are ready for the next message in the cadence
LinkedIn Follow-ups: Sent only as Messages, and only to prospects who accepted your previous Connection Request

[Learn more about outreach cadences → How Outreach Agents Adjust Themselves in Real Time]

9. Generate InMail

Created only for new leads eligible to receive InMail
Eligibility depends on LinkedIn profile status and platform limits

[More on InMail eligibility → How Outreach Agents Balance Multi-Channel Outreach]

User & Agent-Led Changes

The Agent adapts based on both user input and data it collects:

You can update the campaign’s strategy at any time using Guidelines or by modifying the Style Guide
The Agent also adjusts its timing, channel choice, and message content based on response patterns

Note: All updates are applied during the Agent’s next run.