Overview
Once your Outreach Agent is live, it runs autonomously—bringing in prospects, generating outreach, and booking meetings without manual effort. But if you want to stay hands-on, the Campaign Editor gives you full visibility into what your Agent is doing and lets you adjust its strategy at any time.
You can be as passive or proactive as you want: the Campaign Editor is where you observe, tweak, or guide your Agent’s performance.
Top Bar Controls
These quick-access tools let you manage your Agent’s core activity.
Agent Name – Rename your Outreach Agent at any time
Create Guidance – Provide updated instructions to adjust targeting, messaging, goals, and more
[More on Guidance → How to Add Guidance to an Agent]
Launch Agent / Pause – Start or pause the Agent as needed
Tabs in the Campaign Editor
Each tab gives you a different window into the Agent’s activity, results, or configuration.
Activities
Track the Agent’s current actions in real time. See what it’s working on, what’s queued, and how it’s progressing.
[More on Agent activity → How to Use the Activity Logs]
Reporting
See how your Agent is performing:
Total messages sent
Outcomes by message type or content strategy
[More on tracking successes → How to Track Success and Manage Responses]
Guidance
Review or manage all Guidance applied to your Agent. You can:
Add new instructions
Edit existing ones
Remove outdated guidance
People
View all prospects the Agent has brought into the campaign.
From this tab, you can:
See names, companies, and contact status
Generate example email and LinkedIn outreach for individuals
Click into the People Table or Prospect Profiles for deeper insights
Content Strategy
Explore the messaging strategies your Agent has created based on your inputs.
See which strategies are active
Monitor performance by audience type
[More on Content Strategy → Understanding Content Strategy]
Settings
Settings are split into two categories: Editable and Read-Only.
Editable Settings
These can be adjusted anytime—even after your Agent is launched.
Style Guide – Define tone and voice for:
Initial emails
Follow-ups
Subject lines
LinkedIn messages and InMail
Materials – Manage content the Agent uses to learn your product (websites, case studies, PDFs)
Mail Accounts – Select which inboxes the Agent uses for outreach
More inboxes = higher daily volume
Includes both email and LinkedIn accounts
[More on the Style Guide → How to Use the Style Guide]
[More on Materials → How to Upload Materials for Your Agent]
Read-Only Settings
These are locked after the Agent is launched.
Objectives – What the Agent is aiming to achieve (e.g. book demos, generate interest)
Channels – Outreach types selected: Email, LinkedIn, or both
Strategy – Snapshot of targeting, cadence, and outreach plan
Instructions – Extra context given to help the Agent generate better outreach
Filters – The persona and criteria the Agent uses to source leads