Available on all CallSine plans, including Free Trial.
Overview
After you complete the Campaign Wizard, your Outreach Agent begins building itself. It sources prospects, creates Content Strategies, and generates outreach based on the instructions you provided. Before launching, you can review messaging, adjust targeting, update tone, and confirm the Agent reflects your brand.
This guide walks through how to see what your Agent has built, make edits, and retest until you are confident in the output.
1. Monitor the Agent Build Process
When you finish the Campaign Wizard, the Agent starts assembling itself. During this time, the People tab and Content Strategy sections may appear empty. That is expected—the Agent is still sourcing leads and building strategies.
To watch that process:
Open the Campaign Editor
Click the Activity tab
Review real-time logs showing tasks such as:
Strategy creation
Prospect sourcing
Message generation
2. Review Example Outreach
Once the Agent has sourced at least one prospect, you can generate test messages.
Go to the People tab in the Campaign Editor
Select a prospect
Click Generate Example Outreach
You can preview:
First-in-thread email
Follow-up email
LinkedIn messages (InMail or DMs, if applicable)
Reading examples helps confirm:
Tone matches your brand
Messaging supports your objective
Personalization is accurate
3. Make Adjustments Before Launch
There are several ways to refine your Agent before launching.
Add Guidance
Use Add Guidance or open the Guidance tab to provide natural-language instructions.
Guidance can adjust:
Tone and phrasing
Persona definition
Messaging priorities
CTAs and value props
When adding Guidance, enter one instruction at a time. Single-instruction entries help the Agent interpret updates cleanly and apply them more reliably.
If a new instruction conflicts with your Agent’s core setup, you will be prompted to confirm before the update is applied.
Edit the Style Guide
To modify tone, formality, length, or structure:
Open Settings
Select Style Guide
Update how the Agent writes:
Initial emails
Follow-ups
Subject lines
LinkedIn outreach
The Style Guide is very malleable and is a good place to make edits so that your Agents sound more like you and your brand.
Update Inputs in Settings
You can edit many of the inputs entered in the Campaign Wizard.
Can be edited before launch:
Objectives
Channels
Strategy
Instructions
Filters (Auto campaigns)
Can be edited at any time:
Style Guide
Mail Accounts
If you update Materials, the Agent will use them as new source-of-truth content for strategy and messaging.
Edit Content Strategies
You can also refine your Agent’s messaging framework directly.
To navigate to Content Strategies:
Open the Campaign Editor
Click the Content Strategy tab
From there, you can:
Toggle Active / Inactive
Use the Active switch on a strategy card to toggle Active status
Active strategies will be used by the Agent
Inactive strategies will be excluded from future outreach
Edit Text
Click Edit in the bottom-right corner of a strategy card
Update wording directly (useful for fine-tuning phrasing or removing references you don’t want used)
Generate New Strategies
Click Generate New Strategies
Available only before launching the Agent
Use this when you have updated Materials or provided new inputs and want fresh strategies generated from them
If strategies consistently feel off-brand, review the Materials in Settings → Materials. Strategies are primarily built from Materials, so updating them often resolves issues.
4. Test Again After Making Changes
After editing, return to the People tab and generate new test outreach. Confirm that changes are reflected in tone, structure, and content. Repeat until you are satisfied.
5. Launch Your Agent
When ready:
Open the Campaign Editor
Click Launch Agent
A member of the CallSine team will review your Agent before setting it live. You will be notified once the Agent is live, which will be less than 24 hours after clicking Launch Agent.