Managing an Outreach Agent

Once launched, an Outreach Agent runs automatically. It sources prospects, writes personalized outreach, and books meetings without ongoing input. You can still review its work and make updates at any time.

This guide explains how to manage a live Agent, review activity, and track performance.

You can start or pause an Agent directly from the Campaign Editor.

To launch, open the Agent and click Launch Agent in the top-right corner.

To pause, click Pause in the same location.

While paused, no outreach is sent. When relaunched, the Agent continues from where it left off and applies any edits you made.

You can see which prospects an Agent has brought in so far.

The number shown in this tab may be smaller than your total list size. Agents bring in prospects daily in batches based on your sending volume.

You can review individual messages or all recent outreach.

All editing takes place inside the Campaign Editor.

Live Agents have guardrails to protect continuity, but you can update:

For significant foundational changes, it is often easier to create a new Agent rather than heavily modifying a live one.

CallSine provides account-wide analytics and Agent-level reporting.

When you log in, the Dashboard shows:

Below the charts, each Agent displays activity logs and performance charts.

Open Reporting in the Campaign Editor to view:

Agents use these results to prioritize or retire strategies automatically.

Open the Analytics Suite (left menu bar) for full performance metrics:

From the Dashboard, open New Responses to see recent replies.

You can manage and respond to messages directly inside CallSine.

If you need to delete an Agent:

This permanently removes the Agent.