Yes. Each Agent is designed to specialize—much like a dedicated SDR—so separate Agents for different personas, industries, or geographies will perform better.

You should have:

It is likely missing key details needed for effective targeting. When you define your target persona in the Campaign Wizard, the Agent needs complete information to create proper filters and search our database effectively. If essential details like company size, specific job titles, industry, or location are missing, the Agent will flag the persona and ask for clarification. In general, each target persona should include the following:

No, exclusions are not currently supported in how the Agent handles creating Target Personas

No. If you want the Agent to automatically find leads for you, you’ll need to provide a natural language targeting persona query.

That said, your ICP document can be a helpful starting point. You can adapt text from it into a query (e.g., “VPs of Sales at mid-size SaaS companies in Chicago”).

💡 Tip: You can also upload your ICP document as a Material. While it won’t function as a query, it will give the Agent additional context when writing outreach to your target persona.

The system caps sending volume at 20 new prospects per inbox per day. This limit is in place to protect deliverability and prevent inboxes from being flagged for spam.

You can always lower your daily volume if you’d like to run outreach more conservatively, but you won’t be able to raise it above the default.

If you need to reach more prospects each day, the best option is to add more inboxes to your account. Reach out to our sales team to learn about adding additional inbox capacity.

To complete the Campaign Wizard you will need to select at least one material for your new Agent.

[For assistance in adding materials in the Wizard → How to Upload Materials for Your Agent]

Good Materials clearly explain your value proposition, product details, brand voice, and industry positioning.

Tip: Upload only accurate, representative content—your Agent treats Materials as the source of truth.

Not directly. The Agent processes text only and can’t ingest video or audio files. However, you can upload transcripts of videos or podcasts in supported text formats (.pdf, .docx, .txt).

​Note: The Agent will treat all transcript content as relevant—so remove off-topic sections before uploading.

Yes, though the new volume chosen must be within your total sending limits (as determined by the number of email inboxes you have). If you update the volume after an Agent is launched it will immediately adjust its operations to match the new volume.

Yes, You can preview your Agent's outreach in two ways:

Option 1: People Tab Preview

Option 2: Create Test

Click Create Test in the top bar for a comprehensive preview. Your Agent will automatically select a real prospects, run research, choose a Content Strategy, and generate both email and follow-up messages.)

You can provide new Guidance or update your Style Guide to adjust tone, length, and content.

[More on adding Guidance → How to Add Guidance to an Agent]

[More on the Style Guide → How to Use the Style Guide]

Yes. Upload new Materials and assign them to the Agent, and it will factor them into future outreach.

Yes, you can update which channels (email, LinkedIn, phone) the Agent uses in the Campaign Editor settings, but only before you launch the campaign. Once the campaign is first launched you will no longer be able to edit any of the fields in the "Read Only" section of the Settings menu in the Campaign Editor.

Before launch, your Agent will only bring in a small number of prospects—usually between 3 and 12. This is intentional.

The purpose of this pre-launch step is to give you the chance to:

This limited sample does not reflect:

Once launched, your Agent will begin pulling in prospects according to your volume setting and campaign parameters.