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Agent Management FAQs

Updated over 2 weeks ago

Campaign Management

How do I edit my Outreach Agent?

The main way to edit your campaign once it's live is via Guidance. Adding Guidance allows you to change any items related to campaign strategy (target persona, objectives, etc) Here's how:

  1. Go to the Campaign Editor

  2. Select the Guidance tab

  3. Provide natural language instructions to adjust your Agent's behavior

There are a couple other ways to edit your live campaign, all via the Settings menu on the Campaign Editor page.

  • Style Guide: Edit tone, formality, and structure for emails, follow-ups, and LinkedIn messages

  • Materials: Update content your Agent uses

  • Mail Accounts: Adjust which inboxes to use

Note: Some core settings become read-only after your first campaign launch, so major changes should be made before going live.

After making edits, test your changes using the People tab or Create Test to preview the updated outreach.

How do I stop an Outreach Agent?

Click the Pause button in the top right corner of the Campaign Editor. Pausing stops all activity immediately.

What happens when I pause my Agent?

All outreach generation and sending will stop immediately. When you relaunch, the Agent will resume exactly where it left off, incorporating any updates you’ve made while paused.

How do I change how many people the Outreach Agent reaches per day?

Update the value in the People per Day field on the Campaign Editor page at any time.

What happens if I change my daily volume mid-campaign?

The Agent adjusts immediately, bringing in more or fewer new prospects to match your updated People per Day setting.

What is the difference between Guidance and the Style Guide?

Guidance shapes strategy, or what your Agent says and who it targets. The Style Guide determines how it sounds when saying it.

Can I run multiple Outreach Agents at the same time?

Yes, though the amount of Agents you can run at once depends on your subscription. Many users create separate Agents for different personas, verticals, or geographies, all running in parallel.

Want to change or update your subscription? Contact our Sales team for more information.

Does the Agent send outreach on weekends?

No, by default outreach is scheduled for business days only. This ensures optimal deliverability and engagement rates.

How do I see what my Agent is actually sending?

To review the exact messages your Agent has sent, you’ll need to check the Profile Page for an individual prospect:

  1. Navigate to the People tab from the left-hand menu.

  2. Locate and click on the prospect you want to review.

  3. On the Profile Page, you’ll see a full outreach history—every message the Agent has generated and sent, along with any responses from the prospect.

This provides full visibility into how your Agent is communicating, ensuring you can confirm tone, accuracy, and alignment with your brand.


Guidance

Do I have to give the Agent Guidance?

No. Additional Guidance is optional. If you are satisfied with the outreach the Agent is generating and your current campaign strategy, you can let it run fully autonomously without making changes.

What kind of Guidance can I give to the Agent?

Guidance can include updates to targeting, content, strategy, tone, research focus, and more. You can provide this at any point to fine-tune the Agent’s behavior.

Why did the Agent flag my Guidance as contradictory?

The Agent flags Guidance as contradictory when it directly conflicts with your campaign’s foundational strategy (e.g., target persona, objectives).

  • If the Agent is not yet launched: You’ll see an explanation of the conflict and can choose whether to proceed.

  • If the Agent is already launched: You’ll receive an error and will not be able to add the conflicting Guidance.

Why can’t I add contradictory Guidance to a launched Agent?

Large, foundational changes—such as altering the target persona or drastically shifting messaging—would disrupt active campaigns, cause inconsistencies in follow-ups, and potentially impact deliverability. For these cases, we recommend creating a new Agent so your updates can be applied without affecting ongoing outreach.

How quickly does Guidance take effect?

If your Agent is paused, updates take effect when you relaunch. If your Agent is live, Guidance is applied immediately with the exception of changes flagged as contradictory (which cannot be added mid-campaign).


Prospect Management

How can I see who my Agent is targeting?

Go to the People tab to view all prospects the Agent has brought into the campaign. You can see their name, company, and outreach history. For more detailed information about any prospect, you can:

  • Click on a prospect's card to see the intelligence our Agent has gathered about them

  • Click "View Person Profile" to see their full bio and outreach history

Can I manually remove a prospect from an Agent?

Yes—you can remove prospects from a campaign by changing their Status. This can be done individually or in bulk.

To change an individual prospect's status:

  1. Go to the People tab and find the prospect you want to remove

  2. Click "View Person Profile" to be taken to their Profile Page, where you can see their outreach history and details

  3. In the left panel, click the pencil icon to edit their information

  4. Change the Status field from "Open" to any other value. If a prospect's status is not "Open" they will not be sent outreach by the Agent.

You can also perform this action in bulk:

  1. Navigate to the People Table

  2. Locate the prospects whose status you want to change and select them

  3. Click on the bulk action menu (the hamburger menu at the top right of the table), then click "Bulk Edit"

  4. Within the Bulk Edit pop-up menu you can then select which status you want to assign to the selected prospects.

Can I manually add prospects to an Agent that's already live?

Yes—you can manually add prospects the same way you normally would: by uploading them to the People Table then assigning them to the Agent in question. The new prospects will then be automatically engaged by the Agent.

When does the Agent stop engaging with a prospect?

Your Agent is designed to optimize success across the entire campaign—not just with individual prospects. It will automatically stop engaging with someone when continuing would lower the overall effectiveness of outreach.

Some examples include:

  • Diminishing returns: If prospects in the campaign haven't been responding after a certain number of sends, the Agent may stop further outreach before that point for new prospects.

  • Company-level balance: If multiple prospects from the same company are already receiving outreach, the Agent may reduce or stop additional sends to avoid oversaturation.

This adaptive behavior ensures your outreach stays respectful, strategic, and effective across your target audience.

Are Prospects Automatically Removed from Outreach After They Reply?

No. If a prospect responds to your outreach and you wish to remove them from all future Agent-led outreach, you will need to go to their Profile and update their Status to anything other than "Open". Once a prospect's status is not "Open" they will no longer receive outreach from any Agent.


Reporting

What metrics can I see in the Reporting tab?

You can view outreach volumes per channel, successes achieved, and performance by Content Strategy. This helps you see which strategies are driving the best results. To see more data, check out the Analytics Suite.

Can I download my Reporting data?

Reporting data in the Campaign Editor is not downloadable directly, but you can view and export the same metrics in Analytics.

[Learn more about Analytics → How to Use the Analytics Dashboard]

Why are my Activity Logs blank?

If your Agent’s Activity Logs appear empty, this is normal. By default, the logs display only activity from the past 15 seconds. Since your Agent runs just once per hour, it’s common to see no entries within that short timeframe.

To view more information, adjust the Time Range setting in the Activity Logs. Expanding the timeframe will display your Agent’s past actions.

My Agent says it has sent LinkedIn outreach — why can’t I see it in my LinkedIn account?

The type of LinkedIn outreach your Agent sends depends on data it collects from each prospect’s LinkedIn profile.

It’s possible that so far your Agent has only sent:

  • Connection Requests (which appear in the prospect’s inbox but are not visible to you in the same way as InMails), or

  • Follow-up messages that were sent only after a Connection Request was accepted.

If no prospects have been eligible for InMail yet, you won’t see full LinkedIn messages in your account. This is normal behavior—the Agent intelligently decides the right outreach type (Connection Request, InMail, or both) for each prospect.


Style Guide

Am I able to include hyperlinks in my outreach?

No. Hyperlinks (where text is clickable, like “Click here”) are blocked because they’re often flagged as spam. Plain-text URLs are allowed and encouraged when needed (for example, your booking link). They will automatically become clickable once the email arrives in your prospect’s inbox.

Why are the changes I am making in the Style Guide not reflected in the outreach?

Changes you make in the Style Guide are important, but they may not always show up exactly in the outreach your Agent generates. There are a few reasons for this:

  1. Deliverability Protections

    • Requests for bold text, colored text, or hyperlinks will never appear in outreach. These elements are automatically filtered out because they are consistently flagged as spam by providers.

    • Plain URLs (like a calendar link) are allowed, since they remain safe and automatically become clickable once delivered.

  2. Best Practices Safeguards

    • Some instructions can be overridden if they conflict with CallSine’s proven outreach best practices.

    • For example, asking the Agent not to mention the prospect’s company will be ignored, because personalization at the company level is core to how CallSine delivers relevant and effective outreach.

In short: your Style Guide shapes the Agent’s tone and direction, but it cannot break deliverability rules or override foundational best practices that ensure your outreach is successful.

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