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Behind the Scenes FAQs

Updated over 2 months ago

Multi-Channel Outreach

My prospects all have email addresses—why are some not getting emails?

If a prospect’s email address fails CallSine’s validation check, the Agent will not send them email outreach. Even if the email was on your list, our system re-validates every address before sending to ensure deliverability.

Can I keep sending InMails or Connection Requests while my Agent is using my LinkedIn account?

We discourage it. The Agent can’t see your LinkedIn activity outside of CallSine, so manual outreach may push you over LinkedIn’s daily, weekly, or monthly limits.

Can I connect a free LinkedIn account to CallSine?

Yes. Any LinkedIn account works, but paid accounts have higher sending limits.

Will the Agent call prospects for me?

Not yet. However, the Agent will source leads with valid phone numbers and add them to your Power Dialer queue, fully researched and ready for you to call.

Why didn’t my Agent send LinkedIn outreach to a prospect with a LinkedIn account?

The Agent only sends when certain criteria are met:

  • Connection Requests: Prospect has posted on LinkedIn within the last 30 days (to ensure they’re active).

  • InMail: Prospect has an Open Profile or is a 1st-degree connection (to maximize limited InMail sends).

Can I prioritize email over LinkedIn (or vice versa) for certain prospects?

No. The Agent uses performance-based optimization to determine the best channel for each prospect.

[More on how the Agent optimizes based on channel How CallSine Agents Balance Multi-Channel Outreach]


Behind-the-Scenes Monitoring

How do I make sure my Agent is working?

  • Activity Tab: View real-time logs of your Agent’s actions (sourcing, generating, validating). Statuses include Pending, Started, Completed, or Failed.

  • Reporting Tab: Track outreach volume, success rates, and performance by Content Strategy.

You can adjust timeframes on both tabs to see performance over a specific period.

Why does the Agent run every hour?

The Agent operates in hourly cycles to continuously check for new tasks, integrate changes, and respond to new data without overwhelming sending limits.

Why does the Agent work one day at a time?

This ensures that all updates—whether optimizations from the Agent or changes you make—are applied immediately to future actions.

What should I do if my Activity tab shows repeated “Failed” logs?

“Failed” logs can happen and don't mean the Agent is broken—typically, actions that mark as "Failed" are due to temporary issues and will resolve if retried. As such, the Agent automatically retries during the next hourly run until the task is completed. If the failures persist for several hours or increase in frequency, contact support for investigation.

How long should I wait before expecting results from a new Agent?

Connection Request acceptances are typically the first to appear, often within a day or two. InMail and email responses may follow over a longer period. As the Agent optimizes itself, responses should become more frequent and consistent.


Agent Optimization

Why is my Agent not following the cadence on the Strategy page?

The cadence is a baseline. The Agent dynamically adjusts send timing and channel order to test what works best, allowing it to optimize for higher engagement and conversion rates.

Can I lock the Agent to a strict cadence?

No. The Agent is designed to maximize results by testing different send patterns instead of following a rigid schedule.

How long does it take for the Agent to optimize messaging?

Optimization is ongoing. The Agent begins testing messaging from day one, but meaningful performance improvements are typically visible after 2–3 weeks of consistent activity.

Does the Agent stop using a Content Strategy if it’s underperforming?

Yes. The Agent prioritizes high-performing Content Strategies for relevant segments and phases out those that are underperforming.

Can my Agents share optimizations with each other?

Yes — this feature is called Agent Networking. It allows Agents to share learnings and optimizations across your account so each Agent benefits from the insights of the others.

👉 Note: Agent Networking is only available on the Enterprise Plan.


Prospect Sourcing

Will multiple Agents send outreach to the same prospect?

No.

  1. Agents should have distinct target personas, so overlap is rare.

  2. The system is hardcoded to ensure each prospect is only assigned to one Agent at a time.

Can I manually reassign a prospect from one Agent to another?

Yes. You can remove a prospect from one Agent’s campaign and add them to another via the People Table or by uploading them to the new Agent directly.

How does the Agent decide which prospects to bring in each day?

The Agent:

  • Pulls prospects matching your target persona and daily volume settings.

  • Validates prospect data and email deliverability.

  • Ensures prospects meet outreach eligibility criteria for your selected channels.

If prospects are removed during validation, the Agent will replenish the list during the next hourly run.

What happens if my Agent runs out of prospects to reach out to?

Auto-sourced Agents

If your Agent is set to automatically pull in prospects, it will continue to:

  • Process follow-ups: The Agent keeps sending and managing follow-up messages for all prospects it has already contacted.

  • Auto-source new leads: The Agent will keep searching for new prospects. CallSine’s contact database is updated regularly—contacts refresh monthly and companies refresh weekly—so new potential leads are always becoming available.

This means your Agent never truly “stops”—it will keep running, maintaining ongoing outreach, and pulling in new contacts as the database grows.

Manually assigned Agents

If your Agent is working from a list of manually assigned prospects, outreach will pause once the list is complete. To keep it running, you’ll need to assign additional manually uploaded prospects from your People Page.


Writing Outreach

How does the Agent decide what to write for each prospect?

The Agent uses your Materials, Style Guide, and campaign Guidance—combined with real-time research on each prospect—to generate messaging tailored to their role, company, and industry.

Does the Agent reuse the same message for multiple prospects?

No. Every message is unique to the prospect, though the Agent may reuse high-performing structures or talking points.


Guardrails

Does the Agent ever stop itself from sending outreach?

Yes. Each day the Agent will run a quality assurance check on the outreach generated the previous day and re-generate any messages it deems as needing improvement. Improvements may be needed based on new Agent optimizations or edits made by the user

How does the Agent ensure messages meet deliverability best practices?

By following platform-specific sending limits, validating contact data, avoiding spam-triggering language, and rotating sending accounts to protect sender reputation.

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