Overview
Outreach Agents can target different types of audiences, and more options are on the way. Right now, there are three targeting types: Automatic, Manual, and Connections. Each lets your Agent find and engage the right prospects while handling the heavy lifting for you.
Note: Automatic Targeting is the only targeting type available to Free Trial users.
Automatic Targeting
Automatic (Auto) targeting is the default method. You provide your target persona as a natural language query in the Targeting section of the Campaign Wizard.
Your Agent then:
Translates your query into database filters.
Pulls matching leads from CallSine’s database of 120M+ B2B contacts.
Returns a sample set so you can confirm they fit your ICP.
[Learn how to create a new Outreach Agent → How to Create a New Outreach Agent]
[Craft an effective targeting query → Writing Effective Target Persona Queries]
Manual Targeting
Manual targeting lets your Agent work with a CSV of leads you upload. The “manual” step is just the upload—after that, the Agent researches, personalizes, and engages the list for you.
When setting up Manual targeting:
In the Campaign Wizard, select Manual as the Agent type.
On the Instructions screen, describe your audience. This context (titles, industries, company size, geography) helps your Agent personalize effectively.
After your Agent has been created, you'll upload and assign the CSV of leads you want the Agent to target.
[Create a Manual Outreach Agent → How to Create an Outreach Agent with Manually Imported Prospects]
[Upload a CSV of leads → How to Manually Upload Prospects into CallSine]
[Assign prospects to an Outreach Agent → How to Manually Assign Prospects to an Agent]
Connections Targeting
Connections targeting uses your LinkedIn network as the audience. To get started:
Create a new Outreach Agent.
In the Targeting step of the Campaign Wizard, choose Connections.
On the Instructions page, describe your ICP so the Agent only reaches relevant Connections.
Once it's bringing in prospects, your Connections Agent will not only be filtering for ICP fit (based on the guidance you gave on the Instructions page of the Wizard) but also based on your past conversation history with the prospect to determine if they are a good candidate for outreach.
[Sync your LinkedIn Connections → Syncing LinkedIn Connections]
[More on how the Connections Agent works → Connections Agent Overview]
Moving Forward
We’re building more targeting types to give you even more flexibility. Stay tuned—new options will roll out soon.