Available on all CallSine plans, including Free Trial.
Overview
Once an Outreach Agent is live, it runs autonomously—sourcing prospects, writing outreach, and booking meetings. To keep messaging consistent, major structural changes are restricted after launch.
You can still make targeted updates to refine how the Agent performs. This article explains what can be edited and best practices for each area.
Guidance
The Guidance tab lets you adjust tone, positioning, or instructions for how outreach is written.
You might update Guidance when:
Outreach leans too heavily on one angle
You want to highlight a new product feature or campaign
You need to adjust tone based on prospect feedback
Best practice: Make small updates and test example outreach before applying broader changes.
Style Guide
The Style Guide sets your overall brand voice.
You might update the Style Guide when:
Outreach is not matching your brand tone
You need messaging aligned across teams
You want to shift from casual to professional (or vice versa)
Best practice: Edit sparingly once an Agent is live. If your brand voice has changed significantly, launching a new Agent is cleaner than reworking an existing one.
Materials
The Materials section stores documents your Agent uses for context—such as case studies, one-pagers, or blog posts.
You might update Materials when:
New collateral is available
Old assets need to be retired
You want to test how new proof points affect performance
Best practice: Keep Materials current, but avoid replacing everything at once. Small, continuous updates maintain context while improving accuracy.
Mail Accounts
The Mail Accounts section controls which inboxes the Agent uses to send outreach.
You might update Mail Accounts when:
You add inboxes to increase sending volume
An inbox needs to be removed for compliance or deliverability reasons
You are rebalancing sending across domains
Best practice: Add inboxes only after Warmup is complete. Removing or replacing inboxes mid-campaign can temporarily reduce sending volume.
When to Create a New Agent
If you want to change targeting, content strategy, outreach structure, or audience segments, it is usually best to create a new Agent rather than heavily editing a live one.
This protects campaign continuity and ensures cleaner results.