CallSine

Explains what an Outreach Agent does, how it operates, and how to manage one once it is live.

What Is an Outreach Agent?

Creating, managing, and understanding your Agent

Outreach Agent

Explains the Agent’s hourly workflow, what happens behind the scenes, and how to monitor activity.

How the Outreach Agent Operates Daily

Understand how CallSine’s Outreach Agent chooses between email and LinkedIn outreach to maximize delivery and efficiency.

How the Outreach Agent Chooses Between Email and LinkedIn

Learn how the Outreach Agent adjusts sequencing, channel order, and content based on performance.

How the Outreach Agent Learns and Optimizes Over Time

Explains how the Outreach Agent finds, validates, and researches prospects when using the Auto targeting type.

How Prospect Sourcing Works with Auto Targeting

CallSine’s Agent generates intelligent outreach by combining your inputs with real-time data and best practices—no copywriting required.

How the Agent Writes Personalized Outreach

Learn how the Outreach Agent enforces deliverability and platform safety rules so your outreach stays compliant and reliable across channels.

How the Outreach Agent Manages Email and LinkedIn Safely

How CallSine enforces accuracy, deliverability, and platform safety for autonomous Agents.

Guardrails: How the Outreach Agent Stays Reliable

Learn how CallSine filters unsupported text types from generated outreach to keep messages clean, compliant, and deliverability-friendly.

Formatting Rules for Outreach Content

These FAQs explain how CallSine Agents behave behind the scenes, including validation, sending logic, monitoring, optimization, sourcing, and message generation.

Behind the Scenes: Frequently Asked Questions

Showing and explaining the work your Agents do for you

Behind-the-Scenes

Set up a new Outreach Agent to automate outreach for a specific persona or vertical—fully personalized, fully autonomous.

How to Create an Outreach Agent

How to describe your audience so the Agent can source the right prospects automatically.

Writing Effective Target Persona Queries

Learn how to set up and use Automatic, Manual, and Connections targeting for your Outreach Agents.

Targeting Types for Outreach Agents

Learn how Content Strategies work, how they’re created, and how your Agent uses them to optimize outreach performance.

How Content Strategies Work

Agent Creation FAQs

From starting the Campaign Wizard to testing generations and Launching your Agent

Creating an Agent

This guide walks through how to preview what your Agent will send and make changes if needed.

How to Review Your Outreach Agent Before Launch

Refine your Agent’s behavior using natural language instructions.

How to Add Guidance to an Agent

How to adjust tone, formality, length, and language so messages match your brand.

Edit the Style Guide for Your Outreach Agent

Learn how to capture your unique brand voice in CallSine’s Style Guide so your Agents generate outreach that feels authentic and on-brand.

How to Use the Style Guide to Replicate Your Brand Voice

Use the Activity Logs to monitor exactly what your Agent is doing—step by step—as it builds and runs your campaign.

How to Read the Activity Logs After Creating Your Agent

Learn how to control whether your Outreach Agent sends outreach automatically or requires your manual approval.

How to Switch Between Auto Send and Manual Send

How to review and edit your Outreach Agents before launch

Reviewing and Editing Agents

Learn how to use your LinkedIn Connections as the audience for an Outreach Agent and how this targeting type behaves over time.

How the Connections Agent Works

How to create an Outreach Agent that sends to your LinkedIn Connections

LinkedIn Connections Agent

Learn how to import your own leads into CallSine and assign them to a Outreach Agent for automated outreach.

How to Create an Outreach Agent with Manually Imported Prospects

Learn how to assign imported prospects to any Outreach Agent—Manual, Automatic, or Connections—for automated outreach.

Manually Assigning Prospects to an Outreach Agent

How to create an Outreach Agent that uses prospect lists that you upload

Manual Targeting Agent

Learn how to set up an Outreach Agent powered by RB2B and use website visitor data for targeted outreach.

How to Create an RB2B-Powered Agent

Learn how to set up an Outreach Agent powered by Snitcher and use website visitor data for targeted outreach.

How to Create a Snitcher-Powered Agent

Create a dynamic lead feed from your LeadOnion audience into CallSine by connecting a webhook to an Outreach Agent, then review qualified contacts in People and test outreach in Campaign…

How to Create a LeadOnion-Powered Outreach Agent

Creating Agents that function via webhooks established between CallSine and another service.

Webhook Based Agents

Learn how to start, pause, monitor, and update your Outreach Agent once it’s live.

Managing an Outreach Agent

Learn which settings you can edit in a live Outreach Agent and when to update them.

How to Edit a Live Outreach Agent

Learn how to view, sort, and review prospects and their outreach inside the People Table.

How to View Outreach Written by Your Agent (Auto Send)

Monitor your Agent, make adjustments, and track performance—all from one centralized page.

How to Use the Campaign Editor

Track what your Agent is doing in real time—or review past actions—using the Activity Logs in the Campaign Editor.

How to View Activity Logs

Learn how to review, edit, and send outreach when your Agent is set to Manual Send.

How to Manage a "Manual Send" Agent

Agent Management FAQs

Agent Management

Add leads manually or in bulk to manage outreach your way.

How to Upload Leads into CallSine

Manage all your prospects—whether manually added or sourced by an Agent—from the People page.

How to Use the People Page

View detailed prospect information and review all associated outreach from one centralized page.

How to Use the Profile Page

Upload websites and documents that help CallSine understand your business and generate personalized, on-brand outreach.

How to Upload Materials

Upload and manage websites, documents, and summaries that CallSine uses to understand your business and generate brand-aligned messaging.

How to Use the Materials Page

Learn how to create, apply, and manage Tags in CallSine to keep your manually added prospects and materials organized.

How to Create and Apply Tags

The People Table’s filtering panel lets you quickly locate, sort, and refine prospect lists based on multiple attributes.

How to Use Filters in the People Table

Manual Uploads FAQs

Manually adding prospects and using the People and Profile pages

Manual Uploads: Prospects and Materials

Learn how to explore your outreach data using the Charts and Table views on the Analytics page.

How to Use the Analytics Page

Monitor responses, manage conversations, and review Agent performance using CallSine’s built-in messaging tools and analytics suite.

How to Track Success and Manage Responses

Learn how to stop a prospect from receiving Agent outreach in CallSine by updating their Profile Status. Prospects with a Status other than “Open” are automatically excluded from all outreach.

How to Remove a Prospect from Agent Outreach

Managing the fruits of your Agent's labor

Analytics & Responses

Find answers and get help from Intercom Support and Community Experts

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