CallSine

Your Outreach Agent is the heart of CallSine—an autonomous sales engagement system that finds, researches, and messages prospects for you.

Outreach Agent Overview

Creating, managing, and understanding your Agent

Outreach Agent

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

How Outreach Agents Balance Multi-Channel Outreach

Learn exactly how CallSine’s Outreach Agent operates hour by hour.

What Your Outreach Agent Does Behind the Scenes

Learn how CallSine’s Outreach Agents continuously analyze performance data and adjusts for better results.

How Outreach Agents Adjust Themselves in Real Time

Learn how your Outreach Agent uses CallSine’s contact database to find, and validate the right prospects for your campaign—automatically.

How the Agent Finds and Validates Prospects

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

CallSine’s Agent is built to automatically adapt to the rules of each channel to keep your outreach effective and compliant.

How the Agent Manages Deliverability and Platform Limits

Learn how CallSine’s built-in guardrails keep your Agent reliable, and aligned with your brand, goals, and deliverability best practices.

Guardrails for the Outreach Agent

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

Text Filtering in Outreach Generation

Behind the Scenes FAQs

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 a New 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

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

Customize your Agent’s voice, tone, and message structure across email and LinkedIn outreach.

How to Use the Style Guide

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 Manage Auto Send vs. 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

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 Agent

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

How the Snitcher-Powered Agent Works

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

Webhook Based Agents

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

How to Use the Activity Logs

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

How to Use the Campaign Editor

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

Understanding Content Strategies

Once your Outreach Agent is live, it runs on its own—but you can check in, pause it, or guide it at any time from the Campaign Editor page.

How to Monitor and Manage Your Outreach Agent

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

How to Manually Assign Prospects to an Agent

Agent Management FAQs

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

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

How to Manually Add People to 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 for Your Agent

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.

Using Tags to Organize Prospects and Materials

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

Using Filters on 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 Dashboard

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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