From connection to conversation
Your agent handles the full outreach pipeline - connect, message, follow up, and handle replies - all automatically.
Need to set up your agent first?
Follow the getting started guide to install your agent and connect your AI provider.
Once your leads are qualified, your agent takes over the outreach. From connection request to first message to follow-up to handling replies - every step is personalized, paced, and tracked.
How the pipeline works
Your outreach campaign runs five task types in sequence:
- Visit and qualify - Your agent visits each contact's profile and scores them against your ICP. Only qualified leads move forward.
- Connect - A personalized connection note (300 characters max) referencing something specific from their profile.
- First message - Within minutes of acceptance, your agent sends a personalized icebreaker using your playbook.
- Follow-up - If no reply after a few days, a follow-up with a different angle. Maximum 2 follow-ups.
- Reply handling - When they respond, your agent classifies intent (interested, question, objection, not interested) and responds appropriately.
Already connected? Skip to messaging
If you import contacts you're already connected with, your agent detects this automatically (via profile data) and skips the connection step. They go straight to receiving a personalized first message.
This means you can start an outreach campaign with your existing network - no wasted connection requests.
One conversation per prospect
Running multiple campaigns? Each prospect gets exactly one outreach thread.
The first campaign to send a connection request owns the relationship. Other campaigns that discovered or qualified the same lead get credit as "contributed" - they don't dilute your funnel metrics, and they don't create duplicate messages.
When a campaign finishes with a contact (they declined, or you've exhausted follow-ups), the ownership clears. A different campaign can try a fresh approach.
You choose the level of control
Every campaign has a draft mode setting:
Review mode (default) - Every action creates a draft for you to approve. Connection notes, first messages, follow-ups, even replies to inbound messages. You review everything before it sends.
Reactive replies (someone just messaged you back) appear as urgent drafts so you know they're time-sensitive.
Autopilot mode - Your agent sends everything automatically. Connection notes go out immediately. Replies are handled in real time. Follow-ups auto-schedule.
You can switch between modes at any time. Start with review to validate your agent's tone, then switch to autopilot once you're confident.
Setting up an outreach campaign
Tell your agent:
Create an outreach campaign called "SaaS CTOs France".
ICP: CTO or VP Engineering at B2B SaaS companies, 50-500 employees, based in France.
Tone: Professional but warm. Short sentences. No buzzwords.
Playbook: Connect with a note referencing their tech stack or recent post.
First message: mention a specific challenge their company size typically faces.
Follow-up: different angle - share a relevant case study link.
Your agent creates the campaign, saves your context, and starts. The pipeline runs automatically from there.
What happens when they reply
Your agent classifies every reply:
| Intent | What your agent does |
|---|---|
| Interested | Continues the conversation, guides toward your goal |
| Question | Answers helpfully, then redirects to next step |
| Objection | Acknowledges empathetically, addresses the concern |
| Meeting request | Books it, updates status |
| Not interested | Thanks them graciously, stops outreach |
After 2 unanswered follow-ups, your agent stops automatically. No one gets spammed.
Tracking results
Each campaign shows its own funnel:
- Connection rate - What percentage of connection requests are accepted
- Reply rate - What percentage of first messages get a response
- Meeting rate - What percentage of conversations lead to a meeting
Contacts found by one campaign but engaged by another show as "contributed" - so you can see which campaigns discover the best leads, even if they don't handle outreach directly.
What's next
- Your first lead gen campaign - Find and qualify leads before outreach
- Inbound leads - Turn incoming LinkedIn messages into pipeline