Running your first outreach campaign

A campaign is a follow-up sequence: a max number of follow-ups, a wait window between each step, and a channel sequence (Email, WhatsApp, SMS — in the order you choose). The Sales Agent sends the first message, then automatic follow-ups on that schedule until a lead replies or opts out.

Email works out of the box once your Gmail account is connected. WhatsApp and SMS run through Twilio — add your Twilio Account SID, Auth Token, and numbers from Settings → Integrations.

Until Twilio is connected, WhatsApp and SMS show as locked when you build a campaign — Email-only campaigns work immediately.

Before creating a campaign, add your company and product context from AI Knowledge in the dashboard. Without it, the agent still sends — but the copy is generic instead of sounding like your team. The campaign builder will warn you if this is still empty.

From Campaigns → + New Campaign, set:

• Campaign Name — internal label, e.g. “Cold Outreach Q3”.
• Max Follow-ups — how many follow-up steps run after the first message.
• Wait Days Between Steps — comma-separated, e.g. 3,5,7.
• Outreach Channels — pick a preset (Email only, Email → WhatsApp → SMS, etc.) or drag to build a custom order.

From Prospects → Add Prospect, add contacts one at a time — name, email, company, and optionally job title or phone — then assign them to your campaign. The more profile detail you add, the more specific each personalized message can be.

From Automation, decide how drafts get sent. With Auto-send enabled, AI drafts send automatically once their reply-classification confidence clears your Auto-send threshold. With Human review required, every draft lands in your Inbox for approval first — these two are mutually exclusive.

You can also restrict auto-send to specific reply types under Auto-Send Allowed For (booking requests, FAQ questions, pricing questions, and so on) — anything not selected always goes to human review.

The Sales Agent classifies the reply and acts on it — drafting an answer to a question or objection, or sending a booking link if the lead is ready to meet. Once they pick a time, the meeting is confirmed automatically. If you’ve connected HubSpot or Salesforce, stage updates sync when a meeting is confirmed.

The Sales Agent’s Monitor tab shows active prospects, replies, hot leads, your follow-up queue, meetings booked, and human handoffs — the fastest way to see whether a campaign is actually working.