Set up the agent
Configure your ideal customer profile (ICP), messaging, channels, schedule, and safety settings.
Operate the pipeline
Understand the queue, start or stop a run, and handle replies and outcomes.
Protect your accounts
Follow the LinkedIn hygiene, credit, and responsible-use rules.
Before your first live run
Make sure you have:- confirmed your ICP and scoring rules
- connected the LinkedIn and email accounts for each active seat
- reviewed your messaging playbook
- chosen a schedule, daily limits, and delivery mode
- added customers, competitors, and active deals to the blacklist
- checked the Next run queue
The operating loop
- Add or discover contacts.
- Let the agent score and research candidates.
- Review what is ready in the Next run queue.
- Approve messages when your delivery mode requires it.
- Watch replies and take over qualified conversations.
- Set an outcome to stop automation when a person enters your sales process.