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The messaging playbook tells the Sales Agent what to say and how to say it. Configure it under Settings → Prompts. Changes apply to new messages generated after you save; messages already queued are not retroactively updated.

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Build the shared message strategy

Use the playbook to make the following explicit for every seat:
  • Positioning — what problem you solve and for whom
  • Proof and success stories — specific examples or results the agent may reference
  • Audience hooks — angles most likely to resonate with your target personas
  • Language guardrails — words, claims, and approaches to use or avoid
  • Offer structure — the value you provide before asking for a call or meeting
  • Compliance requirements — market-specific or regulatory restrictions
  • Persona differentiation — distinct approaches for champions versus economic decision-makers
Concrete examples teach tone and style far more effectively than adjectives such as “professional” or “friendly.” Include one to three messages you would be comfortable sending yourself.

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Configure each seat’s voice

LinkedIn and email have separate writing-style fields because the channels behave differently in length, formality, and format. For each seat, adjust:
  • tone and greeting style
  • message length
  • level of formality
  • sentence rhythm and structure
For multilingual outreach, configure a dedicated sign-off for each supported language so the closing always matches the language of the message body.

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Keep sign-offs and signatures separate

The Sales Agent assembles each outbound email in a fixed order:
  1. Generated message body
  2. Language-specific email sign-off
  3. Email signature
The LinkedIn sign-off is appended to every LinkedIn message and follow-up.
Do not place a closing phrase such as “Best regards” or “Kind regards” inside your email signature. The configured sign-off is added automatically as a separate step — including one in the signature as well will produce two closings in every message.
Keep cold-email signatures lean. Your name, role, company, and essential contact details are enough. Avoid images and unnecessary links, as they can affect email deliverability.

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Decide how much to review

Under Settings → Schedule → Outreach delivery, choose one of four delivery modes. The mode controls whether LinkedIn messages and emails are sent automatically or held for your review. For a new playbook or after a significant update, switch to Review both until the output quality is consistently correct. Tighten the mode gradually as you gain confidence in the results.
AI-generated messages can contain factual errors, awkward phrasing, or inaccurate claims. You remain responsible for the content sent from your accounts, including when automatic delivery is enabled. Review samples regularly.
Once your delivery mode is set, see Review messages for the full approval workflow.