# Sales Agent

> Guides for configuring and operating the keinsaas Sales Agent.

## Docs

- [Sales Agent: configure, run, and operate your pipeline](https://sales-docs.keinsaas.com/index.md): Configure your audience and scoring rules, control the full outreach pipeline, and operate the Sales Agent safely across LinkedIn and email.
- [From account activation to your first Sales Agent run](https://sales-docs.keinsaas.com/getting-started/quickstart.md): Step-by-step checklist to configure your audience, messaging, and delivery controls, then launch a controlled first Sales Agent run.
- [How the Sales Agent works: sources, scoring, and control](https://sales-docs.keinsaas.com/getting-started/how-it-works.md): Understand how sources, ideal customer profile scoring, queues, messaging, and outcomes combine to control every step of your outreach pipeline.
- [Daily workflow: queues, approvals, replies, and outcomes](https://sales-docs.keinsaas.com/getting-started/daily-workflow.md): A practical pre-run and post-run routine for reviewing queues, pending messages, new replies, and account health around each Sales Agent run.
- [Define Your Ideal Customer Profile and Scoring Criteria](https://sales-docs.keinsaas.com/configure/icp-and-scoring.md): Set up targeting criteria and score thresholds so the Sales Agent evaluates and prioritizes the right candidates for your pipeline.
- [Import and Add Prospects to the Sales Agent Pipeline](https://sales-docs.keinsaas.com/configure/add-prospects.md): Import contacts from Sales Navigator URLs, CSV uploads, or company-level search — and understand exactly how a contact qualifies for the queue.
- [Configure Your Messaging Playbook and Delivery Mode](https://sales-docs.keinsaas.com/configure/messaging-playbook.md): Shape your positioning, writing style, proof points, and sign-offs — then choose how closely you review outgoing LinkedIn messages and emails.
- [Configure Your Schedule, Daily Limits, and Channels](https://sales-docs.keinsaas.com/configure/schedule-and-limits.md): Set run times, daily action caps, channel routing, and follow-up spacing so each seat operates at the right pace and on the right channels.
- [Blacklist Companies and Domains to Exclude from Outreach](https://sales-docs.keinsaas.com/configure/blacklist.md): Block specific companies by name or domain so the Sales Agent never contacts existing customers, competitors, partners, or active deals.
- [Next run queue](https://sales-docs.keinsaas.com/operate/next-run-queue.md): Understand what is ready for the next pipeline run and how daily limits affect it.
- [Run the pipeline](https://sales-docs.keinsaas.com/operate/run-the-pipeline.md): Start the complete pipeline, begin at an advanced step, stop safely, and follow progress.
- [Review messages](https://sales-docs.keinsaas.com/operate/review-messages.md): Edit, regenerate, reject, or approve AI-generated outreach in the Sales Agent dashboard before any message reaches a prospect.
- [Stages and outcomes](https://sales-docs.keinsaas.com/operate/stages-and-outcomes.md): Understand derived pipeline stages, set human outcomes, and stop or restart outreach safely.
- [Replies and handoff](https://sales-docs.keinsaas.com/operate/replies-and-handoff.md): Understand when automation stops after a reply, how to take over a live conversation, and what To Call means for your next action.
- [Activity and troubleshooting](https://sales-docs.keinsaas.com/operate/activity-and-troubleshooting.md): Read run statuses in Activity, diagnose empty queues and skipped steps, fix LinkedIn session issues, and know when to contact support.
- [LinkedIn Account Safety and Hygiene for Sales Agent](https://sales-docs.keinsaas.com/safety/linkedin-hygiene.md): Key practices that protect your LinkedIn account from restrictions while the Sales Agent performs paced, automated outreach on your behalf.
- [Credits: How Search and Enrichment Costs Are Charged](https://sales-docs.keinsaas.com/safety/credits.md): Credits pay for search and enrichment results returned to your account — not only those that pass your filters and enter the outreach pipeline.
- [Responsible Use, Prospect Data, and Legal Obligations](https://sales-docs.keinsaas.com/safety/responsible-use.md): Your responsibilities for lawful outreach, prospect data handling as data controller, reviewing AI-generated content, and securing credentials.
- [Pipeline Stage and Outcome Reference for Sales Agent](https://sales-docs.keinsaas.com/reference/pipeline-stages.md): Every derived stage and human outcome in the Sales Agent pipeline, with the full precedence rules that determine what stage is displayed.
- [Sales Agent Glossary: Key Terms and Concepts Explained](https://sales-docs.keinsaas.com/reference/glossary.md): Plain-language definitions of all 15 key terms used throughout the Sales Agent dashboard, pipeline, configuration, and documentation.
- [AGENTS](https://sales-docs.keinsaas.com/AGENTS.md)