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The Sales Agent monitors both email and LinkedIn for prospect replies and stops automated follow-ups the moment engagement is detected. Knowing exactly when and how handoff happens lets you take over at the right moment without competing with automation.

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Cross-channel stop behavior

A reply on either channel stops follow-ups on both channels:
  • A reply detected on email stops pending LinkedIn follow-ups for that prospect.
  • A reply detected on LinkedIn stops pending email follow-ups for that prospect.
This prevents the other channel from continuing its sequence after the person has already responded. The prospect moves to the Replied stage unless a human outcome such as Meeting or Closed Deal is already recorded. The cross-channel stop is deliberate. Even if your LinkedIn message sparked a reply that only arrived in email, the Sales Agent treats the engagement as complete contact and halts the automated sequence on both sides.

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Take over the conversation

When a reply arrives, move quickly and personally:
1

Read the full thread

Open the source channel — Gmail, Outlook, or LinkedIn — and read the complete conversation in context before responding.
2

Respond personally

Reply directly from your connected LinkedIn or email account. Your personal reply is the handoff. Do not use the Sales Agent to send further automated messages once a conversation is live.
3

Add context to the prospect record

Record useful notes, next steps, or background detail in the prospect profile. This keeps the record useful if the opportunity is reassigned or revisited later.
4

Set the Meeting outcome

As soon as the conversation enters your sales process, set the outcome to Meeting. This confirms the handoff and ensures automation does not reclaim the prospect.
5

Advance the outcome as the deal progresses

Update to Offer Sent, Closed Deal, Not Interested, or Lost Deal as the opportunity moves forward. Keeping the outcome current gives you accurate pipeline visibility.
Your direct replies and the outcome flag work together to keep the prospect out of automated claims. A Replied stage alone halts follow-ups, but setting an explicit outcome protects against edge cases where the prospect is returned to In play inadvertently.

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To Call

The To Call stage appears automatically when two conditions are true: the configured automated sequence for the prospect is complete, and a usable phone number is available. It can also appear when digital channels are exhausted but phone outreach remains a viable option. To Call is a signal, not an automated action. It means the Sales Agent has done what it can and the next step belongs to you. After the call, set the outcome that reflects the result:
  • Positive conversation → Meeting
  • Deal in progress → Offer Sent
  • No answer, permanently unreachable → Unreachable
  • Declined → Not Interested
Leaving the prospect In play after a call can allow another automated action if the full sequence is not yet complete — review the activity timeline before leaving the outcome unset.

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Out-of-office and delivery problems

Not all replies indicate real engagement:
  • An out-of-office auto-reply defers the next scheduled follow-up until the stated return date. It does not count as a positive reply and does not trigger the Replied stage.
  • A failed email delivery can trigger a contact-data check when an alternative address is available. The sequence pauses while the check runs and resumes if a valid address is found.
These cases are handled automatically. You do not need to intervene unless the prospect remains stuck after the expected return date or after address resolution completes.
Handle reply notifications before reviewing new outreach. Taking over an active conversation delivers more value than filling the next queue. Set your outcomes before running the next pipeline step so you don’t reach contacts who have already responded.