Agent workflow
Campaigns
01
Set the campaign goal
Tell agents what outcome matters: first replies, booked calls, beta users, agency leads, or product feedback.
02
Select the audience
Use contacts already collected by agents or search for new people who match the buyer signal.
03
Generate the sequence
Agents write friendly first messages and 2-3 follow-ups that reference the buyer and your offer.
04
Approve and run
Review the plan, connected account, channel, and messages before the campaign starts sending.