Campaigns and sequences

01The Campaign tab

Open Agent, then Campaign. Five numbered sections run down the page in the order a conversation happens: What you offer, The messages, When they reply, Test a reply and Autopilot. How this works opens the matching part of the campaign guide in a new tab.

This page is the short version. For the whole path in one picture, every setting and warning and six complete setups with every message written out, read the campaign guide.

02What you offer

• What you offer: your saved links and files, read from Settings, with Manage to change them there.
• Goal: Start conversations or Book demos to move firmly toward a short demo once they show interest.
• Tone: Professional, Conversational or Direct.

Your links and files, goal and tone are shared by all your campaigns.

03The steps

Under The messages, a new LinkedIn agent starts with:

1. Connection invite, with a short personal note written from what the person did. A LinkedIn account without Premium sends it with no note.
2. Icebreaker, the day after they accept. One idea, then stop.
3. Follow-up, a few days later. It may not repeat the icebreaker.
4. Closing message. It asks for nothing.

Pick a step to open it. Change its words in the box, set how many days after the step before it goes (1 to 14) and press Save the step. Add a LinkedIn message or Add an email when a mailbox is connected, puts a new step at the end; Remove this step takes one out. A campaign holds up to eight steps. People already in the sequence keep the steps they started with.

04How each step is written

Under the preview, choose Written by AI, Template or Fixed text. The parts marked {{ai: }} in the box are written for each person; everything else goes exactly as typed. Fixed text has no such parts: it sends exactly your words, with the fields filled in.

Tap a chip under the box to add a field: first name, company, role, why they were found, what they did, your first name. A step that won't send as written is refused when you save it and says why.

Beside the steps, the preview shows the chosen step written for one of your real leads, by the same writer that sends, with its word count against the limit. Until the agent has found someone, it waits for a real lead instead of making one up.

05Links and files in a message

Save a link, a PDF or an image once in Settings, under Links and files and give it your own name. In a message, tap its chip under Links to put the link in your words or press Attach a file to add one saved file. Each goes exactly as saved and renaming it never breaks a message.

The agent never adds a link to the first message after they accept: it carries one only when you put it there. A step is skipped for anyone who already has everything it sends.

06Ready playbooks

On a campaign that only uses LinkedIn, ready playbooks sit at the top of the tab:

• Conversation first asks for nothing at first.
• Meeting first offers a short call with your meeting link in its second message.
• Link first, with a link saved, sends your link in the first message.
• Guide first, with a link or a file saved, asks if they want your guide, then sends it.

Use one and its steps replace yours for new people; people already in the campaign keep the steps they started with.

07When each step goes

Each step waits the days you set after the one before. The first message counts from the day they accept. Everything goes out inside the account's sending window: see Senders and safety.

08When they reply

This campaign's reply rules. Say when each one applies, in plain words and what the agent does: send your exact words, answer the way you describe or stop.

Whatever your rules say, it sends your meeting link when they propose a time (with no meeting link set, it hands the conversation to you) and never confirms a time itself, hands you anything your rules and company details don't answer, any question about whether they're talking to a bot and any move to another channel and stops for good when someone asks.

Test a reply shows exactly what the agent would do with a reply you type. Nothing is sent.

09Autopilot

Run the check: a set of everyday replies, answered by the agent with this campaign's rules. When every one passes, you can turn on autopilot for the account the campaign sends from. You can turn review back on at any time, here or on the agent's Settings tab.

10What stops a sequence

A reply stops everything after it and anything queued to that person is cancelled. So does a company or domain on your block list (Contacts, then Block list). See When a lead replies.