Outreach Agent

The AI SDR Outreach Agent automates your multi-channel sales outreach with personalized emails, LinkedIn messages, and phone calls at scale.

Understanding AI Agents

What Are AI Agents?

AI Agents are your automated sales representatives. Each agent has its own email identity and LinkedIn connection, and can be assigned to campaigns to execute personalized multi-channel outreach at scale.

Agent Status Indicators

Agent Email Setup

Each AI Agent requires an email account for sending outreach. You have two options:

• Connect Your Domain: Link your existing company domain for brand consistency.
• Purchase a Fresh Domain: Our team can set up a new domain specifically for outreach, which goes through a warming process to ensure high deliverability and protect your main domain's reputation.

Connecting Your LinkedIn Account

To enable LinkedIn outreach, you'll need to connect a team member's LinkedIn account to each agent. This is done by providing your LinkedIn session cookies:

Contact our team if you need assistance with email or LinkedIn setup.

Campaign Dashboard

Understanding Your Campaign Overview

The Campaigns section provides an overview of all your outreach campaigns and their current status.

Days Left: Indicates the remaining time for your campaign's outreach sequence to complete.

Assigned Agents: Shows which AI Agents are currently working on this campaign. More agents = higher daily outreach volume (each agent has daily sending limits to maintain deliverability).

Quick Actions

Pause/Resume Toggle: Temporarily stop all outreach for this campaign. When paused:

• All scheduled messages are held (not skipped)
• No leads will miss their touchpoints
• When resumed, outreach continues from where it left off

Using the Schedule View

Reviewing Upcoming Outreach

The Schedule view displays the next 20 touchpoints scheduled across all your campaigns. This gives you a preview of what's going out and the ability to make last-minute adjustments.

Editing Individual Touchpoints

Click on any scheduled touchpoint to review and edit the message. This gives you flexibility to:

• Adjust personalization for a specific lead
• Modify messaging based on new information
• Fine-tune tone or call-to-action for individual prospects

Understanding Campaign Analytics

Key Performance Indicators (KPIs)

Your campaign dashboard tracks several important metrics to help you measure and optimize performance:

Creating a Campaign

Creating a new campaign involves four key steps: selecting your prospect source, configuring campaign details, building your outreach sequence, and setting launch preferences.

Step 1: Selecting Your Prospect Source

Choose where your campaign leads will come from:

CRM Import Types:

• Static List: One-time import of a specific list from your CRM.
• Active/Dynamic List: Laxis refreshes every 15 minutes to pull in new leads added to your CRM list — enabling continuous, always-on campaigns.
• Form Integration: Connect a web form so new submissions automatically enter your multi-channel outreach campaign in real-time.

Real-World Example: A prospect fills out a demo request form → they're immediately added to your "Inbound Demo Requests" campaign → AI SDR sends a personalized follow-up within minutes.

Step 2: Configuring Campaign Details

Provide the information your AI SDR agents need to execute effective, personalized outreach:

Step 3: Building Your Multi-Channel Sequence

Email Touchpoints

Configure each email touchpoint with a prompt that guides the AI SDR:

Writing Effective Prompts: Describe the message intent, tone, and key points to cover.

Example: "Write a friendly first touch email introducing our solution. Mention their recent funding round and how we help companies scale their sales team."

Using Variables: Insert dynamic data using variables to personalize each message. All variables from AI Research can be used, including:

• Person fields: {{per_first_name}}, {{per_job_title}}, {{per_city}}, etc.
• Organization fields: {{org_company_name}}, {{org_industry}}, {{org_technologies}}, etc.
• Custom fields from CSV uploads or AI Research results

Variables are wrapped in double curly braces when used in prompts. See the AI Research page for the complete list of available variables.

Auto-Enhance: Click Auto-Enhance to have AI optimize your prompt for better deliverability and engagement. Review the enhanced version to ensure your key context is preserved.

Prompt Templates: Use pre-built templates as starting points and customize for your use case.

Preview Across Leads: Always preview your message across multiple leads to verify personalization is working correctly and messaging flows naturally with different data combinations.

LinkedIn Touchpoints

LinkedIn outreach has daily limits to stay compliant with platform guidelines and protect your account:

Daily Limits:

• 10 actions per day (combined connection requests and messages)
• Rate limits apply per AI Agent

Important: When a lead's LinkedIn touchpoint is skipped due to reaching the daily limit, that touchpoint is permanently skipped and will not be automatically rescheduled.

Phone Call Touchpoints

Configure AI-powered cold calls with customized scripts. Your prompt should include:

• Opening hook and value proposition
• Key talking points and pain points to address
• Desired call-to-action (schedule meeting, transfer call, etc.)

Assigning Agents

Select which AI Agents will work on this campaign. Adding more agents increases daily outreach capacity.

Email Sending Limits:

• Each AI Agent can send a maximum of 35 emails per day
• Multiple agents can be assigned to a single campaign to increase daily outreach volume
• Limits are in place to maintain high deliverability and protect sender reputation

Example: Assigning 3 agents to a campaign allows you to send up to 105 emails per day (35 × 3).

Step 4: Configuring Launch Preferences

AI Voice Settings

Configure how AI handles phone call outcomes:

• Transfer Calls: Automatically transfer interested prospects to your team in real-time
• Calendar Integration: AI can schedule meetings directly on your connected calendar

Time Zone & Send Window

Select the time zone and business hours for outreach. Messages will ONLY be sent within your specified window (e.g., 9 AM - 5 PM in the prospect's local time).