Agents

Outreach, nurture and research, with your direction

Choose an agent for the work: reach new prospects, nurture existing relationships or gather research. Set the audience, tools and instructions, then inspect the work in individual prospect threads.

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Setup

Give the agent its direction

Choose outreach, nurture or research, then define the audience, tools and instructions. For email workflows, connect a mailbox and set the sender identity and writing style.

Explore agent types

Agent instructions

Type
Outreach
Audience
Supplier operations leaders
Writing style
Brief, direct, with one clear question
Strategy
Research the company before drafting. Introduce our supplier review service.

Illustrative product view · Example data

Research

Start with context, not a blank email

Choose the profile, company, website and workspace tools available to the agent. Inspect the findings and sources in the prospect thread before reviewing the message they inform.

Explore research and tools

What the agent knows

Alex Morgan · Northstar Supplies

Alex manages supplier relationships. Northstar coordinates suppliers across regional sites, making supplier review preparation relevant to this introduction.

LinkedIn profile Company website CRM

Illustrative product view · Example data

Prospect threads

Separate work for every relationship

Each prospect gets its own subagent thread. Research, tool calls, messages and progress stay together, so one prospect can be waiting for a reply while another needs your review.

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Prospect threads

Alex Morgan

Northstar Supplies

Needs approval

Jordan Chen

Cedar Logistics

Researching

Morgan Lee

Juniper Group

Waiting

Illustrative product view · Example data

Drafting

Turn research into a relevant introduction

The agent uses prospect context and your writing instructions to prepare the message. Here, the company’s regional supplier work gives the draft a specific reason to ask about reviews.

Explore outreach

Send email

Not sent
To
[email protected]
Subject
Supplier reviews at Northstar

Hi Alex,

I saw Northstar coordinates suppliers across regional sites. We help operations teams prepare supplier reviews ahead of renewal.

How does your team handle those reviews today?

Jamie

Supplier outreach agent · Waiting for your approval

Illustrative product view · Example data

Approvals

Choose what needs your review

Tool access and approval requirements are separate controls. Let the agent gather context while requiring review before it sends an email. Inspect, edit, approve or reject the proposed action.

Explore approvals

Tools and approvals

Example agent settings

Profile research
Enabled
Website research
Enabled
Send email
Approval required
Reply to email
Approval required

Illustrative product view · Example data

Follow-ups

See what happened and what comes next

Agents plan work, execute steps and can revise the next step as the conversation develops. The journey shows messages, replies, decisions and the next planned action in order.

Explore the inbox

Journey

  1. Started and researched

    Profile, company and website

    7 Sep

  2. First email

    Sent · approved by you

    8 Sep

  3. Email drafted

    Needs your review

    Today

  4. Send follow-up

    If the draft is approved

    Next

Illustrative product view · Example data

Campaign controls

Keep the work within your limits

Inspect progress across prospect threads and pause a campaign or an individual thread when priorities change. Mailbox caps, spacing and sending windows still apply to approved messages.

Explore sending controls

Supplier outreach

Paused

Further agent work is paused.

Audience
48 prospects
Mailbox
Jamie
Sending controls
Mailbox limits apply

Illustrative product view · Example data

Agent types

Choose the agent for the job

“Lineer generated high-quality leads, booked meetings, and created genuine opportunities within our ideal client profile. Our ROI was exceeded very early on.”
Charles Galayani, Executive General Manager, GSA Insurance Brokers

Start with your outreach workflow

Walk through your audience, agent instructions and approval process with the Lineer team.

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