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 the audience and a clear goal, then select the tools the agent can use. For email workflows, connect a mailbox and set the sender identity, writing style and instructions. Decide which actions should wait for approval before starting.

Explore agent types

Step 5 of 5: Agent Setup

Agent Setup

Identity, style, and strategy

Sender Identity

Your name

Jamie Rivera

Your role

Account executive

Company name

Fairlight Advisory

Communication

Tone

casualprofessionaldirect (selected)
Back Create agent

Research

Start with context, not a blank email

Choose the profile, company, website and workspace tools available to the agent. Research depends on the tools you enable and the information available for each contact. Inspect findings and sources in the prospect thread before reviewing the message they inform.

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Research

Alex runs supplier relationships at Northstar, which coordinates suppliers across regional sites and reviews them before each renewal.

  • LinkedIn profile 4 Sep
  • Company 4 Sep
  • Website 4 Sep

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.

See the shared CRM
Supplier outreach subagents
Subagent Company Stage Last activity Next Status Actions
Alex Morgan Head of supplier operations Northstar Supplies Replied Reply drafted 2h ago Reply written Your approval Waiting
Jordan Chen Delivery planning lead Cedar Logistics Email 1 Drafted 3h ago Email 1 written Your approval Waiting
Morgan Lee Operations manager Juniper Foods Email 2 Sent 2 Sep 5d ago Email 2 sent Reminder Fri 11 Sep Waiting
Riley Park Procurement director Birch Storage Researching Website Just now Crawl website Working Active

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.

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Approvals

Choose what needs your review

Tool access and approval requirements are separate controls. You can allow research while requiring review before an email sends. Inspect, edit, approve or reject the proposed action. Actions you permit without approval follow that configuration.

Explore approvals

Step 4 of 5: Tools

Tools

Actions the agent can take

Available tools

Tools with Approval checked will pause for your approval before executing.

Research

  • Scrape LinkedIn profile Reads the prospect's public profile. Approval not required
  • Crawl website Reads the company website. Approval not required

Email

  • Send email Sends the first email from your mailbox. Approval required
  • Reply email Replies in the same thread. Approval required
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Follow-ups

See what happened and what comes next

For outreach, configure the follow-up interval and maximum attempts. If you enable reply forwarding, choose where replies go and whether the agent should stop after forwarding them. Inspect messages, decisions and the next planned action in the prospect thread.

Explore the inbox

Alex Morgan

Head of supplier operations · Northstar Supplies

Waiting

Fri 4 Sep started

  1. Research · LinkedIn profile, Company, Website 3 steps
    9:02am

  2. Agent note: Alex runs supplier relationships at Northstar, and they review suppliers before each renewal. I'll ask how they prepare those reviews.

    9:05am
  3. Email 1 sent · “Supplier reviews at Northstar” you approved it
    9:41am
  4. Reminder set · for Fri 11 Sep, 9:00am
    9:41am

Tue 8 Sep 4 days later

  1. Alex Morgan replied · Re: Supplier reviews at Northstar

    “Good timing. We review suppliers ahead of renewals in October. Could you walk me through how other teams prepare, maybe Thursday?”

    2:15pm

Wed 9 Sep 1 day later

  1. Agent note: Alex asked for a walkthrough on Thursday. I'll confirm a time and keep the reply short.

    8:58am
  2. Reply written · “Re: Supplier reviews at Northstar” Waiting for you · 2 hours Review Waiting for you · 2 hours
    9:00am

Campaign controls

Keep the work within your limits

Inspect progress across prospect threads and pause a campaign or an individual thread when priorities change. Approval and sending are different steps: mailbox caps, spacing and sending windows still apply to queued messages. Lineer blocks sends to contacts recorded as unsubscribed.

Explore sending controls

Supplier outreach

Paused
Resume

48

contacts in the list

31

emails sent

6

replies

19% reply rate

98%

delivered

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 Galayini, 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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