Creating an Outreach Task

Step 1 — Select a Customer List

In the Outreach Agent page, complete Step 1:

1. 1Click 'Select a customer list' and choose an existing list from Extractor.
2. 2Or click 'Create a list' to build a new one from SalesEngine.
3. 3Enable 'Auto-skip users already messaged' to avoid duplicate DMs.
4. 4Select the sender account from the dropdown on the right.
5. 5Set a per-task credit cap to control spending.
6. 6Optionally add a Calendly or booking link for prospects to schedule a call.

Step 2 — Input Product Details

Click 'Next' to proceed to Step 2:

1. 1Review the pre-filled product information pulled from your Context.
2. 2Edit or add specific talking points for this campaign.
3. 3Preview a sample DM to verify the tone and content.
4. 4Click 'Launch Task' to start sending.

Monitoring Progress

Watch the progress bar and counters update in real time. Click 'Console' to see detailed logs of each DM attempt.

Outreach safety checklist

The best outreach setup is personalized, controlled, and easy to audit. Make sure the message, sender account, and customer list all match before you launch.

1. 1Use a customer list that matches the campaign goal.
2. 2Verify the product context before composing the final message.
3. 3Avoid changing the sender account after the task is already configured.