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Every Campaign needs 3 things: an audience (List), a sequence (the message flow), and a sender (LinkedIn / Email / WhatsApp). Onboarding sets up your first one automatically. You’ll want another Campaign when you’re pitching a different product, a different audience, or a different sequence.

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The 3 ingredients

1

Audience — which List of prospects

Pick an existing List OR create a new one on the fly. A new List can be filled from search criteria, buying signals, competitor engagement, another List, or a CSV.
2

Sequence — the message flow

Guhan seeds a default 3-step sequence (invite → wait → DM). You can rewrite entirely.
3

Sender — which of your accounts sends

LinkedIn / email / WhatsApp — whichever fits your sequence steps.
Plus optional settings:
  • Product — which of your products this campaign is selling (default: your first product)
  • Handoff preference — what happens on reply (Guhan drafts / auto-send / always hand off)
  • Auto-enroll — automatically enroll new List members OR require manual approval

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Step-by-step

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1. Open the create panel

  • Sidebar → Campaigns → + New Campaign, or
  • Home → Create Campaign button

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2. Name it

Something descriptive: “US SaaS VPs — funding hook”, “Enterprise Sales Directors follow-up”, etc.

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3. Pick your audience

Two ways: Existing List:
  • Dropdown → pick a List. Prospects already in that List + future arrivals get enrolled.
New List:
  • + Create List inline → gives you a fresh empty List
  • Add a source (search criteria / signal / competitor / CSV) either now or later from the List detail page
A List can have as many sources as you want. If you need multiple audiences messaged with the same sequence, add multiple sources to one List rather than creating multiple Campaigns.

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4. Pick a product (optional)

If you have multiple products, pick which one this Campaign is selling. The message agent uses the product’s value props to write outreach. Only one product? Auto-selected.

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5. Build the sequence

You’ll see the step-by-step sequence view. By default, Guhan seeds:
Options:
  • Keep the default and edit later
  • Rewrite now — see Build a sequence for the full walkthrough
  • Start from a template — pick one of Guhan’s pre-built sequence shapes

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6. Assign a sender

Under Senders, pick which of your connected sender accounts handles each channel:
  • LinkedIn steps → pick a LinkedIn sender
  • Email steps → pick a Gmail / Outlook sender
  • WhatsApp steps → pick a WhatsApp sender
If a step’s channel doesn’t have a matching connected sender, Guhan will warn you. You can save the agent as a draft + connect the sender later.

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7. Configure enrollment behavior

  • Auto-enroll (default) — every new prospect in the audience List gets enrolled automatically
  • Manual enroll — new prospects wait for you to approve (from the Campaign detail page)
For most workspaces, auto-enroll is fine. Turn it off when you want a human review step before sending.

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8. Configure handoff behavior

When a prospect replies, what should happen?
  • AI drafts + auto-send — Guhan writes a response + sends it (only for confirmed follow-ups)
  • AI drafts + hand off — Guhan writes a draft; you approve in the Inbox before it sends
  • Always hand off — no AI drafts; every reply gets a plain “reply here” task in your Inbox
Default: AI drafts + hand off. Safe starting point.

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9. Launch

Click Launch. Guhan:
  • Marks the agent as active
  • Starts enrolling prospects from the audience List
  • First message drafts start generating within 2-5 minutes
  • Actual sends fire during your sending window
If the audience List is empty right now, the agent just waits — as prospects land, they enroll automatically.

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After launch

You land on the Campaign detail page:
  • Overview — sent count, reply count, meeting count, sequence stats
  • List — the audience List with its sources + prospect table
  • Leads — table of everyone enrolled, with per-prospect status
  • Sequence — the step-by-step sequence; edit anytime
  • Settings — name, product, senders, handoff pref, auto-enroll

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Pausing, editing, cloning, deleting

Sends stop; in-flight sequences hold in place. No new enrollments. Resume anytime.
Pause the agent → make changes → Publish → Resume. Guhan versions your sequences — in-flight prospects use their old version until their next step.
Copy the whole agent (audience, sequence, senders, settings) into a new one. Good for A/B testing message variants.
Ends the agent permanently. In-flight prospects stop mid-sequence. Prospects stay in the List — you can start a new Campaign against the same List.

Build the sequence

Deep-dive into building and editing your sequence.

Launch checklist

Pre-launch verification checklist.