> ## Documentation Index
> Fetch the complete documentation index at: https://docs.guhan.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Create an Outreach Agent

> Set up your messaging campaign.

An Outreach Agent is the messaging half of Guhan. Onboarding creates one for you. When you need a second (different audience, different sequence, different product), here's how.

## The 3 ingredients

<Steps>
  <Step title="Audience — which List of prospects">
    Pick an existing List (one that a Watchlist Agent feeds) OR create a new one on the fly.
  </Step>

  <Step title="Sequence — the message flow">
    Guhan seeds a default 3-step sequence (invite → wait → DM). You can rewrite entirely.
  </Step>

  <Step title="Sender — which of your accounts sends">
    LinkedIn / email / WhatsApp — whichever fits your sequence steps.
  </Step>
</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

## Step-by-step

### 1. Open the create panel

* Sidebar → **Outreach Agents** → **+ New Outreach Agent**

Or in Simple mode:

* Home → **Create Outreach Agent** button

### 2. Name it

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

### 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
* You'll need to bind a Watchlist Agent to feed it (either now or later)

<Tip>
  You can pick MULTIPLE Lists (Advanced mode only) — the Outreach Agent pulls from all of them, with de-duplication.
</Tip>

### 4. Pick a product (optional)

If you have multiple products, pick which one this Outreach Agent is selling. The message agent uses the product's value props to write outreach.

Only one product? Auto-selected.

### 5. Build the sequence

You'll see the sequence canvas OR the stair view (depending on your mode). By default, Guhan seeds:

```
Send LinkedIn invite → Wait 3 days → Send LinkedIn DM → Exit
```

Options:

* **Keep the default** and edit later
* **Rewrite now** — see [Build a sequence](/agents/outreach-agents/build-sequence) for the full walkthrough
* **Start from a template** — pick one of Guhan's pre-built sequence shapes

### 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.

### 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 Outreach Agent detail page)

For most workspaces, auto-enroll is fine. Turn it off when you want a human review step before sending.

### 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.

### 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.

## After launch

You land on the Outreach Agent detail page:

* **Overview** — sent count, reply count, meeting count, sequence stats
* **Sources** — which Watchlist Agents feed this Outreach Agent's audience
* **Leads** — table of everyone enrolled, with per-prospect status
* **Sequence** — the graph / stair view; edit anytime
* **Settings** — name, product, senders, handoff pref, auto-enroll

## Pausing, editing, cloning, deleting

<AccordionGroup>
  <Accordion title="Pause">
    Sends stop; in-flight sequences hold in place. No new enrollments. Resume anytime.
  </Accordion>

  <Accordion title="Edit sequence">
    Pause the agent → make changes → Publish → Resume. Guhan versions your sequences — in-flight prospects use their old version until their next step.
  </Accordion>

  <Accordion title="Clone">
    Copy the whole agent (audience, sequence, senders, settings) into a new one. Good for A/B testing message variants.
  </Accordion>

  <Accordion title="Delete">
    Ends the agent permanently. In-flight prospects stop mid-sequence. Prospects stay in the List — you can start a new Outreach Agent against the same List.
  </Accordion>
</AccordionGroup>

## Related

<CardGroup cols={2}>
  <Card title="Build the sequence" icon="pen-to-square" href="/agents/outreach-agents/build-sequence">
    Deep-dive into the canvas + stair views.
  </Card>

  <Card title="Launch checklist" icon="rocket" href="/agents/outreach-agents/launch">
    Pre-launch verification checklist.
  </Card>
</CardGroup>