Skip to main content
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

1

Audience — which List of prospects

Pick an existing List (one that a Watchlist Agent feeds) OR create a new one on the fly.
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

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

​
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 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

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 Outreach Agent against the same List.

Build the sequence

Deep-dive into the canvas + stair views.

Launch checklist

Pre-launch verification checklist.