Articles on: Agents

LinkedIn Outbound Agent: Best Practices

Overview

Once your agent is live, it runs automatically in the background. This guide covers how to monitor performance, refine targeting, and step in when it matters.


How It Works

  • Runs autonomously
  • Adds new leads every ~3 days
  • Sends outreach within LinkedIn limits
  • Notifies you when a lead responds


Dashboard: Key Metrics

Track performance across timeframes (weekly, monthly, yearly):

  • Leads Added → New prospects sourced
  • In Progress → Actively being engaged (profile views, likes, messages)
  • Connections Sent / Accepted (invites that are accepted by the lead)
  • Messages Sent → Total outreach (Invites, InMails, Follow-Ups, etc.)
  • Positive Responses → Interested leads


Lead Pipeline

  • Not Started → Early-stage outreach
  • In Progress → Engagement underway
  • Replied → The lead responded
  • Completed → Sequence finished without reply


Reviewing Leads

For each you can lead:

  • View LinkedIn profile
  • Mark as Good Fit or Not a Fit
  • Add to Blacklist to stop engagement
This feedback improves future targeting and optimizing the agent's training.


Agent Plan (What’s Happening)

By clicking into View for the respective lead in the dashboard, you can see exactly what the agent is doing via the Agent Plan:

  • Profile views
  • Post engagement
  • Connection requests
  • Follow-ups

Also shows what’s coming next in the future planned actions for the lead.


When Someone Responds

  • Agent stops automatically
  • You’re notified via email so you are queued in at the right time. 
You take over the conversation from here.


Filtering (Save Time)

Quickly filter for:

  • Responded leads
  • Specific stages
  • Positive responses

This helps to focus on active opportunities.


Blacklisting

  • Remove contacts or companies from outreach
  • Stops current + future engagement
  • You can blacklist via LinkedIn URL, Company Name, or Industry


Preferences (Optimization)

  • Dynamic Messaging ON → Personalized outreach
  • CRM Sync → Capture responses automatically
  • Exclude Connections → Avoid current network
  • Enable Notifications → Alerts for positive replies


Optional: Auto-Respond to Interest

Train the agent to reply instantly to positive messages:

Example: “If someone is interested in learning more, send my meeting link”


Plan Tab: Review Your Strategy Anytime

The Plan tab lets you:

  • Review your ICP
  • Understand how leads are being selected
  • Validate your targeting strategy


Best Practices

  • Periodically review and label leads (improves targeting)
  • Check messaging for tone alignment
  • Monitor positive responses (your highest-value moments)


Need Help?

Use the support chat in the bottom-right corner to:

  • Ask questions
  • Request adjustments
  • Get guidance from the team

Updated on: 27/03/2026

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