LinkedIn Outbound Agent - Quick Start Guide

This guide explains how to get your LinkedIn Outbound Agent live and what to expect in the early stages.

1. Connect LinkedIn

1. From your Revscale dashboard, start onboarding.
2. Click Connect LinkedIn.
3. Complete LinkedIn two‑factor authentication (2FA).
4. Once verified, your account is connected.

2. Campaign Readiness & Warm‑Up

After connecting LinkedIn, the system assigns a Campaign Readiness Score based on your profile health.

• This score determines your warm‑up period
• Typical warm‑up: 7–14 days
• Outreach starts at low volume and gradually increases

During warm‑up, the agent performs light activity (profile views, post likes) before sending messages.

3. Set Your Outbound Strategy

You’ll answer a few quick questions to guide targeting:

• Company size and industries
• Geographic region (if territory‑based)
• Companies to exclude (competitors, partners, etc.)
• Campaign goals (e.g. meetings, networking)

Confirm to generate your outreach strategy.

4. Enable Outreach

1. Go to the Outbound tab
2. Select Preferences in the upper-right corner.
3. Toggle Outreach Status ON
4. Save changes

Once enabled, the agent begins outreach automatically.

5. How Outreach Works

• Leads are sourced automatically
• Dynamic messages are personalized per lead (role, industry, profile data)
• Activity includes both liked posted, profile views, Initial connection messages, InMails, follow-ups, etc.

6. Viewing Results

Your dashboard shows:

• Leads in progress
• Messages sent
• Positive replies
• Total leads processed

Lead lists refresh automatically every 3–7 days.

7. Understanding Lead Status

• In Progress: outreach is ongoing
• Completed: outreach has finished or a response has been received

The Last Agent Action tab shows the most recent activity (likes, connection requests, follow‑ups, InMail).

8. Reviewing Messages

Click View on a lead to:

• See why they were selected
• Review message history
• Read replies directly inside Revscale dashboard

You don’t need to log into LinkedIn to review conversations.

9. Improving Targeting

You can:

• Mark leads as a good fit
• Mark leads as not a fit
• Add leads to the blacklist to stop outreach

This feedback helps the AI improve over time. AI targeting aims to be accurate though, not mathematically perfect. If a lead isn’t a fit, marking it as such helps train the agent and improves future results.

10. Optional Agent Controls

In Settings, you can:

• Send positive leads to your CRM
• Enable email notifications
• Prevent outreach to existing connections

11. Knowledge Base & Agent Rules

Use these controls to guide how the agent communicates.

Knowledge Base: Upload documents (FAQs, positioning, collateral) so the agent understands your business.

Agent Rules: Set clear guardrails (topics to avoid, tone, constraints) to keep outreach aligned.

Updated on: 27/01/2026