This guide complements the Outbound Agent Refresher video and helps you navigate the Revscale Outreach Portal, covering your roles, responsibilities, and key features.

Step 1: Understanding the Dashboard Tab

The Dashboard Tab is the first page you see upon logging into your outreach portal. It provides a comprehensive view of your metrics:

Key Metrics:

• Number of profiles viewed by AI on your behalf.
• Invitations sent on your behalf.
• Connection acceptances and other activities.

Activity Graphs:

• Visualize peaks and troughs in campaign activities.
• Scroll down for more detailed metrics and insights.

Step 2: Navigating the Inbox Tab

The Inbox Tab is where you’ll handle incoming replies. Here are some key actions:

Responding to Replies:

• Prioritize responding within the Revscale portal to ensure proper labeling and tracking.

Using Labels for Organization:

• Add labels (e.g., "Interested," "Good Fit") to conversations for better optimization and organization.

To add a label:

• Click on the tag icon next to a conversation.
• Select or create a label.

Labeling conversations trains the AI to match your ICP like a pro!

Step 3: Creating and Using Templates

Save time by using or creating message templates:

Using Existing Templates:

• When replying, click Select Template to choose a pre-saved response.

If you find yourself typing the same message more than twice, create a template.

Creating New Templates:

• Navigate to the Templates Tab.
• Open the Saved Responses section.
• Click the "+" button to add a new template.
• Preview and save your template for future use.

Step 4: Managing Global Blacklist

Ensure compliance and control by managing your Global Blacklist:

Navigate to Global Limits Tab:

• Click on the Global Limits Tab in the menu bar.

Access the Blacklist Section:

• Open the Global Blacklist Tab.

Add to the Blacklist:

• Click Add to Blacklist and enter details (e.g., LinkedIn profile, company name).
• Save changes and confirm updates via the checkbox.

Final Notes

We’re here to help! If you need additional assistance, don’t hesitate to reach out via the support chat or review the resources provided in your portal.

Thank you for choosing Revscale!

Updated on: 07/10/2025