Overview
This guide walks through your LinkedIn Outbound Agent after onboarding—covering dashboard insights, lead management, and key controls to help you stay informed and in control.
Dashboard Overview
Your main dashboard provides a quick snapshot of performance:
Total leads sourced and messaged
Connection requests sent & accepted
Messages sent (invites, follow-ups, InMails)
Replies (including positive, neutral, and negative; positive reply count shown when available)
Time saved
You can also:
Ask questions in natural language
Use preloaded prompts to quickly analyze performance
Outbound Agent Tab (Detailed View)
This section gives a deeper look into activity:
Leads Added - This shows the total number of new prospects that have been added to your outreach campaign. These are the contacts identified for potential engagement.
In Progress– This indicates the number of leads that are currently moving through your outreach sequence, such as connection requests, follow-ups, or scheduled messages.
Connections Sent/Accepted– This tracks your LinkedIn connection activity, including the number of connection requests sent and the number that have been accepted by prospects.
Messages Sent– This displays the total number of outreach messages sent across all communication stages and channels included in your campaign.
Positive Responses– This shows the number of prospects who have responded with interest or expressed a willingness to continue the conversation, helping you identify qualified opportunities.
You can adjust the timeframe (weekly, monthly, yearly) as needed.
Lead Management
Viewing Leads
Leads refresh automatically every 3 days
Click into any lead to see:
Their profile
Why they were selected
Their LinkedIn page
Training the Agent
For each lead, you can:
Mark Good Fit→ Get more leads like this
Mark Not a Fit→ Stops outreach and avoids similar leads
Agent Plan (Per Lead)
Each lead has a built-in outreach sequence:
Profile view
Post engagement (likes)
Connection request or message
Follow-ups
If a lead responds at any point:
The agent automatically stops outreach
You're notified to take over the conversation
Lead Statuses
In Progress→ Outreach is ongoing
Connection Accepted→ Still in sequence, no reply yet
Replied→ Lead responded, agent stops
You always have visibility into what step each lead is in.
Filters & Pipeline Visibility
Use filters to quickly find:
Positive responses
Accepted connections
Active conversations
This helps you prioritize follow-ups and opportunities.
Blacklist Controls
You can exclude:
Specific LinkedIn profiles
Companies
Entire industries
Useful for removing competitors or irrelevant audiences.
Preferences (Updating Your Agent)
You can directly edit inside the Preferences tab:
Edit fields manually - Update the field names, values, or settings as needed to match your lead sourcing requirements. You can manually customize each field to ensure the collected lead information aligns with your workflow.
Changes apply to future lead sourcing immediately - Once your changes are saved, they take effect right away for all new leads sourced going forward. Existing leads will remain unchanged unless they are updated separately.
Settings & Automation Controls
Auto-Reply (Optional)
Automatically respond to first messages - Enable an automatic reply for every first message you receive from a new contact. This ensures that anyone reaching out receives an immediate response, even if you're unavailable, helping you acknowledge inquiries and maintain engagement.
Add instructions (e.g., include booking link) - Customize the automatic response by including clear instructions or important information for the contact. For example, you can add your booking link so users can schedule an appointment right away, along with any other relevant details or next steps they should follow.
Notifications
Enable alerts for new responses - Turn on notifications to receive an alert whenever a contact sends a new message or replies to an existing conversation. This helps you respond quickly and avoid missing important interactions.
Stay on top of active conversations - With notifications enabled, you can monitor ongoing conversations in real time, allowing you to follow up promptly, maintain engagement, and provide timely responses to your contacts.
Additional Controls
Exclude existing LinkedIn connections
Adjust number of follow-up messages after connecting (1–4 messages, default is 4), found under Outbound > Preferencesas “Messages After Connecting”
Best Practices
Regularly review and train leads (Good Fit / Not a Fit)
Monitor positive responses and respond quickly
Adjust targeting as your strategy evolves
Keep messaging aligned with your tone and goals
Summary
Your Outbound Agent runs automatically, but you stay in control by:
Monitoring performance in the dashboard - Regularly review your dashboard to track key metrics such as leads generated, response rates, and overall campaign performance. Use these insights to identify trends, measure success, and determine where improvements can be made.
Training lead quality - Improve the quality of future leads by reviewing sourced contacts and providing feedback where applicable. This helps refine the system's lead selection over time, making future recommendations more accurate and relevant.
Adjusting targeting and messaging - Fine-tune your audience criteria and outreach messages based on campaign performance. Updating your targeting or message content can help increase engagement and improve the quality of responses you receive.
Managing conversations when replies come in - Monitor incoming responses and engage with leads promptly. Responding quickly, answering questions, and following up at the right time helps maintain active conversations and increases the likelihood of converting leads into opportunities.