Give the agent its direction
Choose outreach, nurture or research, then define the audience, tools and instructions. For email workflows, connect a mailbox and set the sender identity and writing style.
Explore agent typesIllustrative product view · Example data
Start with context, not a blank email
Choose the profile, company, website and workspace tools available to the agent. Inspect the findings and sources in the prospect thread before reviewing the message they inform.
Explore research and toolsAlex Morgan · Northstar Supplies
Alex manages supplier relationships. Northstar coordinates suppliers across regional sites, making supplier review preparation relevant to this introduction.
Illustrative product view · Example data
Separate work for every relationship
Each prospect gets its own subagent thread. Research, tool calls, messages and progress stay together, so one prospect can be waiting for a reply while another needs your review.
See the shared CRMAlex Morgan
Northstar Supplies
Jordan Chen
Cedar Logistics
Morgan Lee
Juniper Group
Illustrative product view · Example data
Turn research into a relevant introduction
The agent uses prospect context and your writing instructions to prepare the message. Here, the company’s regional supplier work gives the draft a specific reason to ask about reviews.
Explore outreachHi Alex,
I saw Northstar coordinates suppliers across regional sites. We help operations teams prepare supplier reviews ahead of renewal.
How does your team handle those reviews today?
Jamie
Illustrative product view · Example data
Choose what needs your review
Tool access and approval requirements are separate controls. Let the agent gather context while requiring review before it sends an email. Inspect, edit, approve or reject the proposed action.
Explore approvalsExample agent settings
Illustrative product view · Example data
See what happened and what comes next
Agents plan work, execute steps and can revise the next step as the conversation develops. The journey shows messages, replies, decisions and the next planned action in order.
Explore the inboxStarted and researched
Profile, company and website
First email
Sent · approved by you
Email drafted
Needs your review
Send follow-up
If the draft is approved
Illustrative product view · Example data
Keep the work within your limits
Inspect progress across prospect threads and pause a campaign or an individual thread when priorities change. Mailbox caps, spacing and sending windows still apply to approved messages.
Explore sending controlsFurther agent work is paused.
Illustrative product view · Example data
Choose the agent for the job
Start conversations with new prospects. Research the audience, prepare relevant introductions and follow up.
Explore outreachKeep existing relationships moving with messages and follow-ups guided by your instructions.
Explore nurtureGather context about prospects and companies. Review the findings and sources before deciding your next step.
Explore research“Lineer generated high-quality leads, booked meetings, and created genuine opportunities within our ideal client profile. Our ROI was exceeded very early on.”
Walk through your audience, agent instructions and approval process with the Lineer team.
