Settings
Outreach agent
Define voice and drafting instructions for Copilot and sequences.
Outreach agent in Settings (label Outreach agent) holds messaging playbooks Obert uses to draft LinkedIn and email copy.
- Open Settings → Outreach agent.
Create an agent
Empty state title: Outreach agents. Click Create agent or header New agent to open the creation sheet. Confirm with Use agent when you are done editing the initial config.
The sheet hint: define your value prop, skills, and research tools for Copilot and AI snippets.
What agents do
- Set your voice — tone, playbook, and how you open conversations.
- Draft Copilot sequences — personalized invites and follow-ups per lead.
- Attach to signals — pick an agent on each signal under runs and routing.
Campaign and Copilot flows that ask for an outreach agent use these definitions when generating messages.
Manage agents
Select an agent in the sidebar to edit. Changes auto-save. Use the context menu to rename or delete an agent you no longer need.