Activation Agents

Activation Agents are designed for outreach campaigns across Email, WhatsApp, and LinkedIn. They send personalized messages to your contact lists and handle initial engagement.

Overview

Use Activation Agents to:

• Launch multi-channel outreach campaigns
• Send personalized messages at scale
• Follow up with leads automatically
• Maintain consistent communication tone

Supported Channels

Channel	Description	Best For
Email	Professional email outreach	B2B communication, formal outreach
WhatsApp	Direct messaging	Quick responses, informal markets
LinkedIn	Professional networking	B2B sales, professional services

Creating an Activation Agent

Navigate to Activation Agents → Create Agent to start the wizard.

Step 1: Agent Identity

Define who your agent is.

Field	Required	Description
Name	Yes	Agent name (e.g., "Sales Outreach Agent")
Description	No	What this agent does
Avatar	Auto	Automatically generated, can be refreshed

TIP

Use descriptive names to easily identify agents when creating campaigns.

Step 2: Activation Type

Choose the communication channel.

Type	Icon	Description
Email	📧	Send emails through connected email accounts
WhatsApp	💬	Send WhatsApp messages
LinkedIn	💼	Send LinkedIn messages

WARNING

You can only select one channel per agent. Create multiple agents for multi-channel campaigns.

Step 3: Communication Style

Configure how your agent communicates.

Field	Options	Description
Tone	Formal, Casual, Professional, Friendly	Communication style
Language	Portuguese, English, Spanish	Message language
Personality	Free text	Personality description

Tone Examples:

Tone	Example Opening
Formal	"Dear Mr. Smith, I hope this message finds you well."
Casual	"Hey John! Quick question for you."
Professional	"Hi John, I noticed your company is growing rapidly."
Friendly	"Hi John! 👋 Hope you're having a great week!"

Step 4: Messages

Define the messages your agent will send.

Field	Required	Description
Initial Message	Yes	First outreach message
Follow-up Message	No	Message sent if no response
Custom Instructions	No	Special instructions for the agent

Example Initial Message (Email):

Subject: Quick question about {{company}}'s lead generation

Hi {{name}},

I came across {{company}} and was impressed by what you're building
in the {{industry}} space.

I'm reaching out because we've helped similar companies increase
their qualified leads by 3x through AI-powered automation.

Would you be open to a 15-minute call to explore if this could
work for {{company}}?

Best regards,
[Your Name]

Example Follow-up Message:

Hi {{name}},

Just following up on my previous message. I understand you're busy,
but I'd love to share how we've helped companies like {{company}}
streamline their lead generation.

Would next week work for a quick chat?

Best,
[Your Name]

Step 5: Review & Create

Review all settings before creating your agent:

• Agent identity (name, avatar)
• Channel selection
• Communication style
• Message templates

Using Variables

Personalize messages with these variables:

Variable	Description
	Contact's name
	Company name
	Job title
	Industry
	Location

Assigning to Campaigns

After creating an Activation Agent:

1. Go to Activation Campaigns
2. Create or edit a campaign
3. Select your agent in the agent dropdown
4. Configure campaign schedule
5. Launch the campaign

Agent Statistics

Track performance on the agent card:

Metric	Description
Campaigns	Number of campaigns using this agent
Active Campaigns	Currently running campaigns
Messages Sent	Total messages delivered
Response Rate	Percentage of responses received

Managing Agents

Edit Agent

1. Click the edit icon on the agent card
2. Modify settings
3. Save changes

INFO

Changes apply to future messages only. Active campaigns continue with current settings.

Deactivate Agent

1. Toggle the active switch off
2. Agent won't be available for new campaigns

Delete Agent

1. Click the delete icon
2. Confirm deletion

WARNING

You cannot delete agents that are assigned to active campaigns. Pause or complete campaigns first.

Best Practices

Message Writing

• Keep initial messages short (under 150 words)
• Focus on value, not features
• Ask a clear question
• Personalize with variables

Tone Selection

• Match your brand voice
• Consider your audience
• Test different tones

Follow-up Strategy

• Wait 3-5 days before follow-up
• Reference previous message
• Add new value or angle
• Limit to 2-3 follow-ups

Channel-Specific Tips

Email

• Use clear subject lines
• Keep formatting simple
• Include a clear CTA
• Avoid spam triggers

WhatsApp

• Be concise
• Use conversational tone
• Respect time zones
• Don't overuse emojis

LinkedIn

• Reference profile details
• Be professional
• Mention mutual connections
• Keep messages brief

Troubleshooting

Messages not sending

• Verify channel is connected
• Check campaign status
• Review daily limits

Low response rates

• Test different messages
• Adjust tone
• Improve personalization
• Review target audience

Agent not available in campaigns

• Check if agent is active
• Verify agent type matches campaign channel