Start with one agent and one clear audience. An agent holds your offer, targeting, connected accounts and outreach sequence.
Before you start
You need an active plan and an available agent slot.
Connect a healthy personal LinkedIn account for discovery.
For email outreach, connect the required email account and set up your email sender identity.
1. Open New agent
Go to Agents and select New agent. Setup has five steps. Review each one before moving on.
2. Explain your mission and offer
Describe what you sell, who you help and the problem you solve. Keep claims truthful. Review the sales playbook and tone so the agent has clear writing guidance.
3. Choose your ideal customer
Choose the people, companies and locations you want to reach.
Add exclusions for people or companies you do not want.
Use Required for true must-haves. A person needs enough evidence to pass these checks.
Use Preferred for useful details that are not essential. Missing evidence should not block a good lead for a nice-to-have rule.
Review any Evidence constrained or location warning before continuing.
Confirm a location, or explicitly choose No location filter if that is what you want. Some LinkedIn search filters depend on your account type.
4. Choose signals
Signals are clues such as relevant activity or a change at a company. Choose the ones that matter to your audience. A signal does not prove a person is ready to buy.
5. Choose channels and review the sequence
In Channels & accounts, choose LinkedIn only or Multichannel and select the connected sending accounts. There is no Email-only setup card.
Set your sending hours, then open the sequence. A sequence is the set of messages, waits and Yes or No paths the agent follows.
Review every message and path before you launch. Sample data shown.
Choose a template or edit the steps.
Select a message and choose Edit message, or double-click its card.
Use AI-guided to give writing instructions or Custom message to write the text yourself.
Check message wording, waits and both outcomes of a condition.
Use the sample preview. It does not send anything.
Select Apply changes for a message, then Done to return to setup.
A Yes path and a No path can do different things. A wait does not bypass approvals, sending hours or account limits. InMail requires eligible Classic Premium InMail credits on the assigned LinkedIn account.
Finishing the workflow builder does not create the agent.
6. Choose how it launches
On Launch, choose a mode.
Find only collects leads without automated outreach.
Find and outreach also runs the saved sequence.
For outreach, choose an approval policy.
Approve first step only asks you to review the first step.
Approve every step asks you to review each step.
Send automatically does not wait for manual approval of each step.
Autopilot replies after a prospect responds are separate. Review that setting, the goal and any meeting link before allowing automatic replies.
7. Create the agent
Select Create agent when you are ready. An active agent can start work when its account and available allowance permit. The first discovery run or draft may take time.
The number and timing of results depend on your audience, available evidence and account limits. Multiple agents on one account share its allowance.
Change an existing agent
For outreach mode or approvals, open Settings > Autonomy and select Save changes.
For a sequence, open Sequence > Open workflow builder. Apply message edits and save the workflow.
Pause an active agent before a major change. Review affected leads and approvals before resuming.
Next, read approvals and follow-ups or the sequence builder guide.