Outbound Agent

Outbound that starts with research, not a template.

The Outbound Agent watches your accounts, researches the company and the committee, then drafts email and LinkedIn steps that name the actual program, method, or instrument. You approve the messaging; it sends through the tooling you already run.

Sequence run

Every step opens with a fact about the account and keeps the link that proved it.

01Trigger or assignment
02Account research with sources
03Sequence drafted step by step
04Approved, then it sends

Why an agent

Sending was never the hard part.

Cadence tools already deliver mail. What decides whether a technical buyer replies is the research behind the first line—and that is the part nobody has time to do at volume.

01

A sequencer only sends what you wrote

Delivery is solved. Relevance is not. The research that makes a message land is still somebody's evening, so the same template goes to five hundred accounts.

02

A copilot waits to be asked

Chat writes a good email once you have already done the thinking. Nobody prompts it account by account, so the volume never actually happens.

03

A scientist reads for specifics

One line is enough to tell whether you understand their assay, their platform, or their scale-up problem. Merge tokens confirm that you do not.

What comes back

A sequence where every step knows why it exists.

The agent does not hand back copy to paste. It hands back a sequence: each step tied to a fact about the account, the record that proved the fact, and a claim check against material you approved.

Drafted outbound sequenceSequence schema · customer details withheld

Run rules

Audience
The ranked target list, with the owner of each account already resolved.
Evidence
Every step opens with something true about the account and links the record that proved it.
Claims
Only language your approved material supports. Anything else is flagged rather than softened.
Sending
New messaging goes to a person first; a segment you have approved runs on its own.

What every step carries

01Channel and position in the sequence
02The account fact it opens with
03Link to the record behind that fact
04Claim check against approved material
05Timing relative to the last touch
06The meeting ask and its fallback
07Owner who takes the reply
08Review state and who approved it

Approval queue

Drafts wait with their evidence attached, so a rep approves or rewrites in seconds instead of reconstructing why the agent wrote what it wrote.

How a run works

Research first, writing second, sending last.

The order matters. Most tools start at the message; the agent starts at the account and only writes once it has something worth saying.

Step 01Trigger · run diagram

Run diagram

01

Trigger

A watch fires or a list arrives

02

Research

Facts and sources per account

03

Send

You approve, then it runs

01 / 04

A watch fires, or you hand over a list

A tracked account advances a program, closes a round, or changes a spec—and the run starts itself. You can also point the agent at a segment, a territory, or a conference export.

Select a step to inspect

Send policy

You decide what goes out unattended.

Autonomy here is a dial, not a philosophy. Approve a segment's messaging once and the agent runs it; anything new, regulated, or committing stops at a person.

Agent

Runs without a checkpoint

Only inside a segment whose messaging you already approved.

  • 01Sends approved steps on their schedule
  • 02Stops the sequence the moment someone replies
  • 03Sends the meeting ask and follows up on it
  • 04Suppresses accounts a rep marks off-limits
  • 05Logs every touch against the account record

Your team

Holds the gate

Anything new, regulated, or committing on your behalf.

  • 01Approves new messaging before a segment goes live
  • 02Reviews any claim the agent flagged
  • 03Takes the conversation over at the reply
  • 04Sets volume, sending windows, and suppression
  • 05Owns pricing and anything committed

Channels and systems

It works where your outbound already runs.

01Email
02LinkedIn
03Your sequencing tool
04CRM records and ownership
05Calendar and meeting links
06Your approved claim library
07Product and technical material
08Public sources and filings

Questions

Inside a segment whose messaging you have approved, yes—that is the point of approving it. New messaging, a new segment, or any step carrying a claim the agent could not substantiate stops in the approval queue. You set where that line sits.

Work with Raycaster

Run it on one segment.

We will point the agent at a real segment, research the accounts, and draft the sequence—then you judge the output before anything sends.

Book a demo