Documentation

AI Outreach docs

Everything you need to go from a fresh workspace to a running AI outreach campaign: mailbox setup, deliverability records, lead import, campaign configuration, follow-up sequencing and the API.

Quickstart

  1. Sign in at outreach.workagentsai.com/login.
  2. Connect Gmail or Outlook via OAuth.
  3. Verify SPF and DKIM records for your sending domain (the app checks these for you).
  4. Import a lead list, or define your ICP — industry, geography, size — and let Lead Finder build one.
  5. AI Research reads each prospect and the Email Writer drafts a personalized email.
  6. Review the drafts, approve, and the drip send begins within warm-up limits.

Most teams go from sign-up to first approved campaign in under 30 minutes. Nothing sends without your approval, so you can explore the whole pipeline risk-free.

Connect a mailbox

Settings → Mailboxes → Connect. AI Outreach supports Gmail / Google Workspace and Outlook / Microsoft 365 via OAuth — no passwords are stored, and you can revoke access from your Google or Microsoft admin console at any time. Add multiple inboxes to enable rotation, which spreads sending volume across mailboxes and protects the reputation of each one. A common pattern is two to five mailboxes on a secondary domain (for example tryworkagents.com instead of workagentsai.com) so your primary domain is never at risk.

SPF, DKIM & warm-up

Deliverability starts with DNS. Before your first campaign, make sure your sending domain has:

  • SPF — a TXT record authorizing Google or Microsoft to send for your domain, e.g. v=spf1 include:_spf.google.com ~all.
  • DKIM — a signing key published from your Google Workspace or Microsoft 365 admin panel so receiving servers can verify your mail wasn't altered.
  • DMARC (recommended) — a policy record such as v=DMARC1; p=quarantine that tells receivers what to do with mail that fails checks.

The app validates all three during onboarding and shows exactly which record is missing. New mailboxes then enter warm-up: sending starts at a low daily volume and ramps gradually, capped at roughly 20 emails per mailbox per day for fresh inboxes. This mirrors how a human sender behaves and keeps you out of spam folders. Warm-up limits lift automatically as a mailbox builds reputation.

Import leads

Leads → Import. Upload a CSV with at minimum an email column; company, name, role and website columns improve research quality. Duplicates and role-based addresses (info@, sales@) are flagged on import. You can also let Lead Finder discover companies matching your ICP with verified business contacts, or sync leads in from HubSpot, Zoho or Salesforce.

Create a campaign

Campaigns → New. Pick a lead list, choose a sequence template, and set send windows (for example, weekdays 9:00–16:30 in the prospect's timezone). AI Research runs on every lead — reading the company site and public signals — and the Email Writer produces a personalized draft per prospect using an observation → problem → value structure. Every draft passes a spam-and-deliverability checker (trigger words, caps, link count, reading level) before it can send, and the whole campaign waits in your approval queue until you release it.

Follow-up sequences

The default sequence follows up on day 3, day 7 and day 14, with an optional break-up email after that. Each follow-up takes a fresh angle — a different observation or value point — rather than "bumping" the thread. Reply detection monitors the inbox continuously: the moment a prospect replies (or books a meeting), the sequence stops for that prospect automatically. You can edit timings, add or remove steps, and set individual steps to auto-send or require approval.

Reply AI

Inbound replies are classified — interested, not now, objection, or out-of-office — and a response is drafted for your approval. Interested leads are offered meeting slots from your connected calendar; objections get a considered, non-pushy reply; out-of-office responses schedule a retry after the return date. Everything Reply AI sends passes through the same approval flow as campaign emails unless you mark a category as trusted.

API

REST API and webhooks are available on Growth and above. Authenticate with an org API key from Settings → API Keys and use it to push leads, trigger campaigns, and receive webhook events for sends, opens, replies and meetings. The full endpoint reference ships inside your workspace under Settings → API.