Agent Mode

An agent that builds rapport. Then books the meeting.

Most “AI replies” are auto-responders that fire the same CTA on every reply. LinkedReach’s agent reads the lead’s role, skills, and recent posts, builds the conversation, scores warmth on every turn, and only fires the meeting CTA once the lead is genuinely warm. Then it offers real calendar slots and books.

AI drafted — awaiting approval

Thread with Priya Shah
Sure, send some times Tuesday.
Priya Shah · 2 min ago
Tuesday 2pm or 4pm GMT? — Sarah
AI draft · awaiting approval
Approve & send Edit Reject
How the agent thinks

Every reply: read, score, decide, write — in that order.

On every inbound, the agent runs the same loop. Read the lead’s profile, recent posts, and full thread context. Score warmth on a 0–100 scale with explicit rubrics that resist drift. Decide whether to keep building rapport or fire the meeting CTA — gated on a per-CTA warmth threshold you set. Write in the lead’s tone and length when configured to mirror, with a different angle than every previous message in the thread.

The CTA only fires when the lead has earned it. Before that, the agent keeps the conversation going. After it, the agent pulls real open slots from your calendar (Microsoft 365 supported), proposes them in the message, and books on confirmation. No static booking links. No premature pitch.

  • Five signals scored per reply: warmth, intent, tone, length, meeting interest, location
  • Meeting CTA gated on warmth threshold (default 75 / configurable per campaign)
  • Tone & length mirroring optional — agent can match the lead’s style if you want it to
  • Thread compaction at 10+ messages so the agent stays on-topic in long conversations
  • Real-calendar slot pull from Microsoft 365 / Teams — for online or face-to-face proposals
Agent loop · Priya S.
Reply 3 in thread
INBOUND (warmth 67)
Interesting — we’re actually reviewing options. What’s your take on build-vs-buy?
Decision · build rapport, hold CTA
Warm but below 75 threshold · agent keeps the dialogue going
Reply, don’t pitch
DRAFTED REPLY
Honest take: depends on whether the orchestration logic is your core IP or just plumbing. Saw your post on stitching ABM tools — usually that’s the tell. Where are you leaning?
NEXT TURN (warmth 81)
Solid framing — we’re leaning buy. Open to a call this week.
CTA fires · real slots proposed
Tue 9:30 ET / Wed 14:00 ET pulled from your calendar · books on confirmation
Meeting CTA
Approval, not autonomy by default

Operators choose whether replies send automatically or surface for one-click approval.

New campaigns ship with the reply-preview / approval flow on by default. The agent does the reading, scoring, deciding, and writing — and stops at “awaiting approval”. You read the draft, edit if you want, and one click sends. Once you trust the agent on a campaign, flip auto-send on.

What’s logged

Every drafted, edited, approved, rejected, and sent message is logged with the warmth score, the intent label, and the reasoning the agent used. Review thread-by-thread, audit any time, see the full reasoning trail behind any sent reply.

01 · Pre-spend qualification

Pilot decides who is worth a connection request.

LinkedIn caps you at 25 connection requests per sender per day. That cap is the most expensive resource in the system. Sending one to someone who is obviously not in your ICP — the wrong title, the wrong company size, the wrong region — is a waste of a slot you cannot get back.

Before any campaign action fires, Pilot reads the lead's profile against your ICP brief. It returns a fit score, the reasoning behind the score, and a recommended action: send, skip, or flag for review. Bad-fit leads never reach the queue. Edge cases get human eyes.

  • Scores every lead against the campaign's stored ICP brief
  • Returns a 0–100 fit score plus the why behind it
  • Routes obvious bad-fit leads to archive, not the queue
  • Surfaces edge cases for a human decision instead of guessing
Qualification · Lead 0042
Pre-send check
LEAD
Sara D. · Account Executive · 12-person Series A startup
Fit score · 41 / 100
Title and company size both off ICP
Skip
REASONING
ICP is VP-level Demand Gen at 200–2,000 person companies. Sara is an AE at a 12-person startup — wrong seniority and wrong company stage. Routed to archive, sender slot preserved.
02 · Personalisation at scale

Per-lead openers without per-lead human time.

A sender hand-personalising thirty messages a day burns out at week two. Pilot takes that job — producing one or two lines per lead that reference the prospect's role, company, and recent activity, dropped into the message via tokens.

Same model, your voice. The campaign-level ICP brief tells Pilot what your offer is and what tone to use. Reply rates do not come from cleverness in the opener — they come from sounding human at scale, which is exactly what Mad Libs templates can't do.

  • Pulls signal from profile, role, company, and recent posts
  • One or two lines per lead, dropped in via personalisation tokens
  • Tone tuned per campaign, not per sender
  • Falls back to your written template if it can't beat a quality bar
Generated opener · Priya S.
42 words · tone 8.2
CONTEXT PILOT USED
VP Demand Gen at Cinder. Posted last week about ABM tooling fatigue and "stitching together five different point solutions."
DRAFT MESSAGE
Hi Priya — saw your post on ABM stack stitching. We're building the orchestration layer specifically to kill that problem for outreach across multiple senders. Worth a 15-min look?
03 · Sequence drafting

Hand Pilot a brief. Get back a sequence.

Building a five-step LinkedIn sequence from scratch is the highest-friction setup task in outreach. Most teams ship a passable v1 and never edit it again. Pilot solves the cold-start problem: give it your offer, your ICP, and your pod's voice, and it drafts the whole sequence — connect note, follow-up, message two, the InMail, the bump — in one pass.

Each step is tuned with the right level of variance for its job. The InMail and the first connect note get tighter, more deterministic generation because they're high-stakes single-shot moments. The follow-ups get looser variance because Pilot has more chances to land.

  • Full multi-step sequence drafted from your offer + ICP + voice
  • Per-step variance tuning — high-stakes steps generate tighter
  • You edit, swap, or accept whole — nothing ships without you reading it
Drafted sequence · Q2 RevOps
5 steps · auto-generated
Step 1 · Connect note (high-stakes)
Variance: tight · one shot, must land
Tuned
Step 2 · Message 1 (medium)
Variance: medium · pitch differentiator
Tuned
Step 3 · Follow-up (looser)
Variance: high · Pilot has another swing
Tuned
Step 4 · InMail (high-stakes)
Variance: tight · the closer
Tuned
04 · Phrase-freshness retry

The same prompt does not get to ship the same phrase.

Give an LLM a prompt a thousand times and a few stock phrases will appear in 80% of the outputs. "Hope this finds you well." "Wanted to reach out about." "Quick question." Every recipient who has been targeted by a campaign before recognises the smell.

Every generated message is checked against the pod's prior sends with a phrase-overlap score. Above the threshold, Pilot regenerates once with explicit "do not reuse phrasing" instructions. The result is messaging that stays fresh as the pod scales from one sender to ten to thirty.

  • 3-gram overlap check against the pod's prior sends
  • Above threshold → one regeneration with anti-reuse instructions
  • Keeps prospects from receiving the same opener twice via different senders
Freshness check
Lead · Marcus K.
First draft · overlap 47%
Reuses 3-gram patterns from prior sends
Rejected
Regeneration · overlap 11%
Anti-reuse instructions applied
Cleared
SHIPPED MESSAGE
Marcus — the throughput piece in your last post resonated. We've been pushing on the same problem from the orchestration angle. Ten minutes worth a look?
05 · Reply classification

Closers stop reading "thanks but not now" all day.

Triage of inbound replies is where the time goes. A campaign at scale produces hundreds of replies a week, and a meaningful share of them are not real opportunities — they're polite passes, OOO notices, "wrong person" referrals, or genuinely negative.

Every inbound is classified the moment it arrives: interested, objection, not now, wrong person, negative, OOO, or auto-reply. Each one is routed to the right queue. The closer sees only the queue that matters. The pod sees aggregate signal — which titles convert, which industries push back, where the funnel is leaking.

  • Seven-class taxonomy on every inbound, in real time
  • Routing to the right pod member's queue — closer, manager, archive
  • High-intent replies surfaced first in the unified inbox
  • Aggregate signal: which titles, industries, and offers convert
Inbox routing · this hour
14 replies classified
Priya S. · Interested
Confidence 94% · routed to closer queue
Hot
Anna T. · Wrong person
Referral to "Jordan in revops" · routed to research
Referred
Jordan R. · OOO
Auto-snoozed until Mon · sequence paused
OOO
Devon M. · Not interested
Polite pass · archived · sender does not see it
Archive
06 · Agent Mode reply flow

Drafts, asks, proposes — with the safety rail of your choice.

Reply latency kills conversion. A reply that lands at 11pm and gets answered at 9am the next morning has already lost a meaningful share of intent. Agent Mode drafts a response within seconds — surfaced for one-click approval or sent automatically, depending on the campaign setting.

On a warming reply, the agent drafts a contextual response, asks the qualifying questions you specified at campaign setup, and proposes real calendar slots when warmth crosses the threshold. Operators choose whether replies are sent automatically or surfaced for one-click approval. New campaigns ship with approval-by-default; flip to auto-send once you trust the agent.

  • Operator-approval mode by default — one click to send, edit inline, or reject
  • Auto-send mode available per campaign once you’ve built trust
  • Calendar integration proposes real slots from your Microsoft 365 / Teams calendar
  • Human-in-the-loop framing across every workflow — you set where the agent stops
  • Every drafted, edited, approved, rejected, and sent message logged for audit
Agent Mode · Priya S.
Sent at 23:14
INBOUND
Yeah, makes sense — happy to chat. Tuesday or Thursday work, mornings ideally.
Intent · Interested
Confidence 94% · warmth above CTA threshold
Drafted · awaiting approval
AGENT REPLY (drafted)
Tuesday morning works great. I have 9:30 or 10:30 ET open — either of those land for you?
Operator action
One click sends · or edit inline · or reject
Awaiting approval
07 · High-stakes safety gating

Some replies the agent should never touch.

The cost of an autonomous reply going wrong is not symmetric. A clumsy reply to "what's your pricing?" costs you a meeting. A clumsy reply to a GDPR request, a contract objection, or a legal threat costs you a brand — and possibly a regulator letter.

Every inbound is keyword-scanned against a list of high-stakes phrases — legal, GDPR, contract, pricing, refund, complaint, "remove me", lawyer, and the rest. On a match, auto-send is disabled for that thread, an alert is filed, and a human picks it up. The agent gets to do the easy 80% and is locked out of the dangerous 20%.

  • Keyword scan on every inbound for high-stakes phrases
  • Match → auto-send disabled for that thread, alert filed
  • Asymmetric-cost design: the agent owns the easy, humans own the dangerous
  • Configurable: add your own phrases for industries with their own landmines
Safety gate triggered
Thread · Marcus K.
INBOUND
Please remove me from your contact list and confirm the deletion under GDPR.
Detected phrase · "remove me"
Also matched: "GDPR" · auto-send disabled
Gated
Pilot alert filed
Routed to human review queue · thread frozen
Awaiting human
08 · Long-thread compaction

The agent stays on-topic in 30-message threads.

LLMs lose the plot in long conversations. The topic that was set in message one drifts as new messages pile up, and by message twelve the agent is replying to the immediate previous message with no memory of what the original outreach was actually about.

When a thread runs past ten messages, Pilot keeps the very first message (which sets the topic), the most recent nine (which carry the live context), and replaces the dropped middle with a single elision marker. No extra LLM call. The agent stays anchored to what the conversation was originally about.

  • Triggers automatically at 10+ messages in a thread
  • First message preserved — the topic anchor
  • Most recent nine preserved — the live context
  • Heuristic, not another LLM call — deterministic and free
Thread compaction · 14 msgs
Compacted to 11
Message 01 · topic anchor
"Saw your post on ABM stack stitching..."
Kept
Messages 02–05 · elided
[4 earlier messages elided]
Dropped
Messages 06–14 · live context
Most recent 9 carried into the prompt
Kept
9 · Dry-run simulator

See what the AI would send. Before it sends anything.

Most outreach tools ask you to trust the AI on day one — with your real LinkedIn account, your real prospects, and your real reputation on the line. Pilot doesn’t. Open the simulator on any campaign and the agent runs the full sequence against synthetic-but-realistic leads. You read every message the AI would write, watch how it responds to five different reply personas (warm, curious, busy, hostile, ghosted), see the warmth scores, and check that the calendar slot picker is hitting your actual Microsoft or Google calendar — all without burning a single connection request.

Four objections most operators have about AI outreach, defused in one screen:

  • “What if it sounds nothing like me?” — Read the actual drafted messages, in your voice, before approving the campaign
  • “What if it embarrasses me on a hostile reply?” — Watch the agent hand a fake angry reply back to you instead of trying to wing it
  • “What if the meeting booking is broken?” — The sim hits your real calendar in read-only mode and shows the exact slots it would offer
  • “What if I'm signing off on this for a team of senders?” — One click generates a shareable read-only URL of the run — every drafted message, every warmth score, every decision rationale — that you can send to your pod lead or RevOps for greenlight without them needing a LinkedReach account.

The simulator runs as fast or as slow as you want it — 1x to step through every action, 5000x to watch a 14-day sequence collapse into 30 seconds. Pause, rewind, change the persona, run again. Real prospects don’t enter the picture until you’ve seen the AI behave on synthetic ones.

Simulator · 14-day sequence at 5000×
Day 8 of 14
SYNTHETIC LEAD · SARAH (CURIOUS PERSONA)
Interesting — how would you handle our procurement cycle though?
PILOT WOULD DRAFT
Honest answer: depends on whether your finance team owns the supplier-onboarding tooling or just signs off. Curious which way it’s set up — that changes what I’d show first. Open to a 15-min call to dig in?
PHASE METRICS (DAY 8)
warmth 0.72 · phase: building_interest · CTA offered: yes (Calendly disabled, real-slot mode) · calendar check: 3 real slots found — Tue 10am, Wed 2pm, Fri 11am
PILOT’S DECISION RATIONALE
Reply intent classified as “curious + buyer-blocked”. Skipping pitch escalation, asking a qualifying question that surfaces the actual buying motion. Mere-exposure threshold met; safe to offer time.
A note on what we don't say

We won't tell you which model is behind Pilot.

Outreach buyers in 2026 are being marketed at with model names. We think that's the wrong unit of decision — the leading model will change four times in the next two years, and you will care about the workflow that ships, not the badge on the box.

What you should ask instead

Does the system qualify before it spends a daily-cap action? Does it refuse to auto-reply on legal phrases? Does it stay on-topic in a 30-message thread? Does it learn from every reply the pod sends, or does each sender train its own Pilot in isolation? These questions outlast any model release schedule.

See the agent build rapport on your own pipeline.

Invite-only early access. Hand-reviewed within one business day. Watch the agent score warmth, draft replies, and book meetings — with operator approval where you want it.