Your outcome: A draft Agent with a clear mission and reviewed limits.
1. Connect a real account first
Use Connections to sign in to your email or LinkedIn provider. Typing an account name is not a connection. Check that the account is genuinely connected before expecting outreach or reply syncing.
2. Give the Agent one clear goal
Choose an audience and describe the outcome you want. Set the tone, channel order and daily limit. Keep the first mission narrow so you can review its research and drafts before expanding.
‘Start a conversation with independent hotel owners about missed website enquiries. Ask one short question. Do not promise revenue or discounts.’
3. Review before expanding
Check drafts for correct facts, relevance and a respectful way to stop contact. Keep sending approval-based while you test. Guarded autopilot is optional and only runs when you explicitly enable it; review its permissions and stop rules. Connecting an account alone does not enable automatic sending.
Quick knowledge check
Does connecting LinkedIn enable automatic sending?