Instantly Outbound

Lead Management

• INSTANTLY_CREATE_LEAD — Add a single lead Args: { "email": "[email protected]", "first_name": "John", "last_name": "Smith", "company_name": "Acme", "campaign_id": "CAMPAIGN_ID" }

• INSTANTLY_UPDATE_LEAD — Update lead info Args: { "email": "[email protected]", ... }

• INSTANTLY_DELETE_LEAD — Remove a lead Args: { "email": "[email protected]" }

• INSTANTLY_GET_LEAD — Get lead details Args: { "email": "[email protected]" }

• INSTANTLY_MERGE_LEADS — Merge duplicate leads Args: { "source_email": "...", "target_email": "..." }

• INSTANTLY_UPDATE_LEAD_INTEREST_STATUS — Mark lead as interested/not interested/wrong person Args: { "email": "[email protected]", "interest_status": "interested" }

• INSTANTLY_LIST_LEADS — List leads with filters Args: { "campaign_id": "CAMPAIGN_ID", "limit": "100" }

Lead Lists

• INSTANTLY_CREATE_LEAD_LIST — Create a list for segmentation Args: { "name": "Q2 SaaS Founders" }

• INSTANTLY_UPDATE_LEAD_LIST — Update list Args: { "list_id": "LIST_ID", ... }

• INSTANTLY_DELETE_LEAD_LIST — Delete list Args: { "list_id": "LIST_ID" }

• INSTANTLY_GET_LEAD_LIST — Get list details Args: { "list_id": "LIST_ID" }

• INSTANTLY_GET_LEAD_LIST_VERIFICATION_STATS — Email verification results for a list Args: { "list_id": "LIST_ID" }

Email Operations

• INSTANTLY_VERIFY_EMAIL — Verify a single email address Args: { "email": "[email protected]" }

• INSTANTLY_CHECK_EMAIL_VERIFICATION_STATUS — Check verification result Args: { "email": "[email protected]" }

• INSTANTLY_COUNT_UNREAD_EMAILS — Unread email count across accounts Args: {}

• INSTANTLY_LIST_EMAILS — List emails (sent, received, replied) Args: { "campaign_id": "CAMPAIGN_ID" }

• INSTANTLY_LIST_EMAIL_THREADS — List email conversation threads Args: { "campaign_id": "CAMPAIGN_ID" }

• INSTANTLY_MARK_THREAD_AS_READ — Mark thread read Args: { "thread_id": "THREAD_ID" }

• INSTANTLY_LIST_EMAIL_ACCOUNTS — List connected sending accounts Args: {}

Warmup & Deliverability

• INSTANTLY_ENABLE_ACCOUNT_WARMUP — Start warming up a sending account Args: { "account_id": "ACCOUNT_ID" }

• INSTANTLY_DISABLE_ACCOUNT_WARMUP — Stop warmup Args: { "account_id": "ACCOUNT_ID" }

• INSTANTLY_CREATE_INBOX_PLACEMENT_TEST — Test if emails land in inbox vs spam Args: { "account_id": "ACCOUNT_ID" }

• INSTANTLY_GET_INBOX_PLACEMENT_TEST — Get placement test results Args: { "test_id": "TEST_ID" }

• INSTANTLY_LIST_INBOX_PLACEMENT_TESTS — List all placement tests Args: {}

• INSTANTLY_LIST_INBOX_PLACEMENT_BLACKLIST_REPORTS — Check blacklist status Args: {}

• INSTANTLY_GET_EMAIL_SERVICE_PROVIDER_OPTIONS — ESP configuration options Args: {}

Webhooks

• INSTANTLY_CREATE_WEBHOOK — Set up reply/open/bounce notifications Args: { "url": "https://...", "event_type": "reply" }

• INSTANTLY_DELETE_WEBHOOK — Remove webhook Args: { "webhook_id": "WEBHOOK_ID" }

• INSTANTLY_GET_WEBHOOK — Get webhook details Args: { "webhook_id": "WEBHOOK_ID" }

• INSTANTLY_LIST_WEBHOOKS — List all webhooks Args: {}

• INSTANTLY_GET_WEBHOOK_EVENT — Get specific event data Args: { "event_id": "EVENT_ID" }

• INSTANTLY_LIST_WEBHOOK_EVENTS — List webhook events Args: {}

API & Configuration

• INSTANTLY_CREATE_API_KEY — Create new API key with scopes Args: { "name": "Key Name", "scopes": ["campaign:read", "lead:create"] }

• INSTANTLY_LIST_API_KEYS — List existing keys Args: {}

• INSTANTLY_DELETE_API_KEY — Revoke a key Args: { "key_id": "KEY_ID" }

• INSTANTLY_CREATE_AI_ENRICHMENT — AI-powered lead enrichment Args: { "lead_email": "[email protected]" }

• INSTANTLY_LIST_CUSTOM_TAGS — List campaign/lead tags Args: {}

• INSTANTLY_LIST_DFY_EMAIL_ACCOUNT_ORDERS — List managed email account orders Args: {}

Common Workflows

Check Account Health

1. List accounts: INSTANTLY_LIST_EMAIL_ACCOUNTS
2. Check warmup status for each
3. Run inbox placement test: INSTANTLY_CREATE_INBOX_PLACEMENT_TEST
4. Check results: INSTANTLY_GET_INBOX_PLACEMENT_TEST
5. Check blacklist: INSTANTLY_LIST_INBOX_PLACEMENT_BLACKLIST_REPORTS

Launch a Campaign

1. Create lead list: INSTANTLY_CREATE_LEAD_LIST
2. Add leads: INSTANTLY_CREATE_LEAD (for each)
3. Verify emails: INSTANTLY_VERIFY_EMAIL (for each)
4. Create campaign: INSTANTLY_CREATE_CAMPAIGN
5. Activate: INSTANTLY_ACTIVATE_SUBSEQUENCE
6. Monitor: INSTANTLY_GET_CAMPAIGN_ANALYTICS

Monitor Replies

1. Count unread: INSTANTLY_COUNT_UNREAD_EMAILS
2. List threads: INSTANTLY_LIST_EMAIL_THREADS
3. Mark interested leads: INSTANTLY_UPDATE_LEAD_INTEREST_STATUS

Instantly Concepts

• Warmup: New email accounts need 2-4 weeks of gradual sending to build reputation. Always warmup before launching campaigns.
• Sending accounts: Multiple email accounts rotate to spread volume. Rule: max 30-50 emails/day per account.
• Subsequences: Campaign steps (email 1, follow-up 1, follow-up 2). Each step has a delay.
• Lead status: new → contacted → replied → interested → not_interested → wrong_person
• Inbox placement: Tests whether emails land in inbox, spam, or promotions tab.

Guidelines

1. Always verify emails before adding to campaigns
2. Never send from accounts with <14 days warmup or <80 warmup score
3. Max 30-50 emails/day per sending account (conservative)
4. Always check campaign analytics before scaling volume
5. Run inbox placement tests weekly
6. If you get a 400 "not connected" error, tell the user to connect Instantly in the Apps tab
7. Never expose API keys or lead data to the user
8. Human approval required before activating any campaign