Cold Outreach

Cold Outreach List Page (/cold-outreach)

The page has two top-level tabs:

• Campaigns — the campaign list (default view)
• Replies — a cross-campaign view of all leads who replied (shows count, e.g. "Replies 337")

Campaigns Tab

Left sidebar: Campaign folders for organizing campaigns. "All Campaigns" is the default folder. Custom folders can be created (add_icon) or deleted (delete_icon). Each folder has a three-dot menu with "Add Members" to move campaigns into folders.

Filters bar: Two dropdown filters above the table:

• Status dropdown — filter by campaign status
• Created Date dropdown — filter by creation date

Search & Create:

• Search campaigns textbox — filter campaigns by name
• Create Campaign button (top-right) — opens campaign creation modal

Campaign table columns:

Each row also has a three-dot more_icon for row actions.

Pagination: Bottom of table. Shows page numbers with left/right arrows. Includes a "20 per page" selector to adjust page size.

Replies Tab (Top-Level)

Shows all replies across all campaigns in one unified view. This is useful for sales teams to triage responses without opening individual campaigns.

Columns: Name (with avatar/initials), Current Company, Campaign Name, Category, Replied on

Reply Categories (AI-classified):

• Interested — lead expressed interest
• Not Interested — lead declined
• Out Of Office — auto-reply / OOO
• Do Not Contact — requested removal
• Information Request — asked for more details
• Wrong Person — not the right contact
• Meeting Request — wants to schedule a call

Filters: Campaign dropdown, Category dropdown

Left sidebar: "All Replies" folder with ability to create custom reply folders.

Campaign Statuses

Creating a Campaign

Step 1: Create Campaign Modal

Click "Create Campaign" button. A modal appears with:

• Campaign name — text field (defaults to "Untitled campaign")
• Type — three options (radio-style cards):
  1. Find new leads (AUTOMATED) — "Let SuperAGI source and enrich leads" — AI finds and enriches leads matching your ICP. This is the primary Cold Outreach flow.
  2. Select a list (MANUAL_LIST) — "Select an existing list in SuperAGI" — use an existing contact list from your CRM.
  3. Automate your outreach (AUTOMATION) — "Outreach is automated based on events" — trigger outreach based on CRM events.
• Create button — creates the campaign and opens the wizard

Step 2: Campaign Creation Wizard

After creation, the wizard opens at /campaigns/{id}/edit. It has a 5-step stepper at the top. Navigation uses Back and Continue buttons (the last step shows Launch Campaign instead of Continue).

The campaign name is shown at the top with an Edit_Icon for renaming.

Step 1: Create ICP (Ideal Customer Profile)

Only shown for "Find new leads" type. Defines the target audience with expandable filter sections:

• Lead Name — search for specific people
• Job Title — target role titles
• Department — e.g., business_development, engineering
• Seniority — e.g., entry, manager, VP, C-suite
• HQ Location — company headquarters region (e.g., APJ, EMEA)
• Lead Location — where the contact is based
• Industry — e.g., Airlines/Aviation, SaaS, etc.
• Technologies (info tooltip) — tech stack filters
• Revenue Range — company revenue filter
• Employee Range — company size filter
• Target Company Domains (info tooltip) — specific company websites
• Company Keywords (info tooltip) — keyword-based company matching
• Funding Stage — e.g., Series A, Series B
• Founded Year — filter by company age

Preview Leads button at the bottom shows estimated lead count matching the ICP criteria. Shows "No results found!" when no matches or filters are too narrow.

Step 2: Define Value Prop

Defines what your outreach will say. This is the core messaging configuration.

• Value Prop Template — dropdown to select a saved template (from Settings → Value Prop Templates)
• Company Website — your company URL (used for AI research)
• Generate Template button — AI auto-fills all fields below by researching the website
• Company Name* (required) — your company name
• What are you selling* (required) — description of product/service (info tooltip available)
• Pain Points — list of customer pain points (add/remove with +Add and close_icon buttons)
• Value Propositions — list of value props (add/remove)
• Proof Points — social proof, case studies, metrics (add/remove)
• Personality — tone dropdown (e.g., "😊 Friendly")
• Outreach Language — language dropdown (e.g., "🇺🇸 American English")
• Train Cold Outreach for Emails — textarea to provide sample emails for AI training
• Give Instructions to Cold Outreach — textarea for custom AI instructions (+ Add for multiple)
• Call to action toggle — when enabled, shows:
  • CTA Button Text (e.g., "Call Us Today")
  • CTA Link Type dropdown (e.g., "Meeting Agent Link")
  • CTA Link dropdown (meeting link URL)

Step 3: Sender Details

Configures which email accounts send the outreach.

• Mailbox Rotation toggle (switch) — "Dynamically use any of the selected mailboxes to improve email deliverability." Links to settings page to connect more mailboxes.
• Mailbox table with columns:
  • Checkbox — select/deselect mailbox for this campaign
  • Sender Account — email address (with prefix icon)
  • Display name to be shown in email body — combobox (e.g., "Use Name"). Only enabled for checked mailboxes.
  • Edit button — edit display name details. Only enabled for checked mailboxes.

The mailboxes shown come from Settings → Personal Mailboxes. You must have at least one mailbox connected before creating campaigns.

Step 4: Approve Outreach

Defines the outreach sequence — what emails/messages to send and when.

Top controls:

• Template toggle (switch) — show as template vs. final
• AI Personalized label with agi_icon
• Regenerate All button — regenerate all step content

Info banner: "This is a sample outreach thread. When sending out, each outreach is personalized"

Outreach steps (vertical sequence with step_icon connectors):

1. Email Outreach (first step, always email):

   • Subject line (textbox, may be disabled in template mode)
   • Email body with template variables: {{contact.firstname | default: ''}}, {{contact.company | default: ''}}, {{email.signature | default: ''}}
   • Links in email body are shown as <link> elements (e.g., meeting links, CTAs)
   • Regenerate button — regenerate this step only
   • delete_icon button — remove this step

2. Follow Up Emails (subsequent steps):

   • "Wait for" delay control: spinbutton (number) + combobox (unit: Days)
   • Increase/Decrease Value buttons for the delay
   • Same body structure with template variables
   • Regenerate and delete buttons per step

+ Add Step button (with dropdown arrow) — adds new outreach steps. Steps can be Email or LinkedIn (connection request, message, InMail).

Step 5: Automate

Final configuration before launch.

• Daily Leads Quota — number of leads to prospect daily (default: 30, editable). Shows calculated max emails (e.g., "Maximum of 120 emails will be sent approx. in this campaign per day")

• Mode selection (two cards):

  • Manual — "Your approval will be required before sending emails" (tick_icon when selected)
  • Autopilot — "SuperAGI will send out all the emails by itself"

• Toggles:

  • "Exclude people from lists" (switch)
  • "Exclude people already added in SuperAGI" (switch, default on)

• Advanced Filters (collapsible section):

  • Timezone — combobox (e.g., "Asia/Kolkata")
  • Active Days — day pills (Monday–Friday default) with add combobox
  • Start Time — combobox (e.g., "9:30am")
  • End Time — combobox (e.g., "5:30pm")
  • Add unsubscribe link to Campaign — toggle with description
  • Limit leads per company — toggle to restrict enrichment from single company
  • Send to CC and BCC emails — toggle to include CC/BCC addresses

• Launch Campaign button — launches the campaign (replaces "Continue")

Campaign Detail Page (Launched Campaigns)

URL pattern: /campaigns/{id} (no /edit suffix — draft campaigns use /campaigns/{id}/edit)

Header:

• Back arrow (variant1_back_arrow) — returns to campaign list
• Campaign name with Edit_Icon for renaming
• Edit button — opens campaign in wizard editor
• Status button with dropdown arrow (e.g., "Paused ▼") — change status (pause/resume/etc.)

Four Tabs

Outputs Tab

Shows all leads in the campaign and their current state.

• Filter combobox — "All" by default, can filter by lead status
• Table of leads with campaign progress per lead
• Click a lead's "Campaign Status" to see which outreach step they're on and what's been completed
• Shows "No results found!" with empty_icon when no leads

Replies Tab (Campaign-Level)

Shows all leads who replied within this specific campaign.

• Same structure as top-level Replies but scoped to this campaign
• Shows reply count in tab label (e.g., "Replies 0")

Analytics Tab

Campaign performance metrics and charts.

• Time range filter — combobox (e.g., "Last 30 days")
• Total leads count — shown prominently

Email section (heading level 2):

• Metrics: Sent, Opened, Clicked, Replies, Positive Replies, Bounced, Unsubscribed, Skipped
• SVG line chart over time with legend (Sent, Opened, Clicks, Replies, Bounced, Unsubscribed, Skipped)

LinkedIn section (heading level 2):

• Metrics: Connections Sent, Connections Accepted, Messages Sent, Message Replies, Inmails Sent, Inmails Replies, Skipped
• SVG line chart with legend (Connections Sent, Messages Sent, Message Replies, InMails Sent, InMail Replies, Skipped, Connections Accepted)

Overview Tab

Read-only summary of campaign configuration, organized in 5 sub-sections (clickable tabs within the tab):

1. ICP — displays all ICP filter values (Current Role, Department, Seniority, Company HQ Location, Contact Location, Industry, Technologies, Revenue Range, Employee Range, Target Specific Companies, Funding Stage). Shows "--" for unset fields.
2. Value Prop — company details, pain points, value propositions, proof points
3. Sender Details — selected mailboxes and rotation config
4. Outreach Messaging — the email/LinkedIn sequence steps
5. Automation — daily quota, manual/autopilot mode, schedule settings

Key Dependencies & Relationships

• Personal Mailboxes (Settings) — must have at least one connected mailbox for Sender Details step. The Sender Details step links directly to settings.
• LinkedIn Account (Settings) — required for LinkedIn outreach steps (connection requests, messages, InMails)
• Value Prop Templates (Settings) — reusable templates that can be selected in the Define Value Prop step
• Contact Lists (CRM) — used by "Select a list" campaign type
• Meeting Links — CTA links can reference Meeting Agent Links configured in the platform

Template Variables

Outreach emails use Liquid-style template variables that get personalized per lead:

• {{contact.firstname | default: ''}} — lead's first name
• {{contact.company | default: ''}} — lead's company name
• {{email.signature | default: ''}} — sender's email signature

URL Patterns

Gotchas & Non-Obvious Behaviors

• Campaign links in the list use role="link" on <a> tags with no href — they are click-handler-driven, not standard links. Clicking the campaign name text (the inner div) is what navigates, not the outer link element.
• Draft vs launched URL difference: Clicking a Draft campaign opens /campaigns/{id}/edit (wizard). Clicking a launched/paused campaign opens /campaigns/{id} (detail view with tabs).
• The Create Campaign modal persists — if you switch tabs (Campaigns ↔ Replies) while the modal is open, it stays visible. Press Escape or click close_icon to dismiss.
• Mailbox checkboxes control editability — in Sender Details, unchecked mailboxes have disabled display-name combobox and edit button. You must check the mailbox first.
• Wizard step navigation — the stepper labels (Create ICP, Define Value Prop, etc.) are clickable to jump between steps. You don't have to go sequentially.
• AI Personalized toggle in Approve Outreach changes whether email subjects/bodies are auto-personalized per lead. The template view shows sample content; actual sends are personalized.
• Daily Leads Quota math — the quota (e.g., 30 leads) multiplied by outreach steps determines the approximate daily email count shown.
• Page count can be large — campaigns are paginated at 20 per page with potentially 26+ pages. Use search to find specific campaigns rather than paginating.
• Reply categories are AI-assigned — the system automatically classifies replies (Interested, Not Interested, Out Of Office, etc.) which appear in the Replies tab.