> ## Documentation Index
> Fetch the complete documentation index at: https://relevanceai-knowledge-updates.mintlify.site/llms.txt
> Use this file to discover all available pages before exploring further.

# Personalized outbound

> Draft tailored emails and LinkedIn messages from real prospect context, then queue them for the rep to approve and send.

Generic outreach gets ignored. Hand-crafted messages get replies — but they don't scale to a list of 500 prospects. An outbound Agent reads each prospect's CRM and LinkedIn context, drafts a personalized message, and queues it for rep approval.

## When this pays off

<CardGroup cols={2}>
  <Card title="High outbound volume" icon="paper-plane">
    SDRs running 100+ touches a week and personalization is collapsing into copy-paste.
  </Card>

  <Card title="Flatlining reply rates" icon="chart-line-down">
    The team is writing more emails and getting fewer replies — the messages stopped sounding different.
  </Card>

  <Card title="Top-10% personalization" icon="medal">
    Reps only hand-personalize their A-list. Everyone else gets a template they're not happy with.
  </Card>

  <Card title="Multi-channel sequences" icon="shuffle">
    Email + LinkedIn + follow-up timing is breaking down because no human is orchestrating it.
  </Card>
</CardGroup>

## The shape of this use case

An outbound Agent takes a prospect and produces a message ready to send.

<CardGroup cols={2}>
  <Card title="Inputs" icon="arrow-right-to-bracket">
    Prospect name, company, role, recent activity, CRM history.
  </Card>

  <Card title="Sources" icon="globe">
    CRM, [LinkedIn](/integrations/popular-integrations/linkedin), web and news, your messaging playbooks, ICP and persona docs.
  </Card>

  <Card title="Output" icon="file-lines">
    A drafted email or LinkedIn message tuned to that prospect, in your team's voice.
  </Card>

  <Card title="Delivery" icon="paper-plane">
    Queued in Gmail/Outlook, posted to LinkedIn, written to the CRM, or dropped in a rep's queue for review.
  </Card>
</CardGroup>

## Where to start

Two ways in, depending on whether you want something running today or built to your exact spec.

<CardGroup cols={2}>
  <Card title="Clone a pre-built Agent" icon="copy">
    Open **[LinkedIn Outreach & Follow up](https://marketplace.relevanceai.com/listing/5508c7f6-f3a7-4593-8faf-22fbecc4e0d4)** — or **[Outbound Composer](https://marketplace.relevanceai.com/listing/42f2cab0-71d6-41ca-b71e-fbaa55dfc53a)** for multi-variant email. More in the [Marketplace](/get-started/marketplace/introduction).
  </Card>

  <Card title="Build your own" icon="hammer">
    Start from scratch in the [builder](/build/introduction), or by describing it in Claude Code or Cursor with [Programmatic GTM](/get-started/core-concepts/programmatic-gtm).
  </Card>
</CardGroup>

Either way, these are prompts your reps can use on day one:

* *"Draft a LinkedIn DM to Sarah at Initech — she just got promoted to VP of Sales last month."*
* *"Write a follow-up email to Acme Corp referencing our last call notes in HubSpot."*
* *"Give me three subject line options for a re-engagement email to dormant trial users."*

## Where to take it

Once it's running, deepen it in three moves:

<CardGroup cols={3}>
  <Card title="Give it a playbook" icon="book">
    Shape it with a [prompt](/build/agents/build-your-agent/prompt), [Knowledge](/build/knowledge/create-knowledge), and [Bulk Schedule](/build/agents/give-your-agent-tasks/bulk-schedule).
  </Card>

  <Card title="Automate it on signals" icon="bolt">
    Wrap it in a [workflow](/build/workforces/create-a-workforce) that fires on a [trigger](/build/agents/build-your-agent/triggers).
  </Card>

  <Card title="Let it improve" icon="arrows-rotate">
    Feed reply and meeting rates back into the Agent's [evals](/build/agents/build-your-agent/evals) so drafts work from what converts.
  </Card>
</CardGroup>

## Common pitfalls

<AccordionGroup>
  <Accordion title="Personalization that's surface-level" icon="eye">
    Mentioning the company name doesn't count. The opening line has to reference something the prospect would only believe you noticed if you actually paid attention — a post, a launch, a role change.
  </Accordion>

  <Accordion title="Sending too fast" icon="paper-plane">
    Volume plus zero warm-up equals the spam folder. Use sending caps and a warm-up schedule on new domains.
  </Accordion>

  <Accordion title="Every message reads the same" icon="clone">
    If your reply rates flatline as volume grows, the Agent has converged on a template. Force structural variation in the prompt — different opens, different CTA placements.
  </Accordion>

  <Accordion title="No human gate on exec accounts" icon="user-check">
    Use [Alerts](/build/agents/build-your-agent/alerts) to route messages for high-value accounts through human review before they send.
  </Accordion>
</AccordionGroup>