Set up your agent

Open AI Agent in the EngageFast menu. Each tab sets one part of your agent:

• Offer: what you sell, and where the conversation should lead.
• Targeting: who your agent looks for, and where.
• Sequence: what it sends, in which order.
• Strategy: how it writes.
• Settings: what it does alone, its pace, its hours and its language.

You can change everything at any time, your agent keeps working.

Your agent writes every message from this page, and uses it to sort leads: it rules out the people your offer does not fit, and those who sell the same thing as you. The clearer it is, the better your messages and your leads.

• Your offer and Why it matters to them: what you sell in one or two sentences, and the concrete result for your client.
• Goal: what your agent offers the lead at the right moment. A call, A demo, Just talk or Other. On the Growth plan, add your Booking link: your agent sends it itself when the lead agrees to a call.
• Your social proof and Your free resources: client results, testimonials, a guide, a template. The AI only cites what is written here, it never makes up a result.
• Objections and answers: the objections you hear most often, and how you answer them. On the Growth plan, your agent answers them itself. A strong objection that is not on the list still waits for you.

This is what decides the quality of your leads. Your agent prospects with this targeting, and so do your own scans.

• Who you are looking for: your ideal target in a sentence, the job titles to include or exclude, the countries, the company sizes and the companies to leave out.
• Where to look: the keywords your buyers write about, and the creators or competitors whose audience you want to reach.
• Which audiences to contact: My audience, the people who engage with you, and Outside my network, the people found through your keywords and creators. You can switch one off; the leads already in progress finish their sequence.

If you target a city or a region, your agent looks for the people of your target who live there and keeps only those active on LinkedIn in the last 30 days.

Below, Automatic adjustments lists the changes your agent made to this targeting. More on that in How your agent learns.

The messages your agent sends each lead, in order, until they reply. By default: an invitation without a note, a first message once it is accepted, then two follow-ups after 4 and 6 days without a reply.

Everything about it, the note, your own texts, the follow-ups and the differences between plans, is in Your message sequence.

How your AI writes: our prospecting strategy by default, or your own approach, your instructions and your tone.

Explained in detail in Your prospecting strategy.

Autonomy: who picks the leads, whether you approve each message, and what happens when a lead replies. Explained in How to use EngageFast. You can also set them apart for My audience and the leads Outside my network, for example: you approve your audience, and the rest runs on its own.

Invitation pace: with Careful, your agent starts slowly based on your account, then speeds up every day until it reaches the Fast pace. With Fast, it goes to full speed right away, which can get your invitations blocked for a few days if your account sent few of them before. Never more than LinkedIn accepts.

Working hours: the days and the time slots your agent works in, in your time zone. Monday to Saturday, 8:00 to 20:00 by default. It varies its hours a little each day, like a person. Add a slot to keep a time when you are on LinkedIn yourself.

Message language: on Automatic, your agent writes in each prospect's language, based on what they write on LinkedIn. Or pick one language for every message.

LinkedIn account: the account your agent writes from, the country of its address, and Reconnect LinkedIn if LinkedIn asks you to sign in again. To change account, see I connected the wrong LinkedIn account.

Your agent gets better on its own. It learns from your choices, and from the results of its own searches: it sees which ones bring good leads and adapts where it looks, without you doing anything.

From your lead ratings. Rate its leads Good lead or Not for me, with a reason if you like: Wrong role, Company size, Wrong country, Competitor… Your agent uses them from its next scan, and after your first ratings it adjusts your targeting itself.

Every change stays in your hands. When your agent adjusts your targeting, your dashboard shows Your agent adjusted your targeting, with what was added and removed: Keep or Undo in one click. The full list is in Targeting, under Automatic adjustments. To decide each change yourself, turn off Let your agent adjust the targeting: it then suggests them, and you Apply or Dismiss.

When it finds few leads. After a thin scan, your agent looks for the reason and shows Your agent is finding few leads, with the targeting changes it suggests. Apply them, or Dismiss.

From your edits to its messages. When you edit a message before approving it, or say why you don't want it, your agent picks up how you write and turns it into short rules. You see them in Strategy, under What your agent learned from your edits. A new rule is On trial until your next messages go out without changes, and you can remove any rule that does not sound like you.

When it is ready to go on its own. After 10 approvals in a row without a change, your agent offers to stop asking: Switch to automatic, or Later.