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How to use EngageFast

About 7 minutes to read

  1. Your routine, a few minutes a day
  2. Daily Actions, right on LinkedIn
  3. Your agent's dashboard
  4. Choose who your agent contacts
  5. Approve its messages
  6. I approve or Automatic
  7. Your pipeline
  8. How warm a lead is
  9. Where your leads come from
  10. How many invitations and messages a day

Your agent prospects for you on LinkedIn all day: it finds the people interested in what you sell, invites them, writes to them and follows up. Your part takes a few minutes a day. Here is the routine, then each screen in detail.

Your routine, a few minutes a day

Once your agent is launched, a day with EngageFast looks like this:

  1. On LinkedIn, open the EngageFast panel: Daily Actions shows what is waiting for you.
  2. Approve the messages and the leads your agent proposes. A few clicks, often less than five minutes.
  3. Reply to the people who answered: they are in Active conversation.

Everything else, finding leads, inviting them, the first messages and the follow-ups, your agent does on its own, even when Chrome is closed.

Daily Actions, right on LinkedIn

No need to leave LinkedIn to know what to do. Open the panel with the orange EngageFast button on the right edge of the page: Daily Actions opens first.

The EngageFast panel on LinkedIn, Daily Actions tab, with the agent's status and the list of what is waiting Open the image at full size
Daily Actions: your agent at the top, what is waiting for you below.
  • At the top, Your AI agent: its status, the new leads it found today, and Open to see its dashboard. Run a lead scan starts a search right away. You don't need it: once activated, your agent looks for leads on its own during its working hours.
  • Below, what is waiting for you: Messages to review, Suggested leads and the people in conversation. The orange button takes you straight to the messages to review.

Your agent's dashboard

This is where you see what your agent does, and where you answer it. Open it with Open in the panel, or AI Agent in the EngageFast menu.

The AI Agent page, Dashboard tab: To review on the left, Today and Activity on the right Open the image at full size
The dashboard. The leads' names and photos are blurred.
  • At the top, what it is doing right now and when its next scan is. Pause stops it at any time.
  • To review, on the left: what it waits for you to approve, its messages and the leads it proposes. Both are explained just below.
  • Today, on the right: the invitations and messages sent against today's limit, the new leads found and the replies received.
  • Activity, below: everything it did, hour by hour. Scans, accepted invitations, messages sent, replies: you can see all of it.
The Activity list: scans, proposed leads, replies, accepted invitations and messages sent, with their time Open the image at full size
Activity, hour by hour.

Choose who your agent contacts

When you approve the leads yourself, your agent shows you the best people it found in Proposed warm leads, with the reason it picked each one. Nobody gets a message from your account without your OK.

A proposed lead with its qualification, temperature, place and last signal, and the Dismiss and Contact buttons Open the image at full size
A proposed lead: you contact them or dismiss them.

Each lead shows how well they match your target (Qualified, Good fit or Maybe), how warm they are and their last signal. Then:

  • Contact: the lead moves to To contact and your agent writes to them.
  • Dismiss: you can say why. Each choice teaches your agent what you are looking for, and its next proposals get better.

To go faster, the buttons at the top select all the Qualified leads, or all of them, in one click.

Approve its messages

When you approve the messages, each one your agent writes waits in To review before going out. You read it exactly as your lead will receive it.

A first message waiting in To review, with the Edit and Approve buttons Open the image at full size
A first message to approve.
  • Approve: the message goes out, right away or at the time shown under it.
  • Edit: change a word or a sentence, then approve.
  • Don't send: this message does not go out.

First messages and Follow-ups, at the top, sort them, and you can approve several at once. The more you approve and edit, the more your agent writes like you.

I approve or Automatic

You choose what your agent does on its own. It's in AI Agent, Settings, under Autonomy.

The Autonomy settings: Leads to contact, Sending messages and When a lead replies Open the image at full size
Autonomy, in your agent's settings.
  • Leads to contact: with I approve, you choose among its proposals. With Agent picks, it moves the best ones to To contact itself.
  • Sending messages: with I approve, you read each message. With Automatic, each message goes out at its time, without you.
  • When a lead replies: with I reply, the sequence stops and you are told. On the Growth plan, It drafts prepares a reply that waits in To review, and It leads the conversation replies on its own, then hands over to you for a price, an objection or a call.

Our advice, also shown on the screen: approve leads and messages during the first week. Your agent learns from your choices, then you switch to automatic and only the conversations are left for you.

When nothing waits for you, the dashboard simply says Nothing to do on your side. Your agent handles the rest.

Every other setting of your agent is explained in Set up your agent.

Your pipeline

On LinkedIn, a sale takes several conversations, spread over days or weeks. Without a pipeline, people get lost in your messages: you forget who to follow up, who was interested, who asked you to come back next month.

The pipeline puts each lead in a column, from the first contact to the sale. You see at a glance who to write to, who to follow up and who is close to buying. It's in Leads, in the EngageFast menu.

The Leads Pipeline page in Board view, one column per stage Open the image at full size
The pipeline in Board view, one column per stage.

Each lead sits in a stage, from the first contact to the sale: New leads, To contact, Contacted, Active conversation, Call booked, then Customer.

Two more stages keep the others: Nurture for the people to come back to later, Archived for those you set aside.

Your agent moves its leads forward on its own: a lead who replies goes to Active conversation. When a conversation moves on, a call booked or a sale made, drag the card to the next column.

At the top, Today counts what is waiting: leads to sort, leads to contact and follow-ups due. Switch between Board and List, and filter by audience, qualification, temperature or last signal.

The To contact stage in List view, each lead with its temperature, qualification and what the agent is doing Open the image at full size
The List view: what your agent is doing with each lead, on the right.

A blue label shows what your agent is doing with each lead, for example Agent · Invitation sent. To write to someone yourself, open the lead and click Take over: your agent stops writing to them. Hand to the agent gives the lead back.

Ask the agent to scan, at the top right, sends your agent to look for new leads right away.

How warm a lead is

Each lead has a temperature: Hot, Warm, Tepid or Cold. It goes up with what the person does: a reply to your message counts the most, then a connection request, an accepted connection or a comment, then a profile view or a reaction.

In your lists it shows as flames: the more flames, the warmer the lead. Start with the hottest ones, they are the most likely to answer.

  • Hot
  • Warm
  • Tepid
  • Cold
  • Active: found by a search on a city or a region, active on LinkedIn, but has not interacted with you yet.

Next to it, the qualification says how well the person matches your target: Qualified, Good fit or Maybe.

Where your leads come from

EngageFast looks in two places: My audience and Outside my network. In your lists, the ring around each photo tells you where a lead comes from: orange for your audience, blue for outside your network.

  • Léa commented on your last post. She is part of your audience: orange ring.

  • Stéphane commented on a post by a creator you follow. He doesn't know you yet, he comes from outside your network: blue ring.

My audience

The people who have already engaged with you on LinkedIn:

  • they commented on your posts, or replied to your comments;
  • they reacted to your posts;
  • they sent you a connection request, or accepted yours;
  • they viewed your profile.

They already know you a little, so they reply more often.

Some are already connected to you (1st degree), others are not. Your agent writes straight to your connections. The others first get an invitation, and the first message only goes out once they accept. If someone sent you a connection request, your agent accepts it, then writes to them.

Outside my network

The people who don't know you yet, but are active on the topics of your market:

  • they engaged with posts about your keywords;
  • they engaged with the posts of the creators or competitors you follow;
  • if you target a city or a region: the people of your target who live there and were active on LinkedIn in the last 30 days.

They are usually not connected to you: your agent invites them first, then writes once they accept.

You choose your keywords and creators in AI Agent, Targeting. Once activated, your agent reads these sources on its own during its working hours. To start a search now, click Run a lead scan in the panel, or Ask the agent to scan in Leads.

How many invitations and messages a day

To protect your LinkedIn account, your agent stays under careful limits:

  • up to 30 messages a day on the Pro plan, 80 on Growth;
  • at most 50 invitations a day and 100 a week, 200 with LinkedIn Premium.

On a new account it starts slower, then speeds up over the first days.

To change its pace, click Change the pace on the dashboard and choose Careful or Fast.

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