Outbound Path

The Outbound path is for setting up Makinari agents to proactively reach out to potential customers, run email campaigns, and qualify leads.

Goal: Import your first list of leads and launch an automated email campaign handled by your Sales agent.

Prerequisites

• A Makinari account and Site (see Account and Site).
• An active email channel (e.g., Google Workspace or Office 365 connected via AgentMail or Zavu).

Step 1: Import leads

Before your agents can sell, they need people to talk to.

1. Go to the People > Leads section in the Dashboard .
2. Click Import Leads.
3. Upload a CSV file containing at minimum email, firstName, and lastName.
4. Map the columns and confirm the import.

Step 2: Build a segment

Agents target specific audiences using Segments.

1. Go to Campaigns > Segments.
2. Click New Segment.
3. Define your criteria (e.g., “Leads imported today” or “Industry = SaaS”).
4. Save the segment. You will see a preview of how many leads match.

Step 3: Launch your first campaign

1. Go to Campaigns and click New Campaign.
2. Select your newly created Segment as the audience.
3. Choose your outbound channel (Email or WhatsApp).
4. Provide the AI with the campaign goal (e.g., “Invite them to a 15-minute product demo next week”).
5. Click Launch.

What happens next?

The CMO agent delegates the campaign to the Sales and Copywriter agents. They will research the leads, write personalized emails, and send them automatically over the next few hours.

Next steps

• Monitor campaign performance in the Dashboard.
• Set up AI Goals to automate lead research.