Agent Frank - Multichannel

Agent Frank supports outreach through LinkedIn, Email, or a combination of both. This guide explains how the updated multichannel workflow works and how to set it up step by step.

Overview of Multichannel Outreach

Agent Frank can run outreach using one or both channels:

• LinkedIn + Email

• Email only

• LinkedIn only

Your selection determines which setup options, customization settings, and preview steps appear later in the process.

1. Selecting Channels

You will find your channel options in the Channels step.
Here, choose the outreach mode you want to run.

2. Connecting Mailboxes and LinkedIn Accounts

Agent Frank now uses Sender Profiles, which group your mailboxes and LinkedIn accounts together.
If you have existing Sender Profiles, they will appear automatically.
If not, the setup guide will walk you through creating:

• Multiple mailboxes

• One or more LinkedIn accounts

• Or both, depending on your channel mode

3. Managing Sender Profiles

All connected mailboxes and LinkedIn accounts appear in the Senders section.
Here you can:

• Review connected accounts

• Add or remove mailboxes

• Add or remove LinkedIn accounts

• Adjust sender capacity

4. Using the Customization Step

The Customization step adapts automatically based on the selected channels:

• If you choose Email only, you’ll see email-specific preferences.

• If you choose LinkedIn only, you’ll see LinkedIn-specific preferences.

• If you choose LinkedIn + Email, both types of personalization appear together.

You can also set:

• Send windows

• Timezones

• Wait days

• Language switching

• Re-engagement

• Disinterest responses

5. Setting Do’s and Don’ts

Do’s and Don’ts provide writing rules for Agent Frank.
The updated interface now supports longer instructions and cleaner organisation.

Use this to instruct the agent on:

• Tone preferences

• What to emphasise

• What to avoid

• Specific language requests

6. Previewing the Outreach Sequence

In the Preview step, you can review the full outreach entry point for each channel.
You’ll see:

• The initial LinkedIn message

• The initial Email

• Follow-up structure

This helps ensure the communication style matches what you expect before launching.

Summary

The multichannel update gives you:

• A cleaner workflow

• Flexible outreach modes

• Easier account setup

• Clearer customization options

• A detailed preview before launch

If you need help with channels, sender profiles, or optimization tips, the support team is ready assist you.