Outbound Email Agent
The Outbound Email Agent helps you write and send personalized B2B outreach emails. It is a Pro agent type built for sales and lead-generation workflows.
You describe your business and how you want emails to sound; the agent uses that guidance plus each contact's context to produce ready-to-review drafts. When you are satisfied, it can send those emails through your connected email provider.
The agent works best alongside the Lead Discovery Agent in the Lead Generation workspace, but you can also add it to any squad that needs outbound email capability.
What it does
- Drafts outreach emails tailored to each contact (subject line and message body).
- Remembers your settings (company context, tone, and writing instructions) so every draft stays on brand.
- Stores drafts per contact so you can review, edit, and approve before anything is sent.
- Sends email through Gmail or SendGrid once you are ready.
- Keeps a record of sent messages for follow-up and reporting in the workspace.
When to use it
Use the Outbound Email Agent when you want to:
- Reach out to leads discovered by the Lead Discovery Agent.
- Generate consistent, personalized cold or warm emails at scale.
- Review AI-written copy before it leaves your inbox.
- Automate sending on a schedule (with a Time listener on a passthrough squad).
Requirements
- Pro subscription: the Outbound Email Agent is available on Pro plans.
- Squad: add an Outbound Email Agent instance to the squad that powers your outreach workflow.
- Email provider: connect Gmail or configure SendGrid (see Configuration below).
- Contacts or drafts: for sending, you need contacts (from lead discovery) and generated drafts before emails go out.
Configuration
Configure the agent from the Lead Generation workspace Settings tab, or from the agent's settings in the dashboard.
Business context
Describe what your company does and who you help. This gives the agent background when writing each email.
Email instructions
Tell the agent how you want emails written: length, tone, call to action, things to avoid, and any mandatory phrases. These instructions apply to every draft unless you refine a specific email later.
Email provider
Choose how outbound mail is delivered:
| Provider | Create draft in Gmail | Send email |
|---|---|---|
| Gmail | Yes | Yes |
| SendGrid | No | Yes |
Gmail: connect your Google account with OAuth. You can push drafts into Gmail for a final check, or send directly from PrimePilot.
SendGrid: enter your SendGrid API key, from address, and optional display name and reply-to. SendGrid is send-only; drafts are reviewed inside the Lead Generation workspace.
Batch default action
The agent setting default_to_draft controls what happens to ready drafts during scheduled batch outreach:
| default_to_draft | Provider | Ready drafts are |
|---|---|---|
| false (default) | Gmail or SendGrid | Sent immediately |
| true | Gmail | Created as drafts in your Gmail account for final review |
| true | SendGrid | Sent immediately (SendGrid does not support provider drafts) |
Provider settings are saved on the Outbound Email Agent instance, not on the squad as a whole.
Using the Lead Generation workspace
The workspace guides you through outreach in clear steps:
1. Discover leads
Use the Lead Discovery Agent (Keywords, Domains, Organizations, Contacts steps) to build a list of contacts.
2. Generate drafts
On the Contacts step, select one or more contacts and ask the workspace to create email drafts. The Outbound Email Agent writes a personalized message for each contact using your business context and email instructions.
3. Review and refine
Open the Emails step to read each draft. You can edit copy manually or ask the agent to improve a draft with short instructions (for example, "make it shorter" or "add a softer CTA").
4. Send
When a draft is ready, send it through your connected provider. With Gmail you can also create a draft in your Gmail account first. Sent messages appear on the Sent emails step.
Scheduled outreach (Time listener)
On a passthrough squad, add a Time listener and choose the Outbound Email Agent. Set the Task prompt to a number only:
| Task prompt | Effect |
|---|---|
| (blank) or any non-numeric text | Process 1 slot |
| 10 | Process 10 slots |
Each run dispatches ready drafts first (send or Gmail provider draft, depending on default_to_draft), then creates new drafts from contacts for any remaining slots, so dispatch attempts plus draft attempts equal the number you specified.
Examples with task prompt 10 (default_to_draft false):
- 10 ready drafts, 20 contacts: send 10, draft 0
- 3 ready drafts, 20 contacts: send 3, draft 7
- 0 ready drafts, 20 contacts: send 0, draft 10
With default_to_draft true and Gmail connected, ready drafts are pushed to Gmail as drafts instead of sent.
Requirements: contacts from Lead Discovery, outbound profile or workspace business context for drafting, Gmail or SendGrid connected for sends, squad API key for active listeners.
A common setup: one time listener for lead discovery, one for outbound email with a number (for example, 10) to send and draft in a single scheduled run.