The Cold Email Agent is an AI-powered tool that monitors your outreach campaigns in real-time and optimizes them automatically to improve performance. This guide gives you an overview of how to use the Cold Email Agent to run effective cold email campaigns.
What the Cold Email Agent Does
The Cold Email Agent helps you manage cold email outreach by:
Monitoring campaign performance in real-time
Optimizing email sequences and timing automatically
Providing insights on what's working and what needs adjustment
Tracking key metrics like positive replies and booked calls
The AI continuously analyzes your campaigns and explains every action it takes, so you always understand why changes are recommended.
Understanding Your Dashboard
The Cold Email Agent dashboard shows you the performance of all your campaigns at a glance.
Key Metrics
At the top of your dashboard, you'll see four main metrics:
Contacted Leads - How many prospects you've reached
Positive Replies - Responses showing genuine interest
Positive Reply Rate - The percentage of engaged responses (target benchmark is ≥ 2%)
Booked Call Rate - The percentage of contacted leads that booked a sales call.
Booked Calls - Meetings scheduled from your campaigns
Campaign Status
Each campaign displays a color-coded status to help you quickly identify performance:
Green - Campaign is performing well
Yellow - Campaign needs attention
Red - Campaign has issues that require immediate action
Focus on your Positive Reply Rate as your primary success metric. This tells you how many prospects are genuinely interested in what you're offering.
Creating a Campaign
To create a new campaign, click the New Campaign button. You'll be guided through a simple workflow:
Campaign Basics - Name your campaign and define your niche: location, industry, roles, company size
Email Sequence - The AI automatically creates your series of outreach emails based on your target niche, or you can customize the email copy if you prefer
Add Leads - Use the built-in lead scraping tool, or upload your own prospect list
Automated Campaign Creation - After inputting all of your campaign details, the AI agent creates your campaign, which can include writing email sequences and scraping leads
Review and Launch - After, the AI agent configures your campaign, review the email sequence, confirm your settings and launch the campaign
The AI helps you by optimizing campaigns based on what has worked for similar campaigns.
Managing Your Campaigns
From the campaigns overview table, you can perform actions on any campaign using the menu (⋯):
View Details - See in-depth analytics and performance data
Rename - Change the campaign name
Launch - Start a draft campaign
Pause - Temporarily stop a running campaign
Campaign Details
Click on any campaign to access detailed information organized into tabs:
Analytics - Charts and trends showing campaign performance over time
Leads - Your complete prospect list with engagement status
Emails - All messages in your sequence with performance data
AI Agent - Recommendations and actions the AI has taken
Check the AI Agent tab regularly to review optimization suggestions. The AI explains each recommendation so you can learn what improves your campaigns.
How AI Optimization Works
The Cold Email Agent monitors your campaigns and makes intelligent suggestions to improve results. It analyzes:
Reply rates and sentiment
Email engagement patterns
Email copy and subject line effectiveness
When the AI identifies an opportunity to improve performance, it provides a clear explanation and recommendation in the AI Agent tab.
Always configure warm-up schedules for your sending accounts before launching campaigns to protect your sender reputation.
Best Practices
To get the most from your Cold Email Agent campaigns:
Monitor your Positive Reply Rate and aim for at least 2% benchmark
Review AI suggestions regularly and apply learnings to future campaigns
Test different messaging approaches and track which performs best
For information on managing replies to your campaigns, see AI SDR: Automated Email Reply Management.