Building a Good Relationship with Your Agent

Think of It as a Partnership

Your AI agent isn't a "set it and forget it" tool — it's more like a diligent junior employee who gets better the more you work together. The best results come from active partnership.

The First Week: Setting the Foundation

Days 1-2: Get to Know Each Other

Have a chat conversation introducing your business in detail
Tell your agent about your ideal clients — who are they, what do they struggle with?
Share what makes your service unique vs. competitors
Mention any sensitive topics or industries to avoid

Days 3-5: Review and Refine

Read your agent's first daily report carefully
Check the activity feed to see what your agent is doing
If emails don't sound right, tell your agent via chat: "The tone is too formal — be more conversational"
If targeting is off, refine your campaign goals

Days 5-7: Trust the Process

Resist the urge to micromanage every email
Focus on responding to hot leads quickly
Let the warmup period do its work (low volume is intentional)
Share positive feedback when something works well

Ongoing Best Practices

1. Regular Check-Ins

Spend 5 minutes each morning:

Read the daily report
Scan the activity feed for hot leads
Send a quick chat message if you have updates

2. Provide Feedback

Your agent learns from your feedback:

Positive: "Great email to the Portland restaurant — that angle works well"
Corrective: "Don't mention pricing in initial outreach — save that for the meeting"
Strategic: "Focus more on the downtown area this week"

3. Keep Your Profile Updated

When things change, tell your agent:

New services or offerings
Price changes
New case studies or testimonials
Updated availability
Seasonal promotions

When a lead converts to a customer, tell your agent! This helps it understand what success looks like and optimize future outreach.

5. Be Patient During Warmup

The first few days are slightly slower as your agent builds sender reputation. Trying to rush this process hurts deliverability.

What NOT to Do

Don't	Why
Check every email before it sends	That defeats the purpose of autonomous outreach
Change campaign goals daily	Your agent needs consistency to optimize
Ignore hot lead alerts	Speed matters — delays lose deals
Give contradictory instructions	"Be casual" then "be very formal" confuses the model
Compare to a human salesperson	AI does volume and consistency; humans do relationship building

The 80/20 Rule

Your agent handles 80% of the work (finding leads, sending outreach, following up, qualifying).

You handle the 20% that matters most (closing hot leads, building relationships, strategic decisions).

This is the ideal partnership. When you try to do 100% or 0%, results suffer.