Outreach Overview
How Outreach researches prospects, prepares email drafts, and tracks replies as part of your Kit subscription.
What Outreach Does
The drafting flow below uses AI-guided sequence steps. Literal-text and AI-command steps currently produce sourcing previews only. Private mailboxes also exclude automatic follow-up/reply drafting and meeting booking.
Outreach groups prospects into campaigns. AI researches each person and company, then prepares an email draft for you to review and approve.
The agent uses accessible web pages, source URLs, and your notes. If a page cannot be read or little information is available, the draft may need more context. In the campaign’s AI-guided drafting flow, Kit tracks replies and prepares later drafts for individual approval.
For one prospect, the personal sequences pilot lets eligible accounts prepare 1–3 exact emails and approve their schedule together with a trusted passkey. Saving or AI review never authorizes sending.
Who It’s For
| Persona | Goal | Primary Pain |
|---|---|---|
| Founder doing BD | Book meetings with potential partners, customers, or investors | Writing 20+ personalized emails a day is unsustainable alongside product work |
| Sales team | Fill the top of the pipeline with qualified leads | Generic templates get ignored; manual research per prospect is too slow |
| Recruiter sourcing passive candidates | Reach developers, designers, and specialists who aren’t actively applying | Cold emails to passive candidates need to feel personal and relevant |
How It Works
- Open Outreach: Outreach is included in your Kit subscription; your account admin grants module access.
- Configure SMTP: Connect your email server so Kit sends from your domain
- Create a campaign: Pick a starter template or build from scratch with AI directives and sequences
- Add prospects: Paste a URL, enter details manually, or import a CSV
- AI drafts: Kit’s AI agent researches each prospect and writes a personalized email
- Approve: Review every draft, edit if needed, then approve to queue for sending
- Handle replies: Kit detects replies via IMAP, classifies sentiment, and surfaces conversations that need attention
Campaign Lifecycle
| Status | Description |
|---|---|
| Draft | Campaign is being configured. No emails are sent. |
| Active | Prospects are being researched, drafted, and sent on your approval. |
| Paused | Automatic sending stops, but you can still run research and drafting manually on pending prospects. Existing drafts remain for review. |
| Completed | The campaign has been marked complete. Kit stops sending further messages in its sequences. |
You can archive a campaign to remove it from the active list without losing data.
What’s Included
Outreach is included in your Kit subscription. Your email provider and connected external services may bill separately; AI allowance and spending limits still apply.
| Feature | Description |
|---|---|
| Campaigns | Create unlimited campaigns with templates, sequences, and AI directives |
| AI drafting | Per-prospect research and personalized email writing |
| Starter templates | 13 built-in templates for common outreach scenarios |
| Custom templates | Create, edit, and share YAML-based templates with your team |
| Knowledge base | Upload product docs and company context for the AI to reference |
| Reply detection | IMAP polling matches replies to the original conversation |
| Sentiment analysis | Automatic classification of replies (positive, interested, negative, OOO, bounce) |
| Engagement tracking | Optional open and click tracking with custom domain support |
| Suppression list | Account-level list prevents re-contacting opt-outs and bounces |
| Experiments | Compare a control and campaign variants by reply or positive-reply rate |
| Meeting booking | Put a secure booking link into an approved response and let prospects self-schedule |
| Webhook events | Prospect, message, and delivery-review events for integrating outreach activity into external systems |
| MCP tools | AI assistant tools for managing campaigns, prospects, replies, and delivery reviews programmatically |
Quick Checklist
- Confirm your Outreach access and connect a mailbox
- Configure SMTP credentials in Outreach > Settings
- Create your first campaign in Outreach > Campaigns
- Add prospects to your campaign
- Review and approve AI-drafted emails
Next Steps
- Setting Up Email Delivery: configure SMTP and IMAP for sending and reply detection
- Creating Campaigns: templates, sequences, and AI directives
- Running Experiments: compare campaign variants and apply a deliberate winner
- Booking Meetings from Replies: configure the host, availability, booking, and follow-up flow