How to Use OutFlo Agent: AI-Powered Messaging, Campaign Context & Credits

OutFlo Agent is your AI-powered co-pilot built directly into the OutFlo platform. It reads each prospect's LinkedIn profile, your conversation history, and the campaign context you provide — then generates hyper-personalized messages in seconds.

Whether you are replying to a warm lead inside Unibox or configuring a brand-new outreach campaign, OutFlo Agent removes the blank-page problem and ensures every message feels genuine, relevant, and human.

In this guide, we will walk you through every surface where OutFlo Agent works, how to feed it context so it writes smarter messages, and how your AI credit system operates.

1. Using OutFlo Agent in Unibox

Unibox is your unified inbox where all LinkedIn conversations across every connected account land in one place. OutFlo Agent is embedded right into this chat interface, so you never have to leave the conversation to draft a reply.

Opening a Conversation

When you click on any lead inside Unibox, you will see the full message thread — just like a native LinkedIn chat. The conversation view shows all previous messages, timestamps, and the sender account you are operating from.

Notice the sparkle icon (✨) next to the Send button at the bottom of the conversation. That is your gateway to OutFlo Agent.

Activating the AI Assistant

Click the sparkle icon to open the OutFlo AI Assistant panel. You will see three quick-start templates to get you going instantly:

• Introduce yourself — Start a new connection with a warm intro
• Pitch your product — Craft a compelling value proposition
• Follow up — Re-engage a lead or continue a thread

You can pick a template or type your own custom instruction describing what kind of message you need.

The credit counter in the top-right (e.g. 10,993 credits) shows your remaining AI generation credits in real-time.

Reviewing and Sending an AI Draft

After selecting a template or entering a prompt, OutFlo Agent analyzes the prospect's profile, your past messages, and any campaign context — then generates a personalized draft.

The draft appears directly in the message composer with two action buttons:

• Redo — Regenerate a new version if you want a different angle
• Accept — Lock in the draft and prepare it for sending

Once you accept, the message populates the text box. You can edit it further or hit Send immediately. Each generation consumes 1 AI credit.

2. Using OutFlo Agent in Campaign Creation

OutFlo Agent is not limited to one-off replies. When you configure a campaign, you can switch any message step to AI-assisted mode, and the Agent will generate a unique message for every single prospect in your lead list — at scale.

Enabling AI-Assisted Mode

Inside any campaign sequence step (e.g., the Connection Request step), open the configuration panel. You will see two tabs at the top:

• Direct — Write a single static message template that goes to everyone
• AI assisted — Let OutFlo Agent generate a unique, personalized message for each prospect

Select AI assisted to activate the Agent.

Choosing Tone & Strategy

Once in AI-assisted mode, you get granular control over how your messages sound:

Tone options:

• Auto — Let the AI pick the best tone based on prospect context
• Professional — Formal business communication
• Casual — Conversational and friendly
• Witty — Clever with a touch of humor
• Direct — Straight to the point

Strategy options:

• Auto — AI selects the optimal strategy per prospect
• Common ground — Find shared interests, mutual connections, or overlapping experiences
• Value offer — Lead with what you can offer them
• Curiosity hook — Pique their interest with an intriguing question or insight

Adding AI Generation Instructions

Below the tone and strategy selectors, you will find an AI Generation Instructions text area. This is where you can write specific guidelines for the Agent, such as:

• "Always mention our free trial"
• "Reference their latest LinkedIn post if available"
• "Keep messages under 300 characters"

You can also insert dynamic variables like First Name, Last Name, Company, and custom variables using the variable pills below the text area.

Previewing AI Messages

Before launching your campaign, you can preview how the AI will compose messages for individual prospects. Click the Preview Message button to see a sample generation against a real lead from your list.

Each preview uses a preview credit (shown in the badge, e.g. Using preview credits: 1100). This lets you verify quality without burning your main AI credits.

3. Adding Campaign Context

Campaign Context is what makes OutFlo Agent truly intelligent. Instead of generating generic messages, you feed the Agent specific knowledge about your campaign's goals, audience, offer, and proof points — and it weaves that context into every message it writes.

Accessing Campaign Context

Inside any campaign, look for the Add campaign context button in the top-right corner of the campaign header (next to "Save draft").

Clicking it opens the Campaign AI Context modal — a structured form where you define everything the AI needs to know.

Context & Value Tab

The first tab, Context & Value, is where you provide the core intelligence:

Goals, Audience, Offer & Value — A free-text area (up to 2,000 characters) where you describe:

• Goal: What you are trying to achieve (e.g., "Drive registrations for our upcoming virtual workshop")
• Audience: Who you are targeting (e.g., "CTOs, Tech Leads, and Engineering Managers at tech startups")
• Offer & Value: What you are offering and why it matters (e.g., "A free, hands-on masterclass on building autonomous AI agents in production")

You can also use the Import template buttons to pre-fill with proven structures:

• Book a Demo — Standard SaaS demo booking context
• Webinar Promo — Event/webinar registration drive
• Free Audit — Offering a free assessment or audit
• Agency Pitch — Positioning your agency services

Proof Points & Customer Wins — Add specific results and social proof (e.g., "Acme Corp increased their booking rate by 3x within 60 days"). Each proof point is added individually and can be referenced by the AI in messages.

Common Objections & Answers — Pre-load objection handling (e.g., "'We don't have budget.' → 'Our starter tier pays for itself with just one closed lead.'"). The Agent can use these when following up with hesitant leads.

Reference Files Tab

For campaigns that require deep context — like selling a complex product or promoting a detailed event — you can upload reference files that the AI will read and use as context.

Supported formats: .txt, .md, .pdf, .docx (Max 5MB per file)

Upload documents like product briefs, case studies, competitor battle cards, or event agendas. The AI processes them and extracts relevant talking points when generating messages.

4. Managing AI Credits

OutFlo Agent runs on a credit system to keep usage fair and predictable. Here is how it works.

Credit Allocation

Every active seat on your OutFlo plan receives a generous monthly credit package:

Credits are refreshed automatically every month on your billing cycle date. Unused credits do not roll over.

Checking Your Credit Balance

Navigate to Settings → Billing to see your current credit balances in real-time.

The billing dashboard shows:

• AI Credit Balance — Your total remaining credits across all seats (e.g., 10,992 credits available)
• AI Preview Credits — Credits reserved for sequence preview testing (e.g., 1,100 preview credits available)

Transaction History

Every credit usage is logged in the Transaction History section. You can see exactly when credits were used, what type of action consumed them, and the remaining balance after each transaction.

Each row in the transaction log shows:

• Date — When the credit was used
• Activity — What triggered the usage (e.g., "AI Message Generation")
• Type — Whether it was a Message or Preview credit
• Status — Completed, Pending, or Refunded
• Amount — Credits consumed (e.g., -1)
• Message Balance — Running total of remaining credits

Quick Reference: Where OutFlo Agent Works

Getting the Most Out of OutFlo Agent

1. 1.Always add Campaign Context — The difference between a generic AI message and a great one is context. Spend 5 minutes filling out your goals, audience, and value proposition.
2. 2.Upload Reference Files for complex products — If your product has nuances that a short description can not capture, upload a brief document.
3. 3.Use Preview before launch — Preview credits exist for a reason. Test your AI configuration against 5–10 real leads before activating the campaign.
4. 4.Pick the right Tone and Strategy — "Auto" works well for most cases, but if you are targeting C-suite executives, switch to "Professional" + "Value offer" for better results.
5. 5.Monitor your Transaction History — Keep an eye on credit consumption patterns to optimize your usage across campaigns.

[!IMPORTANT] OutFlo Agent reads the prospect's LinkedIn profile, conversation history, campaign context, and reference files to generate each message. The more information you provide, the more personalized and effective your outreach becomes.