Automation / Agents
0 agents running
Haiku 4.5 · surface:outreach
New Agent

Tell M8trx.ai about your business

Describe your business, answer a few tailored questions, and M8trx.ai designs the whole agent — targeting, offering, email angles, cadence, send limits.

01 What does your business do?

Choose a starting point — it just pre-fills the description, which you can edit.
M8trx.ai will ask a few quick questions to sharpen the agent.

02 A few questions

M8trx.ai tailored these to your business. Answer what you can — or skip.

03 Who to target

Business types the agent will prospect — suggested from your description. Remove any that don't fit, add your own. The agent spreads its search across these for variety.
Agent

Agency Outreach — USA & UK

13 verified prospects · 1 booked
0Total
0Untouched
0Email Out
0Responded
0Invoiced
0Rejected
Drafted emails are reviewed and sent from the Approvals tab — nothing goes out until you approve it there.
New Agent

Configure your agent

Every parameter of how this agent finds, researches, pitches and chases prospects.

✨ M8trx.ai generated this playbook from your description — review every section, adjust anything, then launch.

01 Identity

Name the agent and choose what kind of workflow it runs.

Cold Outreach

Find, research, pitch & book new prospects.

Soon

Inbound Responder

Triage inbound enquiries.

Soon

Re-engagement

Revive quiet customers.

Soon

Account Expansion

Grow revenue from current customers.

02 Targeting

Which prospects this agent works, and the list it draws from.
Import prospects

CSV or paste — name, website, region, type. M8trx.ai enriches the rest.

Choose CSV file
Rows are de-duplicated against existing prospects and the suppression list.

03 Research

How deeply the agent investigates each prospect before drafting.
Verify email domains (DNS / MX)

Every prospect's email domain is DNS-verified before contact — dead domains are dropped.

Web search enabled

Pull reviews and recent news to sharpen the pitch.

/ tick

04 Offering

What the agent is pitching — the heart of every email.

05 Email & Voice

Who it sends as, and how the writing sounds.

06 Follow-ups

Chasing prospects who go quiet — drafted up front, surfaced on schedule.
Automated follow-ups

If a prospect doesn't reply, the agent drafts a nudge into your Approvals queue.

hours
hours
then stop

07 Sending limits

Protects your domain reputation — deliverability dies if you blast.
/ day
minutes
Advisory — the agent surfaces drafts; you still approve each send.
Email

Automated — drafted, sent on approval, monitored.

08 Compliance

Required on every cold email — keeps you CAN-SPAM / GDPR clean.
Auto-suppress on opt-out

"Unsubscribe / remove me" replies suppress the prospect permanently and cancel follow-ups.

Hard-bounce handling

A hard bounce marks the prospect rejected — no retry.

09 Schedule & Autonomy

When the agent wakes up, and the one thing it will never do without you.
Require approval before every send

M8trx.ai drafts autonomously but never emails anyone until you approve. This is the trust contract.

Always on
Auto-classify replies

Incoming replies are sorted (interested / question / not interested) and a response is drafted.

9 sections · all set
Automation · Approvals

Approve outreach before it sends

Every email an agent drafts waits here. Pick a subject, edit anything you like, then approve it — nothing is sent until you do.

Pending

Automation · Replies

Replies to your outreach

The agent watches the inbox, matches each reply to the prospect it came from, and categorizes it. Where a reply is worth pursuing, it drafts a follow-up — and you approve every send.

Categorized replies

Account · Settings

Sender & compliance

US CAN-SPAM law requires every commercial email to carry a valid physical mailing address and a clear way to opt out. Set yours here — it is appended to every outreach email when it sends.

Physical mailing address

required for CAN-SPAM

Unsubscribe

how recipients opt out

Sender signature

appended to every email

Email account

the mailbox the agent sends & receives from
Guide

How your outreach agent works

Your outreach agent runs your outreach end to end — it gathers the right contacts, researches each one, writes a tailored email, and drafts your follow-ups. You describe your business once, and it works in the background.

You pick an agent type and answer a few questions; the agent designs its own plan, then runs the loop on its own — gather, research, write, send, follow up. The one thing it never does on its own is hit send: every email waits for your approval.

How it works

what the agent does for you

01 You pick an agent type and describe your business

Choose one of four agent types — Cold Outreach, Inbound Responder, Re-engagement, or Account Expansion — then describe your business. The agent asks a few quick follow-up questions and designs itself: who to target, the pitch angle, the email style, how much to send.

02 It gathers its contacts

A Cold Outreach agent searches the web for matching companies — no list to upload. Re-engagement and Account Expansion agents work a customer list you import. An Inbound Responder watches your inbox instead of going outbound.

03 It researches each one

For every company it reads the website, finds a contact email address, and works out a specific reason your offer is a good fit for them.

04 It writes the email

Using that research, the agent drafts a short, genuine email — subject lines and body — tailored to each contact and signed off with the signature you set in Settings.

05 You approve every send

Each draft waits in the Approvals tab — grouped by agent when you run more than one. You read it, edit anything you like, then approve or decline it. Only an email you approve is ever sent — the agent never contacts anyone on its own.

06 It handles the replies

The agent watches your inbox. When someone replies, it matches the message to the prospect, sorts it (interested, a question, not interested, an unsubscribe…), and drafts your follow-up — for you to approve in the Replies tab.

Getting started

what to do, in order

01 Create an agent

Go to Outreach, click Create, and pick an agent type. Describe your business, answer the questions, and the agent builds itself in a minute or two — then starts running on its own.

02 Connect your email and fill in Settings

Open Settings and connect the email account the agent sends and receives from — Gmail, Outlook, or any provider. Then add your company name, mailing address, and signature. The law requires a real postal address on every marketing email; your address and signature are added to every send automatically.

03 Let the agent work

The agent runs in the background, finding and researching companies and drafting emails. Drafts appear in Approvals as they are ready — this takes a little time.

04 Review and approve

Open Approvals, read each draft, adjust the wording if you want, and approve the ones you are happy with.

The tabs

quick reference

Outreach — your agents. Create and manage them here.

Approvals — every email waiting for your decision, grouped by agent.

Replies — replies to your outreach, sorted by type, each with a drafted follow-up to approve.

Settings — the email account the agent sends from, plus your company address, unsubscribe line, and signature.

Guide — this page.

The one rule

Nothing is sent without you. Every email — first contact or follow-up — stops for your review and approval first. You are always the last step before anything reaches a real person.

M8trx.ai is designing your agent

Analysing your business…

Import a customer list

Paste a CSV — one company per row, columns: name, website, email. A header row is optional.

Choose an agent type

Each template designs itself around the job you pick.

Cold Outreach

Find, pitch & book new prospects.

Inbound Responder

Triage & reply to inbound enquiries.

Re-engagement

Win back quiet past customers.

Account Expansion

Grow revenue from current customers.

Agent launchedIt is now running.