Start a new agent
Go to Agents in the left nav and click Create Agent in the top right. Alsona creates a draft immediately, so you can leave and come back without losing your work.
Choose where the agent finds prospects
The first screen asks where prospects should come from. You can add more sources to the same agent later, so pick the one that matches how you already work.
360 Signal Search. The agent continuously scans the web for buying signals, researches each company, finds the right decision-maker, and drafts outreach when something meaningful happens. This is the recommended option and the one the rest of this guide follows.
LinkedIn. Pull profiles from a LinkedIn or Sales Navigator search URL, from the people who reacted to or commented on a post, from a LinkedIn event you registered for, or from a group you joined.
Import CSV. Upload a CSV, XLS, or TXT file. LinkedIn profile URLs are required. You can also paste a list of profile URLs directly, one per line.
Integrations. Pull contacts from a connected tool. HubSpot is currently the only integration available as a prospect source.
Every source also asks which senders it should run on, and offers an "Include Locked Profiles" checkbox. Locked profiles are people another one of your agents has already messaged in the last 14 days. Leave it unchecked unless you deliberately want agents to overlap.
Step 1 of 4: pick your intent signals
This is where you tell the agent what to listen for. There are 31 signal sources across nine categories, from hiring momentum and website changes to ad activity, review spikes, podcast mentions, GitHub activity, SEC filings, and funding rounds.
A few things to know here.
Your company profile and targeting are already filled in from your account settings, shown as saved at the top of the screen. Change either one if this agent should aim at a different audience than your default.
NOTE: These changes will become default and be reflected in your next Agent.
The Customize dropdown, located within each signal, only appears after you switch a source on. This is easy to miss and it is where most of the precision lives.
Switch on Hiring & Headcount Momentum, for example, and a Customize control appears letting you track current headcount, six-month growth, or twelve-month growth. Review velocity sources can be narrowed to positive or negative reviews only. Ad activity can be narrowed to currently running versus active in the last 30 or 90 days.
One source needs configuring or it will not do anything: LinkedIn Audience Engagement shows a warning icon until you add keywords, because it only tracks engagement on posts matching those keywords.
Start with three to six sources that genuinely indicate someone might buy what you sell. Turning on all 31 produces noise, not pipeline.
Step 2 of 4: pitch and personality
Alsona pre-writes your offering and your customers' pain points from your company website. Read both carefully and edit them, because every message the agent writes is built on this text.
Then set:
Conversion goal. Fifteen options, from booking a meeting to starting a free trial to exploring a partnership. This is what the agent steers conversations toward.
Demo link. The agent shares this when a prospect is ready.
Tone of voice. Professional, friendly, or bold.
Message length. A slider from brief to thorough.
There will be more options to customize settings after the Agent is launched.
Step 3 of 4: outreach mode and schedule
Outreach mode decides how much the agent does without you. The three options differ on two separate questions: whether sends need your approval, and who handles replies.
Mode | Sends outreach | Needs approval | Replies handled by |
Full Autopilot | Yes | No | The agent |
Outbound Autopilot | Yes | No | You |
Co-pilot | Only what you approve | Yes, every draft | You |
You must assign at least one sender before you can continue. Each sender you add increases how much outreach the agent can do per day, because LinkedIn limits are per account.
Then set the time zone your prospects live in, not yours, and the days and hours the agent is allowed to send. Weekdays 9 to 5 is a sensible default and there is a one-click preset for it.
Step 4 of 4: build the workflow
The workflow is the sequence of actions the agent runs against each prospect. You have three ways to build it.
Create with AI. The Agent Assistant asks five quick questions using clickable answers: which channels, how many messages, whether your prospects are first-degree connections or further out, which engagement actions to include, and whether to send InMails. It then builds a branching workflow and drafts the message copy. This takes under a minute.
Create manually. Build the sequence yourself from 10 actions and 7 conditions. Use this when you know exactly what you want.
Start from a template. View Templates opens a library of 138 public workflows across 17 categories, plus anything your team or agency has saved.
Set up outreach workflow later. Saves the agent as a draft so you can come back to it.
Review the messages before you launch
Click any message step to open its editor. This is the most important screen in the setup and the easiest one to skip past. Settings within the editor include:
Variants. Add a second version of the message and Alsona splits sends between them, so you can see which performs better. Stats are displayed in real-time.
Use your own message. Write the copy yourself, with variables like first name, job title, and company name.
AI Contextual Outreach. Instead of dropping variables into a fixed template, the agent reads the context around each prospect and adapts the message to it. This is what makes signal-led outreach read differently from mail-merge.
Delay time. When this step runs after the previous one.
Launch
Save as draft if you want to review later, or Launch agent to go live. After launching, the agent card shows "Listening for signals" and your first signals and matched prospects usually appear within a few hours.