Help centre
How the product behaves, why it often decides not to send, and what to do when something looks wrong.
Getting started
What the product does and how to set it up.
What OutreachConvert does
OutreachConvert watches the people you are already connected to on LinkedIn for things worth responding to, such as a new role or a post with a real point in it. When one happens it drafts a reply to that specific event and puts it in a queue. Nothing is sent until you approve it.
Connecting your LinkedIn account
You connect LinkedIn through a hosted authentication step run by our channel provider. Your LinkedIn password is never entered into OutreachConvert and is never stored by us. Once connected, the system can see what you can see as a signed-in user, and nothing more.
What to expect in your first week
Expect a quiet first week. The system needs a baseline before it can tell what has changed, sending limits start low and ramp over about three weeks, and it will not invent a reason to contact someone. A handful of drafts in week one is normal and correct.
The daily email, and turning it off
The product reads your network several times a day whether or not you are signed in. The daily email is how it tells you when something needs you: a draft waiting for a decision, or somebody who has written back. It is sent on weekday mornings and only on a day there is genuinely something to do.
Importing people from a file
Everybody in your workspace arrives from your LinkedIn connections unless you add them, which means the product can only work with the network you already have. Importing a file is the way in for everyone else: a CRM export, an event attendee list, or the spreadsheet you keep.
Connecting your Gmail or Outlook mailbox
Every plan includes one mailbox for each LinkedIn account it covers, at no extra cost. Connecting it means email is sent from your own address, so replies come back to you and your sending reputation stays yours. It is connected the same way as LinkedIn, through the provider's own login, so we never see your password.
Signals and playbooks
What the system watches for, and why it sometimes stays quiet.
What signals the system watches for
Three signals are acted on: a job change, a post with real content in it, and a connection request being accepted. Several other things that other tools treat as signals are deliberately ignored, because acting on them is the clearest sign of automation.
Why a signal did not produce a draft
Most signals do not produce a draft, and that is the intended behaviour. The usual reasons are that the person was contacted recently, that they already have a message waiting, that a conversation is open with them, that the post had nothing worth responding to, or that the draft failed a quality check.
Turning plays on and off
A play is a single rule of the form "when this happens, draft that". Your workspace starts with every play switched off, which means nothing will be drafted until you turn at least one on. You do that under Settings, then Plays, where each one says what it does and how many drafts it has written so far.
Seeing where something has happened
The companies list leads with the accounts where something has happened in the last thirty days, newest first, and each of those rows says what happened. Knowing five people at a company does not change from one month to the next; what changes is whether one of them just posted, changed role or accepted your request, and that is what decides who to write to this week.
Approving and sending
Reviewing drafts, and how sending is paced.
How the approval queue works
Every draft lands in the queue and stays there until you act on it. Approving moves it into the send queue, where it goes out at a human pace inside your working hours. Rejecting discards it. Nothing sends on its own.
Sending hours and daily limits
Approved messages send only on weekdays, only during your configured working hours, and only within a daily cap. New accounts start well below the cap and ramp over about three weeks. Timing is varied rather than regular, because messages arriving at exact intervals are recognisably automated.
Why nothing has sent yet
The most common reason is that sending is switched off, which is the default. The banner at the top of every page states the current state in plain language, including whether sending is off, whether it is outside your hours or a weekend, whether the day's allowance is spent, or whether the platform has asked us to slow down.
Following up when nobody replies
Any play that sends a private message can carry a single follow-up, sent a set number of days later if nobody has replied. It is one extra message and there is no setting that can make it more, because two messages is a nudge and five is what gets a sender permanently ignored.
Sending by email
You can connect your own Gmail or Outlook mailbox, and outreach email is then sent from it rather than from us. That matters for two reasons: replies land in your own inbox where you will see them, and your sending reputation stays yours rather than being shared with every other customer.
Turning sending on and off
A new workspace does not send anything. Drafts are collected and held so you can see what the product would say before any of it reaches a real person. When you are ready, turn sending on under Settings, then Sending. The switch appears once you have approved at least one draft.
Inbox and replies
Replies, conversations, and what happens to automation.
What happens when someone replies
The moment someone replies, automation stops for them entirely and anything queued for them is cancelled. That is checked twice: once when the reply arrives, and again immediately before any message is sent. A scheduled follow-up can never land on top of a real conversation.
Replying from the inbox
You can reply to any conversation directly from the inbox. Your own replies send immediately rather than joining the queue, and they are not put through the draft style checks, because those exist to stop machine-written text sounding machine-written, not to police how you write.
Recording what came of a conversation
When a conversation reaches its end, you can record what it came to: a meeting, a customer, or nothing. Those three answers are the only thing that can tell you whether the outreach was worth doing, and which kinds of event are worth acting on at all.
Your booking link
Save your scheduling link under Settings, then Voice, and a button appears in the reply box whenever a reply reads as interest or a request to meet. It inserts at the cursor, so you can put it where you want it rather than at the end of whatever you were typing.
Notes on a person
Every person has a page where you can write notes about them. Notes are dated and carry the name of whoever wrote them, and they appear both on that page and in the panel beside a conversation in the inbox, which is where they matter most.
Drafting a reply to a conversation
Beside the compose box there is a "Draft a reply" button. It reads the conversation so far, anything you have written in your notes about that person, and a sample of your own writing, then suggests a reply and puts it in the box for you to edit. It never sends anything: the draft lands where you type, and nothing leaves until you press send yourself.
Account safety
Keeping your LinkedIn account out of trouble.
How your LinkedIn account is protected
Account safety is treated as a behaviour problem rather than an infrastructure one. The protections are conservative daily limits, a three week warm-up on new accounts, sending only during working hours on weekdays, irregular timing, one message per person, and refusing to send drafts that read as machine-written. None of this removes the risk, and we will not claim it does.
What to do if your account is restricted
Turn off sending immediately, then use LinkedIn normally by hand for several days. Complete any verification LinkedIn asks for, since that often lifts a temporary restriction. Do not create a second account. When it clears, resume at a much lower volume rather than where you left off.
Inviting people you imported
People you import from a file are usually not connections, so they cannot be messaged. The only way to reach them is a connection request. There is a play that drafts one, it is off until you turn it on, and it is held to a weekly limit that none of the other plays touch.
Your data
What is held, where it comes from, and how to remove it.
What data is held about your contacts
For each contact the system holds their name, professional headline, LinkedIn identifier, any events involving them, the messages exchanged, and a record of what was drafted, sent or cancelled. Contact details such as an email address are held only where you have asked for them to be looked up.
Where contact details come from
Contact details come from LinkedIn itself, which shows them to you because you are connected. Looking somebody up costs one of your daily profile lookups, which is why it is a deliberate action rather than something that runs across everyone.
Unsubscribes and the do-not-contact list
Anybody you contact can ask to be left alone, either by replying and saying so or by using the unsubscribe link in an email. Either way they are added to your do-not-contact list, which is checked before every single message on every channel, and it is never overridden.
Troubleshooting
When something is not behaving as expected.
No drafts are appearing
Work through four things: whether any rule is enabled, whether your connection is healthy, whether anything has actually happened in your network recently, and whether the drafts were produced but declined for a reason.
My connected account shows as disconnected
A connection drops for one of three reasons: LinkedIn is asking for a verification code that has not been completed, the password changed, or the account has been restricted. Reconnect only after establishing which, because reconnecting into a restriction makes it worse.
Not answered here? Email hello@outreachconvert.com and the answer will usually end up on this page.