How can an AI marketing agent use Instantly for marketing?
An AI marketing agent can use Instantly as the engine that sends its cold email and as the scoreboard that tells it what's working. Instantly is a cold email platform. Teams use it to connect many sending mailboxes, warm them up so their mail reaches the inbox, and run campaigns that send a sequence of emails and follow-ups to a list of leads.
That makes Instantly a natural place for an agent to finish outbound work. The agent can research who should get the email, write the sequence, load the leads into a campaign, and launch it. Then it can read the replies and the numbers for each step and adjust the next round. Kite is one example of an agent that does this work through your connected Instantly workspace.
Marketing jobs Kite can do with Instantly
The jobs below follow a cold email campaign from the leads that go into it to the replies that come out. Kite fills the campaign, writes and launches it, keeps the mailboxes behind it healthy, and uses the results to decide what to change.
Add qualified, personalized leads to the right campaign
Kite turns a researched prospect list into leads inside the Instantly campaign or lead list where they belong. Say you ask for heads of marketing at US dental groups with 10 to 50 locations. Kite finds the companies and the people with its built-in research sources, confirms each person still holds the role, and scores every prospect from one to five against your ideal customer profile.
Each lead it adds carries the details your sequence needs:
- the person's first name, last name, and work email
- the company name and website
- a personalized opening line in Instantly's personalization field, written from what Kite learned about that company
- custom variables your templates use, such as the person's city or the number of locations
Kite can add leads to a running campaign or stage them in a new lead list first. It can also tell Instantly to skip anyone who's already in that campaign or anywhere in your workspace. That way a prospect your teammate emailed last month doesn't get a second, unrelated sequence.
Write and launch the campaign
Kite builds the campaign itself, not just the lead list. It writes each step of the sequence, with a subject line and body for the first email and every follow-up, in your brand voice and around what your prospects care about. It sets the sending schedule, picks which of your connected mailboxes send it, and sets the daily sending limit.
When the campaign is ready, Kite brings it to Slack with the sequence, the audience, and the schedule. You reply to approve it, and Kite activates the campaign so Instantly starts sending. Kite can also pause a campaign, duplicate a winning one for a new audience, or update the copy and settings on a campaign that's already running.
Kite handles subsequences too. These are the follow-up tracks Instantly starts when a lead's status changes. Kite can write a short track for leads marked as interested who haven't booked a meeting yet, then pause, resume, or remove a lead from that track as things move.
Keep your sending mailboxes healthy
Cold email only works when it reaches the inbox, so Kite looks after the mailboxes and domains behind your campaigns. It reads the warmup health score and daily warmup results for each sending account. It turns warmup on for a new mailbox and off when you'd rather it stop.
When a campaign seems slow, Kite asks Instantly why. Instantly's sending diagnostics show whether a mailbox has hit its limit, lost its connection, or is outside the campaign's sending schedule. Kite can also test a mailbox's connection and check that your custom tracking domain is set up correctly.
Before a big launch, Kite can run an inbox placement test. It sends your prepared email to test inboxes across email providers and reads where it landed: the inbox, spam, or a category tab such as Promotions. If a domain is landing in spam, Kite can slow its sending, hold the launch, and tell you which mailbox needs attention.
Kite also keeps your block list current. When someone asks not to be contacted, or a customer's domain should never get cold email, Kite adds the address or domain so no campaign sends to it.
Enrich and verify the leads already in Instantly
Kite can improve leads you've already imported. It runs Instantly's own enrichment on a lead list or campaign to add details such as a verified work email, profile information, job listings, technologies in use, recent news, and funding. It can also run Instantly's AI enrichment and verify individual email addresses before a send.
This is useful for a list your team uploaded months ago. Kite verifies the addresses, fills in what's missing, and reads the verification counts for the list, so you know how many leads are safe to email before the campaign starts.
Read results and replies, then act on them
Kite reads each campaign's performance in Instantly, including leads contacted, emails sent, opens, clicks, replies, and the meetings and other outcomes Instantly records. It can break those numbers down by day and by sequence step, including the separate versions of a step you're testing.
Those numbers point to the next change. If the second follow-up in your dental campaign gets half the replies of the first email, Kite rewrites that step and updates the campaign. If one subject line version clearly wins, Kite keeps it and drops the other.
Kite also reads the replies themselves. It sorts each reply by setting the lead's interest status, such as interested or not interested, and it can create new lead labels that match how your team works. It moves a lead to a different campaign when a reply shows they're a better fit there, merges duplicate leads, and assigns hot leads to the teammate who should follow up. For each interested reply, Kite drafts a response your team can send from Instantly.
What Kite reads and changes in Instantly
Kite reads your workspace to plan and measure its work, and it writes leads, campaigns, and mailbox settings. The lists below separate the two.
Information Kite can read
- CampaignsEach campaign's sequence, schedule, sending accounts, and settings, plus which campaigns a given lead or mailbox belongs to. Kite reads them before it changes a campaign or adds leads.
- Leads and lead listsThe leads in your workspace with their details, status, and labels, and your lead lists with their verification counts. Kite uses them to avoid duplicates and choose the right audience.
- Campaign analyticsLeads contacted, emails sent, opens, clicks, replies, and outcomes, by campaign, by day, and by sequence step and version. Kite uses them to decide what to rewrite next.
- Emails and repliesThe messages in your Instantly inbox and the count of unread ones. Kite reads replies to sort leads and draft responses.
- Mailbox healthWarmup scores, daily sending by account, connection tests, campaign sending diagnostics, and custom tracking domain status. Kite uses them to keep campaigns sending.
- Inbox placement resultsWhere test emails landed across providers, plus blacklist and spam filter reports. Kite reads them before a large launch.
- Enrichment statusThe settings and progress of enrichment on a list or campaign, and the result of each email verification.
- Pre-warmed domainsThe domains Instantly offers for new sending accounts and whether a domain you want is available.
Information Kite can create or change
- LeadsNew leads with names, emails, company details, personalization, and custom variables, added one at a time or in bulk. Kite also updates leads, sets their interest status, moves them between campaigns, merges duplicates, assigns them to teammates, and deletes them when you ask.
- Lead lists and labelsNew lists to stage leads before a campaign, updates to existing lists, and custom labels for sorting replies.
- CampaignsNew campaigns with their sequence, schedule, sending accounts, and daily limit. Kite updates, duplicates, activates, pauses, and deletes campaigns.
- SubsequencesNew follow-up tracks triggered by lead status, plus edits, pauses, and restarts. Kite can also take a lead out of a subsequence.
- Mailbox warmupWarmup turned on or off for your sending accounts.
- Inbox placement testsNew tests and changes to existing ones.
- EnrichmentInstantly enrichment and AI enrichment jobs on a list or campaign, along with their settings, such as enriching new leads automatically.
- Block listEmails and domains added to, updated in, or removed from the list your campaigns never send to.
How Kite connects to Instantly
Add an API key for your Instantly workspace. Kite uses the access granted to that key. You create the key in your Instantly settings. Instantly isn't one of Kite's built-in tools, so you'll need your own Instantly account and the sending mailboxes connected to it. Enrichment and email verification that run inside Instantly use your Instantly plan.
The prospect research that fills your campaigns comes from Kite's built-in sources, including Apollo, so you don't need a separate data provider. From there, you can start with the result you want. Ask Kite to "find 200 operations leaders at logistics companies like our best customers and start a campaign in Instantly." Kite already knows your positioning, customers, and competitors from its research on your business. It proposes the audience, the sequence, and the schedule, then builds the campaign and brings it to you for approval before anything sends.
How-to guides using Instantly
- How to add qualified leads to Instantly Coming soon Kite builds a scored list of companies and people that fit your ideal customer profile, writes a personalized opening line for each one, and adds them to the Instantly campaign you choose without duplicating anyone already in your workspace.
- How to send Apollo prospects to Instantly Coming soon Kite finds and enriches prospects with Apollo, checks each one against your criteria, and carries the names, emails, and company details into an Instantly campaign ready to send.
- How to send enriched Clay prospects to Instantly Coming soon Kite uses Clay to fill in missing emails and company details from several data providers, then loads the finished, verified leads into Instantly with the fields your sequence uses.
Where Instantly fits in Kite's marketing work
Instantly is where a finished lead list goes to work. Kite finds, qualifies, and scores the companies and people, then adds them to an Instantly campaign or lead list with the personalization each sequence needs.
Instantly is the sending and measurement layer for this use case. Kite writes the sequence, launches it from your Instantly mailboxes once you approve, and reads the step-by-step results and replies to decide what to change in the next round.
Limits and product-specific details
- Your team buys mailboxes and domains in Instantly. Kite reads which pre-warmed domains are available and checks a domain you're considering, but you place the order for new sending accounts in Instantly.
- Your team sends replies from Instantly. Kite reads and sorts replies and drafts a response, and a teammate sends it from Instantly's inbox.
- Prospect searches use Kite's research. Kite finds new prospects with its built-in sources and adds them to Instantly. It uses Instantly's own enrichment to improve leads that are already in your workspace.
Common questions
Can Kite stop the same prospect from getting emails from two campaigns?
Yes. Beyond skipping duplicates when it adds leads, Kite can look up every campaign a person is in by their email address. When a lead moves to a different campaign, Kite takes them out of the old campaign's follow-up track so they only hear from you once.
Can Kite use the campaigns my team already built in Instantly?
Yes. Kite reads your existing campaigns, their sequences, and their results. It can add leads to a campaign you built, rewrite a weak step, duplicate a strong campaign for a new audience, or pause one that's underperforming.