> ## Documentation Index
> Fetch the complete documentation index at: https://help.clientx.in/llms.txt
> Use this file to discover all available pages before exploring further.

# Automate Outreach from Real Buying Intent Signals

> ClientX triggers outreach on real buying intent: pricing page views, product questions, or repeat visits — so every sequence starts warm, not cold.

Most B2B outreach is cold — a generic message sent to someone who has never heard of you. ClientX outreach starts warm: every sequence fires only after a real person has already visited your site, explored your product, and shown genuine buying interest. By the time your first message lands, they already know who you are.

## Intent-Based Triggering

ClientX only starts an outreach sequence when a visitor crosses a meaningful intent threshold. To qualify for outreach, a visitor must first be **identified** at the company or person level, and then show one or more of the following buying signals:

* Viewed your pricing page
* Visited your demo or contact page
* Returned to your site on multiple occasions
* Scored above your configured intent threshold
* Asked product-specific questions in the ClientX chat widget

Visitors who bounce without engaging are never enrolled — you only reach out to people who have already raised their hand.

## Two Outreach Channels

ClientX runs outreach across two channels, and you can use them independently or together.

<CardGroup cols={2}>
  <Card title="LinkedIn Outreach" icon="linkedin" href="/outreach/linkedin">
    Send automated connection requests and AI-drafted follow-up DMs to identified visitors via LinkedIn. Includes AI auto-reply for inbound messages.
  </Card>

  <Card title="Email Outreach" icon="envelope" href="/outreach/email">
    Send personalised multi-step email sequences from your own address — Gmail, Outlook, or SMTP. Sequences stop automatically when the lead replies.
  </Card>

  <Card title="Unified Inbox" icon="inbox" href="/outreach/inbox">
    Manage all inbound replies from LinkedIn DMs, email, Facebook Messenger, Instagram, and WhatsApp in one place — with full lead context on every conversation.
  </Card>
</CardGroup>

## How Outreach Sequences Work

You define message templates with AI personalization slots, set the timing between each step, and ClientX handles the sending automatically. Here is what happens under the hood:

1. **Enrollment** — when a lead crosses your intent threshold, ClientX enrolls them in the matching sequence.
2. **AI personalization** — before each message is sent, the AI fills in context from the lead's profile, company enrichment data, and their chat conversation with your widget.
3. **Sending** — the message is sent from your connected LinkedIn account or email address at the scheduled time.
4. **Stop on reply** — the moment the lead responds, ClientX pauses the sequence automatically so you do not accidentally send a follow-up after they have already engaged.
5. **Handoff** — high-intent replies surface a sales handoff option with a full lead briefing.

You can monitor every active enrollment, reply rate, and step performance from the **Outreach** dashboard.

## Safety Limits

ClientX enforces conservative daily sending caps per seat to protect your accounts and stay within platform terms of service:

| Channel                      | Limit per seat                                          |
| ---------------------------- | ------------------------------------------------------- |
| LinkedIn DMs                 | Up to 50 messages / day (default)                       |
| LinkedIn connection requests | Up to 20 requests / day                                 |
| Email                        | Configurable — defaults to your email provider's limits |

These limits are not suggestions — ClientX enforces them automatically. You cannot override the LinkedIn caps.

<Note>
  Outreach requires connecting your LinkedIn account or email provider before sequences can send. Go to **Integrations** to connect — see the [LinkedIn guide](/outreach/linkedin) or [Email guide](/outreach/email) for step-by-step instructions.
</Note>
