AI Goal Mode: Let the AI Manage Your Conversations
Goal Mode turns outreachKoi from a sequence sender into a full conversation manager. Here's how to set it up and what to expect.
Most LinkedIn automation tools send fixed sequences and stop. Goal Mode is different — it reads every reply in a thread, decides what to say next, and keeps the conversation alive until your goal is reached or the lead goes cold.
What Goal Mode does
When Goal Mode is enabled on a campaign, outreachKoi monitors your LinkedIn inbox for replies from leads in that campaign. When a reply comes in, the AI:
- Reads the full conversation history, not just the latest message.
- Decides whether to reply, wait, or mark the lead as closed.
- Writes a reply tailored to the thread — no canned responses.
- Flags the conversation as goal-achieved when the outcome is reached, queuing it for your one-click confirmation.
Setting up Goal Mode
Goal Mode is configured per campaign. Go to Campaigns → New Campaign (or edit an existing one) and toggle on Goal Mode.
Writing an effective goal
The goal field is a plain-text instruction to the AI. Be specific about the outcome you want and the context the AI should keep in mind.
- Specific outcome: 'Book a 20-minute discovery call to demo our product' rather than 'Set up a meeting'.
- Context: Include what your product does and who you're targeting. The AI uses this to write relevant replies.
- Boundaries: Tell the AI when to stop. 'If they say they're not interested, thank them and close the conversation.'
Tip: Example goal: "Book a 20-minute intro call. We help B2B SaaS teams reduce churn by improving onboarding. If they're not the right contact, ask who handles customer success. If they decline twice, close politely."
Reviewing AI replies before they send
By default, Goal Mode sends AI replies automatically. If you want to review first, enable Review mode in the campaign settings — all AI-drafted replies queue up in your Inbox for approval before sending.
Tip: Run the first campaign with Review mode on until you're confident in the AI's output quality. Once you've reviewed 20–30 replies and they look good, switch to auto-send.
Handling goal-achieved leads
When the AI determines the goal has been reached (e.g., the lead said 'Sure, send me a calendar link'), the conversation is flagged in your inbox with a goal-achieved badge. You step in to send the calendar link or close the deal — the AI hands off cleanly.
Goal Mode limits and best practices
Keep these things in mind to get the most out of Goal Mode:
- Goal Mode works best for single, clear goals. Multiple goals in one campaign get confusing.
- Long threads with many back-and-forths are handled well — the AI reads the full context each time.
- If a lead replies aggressively or the conversation goes off-track, you can always take over manually from the Inbox.
- Monitor the AI reply rate in Analytics. If it's low, the AI may not be detecting replies correctly — check that LinkedIn is open in your browser.
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