How to Build a JaicobAI Agent

Key Concepts

BD vs. Recruiting: Which blocks to use

Everything else in the workflow (delays, messages, branches) works the same for both.

How sourcing works

JaicobAI's AI sourcing finds people based on the criteria you define (title, location, industry, seniority). It does NOT depend on your LinkedIn search - it uses its own data layer and waterfall enrichment to find contact details (email, phone, LinkedIn URL).

Sourced people appear under Leads in the JaicobAI menu. You can review them before outreach fires (using a delay block).

Channels available

Available Function Blocks

When you click + between steps, you'll see this menu. Here's what each block does:

Control Workflow

Leads / Sourcing

Messaging

Data / Details

Step 1: Set the Trigger

The first block in every agent is the Trigger. This determines when the workflow runs.

For most outreach agents, use Interval - Daily. The agent will source a new batch of people each morning and feed them into the sequence.

Step 2: Configure Sourcing

Add Source prospects (for BD) or Source candidates (for recruiting) after the trigger.

Fields to configure

Step 3: Add a Review Delay

Add a Delay block (1-2 days) between sourcing and the first outreach action.

This gives you a window to review sourced leads in JaicobAI before any messages go out. Check for:

• People who are active candidates being placed (check Loxo)
• People at companies that are current clients
• People recently contacted through another channel
• Obviously wrong results (wrong industry, wrong seniority)

Once you trust the sourcing quality after a few weeks, you can shorten or remove this delay.

Step 4: LinkedIn Connection Request

Add LinkedIn connection request after the review delay.

After the CR, add another Delay block (3-5 days). This gives the prospect time to accept before the workflow decides what to do next.

Step 5: Build the Branch (Situations)

Add a Situations block. This creates two "If / then" paths based on whether the CR was accepted.

How to configure it

1. Click the left "If / then" block
2. Open the "Select field..." dropdown
3. Choose Invitation (under "LinkedIn connection request")
4. Set condition: is equal to > Accepted
5. Configure the right branch the same way with Not Accepted

Now build out each branch with its own message sequence.

Step 6: LinkedIn DM Sequence (Left Branch)

After the Leads block, build your DM sequence with Delay blocks between each message:

Write your own copy for each DM. Click the + button in the message editor to insert variables like {Lead first name}. Keep it conversational - these are LinkedIn messages, not formal emails.

Step 7: Email Sequence (Right Branch)

Build the email branch with Send email blocks and Delay blocks:

Write your own copy for each email. Each Send email block has fields for subject line, body, and you can insert variables using the + button. Give each email a unique subject line and make sure each message gives the reader a new reason to respond.

Working with Variables (Placeholders)

Click the + icon next to any message field to insert a variable. Available variables depend on what upstream blocks exist in the workflow.

Example Workflows

Common agent patterns you can build. Clone and customize.

BD Outreach Agent (prospects)

Candidate Sourcing Agent (recruiting)

Reactivation Agent (re-engage cold leads)

Pre-Publish Checklist

Run through this before hitting Publish on any agent.

• Trigger is set to the correct interval (daily, weekly, etc.)
• Correct LinkedIn account is selected on both sourcing and CR blocks
• Email sender is one of our alternate domains, NOT the .com
• Email inbox has been warmed up before publishing
• All delay values are set and make sense (not too aggressive, not too slow)
• Excluded companies list includes ALL current clients
• Network distance does NOT include 1st degree (for cold outreach agents)
• CR message is blank (unless you have a specific reason to include one)
• All message copy is written and reviewed
• All email subject lines are set and unique per email
• Variables are inserting correctly (test with the + button)

Troubleshooting

For anything else, use the chatbot at help.jaicob.ai or message the JaicobAI team directly.