AI agents for Instantly
A Monmo agent works in Instantly the way a careful outbound assistant would. It checks lead lists before they are uploaded, writes sequence steps and variants, sorts replies in the Unibox and turns campaign numbers into a plain weekly read. It uses your own Instantly workspace, and launching a campaign, adding leads or sending a reply always waits for your approval.
Updated 2026-11-13 · Free to start. Paid plans from $15 a month.
What agents do in Instantly
Check a lead list before upload
It removes duplicates, existing customers found in HubSpot, role addresses such as info@ and anyone on your do-not-contact list, flags rows with no first name and tells you what it dropped.
AskClean this CSV of 400 leads before it goes into Instantly. Remove customers and anyone we emailed this year.
Write the sequence and its variants
From your offer and three customer examples it writes a four-step sequence, with two variants of the first step, each under 100 words, and saves it in a draft campaign for you to read.
AskWrite a four-step sequence for operations leads at logistics firms, with an A and B opening. Keep each email short.
Sort the Unibox each morning
Every weekday at 8 it reads new replies in the Unibox and sorts them: interested, not now, wrong person, unsubscribe. It drafts an answer for each interested reply and proposes a lead label for the rest.
AskEvery weekday at 8, sort new Unibox replies by intent and draft answers for the interested ones.
Hand interested leads to the CRM
When someone asks for a call, it prepares the contact and deal for HubSpot or Pipedrive with the whole thread, and drafts a reply with your Calendly link. Both wait for your approval.
AskFor every interested reply this week, prepare a Pipedrive deal and a reply with my Calendly link.
Read the campaign numbers
Every Friday it pulls replies, bounces and opportunities per campaign and step, compares the variants and writes which opening is earning replies, in a short Google Doc with the figures beside it.
AskEach Friday, tell me which Instantly campaigns and variants got replies this week and which step people stop at.
Watch sending account health
It checks warm-up and bounce figures for each sending account and tells you when one should rest or take a lighter daily limit. Pausing a campaign or changing a setting asks first.
AskCheck our sending accounts in Instantly and list any with rising bounces. Suggest what to pause.
Stop the next step when someone replies elsewhere
If a prospect answers you directly in Gmail or books through Calendly, the agent notices and proposes removing them from the campaign so they do not receive another step.
AskEach evening, find leads who replied in Gmail or booked a meeting and propose removing them from their Instantly campaign.
How it connects
- 1You connect your own Instantly workspace once with an API key from its settings. Instantly decides which plans include API access, so check yours; where the connection stops, the agent can use Instantly in its own browser.
- 2You choose which agents may use Instantly. An outbound sales agent needs it; your support and finance agents do not.
- 3Reading campaigns, analytics and the Unibox needs no approval. Uploading leads, launching or pausing a campaign, editing a live sequence and sending a reply ask first, and one card can cover a batch.
More in CRM and sales
Other apps of this kind that agents work in, each with its own page.
Watch it work
A sample replay with example data, sped up. Pause it, scrub through it, or take the mouse yourself. This sample shows a similar job in other tools; Instantly is not on screen.
On screen
LinkedIn
Google Sheets
Gmail
Pick a job. Watch it get done.
- Why
- The outreach you asked for. Each one is personal and has an unsubscribe line.
- Where
- Your Gmail · 20 people at 17 companies
- What to expect
- Sends 20 emails now. Follow-ups wait for your approval in 3 days. LinkedIn notes stay as drafts for you to send.
Your team. Connected to everything.
Logistics outreach — February+Sample replays with fictional data, sped up. Pause one, scrub through it, or take the mouse yourself.
Questions people ask
Can an AI agent run cold email campaigns in Instantly?
The agent prepares the campaign; launching it is your call. A Monmo agent cleans the lead list, writes the sequence and its variants and sets up a draft campaign. You read the copy, check who is on it and approve the launch. Whom you email, and following the anti-spam rules where you send, stays your decision.
Can it reply to leads in the Instantly Unibox?
It drafts the replies and sending waits for you. Each morning the AI agent reads new replies, sorts them by intent and writes an answer for the interested ones from your offer and calendar. You see every draft on a card, edit what you like and approve the batch.
Will an AI agent hurt my sender reputation?
The agent does not raise sending volume or change account settings on its own. It watches bounce and reply figures, suggests resting a sending account or trimming a list when numbers slip, and waits for you to decide. Deliverability still depends on your list, your domains and how you send.
Does it check Instantly leads against HubSpot or Pipedrive?
Yes, if you connect your CRM as well. Before an upload the agent compares the list with HubSpot or Pipedrive so existing customers and open deals are not emailed, and when a lead is interested it prepares the contact and deal. Creating or changing a CRM record asks first.