X Outreach Agent

byHelmOutreach

Engage first, then DM. Outreach that earns the reply.

Works withXX

Slack

Overview

The X Outreach Agent runs social-selling outreach on X/Twitter. It confirms a prospect is active, warms up by following and replying to their posts, then sends a short, personalized DM and a few follow-ups. Every touch is grounded in CRM context and logged back to the deal. It reports replies in Slack.

What it does

What it takes off your plate.

Prospect research

Looks prospects up on X, confirms they're active, and pulls recent posts for context, cross-referenced with your CRM.

Engagement warmup

Follows, likes, and leaves one genuine reply on a recent post over a day or two before any DM.

DM outreach

Sends a short first DM that references something real, then a small number of follow-ups by new angle.

CRM logging

Logs every follow, reply, and DM as an activity, and moves the deal stage as conversations progress.

Reply triage

Surfaces DM replies, drafts a response, and flags warm prospects for a human to take over.

Respects the platform

Only reaches out to prospects active on X, never mass-DMs, respects rate limits, and stops when asked.

Example tasks

Things you can hand it.

Find which of our open-deal contacts are active on X.
Warm up the prospects in the Acme deal before I reach out.
Draft a first DM to this prospect referencing their recent post.
Send the day-2 DM to everyone we warmed up on Monday.
Follow up with the prospects who didn't reply, with a new angle.
Check for DM replies and draft responses.
Log today's X touches to the right contacts and deals.
Which prospects replied this week and look warm?
Reply to one recent post from each prospect in this list.
Stop all outreach to this prospect, they asked to be left alone.

How it works

Connect once, then read Slack.

1
Connect
We connect your X account and set the agent up on the CRM and pipeline so every touch has context.
2
Warm up
It confirms each prospect is active, then follows, likes, and replies to a recent post over a day or two.
3
DM
It sends a short, specific first DM, then a few follow-ups by new angle, stopping on a reply or disinterest.
4
Log and report
It logs every touch to the CRM, updates the deal stage, and posts replies and hot prospects to Slack.

Tiers

Start where you're comfortable.

Same agent, three levels of control. Moving up is a settings change, not a new setup.

QA

The agent researches and drafts; your team sends.

Read and write access to CRM and pipeline for context and logging.
Recommended prospects with confirmed X activity.
Drafted engagement and DMs for you to send.

Managed

The agent runs the cadence; you approve sends.

Everything in QA.
Warms up and drafts the DM sequence per prospect.
Sends engagement and DMs only after you approve in Slack.

Full

The agent runs outreach on schedule, within your limits.

Everything in Managed.
Follows, replies, and sends DMs on the daily cadence.
Respects X rate limits and the daily caps you set.

FAQ

Common questions.

What do I need to get started?

An X account connected through Helm, the prospects you want to reach in your CRM and pipeline, and a Slack channel for the summary and approvals.

Can it actually send DMs, or just draft them?

It can send DMs through your connected X account on the Managed and Full tiers, within X's rate limits. On QA it researches and drafts, and your team sends. On Managed it sends after your approval in Slack.

How does it avoid being spammy?

It only reaches out to prospects genuinely active on X, warms up with real engagement before any DM, and personalizes every message with a specific reference. It never mass-DMs, respects rate limits, and stops the moment someone asks it to.

How is this different from the Sales Development Rep agent?

The SDR runs top-of-funnel across email and the CRM: qualifying inbound, outbound email, and pipeline hygiene. The X Outreach agent is a single-channel social-selling specialist focused on engagement-first outreach on X. Many teams run the SDR for email and this agent for X.

How do the tiers work?

QA researches and drafts. Managed runs the cadence and sends after your approval. Full runs outreach on a daily schedule within the rate limits and caps you set. Moving up a tier is a settings change, not a new setup.