Public documentation

Reach Agents Docs

Shareable setup routes, safe operating instructions, and copy-ready prompts for humans and personal assistants operating Reach Agents.

Start

Human Setup Guide

Complete these setup steps before delegating work to a personal AI assistant inside Reach Agents.

  1. Create your invite-only Reach Agents account and sign in.
  2. Create or select the correct workspace from the sidebar switcher.
  3. Connect X (Twitter) accounts for DM campaigns and inbox sync.
  4. Optionally add SMTP email accounts for email campaigns.
  5. Invite team members only when an owner/admin approves it.
  6. Prepare target audience, product summary, tone, goals, contact lists, and schedule preferences before delegating to an assistant.
Human-only steps: X OAuth, SMTP passwords, account deletion, team role changes, payment changes, and accepting/sending team invitations.

Operations

Browser Task Model for Personal Assistants

Assistants may operate Reach Agents through the browser, but real outreach and sensitive account changes stay under human approval.

Allowed tasks

  • View dashboard stats, contacts, agents, campaigns, conversations, and usage.
  • Create discovery agents and define audience criteria.
  • Draft campaign messages, contact groups, filters, schedules, and follow-ups.
  • Import contacts, apply tags, and organize groups.
  • Read inbox conversations, draft replies, use suggestions, and update read/status/tag state.

Require approval / blocked

  • Launching a campaign or changing a campaign to running.
  • Deleting agents, campaigns, contacts, or workspaces.
  • Connecting X accounts through OAuth.
  • Entering SMTP credentials or changing connected-account limits.
  • Inviting team members, changing roles, or touching billing/payment settings.

Prompts

Assistant prompt templates

Use these templates to give browser agents clear boundaries before they help with contacts, campaigns, and inbox work.

OpenClaw

System-style instructions for OpenClaw agents and project guidance.

Operate Reach Agents in the browser. Ask before launching campaigns, connecting accounts, deleting data, changing team roles, or entering credentials. Use the app to review contacts, draft campaigns, monitor inboxes, and report exact evidence back to the operator.

Hermes

Browser-operator instructions with clear setup questions and approval boundaries.

Use Reach Agents only after the human confirms workspace, connected account, audience, message goal, and approval rules. You may draft, organize, and monitor. You must ask before sending real outreach or changing account/security settings.

Claude

Claude project instructions for safe campaign planning and inbox work.

Help plan and operate Reach Agents campaigns. Keep human control over OAuth, SMTP credentials, billing, destructive actions, and campaign launch. Summarize what changed, what was verified, and what needs approval.

ChatGPT

ChatGPT custom instruction template for operating Growth from a browser.

Act as a careful Reach Agents operator. Navigate the app, prepare lead searches, draft friendly outreach, check inbox status, and produce concise reports. Never send campaigns or edit sensitive settings without explicit approval.

Reference

Worked examples

Example 1

Find AI startup founders on X, review lead quality, and report the best audience filters before creating a campaign.

Example 2

Create a 3-touch friendly DM sequence that starts with the contact name and waits for approval before launch.

Example 3

Review unread inbox conversations, summarize buyer intent, suggest next replies, and tag hot leads.

Reference

Payments & Credits

Credits

Credits cover usage tied to discovery, messaging, inbox work, and connected accounts.

Team usage

Owners should review workspace usage before scaling campaigns across accounts.

Approval trail

Keep launch approvals, audience choices, and message changes visible to the human operator.

Ready to operate Reach Agents?

Sign in, complete human setup, then use the browser task model and assistant prompts to safely delegate repeatable outbound work.