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Implementation guide

Build an AI Outbound Campaign System

Build an AI marketing system: Instagram automation, lead capture, segmentation, and campaign workflows.

~50 min6 steps

What you will build

By the end of this guide, you will have a fully operational AI marketing system: it captures leads from Instagram, segments them with AI, enriches CRM records, and triggers automated campaign workflows.

Agent BuilderWorkflowsChannelsCRM PeopleMax Activity
1

Create the Marketing Agent

Build the AI agent that handles lead conversations, captures intent, and qualifies demand.

  1. Create the marketing agentOpen guide

    Open Agent Builder and create an outbound marketing agent with capture instructions.

  2. Configure lead capture playbookOpen guide

    Define how the agent captures: name, company, intent, budget, and timeline.

  3. Connect Instagram channel

    Link the Instagram account to the agent for DM and comment handling.

2

Build Lead Capture

Create the entry points that capture leads from Instagram and other channels into CRM.

  1. Create the lead tableOpen guide

    Set up a CRM People object with campaign source, intent, and segment fields.

  2. Configure capture fields

    Add UTM source, campaign, offer, and lead score fields to the record.

  3. Set up enrichment rules

    Define what data the AI should fill automatically on capture.

3

Configure Instagram Automation

Automate Instagram DM replies, comment responses, and lead routing.

  1. Set up DM automationOpen guide

    Trigger on Instagram DM: route to marketing agent, capture intent.

  2. Configure comment workflows

    On keyword in comments: send DM with offer or CTA automatically.

  3. Build the capture workflowOpen guide

    After conversation: extract lead data, create CRM record, score lead.

4

Build AI Segmentation

Classify leads by intent, engagement level, and campaign fit using AI.

  1. Create the segmentation workflowOpen guide

    Run AI classification on captured leads: hot, warm, cold, nurture.

  2. Update CRM segment fields

    Write AI segment result to the CRM record for campaign targeting.

  3. Trigger segment-specific flows

    Branch: hot lead → immediate sales handoff; warm → campaign sequence; cold → nurture.

5

Create Campaign Workflows

Build automated sequences that activate based on segment, behavior, and timing.

  1. Build the campaign sequenceOpen guide

    Create a multi-step workflow: message 1 → wait → follow-up → offer → close.

  2. Configure personalization

    Use CRM context fields (name, interest, segment) to personalize messages.

  3. Set up re-engagement flows

    On inactivity: trigger re-engagement workflow with a new angle or offer.

6

Final Operational State

Verify the complete marketing system end-to-end.

  1. Lead arrives from Instagram

    DM or comment triggers the capture workflow automatically.

  2. AI captures and enriches

    Marketing agent qualifies intent, extracts data, and creates CRM record.

  3. Lead segmented by AI

    Segmentation workflow classifies the lead and routes to the right campaign.

  4. Campaign sequence activates

    Appropriate message sequence fires based on segment and timing rules.

  5. All activity in Max

    Every capture, message, and campaign event visible in the Max activity timeline.