Agents & Profiles

An agent is a sender: the person, company and message that go into every contact form in a run. You can keep several agents and switch between them, or split a run between two of them to compare results.

1. Where Agents Live

Open the Agent tab. The Sending as list shows every agent with its name, email, whether AI messages are on, and a DEFAULT badge on the one that is currently sending. Selecting an agent, or pressing Edit on its row, makes it the default and loads it into the editor below. When you have two or more agents, Start sending on the Send tab also opens a sender picker that starts on the default; the agent you pick there sends the run and becomes the default.

2. What An Agent Contains

The editor is one bundle with seven sections; one section is open at a time:

• Personal details: agent name (a short label only you see), first and last name, full name, email, phone.
• Your message: the subject line and the message, with tags such as {{website_name}} and {{company}} that are filled per website.
• Company & job title: company, job title, website, industry.
• Address: street, apt or suite, city, state, country, postal code.
• Social links: LinkedIn, X, Instagram, Facebook, GitHub, YouTube, TikTok, portfolio.
• More details: date of birth, gender, pronouns, nationality, alternative email.
• Preferences: how the name is filled, resume URL, cover letter.

3. Which Fields Matter

Name, email and message are needed by almost every form. The rest are optional. contactID never types made-up details: when a form requires a field you left empty, that website is skipped before anything is sent, no credit is used, and the reason names the field (Settings > Required questions can answer such questions neutrally instead, but never with a made-up email, phone, name, company or address). The coverage card at the top of the editor scores how many forms this sender can fill and lists what to add, ranked by how often forms ask for it.

4. Saving

Save & add websites saves and takes you to the Targets tab; Save stays on the Agent tab. Unsaved changes are protected: switching agents asks first.

Related questions:

• How To Create Your First Agent?
• Setting Up Your Personal Information (Name, Company, Email)
• Writing An Effective Pitch Message
• Setting A Default Agent
• Using Multiple Agents For Different Campaigns

Your first agent takes about two minutes. Everything you enter is stored on your account and synced to every browser you sign in on.

1. Start A New Sender

On the Agent tab click + New sender. The editor opens with Personal details expanded.

2. Personal Details

Give the sender an Agent name (2 to 15 characters, shown only to you; the sender cannot be saved without it), then first name, last name, email and phone. Email and name are required by almost every contact form; phone is asked by about one in three (service businesses, clinics, quotes), so add it if you have one.

3. Your Message

Write the subject and the message, or use one of the two helpers above the editor:

• AI write my message: describe your offer, pick tone, length and goal, and get three drafts with subject lines to choose from.
• Start from a template: twelve proven messages by niche, previewed with your details.

Use tags to personalize: {{website_name}} names the site the message goes to, {{fullName}} and {{company}} are yours. Click a tag to insert it at the cursor. The deliverability check under the editor tells you if anything in the text tends to get outreach ignored.

4. Optional Sections

Open Company & job title, Address, Social links, More details and Preferences as needed. The coverage card ranks what is worth adding. More details starts with a sample date of birth (September 20, 1983) that is typed into any form asking for one, so change it to the date you want forms to receive.

5. Save

Press Create & add websites to save the new sender and move to the Targets tab (on an existing agent the same button reads Save & add websites).

Related questions:

• What Are Agents And How Do They Work?
• Writing An Effective Pitch Message
• Understanding The Rich Text Editor
• How To Add A Subject Line To Your Pitch?
• The contactID Signature Explained

Every contact form asks for at least a name and an email; contactID pulls this from your active agent. Getting this data right matters because it is what the recipient sees.

1. First And Last Name

Contact forms typically have one field labeled “Name” or two labeled “First Name” and “Last Name”. contactID handles both:

• When there is one Name field: it gets your Full name (first and last name joined by a space unless you edit it, e.g., “Sarah Chen”), whether it is labeled “Name”, “Full name” or “Your name”. It gets only the first name if Use full name by default under Preferences is off, or if the field is a user name or login, or if the site only accepts letters without a space there.
• When there are two fields: contactID sends first name to the first and last name to the second, in any language the form uses (for example “Prénom” and “Nom”, “Vorname” and “Name”, “Nombre” and “Apellidos”). A first-name field for someone else (a partner, a child, a guest) does not count as yours.

Use your real name. Recipients who reply want to reach a real person, and generic names (“John Smith”, “Jane Doe”) get flagged as suspicious more often.

2. Company Name

The company field is used for websites whose contact forms have a Company or Organization field. This is a strong signal in B2B outreach; recipients decide whether to reply based on who they are being pitched by.

Use your real company name as it appears on your website. If you do not have a company, use your personal brand or “Freelance [your role]” (e.g., “Freelance Marketing Consultant”).

3. Email Address

This is the most important field. It is where every reply lands.

• Use a real, monitored inbox. Do not use info@ or sales@ that goes to nobody.
• Match the domain to your company if possible. [email protected] looks more trustworthy than [email protected] in B2B contexts.
• Do not use disposable email services. Some target websites block them, and your submissions will fail silently.

4. Phone Number

Only some forms have a phone field, but about one in three asks for it. The editor marks Phone as required and counts it in Personal details, but you can save without it. If a form requires a phone and yours is empty, contactID skips that website before anything is sent (no credit is used), and the reason says the form asks for your phone number. It never types a made-up number.

Write your number with its country code, for example +44 20 7946 0958 or +1 555 123 4567. contactID then writes it the way each phone box takes it:

• A box with a country flag gets the number with its code, so the box switches to your country.
• A box that takes one shape of number, such as (###) ###-####, gets your number in that shape when it fits (a North American number as its ten digits).
• Any other box gets the number as the form expects it (with or without spaces, with or without the code).

When a box takes only a kind of number yours is not (a US-only (###) ###-#### box and a British number), the box is left empty, because a wrong number is worse than none. A form that requires that box is skipped, with a reason such as “its “Phone” box takes only numbers like (###) ###-####, not your phone number (+44 20 7946 0958)”.

5. Website URL (Optional)

The website field is a chance to send traffic back to your own site. Include it if you have one:

• Full URL: https://yourdomain.com
• Or root domain: yourdomain.com

Some recipients will click through to check you out before replying. A polished site raises reply rates significantly.

6. What Not To Include

Some fields are auto-detected but should never be filled:

• Social security number, tax ID, or ID card fields. These do not appear on legitimate contact forms; if present, the target website is likely a scam or phishing form. contactID skips these fields automatically.
• Password fields. These are auth forms, not contact forms. contactID does not fill them.
• Payment fields. Same as above.

7. Editing Your Info Later

Every field can be edited any time on the Agent tab. Changes apply to every website filled after you save, even during a run that is already sending. The dashboard’s Agents page edits only the agent name, sender name, reply-to email, subject and message, and saving there also copies your name, phone, company details and country from the dashboard’s Profile page into the agent, so make other changes on the Agent tab.

Related questions:

• How To Create Your First Agent?
• Writing An Effective Pitch Message
• Using Multiple Agents For Different Campaigns
• How To Update Your Profile Information?

Contact forms are read quickly by busy people. Short, specific messages with one clear ask get replies; long, generic ones get deleted.

1. Let contactID Draft It

Above the editor, AI write my message asks for a short brief (what you offer, what you want), a tone (friendly, direct, formal, playful), a length and a goal (book a call, get a reply, send info, ask a question). It returns three drafts, each with a subject line, written with your real tags so every message names the website it goes to. Pick one, and it replaces your message (it asks first if you already wrote one). Drafts are paid from your AI credits and usually cost well under a cent.

2. Or Start From A Template

Start from a template offers twelve proven messages for agencies, SaaS, local services, e-commerce, recruiting, PR, consulting, events and general outreach. Replace the [bracketed] hints with your own words.

3. The Deliverability Check

The panel under the editor scores your message live (Good, Fair, Needs work) and explains what to fix: too many links, ALL CAPS, spam-trigger phrases, no personalization tag, unknown tags, a leftover [hint], a message that is too long or too short, a shouty subject, no clear ask. It never blocks a run; the Send tab shows the same warnings once more before you start.

4. Rules That Work

• Name the website: use {{website_name}} at least once.
• 60 to 120 words. One idea, one ask.
• Normal case, one exclamation mark at most, no guarantees you cannot keep.
• End with one question or one next step.

5. Personalization At Scale

Extra columns in your spreadsheet become tags ({{city}}, {{owner_name}}). With Use AI to write personalized messages on, {PromptName} placeholders are written by the AI for each website; with One I wrote per site on, each website gets the message you wrote for it in the file.

6. Vary The Wording (Spintax)

Write choices in braces with a bar between them, such as {Hi|Hello|Good day} or {I came across|I found} {{website_name}}, in the message or the subject line. Each website gets one choice of each, and choices can hold other choices and tags ({Hi {{firstName}}|Hello}). A website always gets the same version, and Preview on a site on the Targets tab shows the one it gets. The deliverability check reads one version. Braces without a bar keep their usual meaning: {{tag}} is a tag and {PromptName} is an AI placeholder.

Related questions:

• Understanding The Rich Text Editor
• How To Add A Subject Line To Your Pitch?
• What Is AI Personalization And Why Use It?
• Understanding AI Placeholders Like {sell}
• The contactID Signature Explained

The pitch message field uses a rich text editor with basic formatting options. Here is what each button does, when to use formatting, and when to skip it.

1. Editor Toolbar Overview

The editor toolbar sits above the message field with these buttons, left to right:

• B, I, S. Bold, italic and strikethrough.
• P. Turns the selected line back into a normal paragraph.
• UL, OL. Bulleted list and numbered list.

There is no underline, link or clear-formatting button.

2. Formatting Is Not Sent To The Form

contactID types your message into the contact form as plain text, so the recipient never sees bold, italic or strikethrough. What is kept:

• Line breaks and paragraphs.
• Bulleted lists, sent as lines that start with •.
• Numbered lists, sent as lines that start with 1., 2., 3.

3. When To Use Rich Text

Rich text is worth using for:

• A short bulleted list of value points. Three quick benefits are easier to skim than a paragraph.
• A link to a specific portfolio piece. Type the full address (https://…) in the text; there is no link button.
• Line breaks between the hook, value, and ask so the message reads clearly.

4. When Plain Text Is Better

Skip rich text if:

• Your pitch is only two or three sentences (formatting adds nothing).
• You are worried about looking too polished (“marketed at” instead of “written by a real person”).
• You use AI Personalization heavily; the AI fills your {PromptName} placeholders with plain text, and formatting is dropped when the message is typed anyway.

5. Pasting From Word Or Google Docs

The editor accepts pastes from Microsoft Word, Google Docs, or any other rich text source. It keeps paragraphs, bold, italic, strikethrough and lists, but it drops:

• Fonts, font sizes, colors and underline.
• Links (the linked text stays, the address is lost).
• Tables (only the text is kept).
• Images (removed entirely).

6. Adding A Link

There is no link button. Type or paste the full address (for example https://example.com/work) into the message. It is sent as text, exactly as written.

7. Message Length

The editor has no character counter. Keep the message under about 2,000 characters, formatting included: your agents are saved to your account with that limit, and a longer message is not saved there, so it can be replaced by the last saved version. The dashboard Agents page lets you type up to 5,000 characters, but a message longer than 2,000 characters does not reach the extension. For cold outreach, the deliverability check calls a message over 220 words long; under 120 words tends to perform best.

Related questions:

• Writing An Effective Pitch Message
• How To Add A Subject Line To Your Pitch?
• The contactID Signature Explained
• What Is AI Personalization And Why Use It?

Many contact forms have a Subject field. contactID fills it from the Subject field on your active agent. Here is how to set it and what makes a good subject.

1. Where To Set The Subject

In the extension: open the Agent tab, open Your message, type in Subject line at the top, and press Save.

On the dashboard:

• Sign in to your dashboard.
• Go to Agents.
• Click Edit on the agent you want to change.
• The Subject line field sits between Reply-to email and Pitch message. It is required there.
• Type your subject, click Save changes.

2. When contactID Uses The Subject

The subject is filled only when the target form has a Subject field. On forms that do not, it is silently ignored; only the pitch message is sent. If your subject line is empty, contactID fills a Subject field with “Inquiry from” followed by your first name. New agents start with the subject “Quick question about {{website_name}}”.

Roughly one in four or five contact forms has a Subject field, most often support and general inquiry forms.

3. What Makes A Good Subject

A cold-outreach subject line has one job: make the recipient open the message. Rules:

• Be specific. “Homepage redesign for [company]” beats “Design services”.
• Under 60 characters. Longer subjects are truncated in most inbox previews.
• No ALL CAPS. Reads as spam.
• No emojis for B2B. Reads as unprofessional in most industries.
• Mention the recipient’s name or company if it fits naturally.

4. Subject Line Formats That Work

Pick one of these patterns:

• Direct value. “Free portfolio audit for [company]”
• Question. “Are you the right person for design partnerships?”
• Reference. “Loved your post on customer retention”
• Pattern break. “Quick idea for your enterprise page”

5. Subject Lines To Avoid

• “Hi” or “Hello”. No information; feels like spam.
• “Business Inquiry”. Generic; every spammer uses this.
• “URGENT” or “IMPORTANT”. Reads as manipulative.
• “RE:” or “FWD:”. Some people try to fake a reply thread. It is transparent and hurts trust when discovered.

6. Personalizing The Subject Per Recipient

The subject line understands a short list of tags: {{website_name}} (the site’s name, for example “Acme Bakery” for acme-bakery.com), {{firstName}}, {{lastName}}, {{fullName}}, {{email}}, {{company}} and {{today}}. Any other tag in the subject, including spreadsheet columns, lead fields and {{target_industry}}, comes out empty, and AI Personalization does not write or change the subject.

Manual per-recipient subject editing is not supported in contactID; that would defeat the purpose of automating a batch.

Related questions:

• Writing An Effective Pitch Message
• What Is AI Personalization And Why Use It?
• Understanding The Rich Text Editor
• Using Multiple Agents For Different Campaigns

The default agent is the one that sends. Selecting an agent in the Sending as list makes it the default. When you have two or more agents, pressing Start sending on the Send tab also opens a sender picker that starts on the default; the agent you pick there sends the run and becomes the default.

1. Setting The Default

On the Agent tab, click any row in Sending as. It gets the DEFAULT badge, loads into the editor, and every following run uses it. The Send tab header shows “as {name}” so you always see who is sending. The Make default button on the dashboard’s Agents page does not change which agent the extension sends with; pick the sender in Sending as.

2. Sending With Two Agents At Once

Turn on A/B Split Testing on the Targets tab, tick two or more agents and set the percentage each one gets. Websites are assigned by those percentages, and the Send tab shows the live success rate per agent so you can move the split toward the winner.

3. Before You Start

The Send tab reminds you which agent is sending and warns if that agent is missing a field forms commonly require, or if the message has deliverability issues.

Related questions:

• What Are Agents And How Do They Work?
• Using Multiple Agents For Different Campaigns
• Editing Or Deleting An Agent
• Starting A Campaign
• How To Create Your First Agent?

Every agent row in Sending as has three buttons: Edit, Duplicate and Delete. Clicking a row or its Edit button also makes that agent the default sender.

1. Edit

Click Edit on a row. The editor bundle scrolls into view and highlights briefly so you can see where to make changes. Sections open one at a time; open the one you need, change the fields, and press Save. Changes apply to every website filled after you save, even during a run.

2. Duplicate

Duplicate copies every detail into a new agent named after the original. It is the fastest way to A/B test a different message with the same sender details.

3. Delete

Delete asks for confirmation. Deleting an agent does not affect websites already sent; it only removes the sender from the list.

4. Unsaved Changes

If you edited something and select another agent or start a new one, contactID asks whether to keep or discard the changes.

5. Import And Export

Import CSV creates or updates agents from a spreadsheet (one row per agent, columns for every field, an AI Prompts column for saved prompts). Advanced Export exports your agents to CSV, Excel, JSON, XML, HTML or Markdown.

Related questions:

• What Are Agents And How Do They Work?
• Setting A Default Agent
• Using Multiple Agents For Different Campaigns
• How To Create Your First Agent?
• How To Export Your Activity History?

Multiple agents let you run distinct outreach campaigns without cross-contaminating messages. Here is how to structure agents for common multi-campaign patterns.

1. Why Split Into Multiple Agents

Common reasons users create a second or third agent:

• Different products. Selling web design and separately selling a SaaS tool; each needs its own pitch.
• Different audiences. Enterprise messaging is very different from small-business messaging.
• Different asks. Demo request vs. partnership pitch vs. content collaboration.
• A/B testing. Two agents with different pitches, split the same list, compare success rates on the Send tab and replies in your inbox.
• Different senders. CEO for high-value pitches; team member for volume.

2. Naming Convention For Multiple Agents

Agent names are short labels only you see, 2 to 15 characters, so pick a tag you will recognize at a glance:

• “Demo req Q1”
• “Partner ENT”
• “Recruit SrEng”
• “A/B test A”

Keep the longer description in your own notes; the agent name has to fit in 15 characters.

3. Splitting A List Across Agents

Use A/B Split Testing on the Targets tab:

• Import your list once.
• Turn on A/B Split Testing, tick the agents to compare and set the percentage each one gets (the total must be 100%; Even split shares it equally).
• Press Start A/B test on the Send tab. The queued websites are shared out at random by those percentages.
• Watch the success rate per agent on the Send tab, and compare reply counts and quality in your inbox after a week.

4. One Agent Per Run

There is no list splitter and no agent setting per list. Without A/B Split Testing, a run sends every queued website with one agent: the one selected in Sending as, or, when you have two or more agents, the one you confirm in the sender picker that opens when you press Start sending (it starts on the agent selected in Sending as). To send two lists with two different agents, run them one after the other: import list A and start with agent A; when it finishes, import list B and start with agent B.

5. Running Different Agents In Parallel

Yes, you can send from two browsers at the same time, each with its own list and its own selected agent (see the multi-device article). Import the lists one after the other, because an account checks one import at a time, and make sure they do not overlap.

Or run them sequentially on the same device: start batch A, wait for it to finish, switch agents, start batch B.

6. Tracking Which Agent Sent What

Every website remembers the agent that sent it:

• With A/B Split Testing on, the Send tab shows A/B results: sent, failed and success rate per agent, for the websites in this browser.
• Advanced Export (in the … menu on the Send tab) has a Profile Name column and a filter by agent, so you can export one agent’s sends.

AI cost is not split per agent, and replies are not tracked: count them in your inbox.

7. When One Agent Is Enough

If you send the same pitch to different verticals, you probably do not need multiple agents. Update the one agent’s pitch instead, and use AI Personalization to tune it per website.

Multiple agents make sense when the underlying pitch, ask, or sender is genuinely different.

Related questions:

• What Are Agents And How Do They Work?
• Setting A Default Agent
• Editing Or Deleting An Agent
• What Is AI Personalization And Why Use It?
• Can You Install contactID On Multiple Browsers?

Accounts that have never paid include a short signature at the end of every message, unless a running plan or a waiver covers them: Sent via contactID extension. It is plain text, with no link.

1. Why It Is There

It is how contactID grows on the free plan: every message you send tells the recipient how it was sent. One successful payment of any kind removes it for good: a website credit pack (pay-as-you-go or extra credits), a plan (Starter, Growth, Pro or Scale), an AI credit top-up or a lead credit pack. It stays off even after a plan ends. A running plan (gifted plans included) and a referral reward or a waiver from the contactID team also remove it while they last. Refunded or charged-back payments do not count.

2. How It Is Added

You never type it. contactID decides on its server whether your account carries it, and the extension applies that decision to every message just before it is typed into a form, including personal messages from a file and AI-written parts. On accounts that carry it, the editor shows the line at the end of your message with a locked Added to every message card; if you delete the line, it comes back. On every other account, an old line saved in a message is removed automatically.

3. Removing It

Make any purchase (see above). The line is gone from your next run. Remove Branded Signature From Message in the editor opens the plan picker; the “Remove the signature” card on the Send tab opens the dashboard’s Plan & Billing page.

4. What It Is Not

It is not a tracking link and it is not your referral link. Your referral link lives on the Referrals page of the dashboard (Refer To Earn in the extension menu).

Related questions:

• How To Upgrade Your Plan?
• Understanding The Plans (PAYG, Starter, Growth, Pro, Scale)
• Writing An Effective Pitch Message
• Signature Auto-Detection And Prevention
• How Does The contactID Referral Program Work?