Skip to main content

How BriskReach works, feature by feature.

A practical guide to account setup, lead import, campaign types, safety controls, reply handling, and integrations. No marketing fluff.

Setup

Account connection

Link your LinkedIn profile through hosted auth. BriskReach never asks for your LinkedIn password, and the account appears in your workspace with a live connection status.

  • Hosted OAuth flow, no password sharing.
  • Live status badge for connected, pending, or disconnected accounts.
  • Multiple accounts per workspace for teams and agencies.
  • Disconnect and reconnect without losing campaign data.
app.briskreach.com/accounts
Account connection in the BriskReach dashboard

Lead import & CRM

Upload a CSV, review records, and keep leads in a workspace CRM before they enter a campaign. Lead history stays available after campaign activity ends.

  • Required field: linkedin_profile_url.
  • Optional fields: first_name, last_name, company, headline, location.
  • Duplicate detection by normalized LinkedIn profile URL.
  • CRM statuses help separate interested, follow-up, not now, and not a fit.
app.briskreach.com/leads
Lead import and CRM table in BriskReach

Messaging

AI campaign drafts

Generate a reusable starting note and first message from audience, offer, goal, and tone. The draft is reviewed and edited before it becomes campaign copy.

  • Drafts use supported variables such as {first_name}, {company}, and {headline}.
  • AI does not send messages automatically.
  • Review warnings help avoid fake personal claims or unsupported language.
  • Saved copy can be reused across future templates and campaigns.
app.briskreach.com/ai-drafts
AI campaign draft assistant in BriskReach

Message templates

Save reusable connection notes and first messages so campaigns start from approved language instead of one-off drafts.

  • Variables: {first_name}, {last_name}, {company}, {headline}, {location}.
  • Create templates during campaign setup or ahead of time.
  • Preview how variables resolve before launch.
  • Reuse proven templates across multiple lists.
app.briskreach.com/templates
Message template management in BriskReach

Campaign builder

Create an outreach workflow from selected leads, sender accounts, templates, and safety settings. The builder shows what will happen before activation.

  • Pick leads from the unassigned CRM pool.
  • Assign one or more sender accounts.
  • Choose the campaign type that matches the lead relationship.
  • Activate, pause, resume, or archive campaigns at any time.
app.briskreach.com/campaigns/new
Campaign builder in BriskReach

Campaign types

Choose the outreach path that matches the lead.

BriskReach supports connection campaigns, Sales Navigator InMail, and Open Profile InMail. Each path has different eligibility, limits, and safety checks.

Network-first outreachOpen setup guide

Connection requests

BriskReach sends a LinkedIn invite first, then a follow-up once the lead accepts. It is the default path for most cold lists.

200
char max
Invite note
2,000
char max
Follow-up
1+
selected
Lead lists
All
incl. Trial
Plans

What it is

Sends a connection invite with an optional note, then an automatic follow-up once the lead accepts. Leave the follow-up blank to run an invite-only campaign. Follow-ups support {first_name}, {company}, and {headline}, so each message reads as written for that person.

When to use it

Broad cold prospectingFounder-led outreachRecruiter outreachAny list where connecting is the goal

Keep the invite note light and let the follow-up carry the context. Leads you are already connected to skip straight to the follow-up step.

How it works

  1. 1

    Send invite

    Optional note, up to 200 characters.

  2. 2

    Wait for accept

    LinkedIn confirms the connection.

  3. 3

    Record connection

    Logged to the lead timeline.

  4. 4

    Follow up

    Up to 2,000 characters, on your delay.

Requirements

  • An active, connected sender account
  • One selected lead list
  • Available invite capacity
  • Available on every plan, including Trial

Good to know

Invites start low and ramp up over the warmup window to stay inside LinkedIn safe sending limits. Pause or edit any step without losing the leads already in flight.

Credit-backed direct messageOpen setup guide

Sales Navigator InMail

Direct outreach for paid workspaces with Sales Navigator-ready senders. It reaches out-of-network leads in one step instead of waiting on an accepted invite.

1
credit
Per send
5
/day
Default cap
Subject
+ body
Message
Paid
only
Plans

What it is

Sends one message with a required subject and body to eligible out-of-network leads. It runs on a separate InMail capacity track and balance, so it does not touch your invite or regular message limits. There is no invite step and no acceptance wait.

When to use it

Named accountsSenior buyersOut-of-network leadsLists where invites get ignored

Use it for smaller, higher-value lists where a direct message is worth one InMail credit. It pairs well with connection campaigns: connect with the reachable leads and InMail the rest.

How it works

  1. 1

    Check readiness

    Run Check InMail on the sender.

  2. 2

    Confirm balance

    InMail credits must be available.

  3. 3

    Assign eligible leads

    Untouched, resolvable leads only.

  4. 4

    Send InMail

    One subject and message body.

Requirements

  • A paid workspace
  • A sender that passed the InMail readiness check
  • Available InMail balance
  • Eligible, untouched leads

Good to know

Each send spends one InMail credit and works inside a separate daily cap per account, not the invite limit. Reply detection stays active, so automation stops for any lead who answers.

Zero-credit direct messageOpen setup guide

Open Profile InMail

A zero-credit way to reach prospects who allow messages from outside their network. BriskReach scans first, assigns only open profiles, and skips the rest.

Zero
credit
Per send
30
/day
Sender cap
800
/30 days
Rolling cap
Paid
only
Plans

What it is

An open profile is a LinkedIn member who lets anyone message them for free. This campaign scans your selected leads for that status, then sends one InMail with a subject and body only to the leads who qualify. It spends no Sales Navigator credits, invite limits, or regular message limits.

When to use it

Mixed lead listsFree reach layerAlongside connectionsSkip manual checking

Use it on a mixed list to capture the free direct-message opportunity without checking every profile by hand. It works well as a targeted layer next to a connection campaign.

How it works

  1. 1

    Scan leads

    Check selected leads for open status.

  2. 2

    Assign open profiles

    Non-open leads stay unassigned.

  3. 3

    Auto-launch

    Starts once a scan finds an open lead.

  4. 4

    Recheck and send

    Fails safe if no longer open.

Requirements

  • A paid workspace
  • An InMail-ready LinkedIn account
  • Leads with LinkedIn profile URLs
  • Selected senders to scan with

Good to know

Before each send, BriskReach checks the lead again, and a no-longer-open profile fails safely instead of using a paid credit. It uses its own daily and rolling caps, separate from Sales Navigator InMail, and stops for any lead who replies.

Mode Comparison

Campaign mode fit and limits

Use this table after the explainers above. It compares eligibility, cost, capacity, and workflow shape in one place.

Campaign mode capability comparison for connection requests, Sales Navigator InMail, and Open Profile InMail.
CapabilityConnection requestsNetwork-first outreachSales Navigator InMailCredit-backed direct messageOpen Profile InMailZero-credit direct message
Best forGeneral prospecting and building a long-term network.High-value, out-of-network target lists.Prospects who accept free outside messages.
Credit costZero1 credit per sendZero, free message
Paid capStarts at 1/day, reaches 10/day after warmup, saved limit max 30/day.5/day/account default unless configured differently.30/day and 800 rolling 30 days.
Trial accessAvailable with trial caps.Disabled in trials.Disabled in trials.
Safety controls12-day warmup lookup ramp, timezone checks, jitter delay, and reply pause.Readiness checks, account connection health, daily cap, and reply pause.Pre-send validation scan, rolling limits, daily cap, and reply pause.
WorkflowInvite note, acceptance wait, then optional follow-up messages.One-step delivery with subject and message body.Scan first, assign open profiles only, then send one InMail message.

Safety & automation

Safety engine

Every campaign checks sender limits before actions are scheduled. The safety engine is designed to keep activity controlled and visible.

  • Working hours restrict sending to the account timezone window.
  • Warmup starts low and builds gradually from real campaign sends.
  • Random jitter adds 30-second to 4-minute delays between scheduled actions.
  • Daily caps enforce hard invite and message limits per sender.
  • Reply pause stops future automation for a lead immediately.
app.briskreach.com/safety
Safety controls in BriskReach

Scheduled queue

A cron-driven scheduler checks active campaigns, sender readiness, lead state, and daily capacity before creating idempotent action jobs.

  • Tick route finds active campaigns and operational sender accounts.
  • Accounts outside enabled working hours are skipped.
  • Warmup, daily caps, and account health are checked before scheduling.
  • Idempotent action records prevent duplicate sends.
  • The worker sends through the LinkedIn adapter and records the outcome.

Insights

Analytics

Track campaign activity, delivery health, replies, and workspace readiness from one dashboard.

  • Connected account count, campaign count, reply rate, and unread inbox.
  • Progress bars show completed versus failed actions.
  • Recent campaigns list includes status and creation date.
  • Metrics are based on recorded campaign events, not estimates.
app.briskreach.com/analytics
Analytics dashboard in BriskReach

Unified inbox

Replies from every connected account land in one inbox so the team can respond without switching LinkedIn profiles.

  • Conversation threads are grouped by lead across sender accounts.
  • Unread states show which threads need attention.
  • Manual replies are sent from active connected accounts.
  • Lead status changes to replied when inbound messages arrive.
app.briskreach.com/inbox
Unified inbox in BriskReach

Reply notifications

BriskReach can notify the team when a prospect answers, so interested replies are handled before they go cold.

  • Inbound message webhooks mark conversations unread.
  • Campaign automation pauses for that lead.
  • Resend can send email alerts for new replies.
  • Slack, Teams, and Discord alerts can route replies to team channels.

Integrations

Live integrations

BriskReach connects to the core services needed for outreach, billing, notifications, and scheduling.

  • LinkedIn account auth, actions, and webhook events through the provider adapter.
  • Stripe Checkout, Customer Portal, and signed subscription webhooks.
  • Resend email notifications for inbound replies and contact forms.
  • Slack, Microsoft Teams, and Discord reply alerts.
  • Upstash Redis and QStash for campaign queueing and cron delivery.
app.briskreach.com/integrations
Integrations page in BriskReach

Documentation

The docs site carries step-by-step setup details for campaigns, safety configuration, leads, inbox handling, and rented Reps.

  • Use docs for setup walkthroughs.
  • Use the feature page for high-level capability education.
  • Use comparison pages when evaluating alternatives.

Documentation

Step-by-step setup lives in the docs.

Use this page to understand what BriskReach does. Use the docs when you want exact setup steps for campaigns, safety settings, lead import, inbox handling, and rented Reps.

Read the docs

Compliance

Built with safety and platform rules in mind.

BriskReach helps teams run controlled LinkedIn outreach that respects platform limits and prospect preferences. Our safety engine is designed to reduce risk, not bypass it.

Reply-aware safety

Automation pauses immediately when a prospect replies. No follow-up messages are sent after a response is detected.

Working hours & warmup

Actions send only inside the account timezone. New accounts start with low volume and build gradually to stay within platform norms.

No bulk spam

BriskReach is built for targeted, personalized outreach. We do not support bulk unsolicited messaging or list bombing.

LinkedIn Terms compliance

Users agree to comply with LinkedIn's User Agreement. Our safety features help you operate within acceptable use limits.

BriskReach provides safety tools to help users stay within platform limits. Users are responsible for configuring settings appropriately and for any consequences of exceeding them. See our Terms of Service for full details.

FAQ

Common questions about features.

Put the safety engine in front of a real lead list.

Connect one account, import a focused list, and see how limits, replies, and inbox handling behave before you scale.