The steps that reach out, and the channel setting on each.
Open the builder: Agents → "Create an agent".
Pick a template to start from, e.g. "Find & email new prospects".
"AI writes & sends": Max personalizes a message per contact from live signals and sends it.
Click "Channels" on the card.
Choose email, LinkedIn or both. SMS and calls are not agent channels; use a sequence for those.
"Add to a sequence" hands contacts to a cadence you built, with calls and texts in it.
Build an agent
Agents run a play on their own: find people, research them, decide who is worth it, write and send. Start from a template.
Decide how much an agent does on its own
Copilot keeps you in the loop; Autopilot lets a proven agent send without waiting.
Configure a step in the agent builder
Each step on the canvas has its own settings: where to find people, what to research, what to send.
Schedule an agent and review what it did
Run on a schedule or on an event, run it now, and see the rows and drafts each run produced.
Trigger steps: start on an event or a schedule
What makes an agent run: you, a schedule, or something a contact does.
Decision and filter steps
Keep only the right people, score them, and route the rest.