Copilot keeps you in the loop; Autopilot lets a proven agent send without waiting.
Open "Agents". Each card shows who it targets, why it reaches out, how it sounds and how far it can go.
Click the "Copilot" pill on an agent to change its autonomy.
Pick a level. Emails whose step is set to review always wait for your OK regardless.
Click "Configure Max" to edit the prebuilt agent's targeting, voice and limits.
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.
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.
Action steps: email, LinkedIn, sequence
The steps that reach out, and the channel setting on each.
Decision and filter steps
Keep only the right people, score them, and route the rest.