Run on a schedule or on an event, run it now, and see the rows and drafts each run produced.
Open the builder (Agents → Create an agent).
Pick a template.
Click "Not scheduled" at the bottom to run it daily or weekly at a set time. Until then it runs only when you press Run.
Or drag "Start on an event" from the rail so it runs when a contact replies or is added.
"Run" starts a pass right now. Each run shows its credit estimate first.
"For Review" lists the drafts and actions from past runs that are waiting for your approval.
"Data" shows the contacts and columns the last run produced.
How much an agent may do without you is set on its card under Agents — the Copilot / Autopilot pill. See "Decide how much an agent does on its own".
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.
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.