Each step on the canvas has its own settings: where to find people, what to research, what to send.
Open the builder (Agents → Create an agent).
Pick a template, e.g. "Research my contacts".
The steps appear as cards. Lines between them show the order contacts flow through.
Click a setting on a card (here, the research fields) to change it.
Choose the columns to add — emails, LinkedIn posts, website summary, or a question for the AI to answer per contact.
Drag more steps from the left rail: find people, start on an event, keep or drop, split into branches, wait.
"Data" shows the rows the agent produced on its last run.
"Validate" flags any step that is not fully configured before you run.
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.
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.