In Copilot, an agent shows you who it found before it reaches out.
An agent that is waiting says so on its card under "Agents".
The list waits under "Review" in Message Center.
Untick anyone who is not a fit, then approve. The run continues with the rest.
The Copilot pill on the card is where you let a trusted agent skip this step.
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.
Action steps: email, LinkedIn, sequence
The steps that reach out, and the channel setting on each.