Agents run a play on their own: find people, research them, decide who is worth it, write and send. Start from a template.
Click "Agents" in the sidebar. Max is prebuilt; create another when you want a different play.
Click "Create an agent".
The builder opens with a template picker.
Click a template, e.g. "Find & email new prospects".
The steps appear on the canvas. Drag more steps from the left rail; click a step to set its options.
Type a name for the agent.
Click "Validate" to check every step is configured.
Click "Not scheduled" to run it daily or weekly instead of only when you press Run.
"For Review" is how far it can go on its own: drafts wait for you, or sends go out automatically.
Click "Save". Press "Run" when you are ready for a first pass.
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.
Decision and filter steps
Keep only the right people, score them, and route the rest.