Run once, run on a schedule, and what the run options mean.
Open the builder: Agents → "Create an agent".
Pick a template to start from, e.g. "Find & email new prospects".
Click "Save" first.
"Run" starts a pass now. The credit estimate is shown beside it.
Click "Not scheduled" to run daily or weekly at a set time.
The arrow next to Run has a dry run that finds and researches without sending.
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.