AI & automation

Create and run AI agents

Agent modes, sequences, scheduling, testing, and launching campaigns.

What an agent is

An agent is an autonomous campaign: it pairs one product with one prospect list and a set of mailboxes, writes a multi-step email sequence for every prospect, and sends on schedule until the list is exhausted or you pause it.

Three writing modes

  • AI mode — your configured LLM writes a unique email per prospect per step, guided by your product, ICP, and rules.
  • Static mode — you write the templates (with {{firstName}}-style variables and spintax); no LLM needed.
  • External mode (“bring your own Claude”) — emails are pre-written by Claude over MCP with prepare_emails and sent verbatim; zero platform LLM usage.

Creating an agent

  1. 1Dashboard → Agents → Create.
  2. 2Choose the product to pitch and the prospect list to target.
  3. 3Select sending mailboxes (multiple = automatic rotation).
  4. 4Review or edit the generated sequence — steps, delays between them, and tone rules.
  5. 5Use “Send test” to email yourself a sample before going live.
  6. 6Launch. The agent respects per-mailbox daily limits and your plan cap.

Managing a running agent

  • Pause/resume any time from the agent page — in-flight prospects resume where they left off.
  • Stats per agent: sent, opens, clicks, replies, bounces.
  • Clone an agent to reuse its setup for another list or product.
  • Prospects who reply are automatically pulled out of the remaining sequence.

Still stuck? Ask an AI that can actually fix it.

Open the Sidekick in your dashboard — it has these guides built in and can inspect and fix your account directly.

Or ask Claude with the MCP connector — same guides, same tools, from any Claude app.