Agents
Autonomous agents
Autonomous agents (proactive / continuous tasks) reach out or follow up on a schedule or condition — win-backs, reminders, stalled deals — without waiting for the customer to message first.
In the app: Agents → Autonomous
Create and monitor
- Open Agents → Autonomous.
- Create an autonomous agent: audience or trigger, channel, and what it should do (template, workflow kick, CRM update).
- Respect opt-outs and blocks the same way campaigns do.
- Start the task. Open the task detail to see enrollments and outcomes.
- Use Insights → Agents for quality and volume.