> ## Documentation Index
> Fetch the complete documentation index at: https://docs.salestools.io/llms.txt
> Use this file to discover all available pages before exploring further.

# AI Agents: Automate Outreach and Book More Meetings

> Meet Salestools AI Agents — automated outreach machines that prospect, follow up, and book meetings for you across every channel.

AI Agents are the engine of Salestools. Each agent runs a multi-step outreach cadence — emails, LinkedIn touches, calls, and more — automatically working your audience while you focus on closing. You build them, set the rules, and Sally executes. Every agent your team has built lives on the **AI Agents** page, where you can see what's running, start or pause agents instantly, edit their setup, and drill into performance metrics.

## Two ways to build an agent

Start from the **+ New agent** button at the top of the AI Agents page. You'll choose one of two paths:

<CardGroup cols={2}>
  <Card title="AI SDR Builder" icon="wand-magic-sparkles" href="/ai-agents/ai-sdr-builder">
    A guided seven-step wizard. Name your SDR, define her audience, set her voice and channels, pick a playbook, configure guardrails, and launch — Sally writes and sends on your behalf.
  </Card>

  <Card title="Automation Builder" icon="diagram-project" href="/ai-agents/automation-builder">
    Full manual control. Design any cadence in Plain English or Flow mode with per-step prompts, condition branches, delays, and persona-level customization.
  </Card>
</CardGroup>

## How to create a new agent

<Steps>
  <Step title="Open AI Agents">
    From the sidebar, navigate to **AI Agents**. Your full agent grid loads, showing every agent your team has built.
  </Step>

  <Step title="Click + New agent">
    Click the **+ New agent** button in the top-right corner of the page. If you haven't built anything yet, you'll also see a shortcut in the empty-state card.
  </Step>

  <Step title="Pick your builder">
    Choose **AI SDR** to open the guided wizard, or **Automation** to open the manual cadence editor.
  </Step>

  <Step title="Build and launch">
    Complete the builder steps and click **Launch** (AI SDR) or **Activate** (Automation). Your new agent appears on the AI Agents grid immediately, ready to start.
  </Step>
</Steps>

<Note>
  If the grid is empty and you haven't built any agents yet, you'll see a **"No agents yet"** card with a direct shortcut to create your first one. If you have agents but a filter is hiding them, you'll see **"No agents match your filters"** alongside a **Clear filters** button.
</Note>

## Understanding agent cards

Each agent appears as a card showing everything you need at a glance. Here's what each element means:

| Card element     | What it tells you                                                     |
| ---------------- | --------------------------------------------------------------------- |
| **Agent name**   | The name you gave the agent or SDR                                    |
| **Status badge** | The agent's current state (see below)                                 |
| **Type badge**   | Whether the agent runs Outbound, Inbound, or Event-triggered outreach |
| **Steps**        | The number of steps in the agent's cadence                            |
| **Mode**         | How the agent acts — AutoPilot, CoPilot, or Manual                    |
| **Source**       | Where the agent pulls its audience from                               |

## Status badges

<AccordionGroup>
  <Accordion title="Active — the agent is running">
    The agent is live and working through its cadence. It's actively enrolling leads, sending messages, and advancing prospects through steps according to its schedule.
  </Accordion>

  <Accordion title="Paused — temporarily stopped">
    The agent has been paused. No leads advance and no messages are sent, but all enrolled prospects and progress are preserved. Resume any time to pick up exactly where it left off.
  </Accordion>

  <Accordion title="Draft — built but not yet launched">
    The agent was saved without being activated. Nothing has been sent. Open the Builder to finish configuring it, then launch when ready.
  </Accordion>

  <Accordion title="Completed — the run is finished">
    The agent has finished working through all enrolled prospects and their cadence steps. Review its results in the Overview tab.
  </Accordion>

  <Accordion title="Failed — an error stopped the run">
    The agent hit an error it couldn't recover from. Open the agent's Activity tab for the full log, address the issue, and restart.
  </Accordion>
</AccordionGroup>

## Type badges

<AccordionGroup>
  <Accordion title="Outbound — proactive campaigns">
    The agent initiates contact. AI SDRs, email and LinkedIn cadences, and prospector-sourced sequences are all Outbound. Salestools detects this type automatically based on how the agent is configured.
  </Accordion>

  <Accordion title="Inbound — reply and response handling">
    The agent responds to incoming messages and replies. Inbound agents handle conversations triggered by a prospect reaching out first.
  </Accordion>

  <Accordion title="Event — signal-triggered outreach">
    The agent fires when a real-world signal occurs — a website visit, an intent spike, a hiring event, or a news mention. Event agents only reach out when triggered, not on a fixed schedule.
  </Accordion>
</AccordionGroup>

## Run modes

Every agent operates in one of three modes, set when you build it:

| Mode          | How it works                                                                                                       |
| ------------- | ------------------------------------------------------------------------------------------------------------------ |
| **AutoPilot** | Fully autonomous. The agent writes and sends every message without asking for approval.                            |
| **CoPilot**   | The agent drafts every message and surfaces it for your review before sending. Nothing goes out until you approve. |
| **Manual**    | The agent queues tasks and waits for you to execute each one yourself.                                             |

<Tip>
  If you're running an AI SDR for the first time, start in **CoPilot** mode. You'll see every draft before it sends, which lets you tune the voice and prompts before flipping to AutoPilot.
</Tip>

## Filtering and finding agents

Use the controls at the top of the AI Agents grid to narrow the list:

* **Status toggles** — filter by All, Active, Paused, or Draft, each showing a live count.
* **Type toggles** — filter by All types, Outbound, Inbound, or Event.
* **Search** — type an agent name to find it instantly.
* **Sort** — order by Recently updated, Name (A–Z), or Status.

## Related

<CardGroup cols={2}>
  <Card title="AI SDR Builder" icon="wand-magic-sparkles" href="/ai-agents/ai-sdr-builder">
    Set up a persona, voice, channels, and playbook so Sally can write and send for you.
  </Card>

  <Card title="Automation Builder" icon="diagram-project" href="/ai-agents/automation-builder">
    Design a custom cadence with per-step prompts, personas, delays, and condition branches.
  </Card>

  <Card title="Managing Agents" icon="sliders" href="/ai-agents/managing-agents">
    Start, pause, edit, and monitor your agents and their enrolled leads.
  </Card>
</CardGroup>