Specialized workflows
Cold Email Agent
Build, review, approve, and monitor an assisted email campaign.
Cold Email Agent uses a conversation-led workspace to prepare campaign structure and content, then presents an explicit approval step before launch.
What this workspace includes
- Campaign conversation
- Generated campaign structure
- Approval and launch
- Pause and resume controls
Complete workflow
- 1
Open the campaign
Choose the intended Cold Email Agent record
- 2
Review the plan
Inspect recipients, content, and timing
- 3
Approve and launch
Use the explicit launch action
- 4
Monitor
Pause or resume based on campaign status
How records and settings behave
- The campaign keeps its own conversation and configuration
- Launch requires review and approval
- Pause and resume affect the campaign state
Working effectively
- Confirm recipient fit
- Read every message variant
- Define response follow-up before launch
Keep the correct context
Confirm the active organization, agency, client, site, or record before making a change. The name shown in the workspace identifies where the result will be saved.
Frequently asked questions
Where should I start with Cold Email Agent?
Choose the intended Cold Email Agent record
When is my work saved?
The campaign keeps its own conversation and configuration
How do I confirm the result?
Return to the related list or detail view and review its current status. Pause and resume affect the campaign state