Supervise your agent

What it's for

See at a glance what the agent is doing, approve what is waiting for you, and follow its activity.

Before you start

• A configured agent. Set up your agent

Steps

1. 1

   Open the Cockpit: it shows whether the agent is working, paused or ready to start, with its key figures.

2. 2

   Open To approve: the actions waiting for your approval, sorted by tab (Inbox, Campaigns, Enrichments, Tasks, CRM). For each one: Approve, Reject or Edit.

3. 3

   Open Activity to follow what the agent did, in order.

4. 4

   Open Tasks for the tasks the agent created for you, such as a call to make.

Next tutorial: Create a prospect list