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COLD EMAIL AGENT · FREQUENTLY ASKED QUESTIONS · CAMPAIGNS

How do I turn on AI campaign management for new and existing campaigns?

Set AI campaign management defaults, turn it on for existing campaigns, and understand AI SDR reply handling.

There are two different "agent" controls:

  • AI campaign management controls campaign-level actions, such as optimizing variants, adding leads, or starting a replacement campaign and pausing the old one.
  • AI SDR Agent controls reply handling after someone responds to your outreach.

Use Settings → Cold Email Agent for campaign-management defaults. Use Settings → AI SDR Agent for reply automation.

Turn on AI campaign management for future campaigns

  1. Go to Settings → Cold Email Agent.
  2. Turn on AI campaign management.
  3. Choose the speed preset, action modes, and approval-expiry behavior you want.
  4. Click Save settings.

These settings are the default new campaigns start from. Existing campaigns without saved campaign-specific settings can also inherit them.

See AI Agent for the recommended setup and what each action mode means.

Does this affect existing campaigns?

It can. Existing campaigns with saved campaign-specific settings keep those settings. Existing campaigns without saved campaign-specific settings can inherit the workspace defaults.

To review or lock the setup for one existing campaign, open it, go to Options → Cold Email Agent, update the settings, and click Save settings.

Turn it on for one existing campaign

  1. Open the campaign from the Campaigns list.
  2. Click Options.
  3. Scroll to Cold Email Agent.
  4. Turn on AI campaign management.
  5. Choose the speed preset and action modes.
  6. Click Save settings.

Campaign-specific Options override workspace defaults for that campaign.

Turn on AI SDR reply handling

AI SDR reply handling is separate. It controls whether the AI SDR automatically replies to inbound campaign responses.

  1. Go to Settings → AI SDR Agent.
  2. Confirm AI SDR is enabled.
  3. Open the campaign-specific AI SDR settings if available.
  4. Turn on the campaigns you want AI SDR to handle.

Which switches do I need?

SetupResult
AI campaign management on, AI SDR offThe agent can manage campaign performance, but replies still come to you.
AI campaign management off, AI SDR onReplies can be handled automatically, but campaign-management changes stay manual.
Both onThe platform can manage campaign performance and reply handling according to your settings.

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Turn on AI campaign management for future campaignsDoes this affect existing campaigns?Turn it on for one existing campaignTurn on AI SDR reply handlingWhich switches do I need?Related