Docs/AI Agent/How it works

How it works

Conversations, clarifying questions, @-mentions, model choice, and what happens after it acts.

The Agent is a real conversation, not a fixed script — you can type anything, and it decides what to do with it: search, report, draft, or ask you something back first. This page covers the mechanics that make that work.

The composer

Pick your model

A model selector sits right next to the send button: gpt-6-luna (free, quickest), gpt-6-sol or claude-opus-5-5. On gpt-6-sol and claude-opus-5-5, an effort picker next to it (Low, Medium, High) sets how deeply the agent reasons on each turn, and each level shows its estimated credit cost. gpt-6-luna always runs at Low.

Attach a file

The "+" menu's "Attach a file" accepts anything — but a CSV or Excel file is auto-detected as a lead list and handled specially (see Importing leads from a file or CRM).

Connect or import from a CRM

The same "+" menu has a CRM option — connect HubSpot, Pipedrive, or Zoho right there, or import from one you've already connected, without leaving the chat.

Recall what you typed

Press the Up arrow in an empty composer to bring back your last message in this conversation, shell-history style — Down arrow moves forward again.

Watching it work

Replies stream in live — you're not staring at a blank spinner while the Agent thinks. As it works, you'll see it happening in real time, one step at a time:

Live tool progress

Each lookup or action the Agent takes shows up as its own line — a pulsing icon while it runs, a checkmark the instant it finishes — so you can see it's searching, checking performance, or saving leads, not just "thinking."

The reply types in live

Once the Agent starts answering, the text streams in word by word, the same conversation you'd get from typing it yourself — not a wait-then-reveal-everything-at-once pause.

Rich replies, not just text

Two kinds of answers get their own purpose-built card instead of a plain paragraph — everything else still renders as clean markdown (headings, lists, bold, tables).

A drafted email or sequence

Renders as a card with Subject and Body clearly separated. A multi-email sequence gets a tab strip — Initial email, Follow-up 1, Follow-up 2 — and each one has its own independent Edit, Copy, and Save as template buttons, so you can save just one step of a sequence without the rest.

Campaign performance or a comparison

Renders as KPI cards (Sent, Open Rate, Reply Rate, and more) up top, a side-by-side comparison table when you asked about more than one campaign, and a separate "AI insight" panel for the Agent's own read on the numbers.

Try: "Draft a 3-email follow-up sequence for..."

Expect a tabbed card, one tab per email — save any single step as a template on its own.

Try: "Compare my last three campaigns"

Expect KPI cards plus a comparison table — rates are correctly weighted across campaigns of different sizes, never just averaged.

@-mentions

Type @ to open a picker over four categories — Campaigns, Leads (your saved lists), Templates, and Email Accounts (senders) — and reference something real by name instead of describing it. The mention highlights inline as you type, and once sent, becomes a clickable link back to that item.

It actually looks the mention up

Tagging @Founder outreach (a saved lead list) or @Cold intro v2 (a template) doesn't just paste a name into the prompt — the Agent fetches that list's real leads or that template's real subject/body before answering, so it never guesses from the name alone.

Clarifying questions

When your request is missing something important, the Agent asks — as an interactive card, not more prose to parse.

FieldWhat it means
A single questionClickable options (with a "Recommended" pick flagged) or an editable suggested value — answer with one click, or type your own via "Something else…".
Several questions at onceA short paged wizard docked above the composer, one question per screen, each pre-filled with a sensible default. Press 1–9 to pick an option, or Skip to move on without answering.

After it acts

1

Read-only answers just answer

Checking performance, replies, credits, or a template's content doesn't change anything — the Agent just reports back, no confirmation needed.

2

Real actions always show their work first

Building a campaign, launching a re-engagement send, or starting a campaign always renders a review card or step-by-step flow under the reply — you click the actual button (Start Campaign, Launch, Save) to proceed.

3

Every action links to the real result

A card that just created or started something links straight to that campaign, template, or list — so you can pick up where the chat left off.

Feedback, not memory

The thumbs up/down under each reply saves your feedback, but nothing reads it back into later conversations yet — it's a signal for improving the Agent over time, not a way to teach it your preferences mid-chat.

Next up: how the Agent actually finds companies and people when you ask it to prospect.