Docs/AI Agent/Managing existing campaigns from chat

Managing existing campaigns from chat

Ask about performance, pause or resume, edit settings, and start a campaign — with guardrails.

The Agent isn't only for starting new things — it can look up and adjust campaigns you already have running, entirely from chat.

Referencing a campaign

Just say the name

"How's my Q1 Outbound campaign doing?" is enough — the Agent looks up your real campaigns by name behind the scenes. You never need to know or type an internal ID.

Asking about it

All of the following are read-only lookups — nothing changes, so nothing needs confirming.

Performance

Sent, opened, replied, clicked, bounced, failed, and pending counts — for one campaign, or an account-wide summary across all of them. Comes back as KPI cards, not a wall of text — see How it works.

Meetings booked

Meetings booked from campaign replies, scoped to one campaign or across everything.

Replies

Who's actually replied (never just "sent, no reply yet"), with a snippet, read status, and classification — interested, not interested, out-of-office, or unsubscribe.

One lead's full conversation

Give it an email address and it pulls that person's entire thread — every send and every reply, oldest first.

Follow-up configuration

Step count, wait timing, and each step's subject/body preview — the setup, not per-step performance (use the performance lookup for that).

Credits balance

How many AI-chat credits you have left, right now.

Changing it

FieldWhat it means
Pause / resumeActually stops or restarts real sending — pausing only works on a running campaign, resuming only on a paused one.
Edit settingsName, subject/body/from-name/from-email/reply-to, schedule type & timezone, daily limit, specific sending days, send-window restriction, auto-book-meeting, and pausing just the follow-ups.

Starting a draft campaign

1

A readiness check always runs first

Before it will start any campaign, the Agent checks for blockers — no sender configured, incomplete content, or zero pending leads — automatically, even if you didn't ask for a check.

2

Blockers stop it outright

If anything's actually broken, it tells you what to fix instead of attempting to start.

3

Warnings need your go-ahead

Duplicate leads, invalid emails, leads already contacted elsewhere, or no daily limit set are summarized in one short list — it waits for you to confirm before starting, unless you already said to go ahead regardless.

A few settings live on the campaign page

Ask about one of these and the Agent will point you straight to the campaign page, since these are configured there directly — see the Campaigns docs:
  • Sender/mailbox selection
  • A/B test configuration
  • The AI personalization prompt
  • Gradual-send ramp-up settings
  • Individual follow-up sequence steps

Replies and meetings live in their own workspaces

The Agent is your lookup for replies and meetings — ask it who replied or what a lead said and it'll tell you. Replying to a lead or booking/cancelling a meeting happens right in Inbox or Meetings.
Pause / resume — instant, real
Readiness check — always first
Start — only after you confirm