Creating Your First Agent

After signing up and completing the onboarding, you are ready to create your first AI agent. Agents are the core of OutSales -- each one monitors a specific type of activity in Pipedrive and automates the follow-up process.

Before You Start

Make sure you have:

• An active Pipedrive account with deals and activities
• A Gmail account you want to send emails from
• At least one activity type configured in Pipedrive (e.g., "Email", "Follow-up")

The Agent Creation Wizard

The wizard walks you through three steps: selecting an agent type, connecting integrations, and configuring settings.

Step 1: Select Agent Type

1. If you have no agents yet, the wizard opens automatically after onboarding.
2. To create additional agents later, click the + New Agent button on the Agents dashboard.
3. Choose the type of AI agent you want to create from the available options. Each type has a name and description explaining what it does.
4. Click Continue.

Step 2: Connect Your Software

1. OutSales will check whether the required integrations are already connected.
2. You need to connect both your CRM (Pipedrive) and Email (Gmail).
3. Click Connect next to any integration that is not yet connected.
4. A popup window will open for OAuth authorization. Log in and grant access.
5. Wait for the green "Connected" badge to appear next to each integration.
6. Once all integrations show as connected, click Continue.

If an integration token has expired, you will see a yellow Reconnect button instead. Click it to re-authorize.

Step 3: Configure Your Agent

1. Agent Name -- Give your agent a descriptive name (e.g., "Sales Follow-up Agent" or "Enterprise Deals Agent").
2. Trigger Activity Type -- Select which Pipedrive activity type will trigger this agent. All active activity types from your Pipedrive account are shown as selectable cards.
3. Agent Settings -- Configure the available toggles and options:
   • Follow-up interval -- How many days between follow-ups
   • AI dynamic interval -- Let the AI determine optimal timing for each follow-up instead of a fixed schedule
   • Approve follow-ups -- Whether you want to manually review emails before they are sent
   • Additional settings specific to the agent type
4. Click Create Agent when you are ready.

A loading overlay will appear while the system creates your agent and syncs existing activities from Pipedrive. This may take a moment depending on the number of activities in your pipeline.

What Happens After Creation

Once your agent is created:

• You are redirected to the Agents dashboard where your new agent is listed.
• The agent immediately starts monitoring Pipedrive for new activities of the selected type.
• Existing activities that match the trigger type are queued for processing.
• AI begins generating follow-up emails based on the CRM context for each activity.

Tips for Your First Agent

• Start with approval enabled -- Turn on the "Approve follow-ups" setting so you can review every email the AI generates. This helps you understand the quality and make adjustments before anything is sent.
• Choose a specific trigger type -- Pick a single activity type (like "Email") rather than trying to capture everything at once.
• Give it a clear name -- If you plan to create multiple agents, descriptive names help you stay organized.
• Check your activities -- After creation, open your agent and look at the Activities tab to see the synced items and their processing status.

Next Steps

• Understanding the Dashboard -- Learn how to navigate the agent detail view.
• Reviewing Follow-Up Emails -- How to review and edit AI-generated emails.
• Configuring Agent Settings -- Fine-tune your agent's behavior after creation.