Open Outreach and click AI Agents. The Agents tab lists the agents you can use, and each shows whether it is On or Off. Both agents are in Beta.
The two agents
- Follow-Up Agent is a team of specialist modules for active follow-up, pipeline hygiene, reactivation, sequences and reach plans.
- Voicemail Agent leaves personalized AI voicemails in your own voice when the power dialer reaches voicemail. It shows Off until you turn it on.
Steps
- Click Outreach in the sidebar, then AI Agents.
- On the Agents tab, click an agent to open it and change its setting.
- Check the On or Off label next to its name to confirm its state.
Turn the follow-up agent on for one lead
On a lead's record, under Next action, the Follow-up agent switch turns the agent on or off for that lead. See How to open and work a lead in FlowForce.
Where the agents' work shows up
- Review lists drafts and proposals waiting for your decision. See How to review AI drafts and proposals before they go out.
- Past lists earlier agent activity.
- Team metrics has results for your team.
- Settings sets limits for every user. See How to set AI agent limits and defaults in FlowForce.
If it did not work
I do not see AI Agents. Open Outreach. It is a tab next to Dialer. Your role may not include it, so ask an admin.
The Voicemail Agent does nothing. It only acts when the power dialer reaches voicemail, and it must be set to On.
The agent is on but I see no drafts. Check the Review tab. Drafts wait there for your approval.