Open AI Agents
- Sidebar **AI Agents** (/dashboard/ai-agents)
- Agents tab — enable follow-up and reactivation agents
- Review tab — /dashboard/ai-agents?tab=approvals
- Past tab — run history
Ask Flow vs AI Agents
- Ask Flow — you ask; AI helps on demand
- AI Agents — AI watches signals and queues drafts for approval
- Both use the same CRM activity timeline
Approvals
- Email and SMS sends wait for your approval in v1
- Each rep sees only their own queue
- Drafts cite email, SMS, calls, and meetings
Policies
- Admins set workspace defaults — /dashboard/ai-agents/settings
- Follow-up policy — /dashboard/ai-agents/follow-up
- Pause agent per lead from lead detail