TL;DR
Five steps: connect mailbox, define ICP, pick a template, set daily budget, toggle Live. With prerequisites in place, deployment is ~10 minutes and the agent starts within 5 minutes of going Live.
Prerequisites
Before you start, make sure you have:
- CRM connected
- At least one healthy mailbox
- An ICP rubric saved
- Brand voice configured in workspace settings
Missing any of these? The wizard blocks at the relevant step and links you to setup.
The five steps
Agents → Deploy → AI SDR.
- Choose a template (signal-triggered recommended for your first deploy).
- Attach your ICP rubric.
- Set the daily account budget — start at 20.
- Confirm guardrails (voice, claims, escalation).
- Review and toggle Live.
What happens next
Within 5 minutes the agent begins scoring accounts, drafting outreach, and queueing sends. Watch the Agent Timeline for the first actions. First replies typically arrive within 24–72 hours depending on volume.
Week-1 advice
Keep the budget low, review every held draft, and read replies daily. You're calibrating the agent — and the agent is learning your preferences from your edits and approvals.
Related
Configure agent guardrails (tone, claims, suppression)→When does the agent escalate to a human?→Define your first ICP rubric→
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