Where
Outreach→AI Agents
Your role needs
Read access to AI Agents
read-campaigns. Admin, Member and Viewer have it by default.To create or change
create-campaigns to add one, update-campaigns to change one, on top of the permission above.If you cannot find this in your sidebar, your workspace may have a custom menu configuration. Contact support and we will check it for you.
The six, in the order the product checks them
That’s seven checks for six pills: Needs setup covers two different reasons, and both stop the product from even
looking at whether outreach is switched on. An agent whose outreach you switched on yourself still shows Needs setup
if it has no lead source, or if its tag matches none.
How it behaves
A lead source only counts as “running” while it’s actually working
Not every source status counts toward the Active / Sourcing paused / Outreach paused decision above. A source that has hit today’s sourcing cap still counts as running. It starts again on its own tomorrow. A source that ran out of credits, hit its total company limit, finished, or that you paused by hand does not count as running. An agent can have several lead sources, and the pill only ever reports the combined picture: Sourcing paused does not say whether one source is out of credits, another is paused, and a third hasn’t started. Open Sources on the agent to see each one on its own. Even there, a source at today’s cap carries the same green Active chip as one that is searching right now; hover the chip and its tooltip says which of the two it is.The header switch and the list’s filter chips only ever look at outreach
The switch next to the pause menu, on the agent’s own page, reads only Active or Paused, and it is tracking outreach alone, not the combined pill above it. An agent can show the Sourcing paused pill while that switch still reads Active, because outreach really is on; it’s the sourcing half that stopped. The same split shows up on the list. Its Active and Paused filter chips group agents by outreach only: an agent showing the Sourcing paused pill sits under Active there, not under Paused, and an agent that shows Needs setup with outreach switched on sits under Active too. Only the Needs setup chip matches the pill exactly, because that’s the one check that doesn’t depend on either switch.Three scopes to pause: everything, one half, or one source
The switch, and Pause everything in the pause menu next to it, do the same thing: stop outreach and every one of the agent’s running lead sources together, with none left behind. Only sourcing stops every running lead source and leaves outreach alone; Only outreach does the reverse. Each menu item disables itself once there is nothing left in its scope to pause: Pause everything only when both outreach and sourcing are already stopped, Only sourcing whenever nothing is running, Only outreach whenever outreach is already off. The pause button on an agent’s card in the list is the same both-halves action as the switch, with no way to narrow it: the three scopes only exist on the agent’s own page. A single lead source has its own pause and resume button too, on its row in Sources. That one touches nothing else: not the other sources, not outreach.Pausing is gated separately from reading. The switch, the pause menu and the card’s pause button need a role that can
update agents; a source’s own pause button needs a role that can update sources. A read-only role sees every pill and
every source status but none of these controls: they are hidden, not greyed out.
Resuming only undoes a pause the product could have caused
Turning the switch back on does not blindly flip everything back on. Outreach restarts, and the product then tries to start any lead source that is either waiting to start for the first time or that you paused yourself: those two and nothing else. A source stopped because it ran out of credits, hit its total company limit, or finished needs that cause fixed first (buy more credits, raise the limit) before it runs again. On its own row that source cannot even be clicked: its button is disabled, with a tooltip reading “Fix the pause reason first — see the source status”.Limits
Related
Lead sources: add, edit limits, pause
Every source status this page treats as one running-or-not switch, explained on its own.
Agent alerts and what to do about them
The banners across the top of an agent’s dashboard: what triggers each one, and the action that clears it.
No sending channel connected
Start here when outreach looks on but nothing is actually going out.
No leads matched yet
Start here when sourcing is running but the lead count isn’t moving.