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By the end you’ll have a new AI agent: its targeting, pace, goal and instructions all set, and either sending already or waiting for you to connect a channel.
Where
Outreach→New AI Agent
Your role needs
Create access to New AI Agent create-campaigns. Admin and Member have it by default.
To create or change
create-campaigns to add one, update-campaigns to change one, on top of the permission above.
Not listed in the sidebar today; reachable from the surfaces that link to it, and by URL. 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.
You don’t need a connected email account, LinkedIn account or WhatsApp account to start this wizard. An agent created with no channel launches paused instead of being blocked. Connect one afterwards and switch it on.
1

Targeting: who should it look for?

The wizard opens on a suggestion rather than a blank form. While it reads your company profile and pre-fills the filters, a panel headed “Suggesting your targeting…” names the stages one at a time: reading your company profile, drafting your ideal customer profile, sizing the reachable market, picking the decision-makers to target, pre-filling your targeting filters. Those lines advance on their own timer: they are narration, not a progress bar. If the suggestion fails, a message says so and the fields are left blank for you to set by hand. Either way you land on the same screen next.Once it settles, adjust or add to what it found. Industry takes one or more terms: you can leave it empty once the hiring filters below it are configured, because a company hiring for a named role is a complete target on its own. Add a second term and a match toggle appears: Any term widens the search, All terms narrows it. Company locations is where the companies are headquartered; empty means worldwide. Decision-maker roles is the people inside each company the agent should reach.Advanced targeting stays collapsed until you open it, and holds company size, by employee-count range, and the locations to exclude. See Decision-Maker Targeting: filters explained for what every filter here actually widens or narrows, hiring filters included.A right-hand panel keeps a live count of matching companies as you change the filters, with a handful of real company samples beneath it. Continue unlocks as soon as one company filter is set: an industry term, a location, an excluded location, a company size or a hiring filter. Decision-maker roles do not count towards it: they decide who is contacted inside a company, not which companies are found.
Continue will let you past on a location or a company size alone, but the agent cannot be created that way. Creating it needs at least one industry term, or one hiring filter. Set one before you reach the last step, or the launch fails partway.
2

Pace: how fast should it go?

Three fields set how the agent sources. Total companies is where it stops: a chip offers to match it to the live count from Targeting in one click. Companies per day is the daily research pace; the field’s own helper text names the ceiling your plan allows. Contacts per company is how many decision-makers it finds inside each one, and can’t go below 2. A line beneath the three turns them into a daily number: how many new leads that pace produces a day, and (once Total companies is set too) about how many days it takes to work through every one of them.Also find phone numbers sits below the pace numbers, off by default. Switch it on and each contact costs more credits for a chance at a direct number as well as the email: the extra credits are charged only when a number is actually found. A Quality gate (optional) comes after it: describe what you’re looking for, and a slider sets how high a company’s AI match score has to be before the agent contacts it at all. See How many credits does a lead cost? for what a phone number adds to the price.
3

Goal: what should it drive toward?

Four cards set what every conversation is working toward: Meeting Link (leads book a call straight into your calendar), WhatsApp (moves interested leads into a WhatsApp chat), Website Link (sends leads to a landing page or website) and Custom (you describe the outcome and the AI adapts). Meeting Link is selected by default. Whichever you pick, the panel below asks for that goal’s destination; switching cards clears whatever you’d filled in for the one before.Below the goal, a collapsed Instructions accordion holds five fields: Behaviour & tone, What you sell, Outbound, Reply and Follow-ups. Open it and four of the five are already filled with default text, not a blank box. What you sell is the exception; it has no default, only a greyed-out example of what to write. Leave a field as it is and the agent runs on that exact text. Clear one back to empty and the agent doesn’t launch with a blank prompt either: an empty field is not saved at all, and the built-in default applies at writing time, the same text these fields started from. See Agent instructions for what each field actually controls.A Sending channels accordion appears too, once the workspace has at least one connected email account, LinkedIn account or WhatsApp account. Email accounts rotate across all of them by default: this is where you’d hand-pick a smaller set instead. LinkedIn and WhatsApp accounts are the opposite: none are attached until you pick them here. A workspace with no channel at all doesn’t see a warning on this step. See What happens next below for what that means at launch.
4

Review and launch

The name here (auto-generated from your targeting, editable with the pencil beside it) is the first time the wizard shows you a name at all; nothing earlier in it asks for one.Five boxes summarize the whole agent. Target repeats the estimated company count, the roles and the locations from Targeting. Sourcing pace repeats the daily formula from Pace, plus a line on what each lead costs in credits. Channel names which email accounts, and which LinkedIn or WhatsApp accounts, it sends from. Goal names what you picked and its destination. Instructions reads Customized the moment you’ve changed any of the four pre-filled fields, or typed anything into What you sell; otherwise it reads Using built-in defaults.Launch agent, at the bottom of the page, creates a tag, a lead source and a campaign together and takes you to the new agent’s dashboard.

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What happens next

A new agent appears in AI Agents with the targeting, pace, goal and instructions you just set, and the wizard drops you on its dashboard.
Whether it starts sending depends on one thing: does the workspace have a connected email account, LinkedIn account or WhatsApp account at that moment? With one, outreach is switched on at creation. Without one, outreach is created switched off, and the confirmation message says so, telling you to connect a sender to start outreach. Sourcing is started for you either way, so an agent launched without a channel sits at Outreach paused: it keeps finding leads, and sends nothing until you connect an account and switch outreach back on. Anything you set here can be changed later from the agent’s Settings tab. See Agent settings reference for what every field there does.

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Troubleshooting

It’s disabled while the AI suggestion is still loading, and again once that settles if no company filter is set: a tooltip says to add at least one targeting filter. An industry term, a location, an excluded location, a company size or a hiring filter each unlock it. A decision-maker role on its own does not: roles narrow who is contacted inside a company, not which companies are found.
On Pace, all three fields need a number, and Contacts per company can’t be below 2. On Goal, it’s either the destination your chosen card asks for (a meeting link, an international phone number, a URL or a written goal) or the sending channels: if you opened Sending channels, turned on Choose specific senders and then picked none, Continue waits until you select at least one.
The field turns red once you go past what your plan allows, and nothing in this wizard stops you there: Continue only checks that the three pace fields hold a valid minimum, and the number is saved as you typed it. Keep it under the figure the field’s own helper text names: the form you use later to edit a lead source does refuse a value above that ceiling, so an over-cap agent is one you have to bring back down before you can change anything else about its sourcing.
The pieces are created in order (the agent tag, then the lead source, then the campaign), so an early failure can leave the first one or two behind. The error names what it managed to create and sends you back to the AI Agents list to finish setup there. One cause this wizard makes easy to hit: targeting with no industry term and no hiring filter. Continue accepts it, the lead source is rejected, and the tag is what gets left behind.
That’s expected with no channel connected. See What happens next above. Connect an email account and switch outreach back on from the agent’s dashboard. See Add senders: connect, import or managed infrastructure.

Agent settings reference

Every field from this wizard, and everything else, section by section.

Agent instructions

What Behaviour & tone, Outbound, Reply and Follow-ups actually control.

Decision-Maker Targeting: filters explained

Industry, company size, locations, roles and seniority: what each filter widens or narrows.

How many credits does a lead cost?

What a revealed phone number adds to the price per contact.

Create a meeting link

Set one up first if Meeting Link is the goal you want on the Goal step.