> ## Documentation Index
> Fetch the complete documentation index at: https://help.pipelime.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# The agent setup checklist explained

> Every row on the Setup checklist, what exactly completes it, and which two rows only time can tick.

export const Screenshot = ({id, alt, caption, frame = 'browser', url, marks = [], lang = 'en', workspace = 'northwind-outbound'}) => {
  const src = `/images/screenshots/${lang}/${id}.png`;
  const chrome = url ? `app.pipelime.ai/${workspace}${url}` : 'app.pipelime.ai';
  return <figure className={`pl-shot pl-shot--${frame} not-prose`}>
      <div className="pl-shot__frame">
        {frame !== 'bare' && <div className="pl-shot__bar">
            <span className="pl-shot__dots">
              <span className="pl-shot__dot" />
              <span className="pl-shot__dot" />
              <span className="pl-shot__dot" />
            </span>
            <span className="pl-shot__url">{chrome}</span>
          </div>}
        <div className="pl-shot__media">
          <img src={src} alt={alt} loading="lazy" />
          {marks.map(mark => <span key={mark.n} className="pl-shot__mark" style={{
    left: `${mark.x}%`,
    top: `${mark.y}%`
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              {mark.n}
            </span>)}
        </div>
      </div>
      {caption && <figcaption className="pl-shot__caption">{caption}</figcaption>}
    </figure>;
};

The **Setup checklist** is the card in the right-hand column of an agent's **Dashboard** tab: nine rows in a fixed order, ten for an agent with a WhatsApp account attached, each with an exact rule for when it turns green.

<div className="pl-availability">
  <div className="pl-availability__row">
    <div className="pl-availability__label">Where</div>
    <div className="pl-availability__value"><span className="pl-path">Outreach<span className="pl-path__sep">→</span>AI Agents</span></div>
  </div>

  <div className="pl-availability__row">
    <div className="pl-availability__label">Your role needs</div>
    <div className="pl-availability__value">Read access to AI Agents <code>read-campaigns</code>. Admin, Member and Viewer have it by default.</div>
  </div>

  <div className="pl-availability__row">
    <div className="pl-availability__label">To create or change</div>
    <div className="pl-availability__value"><code>create-campaigns</code> to add one, <code>update-campaigns</code> to change one, on top of the permission above.</div>
  </div>

  <div className="pl-availability__note">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.</div>
</div>

<Screenshot id="getting-started/setup-checklist--fresh-agent" frame="bare" alt="The Setup checklist card on a new agent: a progress bar under the title, a green tick on four rows, an amber warning on the sending channel row with a Connect senders button, a spinner on First companies analyzed" caption="The state a workspace is in right after signup: sourcing already running, outreach paused, nothing connected to send from." marks={[{ n: 1, x: 52, y: 15 }, { n: 2, x: 84, y: 24 }]} />

The header counts the rows that are done and draws a progress bar for them (1). A row that needs something from you carries a button that deals with it (2). Click anywhere on the header to collapse the card, and again to open it.

## How it behaves

### Four states, and only two of them get a button

Every row is in one of four states, and the icon is the whole story.

| What you see    | What it means              | Button                                    |
| --------------- | -------------------------- | ----------------------------------------- |
| Green tick      | Done                       | No                                        |
| Amber warning   | Something needs you        | Yes, when the row has an action behind it |
| Spinner         | The agent is working on it | No                                        |
| Empty grey ring | Not started                | Yes, when the row has an action behind it |

A row that is done or spinning never shows a button, because there is nothing for you to do on it. Two rows, [the ones only the agent can finish](#two-rows-you-cannot-tick-yourself), have no button in any state.

<Screenshot id="getting-started/setup-checklist--mixed" frame="bare" alt="The Setup checklist on a working agent: every row has a green tick except Senders healthy, which shows an amber warning and a Review senders button" caption="One amber row is enough to hold the count back, even when the agent is sending normally." />

### The explanation is a tooltip

The row itself shows only the icon, the title and the button. Hover the title and the one-line explanation appears beside it. Read it before you act on a row. When a row's button changes, its explanation changes with it.

<Screenshot id="getting-started/setup-checklist--row-tooltip" url="/ai-agents/12" workspace="acme-labs" alt="The agent dashboard with the pointer resting on the Sending channel connected row, showing its tooltip to the left of the checklist" caption="The rule behind a row is only written in its tooltip, so it is easy to miss." />

### What completes each row

| Row                           | Complete when                                                                                                                                                                  | Button goes to                                       |
| ----------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ | ---------------------------------------------------- |
| **Sending channel connected** | The agent has an account to send from: an email, LinkedIn or WhatsApp account picked on the agent, or it rotates across every email account and the workspace has at least one | **Connect senders**: the agent's **Settings** tab    |
| **Senders healthy**           | None of the email accounts this agent can use is in an error state                                                                                                             | **Review senders**: the **Email Accounts** page      |
| **Lead sourcing configured**  | At least one lead source is attached to the agent, whatever that source is doing                                                                                               | **Set up sourcing**: the **Sources** tab             |
| **Sourcing running**          | At least one lead source is active or has stopped for the day on its daily company limit, or every one of them has finished                                                    | Changes with the reason it stopped                   |
| **Outreach active**           | The agent's outreach is switched on                                                                                                                                            | **Resume outreach**: acts immediately                |
| **Goal configured**           | The goal has its destination filled in                                                                                                                                         | **Set goal**: the agent's **Settings** tab           |
| **Instructions added**        | The agent has instructions or commercial terms; either one on its own is enough                                                                                                | **Add instructions**: the **Agent Instructions** tab |
| **First companies analyzed**  | The agent has analyzed at least one company                                                                                                                                    | No button                                            |
| **First leads contacted**     | The agent has contacted at least one lead                                                                                                                                      | No button                                            |

Four of those rules are worth spelling out, because the row can look wrong when it is right.

**Sending channel connected** is not satisfied by the setting that rotates across every email account in the workspace. If the workspace has no email account, the agent is rotating across nothing, and the row stays amber. That is the state an agent created for you at signup starts in: nothing sends until an email account exists and outreach is resumed, which is two rows, not one.

**Senders healthy** judges only the accounts this agent can actually use: every account in the workspace when the agent rotates across all of them, otherwise just the ones picked for it. An account in an error state somewhere else in the workspace does not turn this row amber.

**Sourcing running** is not a claim that companies are arriving this minute. It counts a source that is active, and it counts a source that has stopped for the day after reaching its daily company limit. That one starts again the next day, so the row stays green and offers no button while it waits. A queued source that has not started yet does not count. The row also goes green when every source on the agent has finished, because there is nothing left for those sources to do.

**Goal configured** looks at one field, and which field depends on the goal you chose: a meeting goal needs its meeting link, a WhatsApp goal a phone number, a website goal the URL, a custom goal its text.

A missing channel and a missing goal destination are the only two problems that also put a red dot on the **Settings** tab.

<Note>
  The checklist says senders where the sidebar says **Email Accounts**. They are the same thing: the mailboxes this workspace sends from.
</Note>

### When sourcing stops, the button changes with the reason

**Sourcing running** is the one row whose button is not fixed. When no source is running, the row asks for the thing that will actually restart it.

| Why it stopped                           | Row     | Button                                                                                                                                                   |
| ---------------------------------------- | ------- | -------------------------------------------------------------------------------------------------------------------------------------------------------- |
| The workspace ran out of credits         | Amber   | **Get more credits**: opens the subscription dialog without leaving the page                                                                             |
| A source reached its total company limit | Amber   | **Increase limit**: edits that source's cap next to the button, or opens the **Sources** tab when more than one source has reached its limit or finished |
| Queued, not started yet                  | Spinner | None: there is nothing to fix                                                                                                                            |
| You paused a source by hand              | Amber   | **Resume sourcing**: restarts every hand-paused source on the agent at once, not only one. A source that has already finished is left as it is           |

### Two rows you cannot tick yourself

**First companies analyzed** and **First leads contacted** carry no button in any state. Nothing you can click will complete them; the agent completes them by working.

**First companies analyzed** spins while at least one source counts as running by the rule above, and shows a grey ring when none does. **First leads contacted** spins only when outreach is on *and* at least one company has already been analyzed. Any other time it stays a grey ring, because no lead is on its way yet.

### The tenth row, for WhatsApp

An agent with a WhatsApp account attached gets one extra row, **Leads reachable on WhatsApp**, directly under the sending channel row. WhatsApp only reaches a lead who has a phone number, so the row is amber while none of the agent's leads has one and turns green as soon as one does. Its button is **Review channels**.

That row is why the total in the header is not the same for every agent: nine rows normally, ten with WhatsApp attached.

### When every row is green

The count and the progress bar are replaced by a green tick and a **Setup complete — your agent is fully configured** message, telling you the agent is fully configured. The first time that happens, the card collapses itself to that single line, but only if you have never collapsed or opened it yourself. Once you do, your choice is remembered for that agent, in that browser.

<Screenshot id="getting-started/setup-checklist--complete" frame="bare" alt="The collapsed Setup checklist card showing a green tick and the line Setup complete, your agent is fully configured" caption="A finished checklist gets out of the way on its own." />

## Limits

|                          |                                                                                             |
| ------------------------ | ------------------------------------------------------------------------------------------- |
| Rows                     | Nine, in a fixed order; ten when the agent has a WhatsApp account attached                  |
| Rows with no button      | Two: **First companies analyzed** and **First leads contacted**                             |
| Where it appears         | On the agent's **Dashboard** tab only                                                       |
| Row explanations         | On hover only                                                                               |
| Collapse preference      | Remembered per agent, in that browser                                                       |
| Buttons that act at once | **Resume outreach** and **Resume sourcing**; every other button navigates or opens a dialog |

## Related

<CardGroup cols={2}>
  <Card title="Connect your first email account" icon="mail" href="/en/getting-started/connect-your-first-email-account">
    The step that takes a new agent from set up to sending.
  </Card>

  <Card title="When your first agent looks wrong" icon="circle-question-mark" href="/en/getting-started/troubleshooting-your-first-agent">
    What to check when the checklist says one thing and the agent does another.
  </Card>

  <Card title="Reading the agent dashboard" icon="gauge" href="/en/ai-agents/agent-dashboard">
    The rest of the screen the checklist sits on.
  </Card>

  <Card title="Agent alerts and issues" icon="triangle-alert" href="/en/ai-agents/agent-alerts-and-issues">
    The banners above the dashboard, and how they relate to these rows.
  </Card>
</CardGroup>