> ## 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.

# Your first AI agent, built for you

> What the workspace builds for you automatically (an agent, a lead source and a booking link) and why outreach starts paused.

export const UiPath = ({children}) => {
  const parts = String(children).split(/\s*(?:→|>)\s*/).filter(Boolean);
  return <span className="pl-path">
      {parts.map((part, index) => <span key={`${index}-${part}`}>
          {index > 0 && <span className="pl-path__sep">→</span>}
          {part}
        </span>)}
    </span>;
};

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}%`
  }} aria-hidden="true">
              {mark.n}
            </span>)}
        </div>
      </div>
      {caption && <figcaption className="pl-shot__caption">{caption}</figcaption>}
    </figure>;
};

The last thing onboarding does is build you a working AI agent. You get targeting,
a lead source that goes looking for companies like your best customers, and the
outreach that will contact them. This page covers what was created, why the
outreach arrives paused, and what you press to start it.

<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>

## While it builds

Onboarding hands you over to <UiPath>Outreach → AI Agents</UiPath> and a
full-screen panel takes the page, headed "Setting up your workspace". Under it,
six lines narrate the work: analyzing your website and offer, identifying your
ideal customers, choosing the decision-makers to reach, building your lead
source, writing your outreach playbook, putting your first agent together.

Those lines advance on their own timer. They are narration, not a progress bar.
In the background the panel asks every few seconds whether the agent is finished,
and it reveals the result as soon as it is.

<Screenshot id="getting-started/your-first-ai-agent--building" url="/ai-agents" alt="A full-screen panel headed 'Setting up your workspace', with a line of narration beneath it and four cards below: the first already shows the workspace logo, name and a green check, the other three show a BUILDING placeholder" caption="The workspace card is finished from the start: it is the one piece that already existed. The other three hold a placeholder until their piece is built, then swap in the real thing with a green check." />

## What it built

You are not asked anything during this. Everything comes from the profile
onboarding already collected from your website.

Four pieces appear, each on its own card:

* **WORKSPACE**: your workspace, with your name, logo and domain on it.
* **AI AGENT**: the outreach itself. Its goal is to book meetings, and it is set
  to send from every email account in the workspace.
* **LEAD SOURCE**: a saved search that keeps finding companies matching your
  ideal customer, with the limits it will work inside.
* **MEETING LINK**: a booking link called "Intro call", 30 minutes long, already
  filled in as the agent's call to action.

The agent, its lead source and the tag that joins them are created with the same
name, suggested from your profile. The tag matters more than it looks: it is how
the agent finds the leads its source brings in.

<Screenshot id="getting-started/your-first-ai-agent--all-set" url="/ai-agents" alt="The same panel after the build finished: an ALL SET badge over the heading 'This is what we've created for you', four cards each with a green check, and a closing band headed 'Connect your email accounts to go live'" caption="The closing band has one main action, and it is not 'start the agent': it is 'add the mailboxes it will send from'." />

<Note>
  The booking link and its card depend on the meetings feature being switched on.
  Where it is not, the panel reveals three cards, no booking link is created, and
  the agent's meeting goal has nothing behind it yet.
</Note>

## The limits your lead source starts with

A first lead source is deliberately narrow. Its targeting is trimmed to the
strongest few industries and a single market, so the companies it brings back are
few enough to read.

| What it caps             | It starts at |
| ------------------------ | ------------ |
| Companies in total       | 100          |
| Companies per day        | 10           |
| People found per company | 3            |

Both company limits can be edited in place from the source's row on the agent's
Sources tab. The first number on that row is the companies analyzed so far,
counted against the total.

<Screenshot id="getting-started/your-first-ai-agent--source-caps" url="/ai-agents" alt="The Sources tab of an agent, showing one lead source row with its status, the companies analyzed against the total limit, the daily number and the leads found so far" caption="Raise the totals here once you have seen what the source brings back and the fit scores look right." />

## Why outreach starts paused

The agent is created with its outreach switched off, and nothing ever switches it
on for you. Not the build, not anything that runs after it: resuming is a decision
you make.

It starts that way because a new workspace has no mailbox in it. The agent is set
to send from every email account in the workspace, and an empty roster counts as
no sending channel at all. There is nothing for it to send from until you
connect one.

Sourcing, though, is running. The lead source starts on its own as soon as its
searches are ready, usually within seconds of the agent appearing. So leads arrive
into an agent that is not contacting anyone. That is why the list shows it as
**Outreach paused** with an issues badge, and why the agent's own page carries a
warning with a **Resume outreach** button.

<Screenshot id="getting-started/your-first-ai-agent--agent-list" url="/ai-agents" alt="The AI Agents list right after onboarding: one agent row with an 'Outreach paused' status pill and an issues badge beside it" caption="Sourcing running, outreach paused. This is the normal state of a brand-new workspace, not a fault." />

## Take it live

<Steps>
  <Step title="Connect an email account">
    **Add email accounts** on the closing band opens the same panel you would reach
    from the Email Accounts page. Any mailbox will do to start.
    See [Connect your first email account and go live](/en/getting-started/connect-your-first-email-account).
  </Step>

  <Step title="Resume outreach">
    Open the agent and press **Resume outreach**. Until you do, the agent keeps
    collecting leads and contacting nobody.
  </Step>

  <Step title="Connect a calendar behind the booking link, if you were given one">
    This step applies only where the fourth card appeared. The booking link was
    created without a calendar, so nobody can book on it yet. While the panel is
    still open there is a **Connect Google Calendar** button. Afterwards the agent
    shows a warning with a **Connect calendar** button instead. Where the meetings
    feature is off, no booking link was created and neither button appears, so skip
    this step.
    See [Connect your calendar so leads can book](/en/getting-started/connect-your-calendar).
  </Step>

  <Step title="Write your own instructions, when you are ready">
    The agent was left with no instructions on purpose. It writes with the built-in
    defaults instead of a copy of them frozen at signup. That is why the setup
    checklist shows **Instructions added** as still outstanding on a brand-new
    agent, and nothing is blocked by it. See
    [Agent instructions](/en/ai-agents/agent-instructions).
  </Step>
</Steps>

## What happens next

<Check>
  Once a mailbox is connected and you have pressed **Resume outreach**, the agent's
  status changes to Active: sourcing running and outreach running.
</Check>

Leads do not appear instantly. The source works through companies at its daily
limit, and each company has to be analyzed before its people are worth finding.
[What to expect from your first leads](/en/getting-started/first-leads-what-to-expect)
covers the first few days.

## Troubleshooting

<AccordionGroup>
  <Accordion title="We couldn't build your first agent">
    The panel offers **Try again** and **Explore my workspace**. Retrying is safe:
    if an agent already exists it is handed back as the one that was built, so you
    can never end up with two. If it keeps failing, build one yourself with
    **Create AI Agent**, or work through
    [Your first agent: what to do when something looks wrong](/en/getting-started/troubleshooting-your-first-agent).
  </Accordion>

  <Accordion title="I closed the panel before reading it">
    It does not come back once the build has finished. Your agent is in the list
    instead. If the build was still running when you closed it, the page shows an
    inline card in its place, with the same six lines of narration, until the agent
    is ready. That card is where the product states how long this takes: usually
    under a minute.

    <Screenshot id="getting-started/your-first-ai-agent--generating-card" url="/ai-agents" alt="The AI Agents page with a card headed 'Generating your first AI agent' and a line of narration beside it" caption="The fallback view: same build, same narration, without the full-screen panel. This screen is a representative example, held open for the capture." />
  </Accordion>

  <Accordion title="The lead source is not searching yet">
    Its searches are prepared in the background and the source starts by itself
    once they exist. If they never arrive, the source stays waiting rather than
    failing, and you can start it yourself from its row on the agent's Sources tab.
  </Accordion>

  <Accordion title="The setup checklist is not complete">
    A brand-new agent is not supposed to be. Two rows only tick once the agent has
    actually worked, and **Instructions added** stays open until you write your
    own. [The agent setup checklist explained](/en/getting-started/setup-checklist)
    goes through every row and what completes it.
  </Accordion>
</AccordionGroup>

## Related

<CardGroup cols={2}>
  <Card title="Connect your first email account" icon="mail" href="/en/getting-started/connect-your-first-email-account">
    The one step between a paused agent and a sending one.
  </Card>

  <Card title="The setup checklist explained" icon="list" href="/en/getting-started/setup-checklist">
    Every row, and what completes it. Two of them only tick once the agent has worked.
  </Card>

  <Card title="Connect your calendar" icon="calendar" href="/en/getting-started/connect-your-calendar">
    Make the booking link the agent already uses actually bookable.
  </Card>

  <Card title="AI Agents overview" icon="cpu" href="/en/ai-agents/overview">
    What an agent is made of, and how the list page is organized.
  </Card>
</CardGroup>