Activating
A new agent is a draft. It saves the first time you choose Save draft or Activate agent, and on its own every couple of seconds after that.
Activate agent first runs the Before you activate checklist. With anything left to fix it opens Setup and points at it; otherwise it shows what the agent will do and asks you to confirm.
Following It Live
- Each step shows how many people are on it now and, for emails, how many were sent, opened and clicked. The numbers refresh every 30 seconds.
- The Setup tab shows the agent's status and totals: Entered, On the path, Finished, Left early, Emails sent and Opened.
- People lists the 40 most recent. Choose someone to see their current step and a timeline of everything that happened to them.
- From Campaigns, an agent opens on its own page with Analytics, Audience and Setup. Audience lists every email each person received.
Releasing Held Emails
With approval on, written emails wait in Review on the Setup tab. Send all, or open each one to Read, Send or Skip it. A skipped person moves on to the next step. Held emails do not expire.
Changing A Live Agent
Edits to an active agent stay unpublished until you choose Publish changes. Newcomers then take the new path; people already on it finish the version they started, with the settings it had.
Pause, Resume, Stop
- Pause
- Nothing sends. Everyone keeps their place.
- Resume
- Picks up where everyone was. Your plan, AI settings and mailbox are checked again first.
- Stop
- Everyone still on the path leaves it, and the agent becomes read-only. This cannot be undone.
- Duplicate
- On a stopped agent: a new draft with the same path and settings.
An agent also pauses itself when it cannot go on: the plan no longer includes Agents, the period's AI emails are used up, AI is switched off, or there is no active mailbox to send from. The Setup tab says why, with a button to fix it; then Resume.
An agent whose audience is Specific people shows Completed once everyone you picked has been through the path.
Editing the path needs a wider screen than a phone. On a phone you can still read the path, and pause or stop the agent.
Plan Limits
| Free | Starter | Growth | Scale | |
|---|---|---|---|---|
| Active Behavly Agents | — | 1 | 5 | Unlimited |
An agent holds a slot while it is running or paused. Drafts, stopped and completed agents do not, and publishing changes to a live agent does not take a second one.