Monthly budget
Every agent has a monthly budget that caps how much it can spend. Once the budget is exhausted, the agent pauses automatically until the next billing cycle. You set the monthly budget when creating the agent and can change it at any time. Choose an amount that suits your campaign — start conservatively and increase as you gain confidence in the agent’s performance.What counts towards the budget
Most agent actions are free. The paid actions are data lookups for contact discovery and email finding. Sending emails, creating contacts, updating statuses, escalating, and drafting replies are all free. The exact cost per tool is shown on the agent configuration screen.Per-company budget tiers
The agent can also limit how much it spends on each individual company, based on how well the company matches your profile. Higher-confidence matches get a larger per-company budget, while borderline matches get less. You can customise these tiers on the agent edit page.Operating hours
You can restrict when the agent sends emails so outreach lands during business hours:- Enabled/Disabled — toggle operating hours on or off. When disabled, the agent runs 24/7.
- Timezone — the timezone for the schedule (default: Europe/London)
- Start and end time — e.g. 09:00 to 17:00
- Active days — which days of the week the agent is allowed to run (default: Monday–Friday)
Run pace
The run pace controls how many companies the agent processes per cycle:- Default: 1 company per run
- Recommended for testing: 1 company per run (lets you review each interaction)
- After confidence builds: Increase to 3–5 companies per run
Follow-up cadence
Configure how the agent follows up with prospects who haven’t replied:| Setting | Default | What it controls |
|---|---|---|
| Min days between follow-ups | 3 days | Minimum gap between follow-up emails to the same person |
| Max follow-ups per contact | 2 | How many follow-up emails before the agent stops |
| Follow-up template groups | None | Specific templates for follow-ups (if different from initial outreach) |
| Dormant re-evaluation | 90 days | How long before the agent revisits a company that went quiet |
The follow-up cadence applies per contact, not per company. If the agent finds multiple contacts at the same company, each gets their own follow-up sequence.
Adjusting settings on a live agent
You can edit any of these settings while the agent is running — click the agent name in Discovery → AI Agents, then click Edit. Changes take effect on the next processing cycle. The agent won’t interrupt an action already in progress, but will use the new settings for everything going forward.When the budget runs out
If the agent hits its monthly budget limit:- The agent pauses automatically
- You receive a notification (if escalation emails are configured)
- The agent resumes at the start of the next month, or when you manually increase the budget