On this page 4 sections
In short
- Copilot shows everything your agents will send next, in the words they'll use and when.
- Autopilot is every action in the next window. Review is each new person waiting for your approval. Messages to people you're already connected with wait in the Inbox, under Waiting for you.
- Every message can be edited or skipped before it goes.
Autopilot
Open Copilot. Autopilot starts with a card for each account: "Sending now, until 14:00" or "Next launch" and when, with what's planned for it. Under the cards is every action planned, day by day, each a few minutes apart inside its account's window and never past its daily limit.
The agent plans when a window opens, so between windows the list can be short. Anything moved past the next window, usually because LinkedIn asked for a pause, is listed under After the next window.
Approve, edit or skip
Each row names the person, their title, the agent and the account and shows the words themselves. What you can do depends on the row:
- Approve, on a row waiting for your approval.
- Edit, on anything with words, then Save. On a LinkedIn account that can attach notes, an invitation with no note shows Add a note instead. An edited message is checked again before it can go and is marked Edited by you.
- Copy, on a message in a conversation: puts its words in the Inbox's box, so you can attach a file and send it yourself.
- Write it again, on a message written before the campaign changed: writes it again from the campaign's current words.
- Skip, on everything. Skipping an invitation is final for that person, so it asks first: "Skip the invitation? They will not be contacted." Skip on a first message also stops the follow-ups and the row says so.
A message with a detail it couldn't fill in is Held back for a fix, never sent with a blank. Edit it and it goes back in the queue or waits for your approval in review mode.
Review
Review has one card per new person: how well they match, what found them, why them and what goes to them once you approve. Press Approve with their name to queue it inside the window. Press Reject, then Yes, reject and nothing is sent to them, now or later. Messages to people who already accepted wait in the Inbox and the top of Copilot says how many, with Open Inbox.
Review fills when review mode is on for the account and with follow-ups an assistant created, which always wait for your yes. Turn it on in the agent's Settings. See Review mode.
The Queue tab
Each agent also has a Queue tab: everything that agent has planned, on any day and the last place to stop it. Copilot shows the next window for every agent at once.
Read next
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