Email Agents Overview
An email agent is a helper that sends your email campaigns for you. It picks who gets each email, how many to send, and when — based on how people engage with your mail.
The Short Version
You still write the emails. The agent handles the sending part.
- You write the campaign: the subject, the words, the design.
- You hand it over by putting it in the agent's queue.
- You choose how much it can decide — Off, Suggest, or Auto.
- It sends and then shows you a receipt of everything it did.
You can find it in Email Campaigns → Email Agent. That page has four tabs: Overview, Queue, Activity, and Settings.
Why Not Just Press Send?
Normal sending does exactly what you tell it. You pick a list, you press Send now, and every address on that list gets the email at the same moment.
That works fine for a small list of people who like hearing from you. It works badly at scale, for one reason: mailbox providers watch how people react to your mail. If you blast 50,000 people and most of them ignore you, providers learn to put you in the spam folder. Then even your best customers stop seeing you.
The agent avoids that. Here is the difference side by side:
| Normal sending | Email agent | |
|---|---|---|
| Who gets it | Everyone on the list | Only the people you told it to reach, by how engaged they are |
| How many | All of them, at once | A safe amount per day |
| When | Right now | Inside your chosen hours, at each person's usual reading time |
| Big list | One send, done | Keeps going day after day until everyone has it |
| People who went quiet | Nothing happens | Re-sends your best past emails to win them back |
| Afterwards | A stats page | A receipt explaining every choice it made |
Handing a campaign to the agent changes nothing about the email itself. Take it out of the queue and it goes back to standard sending. Nothing is deleted.
The Three Modes
Mode is the single most important setting. It decides how much the agent does without asking you.
| Mode | What happens |
|---|---|
| Off | The agent does nothing. You send campaigns yourself. |
| Suggest | The agent prepares each day's send and waits for you to approve it. |
| Auto | The agent sends on its own and files a receipt. |
New agents start at Off. Most people start with Suggest for a week or two, read the daily plans, and switch to Auto once the plans look right.
In Suggest mode you see exactly what the agent wants to do before a single email goes out. It is the cheapest way to learn how it thinks.
How a Day Works
The agent runs on a simple daily loop. Five steps, every day.
1. The queue
You put campaigns in the queue, in the order you want them sent. The one at the top is the one the agent works on.
2. The check-in
Once a day the agent checks in. It looks at your queue, your settings, and how your recent mail performed.
3. The plan
It writes one plan for the day, which answers four questions:
- What are we sending? The email at the top of the queue.
- How many may we send? A safe number, based on how healthy your recent sending looks.
- Who gets it? People inside your chosen lists who match the engagement levels you picked, and who have not already had this email.
- Who else should hear from us? A small extra group of people who stopped opening, using an older email that has already proven it works.
In Suggest mode the plan waits for your approval. In Auto mode it goes straight to the next step.
4. The waves
The agent sends in waves instead of all at once. Your most engaged people go first.
Early opens and clicks tell mailbox providers that the rest of the send is wanted. Sending your biggest fans first is the cheapest way to earn that.
5. The receipt
When the day is done, the agent files a receipt. It lists who it reached, which emails it reused, who it rested, and why it made each call. Receipts live under the Activity tab and never disappear.
One Campaign, Many Days
This is the part that surprises people most, so it is worth stating plainly.
A campaign is not a one-day event. The email at the top of the queue stays at the top across days. Each day it goes to more of the people who have not received it yet.
It stops for exactly two reasons:
- Everyone has had it. The audience is covered, so the campaign is marked sent and the next one moves up.
- The content expired. You set an expiry date and it passed. The agent stops and says how far it got.
Nobody ever gets the same campaign twice. The agent checks what already went out before it sizes each day.
What You Still Control
The agent is a helper, not an owner. These stay yours:
- The emails. You write every word.
- The lists. The agent only ever works inside the lists you picked for a campaign.
- The order. You drag the queue into whatever order you want.
- The limits. Daily volume, send hours, how much goes to win-backs — all settings.
- The off switch. Set the mode to Off and everything stops.
Words You Will See
A few terms show up across these pages. Here is each one in a sentence.
- Queue — the ordered list of campaigns waiting for the agent.
- Plan — what the agent intends to do on one specific day.
- Wave — one batch inside a day's send.
- Receipt — the record of what a day actually did.
- Engagement tier — a label like Hot or Dormant that says how much a contact interacts with your email.
- Win-back — re-sending a proven email to someone who stopped opening.
- Warmup — starting small on a new or cold list and growing slowly.
- Deliverability — whether your mail lands in the inbox instead of the spam folder.
Next Steps
- Campaigns — write an email and choose how it goes out
- Lists & Segments — build the audiences the agent works inside
- The Email Agent — how the agent decides, in detail
- Email Agent Settings — every lever, with defaults