Overview
When an Agent is set to Manual Send, it will still source prospects, research them, and draft outreach—but nothing is sent without your approval. This guide shows you how to manage those drafts in your daily workflow.
Setting an Agent to Manual Send
You can toggle an Agent to Manual Send in Settings > Mail Accounts.
[Learn more about switching Auto Send and Manual Send → How to Manage Auto Send vs Manual Send]
Daily Flow with a Manual Send Agent
Find Draft Outreach
Go to your Manual Send Agent in the Campaign Editor.
Open the People tab.
Click View in People Table (this filters to only prospects assigned to that Agent).
In the table, click the Drafts column to sort by unsent outreach.
Review Outreach
Click on the first prospect in the list to open their Person Profile.
Review the Agent-generated message in the draft box.
Edit & Approve Outreach
Make edits in the text box if needed and click the Save icon.
To approve delivery:
Click Schedule to send at the time chosen by the Agent.
Click Send to send immediately.
Move to the Next Prospect
Use the right arrow (top right of the page) to move to the next person in the list.
Repeat until all draft messages are reviewed and sent.
Best Practice
Daily review: Check drafts each business day to keep outreach flowing.
Switch back anytime: You can toggle the Agent back to Auto Send at any time. When you do, it will pick up automatically where you left off.