Email Agent Settings

Every lever the agent has, with its default and a plain reason to change it.

Find them under Email Campaigns → Email Agent → Settings. Changes save when you press Save.

Mode​

What it does: decides how much the agent does without asking you.

Option	What happens	Pick it when
Off	The agent is off. You send campaigns yourself.	You are not using the agent. This is the default.
Suggest	The agent prepares sends and waits for your approval.	You are starting out, or a send matters enough to eyeball.
Auto	The agent sends on its own and files a receipt.	The plans have looked right for a couple of weeks.

Default: Off.

Approval is all-or-nothing for a day. You approve the whole plan or you skip the day — you cannot approve half of it.

Daily Send​

What it does: decides which contacts receive the email at the head of the queue.

Engagement tiers​

Tick the tiers that should get today's email. Five are available:

Tier	Meaning
Hot	Clicked, replied, or opened more than once in the last 30 days.
Engaged	Opened, clicked, or replied in the last 3 months.
New	Added in the last 30 days and sent fewer than 3 emails.
Cooling	Nothing opened or clicked for 3 to 6 months.
Unrated	No emails sent to them yet.

Default: Hot, Engaged, and New.

When to change it:

• Add Unrated if you import contacts often and want them reached sooner.
• Add Cooling only if your bounce and complaint numbers are healthy. Cooling contacts already have the win-back budget aimed at them.
• Drop to Hot only for a short while if your deliverability is in trouble.

You must pick at least one tier.

Send in waves​

What it does: sends your most engaged contacts first, in their own wave, before everyone else.

Default: On.

When to change it: almost never. Turning it off sends the day's whole audience in one go, which throws away the early engagement that helps your mail reach the inbox.

Win-Back​

What it does: decides how much of each day goes to contacts who stopped opening.

Setting	What it does	Default	When to change it
Win-back budget	The share of the day's volume spent on win-backs.	10%	Raise it only when your bounce and complaint numbers are comfortably healthy. Lower it, or set 0, if they are not.
Dormant cap	The slice of that budget dormant contacts may take. It comes out of the budget, not on top of it.	5%	Dormant contacts are the riskiest to mail. Leave this small.
Days between cooling sends	The wait before trying a cooling contact again.	7 days	Raise it if you send several campaigns a week.
Days between dormant sends	The same gap for dormant contacts.	14 days	Keep it longer than the cooling gap.
Win-back attempts	How many tries a dormant contact gets before being rested.	3	Lower it to clean up faster, raise it if your audience is naturally slow to respond.

The dormant cap cannot be larger than the win-back budget — it is a slice of it.

Warmup​

What it does: starts small on a cold or new list and grows the daily volume only while your deliverability stays healthy.

The master switch is Warm up automatically, and it is on by default. The agent decides on its own whether warmup is needed, based on how much real engagement history your account already has.

Setting	What it does	Default	When to change it
First day's volume	How many emails go out on day one.	500	Lower it for a brand-new domain. Raise it only if you already have a strong sending history elsewhere.
Days at each level	How long a level is held before the volume doubles.	2 days	Raise it to ramp more cautiously.
Highest bounce rate	Bad addresses allowed before the volume is cut in half.	2%	Leave it. Above 2% is already a warning sign.
Highest complaint rate	Spam reports allowed before the volume is cut in half.	0.1%	Leave it. Complaints are the most damaging signal there is.
Lowest open rate	Opens needed to keep growing.	5%	Leave it unless you genuinely send to a low-open audience.

Readings are taken over the last 72 hours, and the agent will not judge on fewer than about 50 delivered emails. If a gate fails, the volume halves or holds instead of doubling — and it never drops below your first-day volume.

Send Window​

What it does: sets the hours the agent is allowed to send in.

Setting	Default	Notes
From	9:00	The hour sending may begin.
Until	17:00	The hour sending must stop. Must be later than From.
Use the contact's timezone	On	Reach each contact during their own working hours.

When to change it: match the hours your audience is likely to be at a desk. A business audience does well inside a working day; a consumer audience may do better in the evening.

Send-Time Optimization​

What it does: holds each copy of the email and delivers it at the time that contact usually engages, instead of sending everyone at once.

Setting	What it does	Default
Optimize the send time	Turns per-contact timing on.	On
Delivery window	How long a message may be held to find its best hour. Choose 24, 48, or 72 hours.	24 hours

When to change the window:

• Keep 24 hours if you want results the same day and a send that still feels like "today".
• Choose 48 or 72 hours if a lot of your audience only reads on certain days. More room means a better hour for them.

Two things to know:

• Only the built-in email sender is optimized. Other senders do not support it.
• The first wave is never held. Your Hot contacts always go out promptly, because their early opens are what carry the rest of the send.

Settings At a Glance​

Setting	Default
Mode	Off
Engagement tiers	Hot, Engaged, New
Send in waves	On
Win-back budget	10%
Dormant cap	5%
Days between cooling sends	7
Days between dormant sends	14
Win-back attempts	3
Warm up automatically	On
First day's volume	500
Days at each level	2
Highest bounce rate	2%
Highest complaint rate	0.1%
Lowest open rate	5%
Send window	9:00 to 17:00
Use the contact's timezone	On
Optimize the send time	On
Delivery window	24 hours

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Next Steps​

• The Email Agent — what each of these settings changes in practice
• Reply actions — handling what comes back