What you need, and the seven steps, in order.

What you need

• A Windows computer that stays on during the hours you want the rep working.
• ✓Your email account: Google Chrome signed into the Gmail or Yahoo Mail you send from (the app opens its own Chrome window for this), or, for any other account, your provider’s IMAP/SMTP servers and an app password.
• ✓The AgentsConnect desktop app (https://agentsconnect.ai/app/AgentsConnect-setup.exe) and your account’s login link (we send it to you).
• ✓Optional but recommended: Telegram, so approvals and questions reach you on your phone.

Getting started — in this order

1. Install the desktop app from https://agentsconnect.ai/app/AgentsConnect-setup.exe and start it. It sits in the tray and starts itself at sign-in from then on; if the rep process ever stops, the app restarts it. It checks for a newer version at every start and updates itself. (Until the installer is code-signed, Windows shows a SmartScreen warning once: More info → Run anyway.)
2. Pair it. Open your web app (the login link), go to Settings → Your rep’s desktop app → Get a pairing code, and paste the code into the app. Pairing is device-bound; you only do it once per computer. You can see and revoke paired devices in the same place.
3. Pick the channel in the app: Gmail, Yahoo Mail or “Any email account (IMAP + SMTP)”, each with or without LinkedIn, or LinkedIn only (Outlook web is experimental). For Gmail and Yahoo, sign in in the Chrome window the app opens; the rep sends from that account and reads its replies there. For any other account, pick a provider preset or type the IMAP and SMTP servers, enter the login and an app password (Gmail and Yahoo need one too, with 2-step verification on), and Save. The password stays on your computer and is never sent to AgentsConnect.
4. Set up your rep (Setup in the web app): give your website, the rep drafts the facts it will work from, and you confirm them step by step: who the rep is, what you sell, your terms, files it may send, who to sell to, what it may decide on its own, hours. Connect the desktop app, read a dry run of three prospect replies written from your facts, and press Go live. On Solo we can do this with you on the 20-minute call instead. The rep never sends anything until the mandatory facts are confirmed by you: your name and company, your reply-to address, your postal address (required by law in every cold email), your terms and what it may decide.
5. Connect Telegram (Settings → Your rep on Telegram & WhatsApp → Connect Telegram), open the link, press Start. From now on approvals, questions and the daily recap arrive in that chat.
6. Tell it who to look for. A search plan is your target verticals and cities plus the job titles you sell against. Set First touches per day in Settings (start with 3).
7. Approve the first emails. Each first email arrives as a card; read it, then Approve, edit, “Write it again”, or Reject.

The knowledge pack

The pack is the only place the rep takes facts from. Prices, minimums, lead times, terms, availability — if it is not in the pack, the rep will ask you rather than guess. Mandatory items must be confirmed by you; a note-to-self such as “TBD” is treated as missing. When a prospect asks something the pack cannot answer, the rep sends you a one-line question; your answer goes into the pack and is used from then on. You can edit any item at any time in Knowledge. Objection answers you write into replies are saved as draft items for you to confirm.

The booking link

You do not have to make one. The rep opens Google Calendar in your own account, finds your appointment page (or creates one if you have none) and files the link in the pack. Every email that proposes a call then carries it. If you already use Calendly, put that link in the pack instead; bookings and cancellations come back to the rep automatically.

Approvals

• Where they arrive: a desktop notice, the Approvals screen in the web app, and your Telegram chat as a card with buttons.
• ✓Your options: Approve, Approve with my edits (your text is sent, the signature and opt-out line are always kept), Write it again (the rep drafts a new version from today’s pack), Reject.
• ✓Rejecting a first email means “do not contact this prospect”: the follow-ups are cancelled too.
• ✓A card marked “the address is a guess” was built from the company’s email pattern; check it before approving.
• ✓A first email always waits for you by default. Replies and follow-ups obey your autonomy setting.
• ✓If a reply to a prospect waits on you for half an hour, the rep sends a short holding note so the thread does not go cold. A reply approval expires after four hours, other approvals after a day; expired ones come back to you as a question.

Conversations

• Pipeline lists every thread by stage; open one to read it.
• ✓Take over a thread to answer it yourself; Hand back when you are done. If you simply reply from Gmail, the rep notices and stays out of that thread for a day.
• ✓Mark an order won (amount and reference optional): the account loop starts and a reorder check-in is scheduled.

Telegram commands

Settings you will use

• First emails per day — how many new prospects get a first email per day (0 stops new outreach). Every plan caps it at 7 a day for all your mailboxes together. With several mailboxes, new conversations are spread evenly across them, and a conversation stays on the mailbox it started from. Your plan, at the top of Settings, shows the mailboxes in use and how many conversations each started today.
• ✓Autonomy — Draft only (you send everything), Standard (replies, follow-ups and standard assets go out on their own), Commit (can also book meetings and confirm standard terms). Discounts, custom terms and exclusivity always come to you.
• ✓Send first cold emails without asking me — off by default; a guessed address still asks.
• ✓Send LinkedIn connection requests without asking me — off by default.
• ✓Search plans — verticals, cities, sources (web, careers, LinkedIn), daily search quota, pages per search.
• ✓Daily recap on or off, recap hour and timezone; reorder check-in days for won accounts.
• ✓Devices — the paired computers; revoke one and it is signed out at once.
• ✓LinkedIn — on or off. When LinkedIn raises a security check, the rep stops on its own and tells you.

What the rep never does

• Invent a price, a term, a discount, or a promise. Send a first cold email without you (unless you turn that on). Claim to be human. Send cold SMS or voice. Contact a suppressed or bounced address. Keep working while your computer is off.

Every day

• “Your rep’s day” arrives at your chosen hour: replies answered, what went out, what got booked, what is waiting on you, tomorrow’s list. Quiet days send nothing.
• ✓The rep works in your business hours and takes one day off a week, so its activity looks like a person’s.
• ✓If the AI model behind the rep is unavailable, the rep pauses, tells you, and resumes on its own; incoming replies are recorded meanwhile. If your desktop has been off for a while, you get a note.

Frequently asked

• A card says “the address is a guess” and names a person. The rep found them in public search results and built the address from the company’s pattern; the note shows their title and profile link. Approve if the person fits, reject if not.
• ✓The rep wrote to the wrong person. Reject the card — that prospect is closed. If it happens twice with the same search term, change the term in the plan.
• ✓An email bounced. The address is suppressed automatically and the follow-ups stop.
• ✓A prospect asked to be removed. Done on the spot, across every account you run; the rep never writes to them again.
• ✓Can I see what it found? Yes — Prospects in the web app, and Companies / People / Contacts in the desktop app, with the date each was found.
• ✓Google showed a CAPTCHA. The rep stops web searches for a day on its own; nothing to do.
• ✓Where is my data? On the AgentsConnect brain, in your tenant only; nothing is shared across clients. It is backed up nightly.
• ✓How are the emails written? To rules taken from the published evidence on cold email: a first email of 50 to 100 words that opens with one true line about the prospect, one ask, one link, no buzzwords, no invented numbers; follow-ups of 40 to 80 words, in the same thread, each with one new thing and never a restatement; a short goodbye on day 21. Every draft is measured against the rules before it reaches you.
• ✓Can I change what it writes? Yes: Messages, in the web app and the desktop app. A few options shape the first email; you add lines it must say and lines it must never say, a subject pattern, a line per follow-up step, or your own text verbatim, and you preview the whole sequence for a real prospect.
• ✓Can I stop it right now? /pause in Telegram, or set first touches per day to 0 in Settings.