The appointment agent reaches out to matching people from your LinkedIn profile, follows up and prepares replies. The goal is a meeting. You decide who it contacts and what it writes. You decide whether replies go out with approval or by autopilot.

**Contents**
- [What an agent is](#what-an-agent-is)
- [The Your agents overview](#the-your-agents-overview)
- [The five tabs of an agent](#the-five-tabs-of-an-agent)
- [The header of an agent](#the-header-of-an-agent)
- [Who can do what](#who-can-do-what)
- [Next](#next)

## What an agent is

An agent reaches out to an audience from one source, with its own campaign, on one LinkedIn profile. For a second audience, another source or another profile, you create another agent.

You find the appointment agent in the sidebar under **Agent**. Below it are **Agents**, **Audiences** and **Replies**.

## The Your agents overview

Under **Agents** you see all agents in a table: name and source, profile, audience, status, stock, acceptance rate, reply rate and the next step.

- Use **Search agents**, **Profile** and **Status** to filter the list.
- **New agent** creates a draft.
- When replies are waiting for your approval, the top right shows for example "8 replies waiting". One click takes you to the replies.

![The Your agents overview with the New agent button](https://avhmrgajilnfyuvkhect.supabase.co/storage/v1/object/public/helpcenter/terminagent/agent-uebersicht-en.png)

## The five tabs of an agent

An agent has five tabs. When you set it up, you go through them from left to right:

1. **Audience**: who the agent contacts and which LinkedIn profile it writes from.
2. **Leads**: where the leads come from and which ones you take over.
3. **Campaign**: the steps, the texts and a preview for each lead.
4. **Replies**: what happens as soon as a lead replies.
5. **Activity**: what happened today, what comes next and where a lead is paused.

In a draft, tabs stay locked until the previous one is done. Hover over a locked tab to see for example **Add leads first**. Finished tabs show a check mark.

![Header and tabs of a running agent](https://avhmrgajilnfyuvkhect.supabase.co/storage/v1/object/public/helpcenter/terminagent/agent-reiter-en.png)

## The header of an agent

At the top you see the status and the name of the agent. You change the name directly in the field.

- The status is **Draft**, **Active**, **Paused**, **Completed** or **Archived**. If a running agent stops, the reason shows instead, for example **Paused: LinkedIn account restricted**.
- The number next to the people icon is the number of leads. One click opens the Leads tab.
- The gear opens the settings: briefing, requests per day and working hours.
- Depending on the status, the main button says **Start agent**, **Pause** or **Resume**.
- Behind the three dots you find **Duplicate**, **Archive**, **Move to trash** and **End and archive**, depending on the status.

An ended agent cannot be started again. Campaign, replies and numbers stay readable.

## Who can do what

- **Admins** manage every agent in the account.
- **Members** create agents and manage the agents that write from their own LinkedIn profile.
- Only admins create and edit audiences. Members can move their own drafts to the trash, only admins can restore them.

Learn more in [Multiple profiles in a team](https://success.indeal.ai/hc/indeal/articles/multiple-profiles-in-a-team).

## Next

- [Create an agent and choose a source](https://success.indeal.ai/hc/indeal/articles/create-an-agent-and-choose-a-source)
- [Appointment agent FAQ](https://success.indeal.ai/hc/indeal/articles/appointment-agent-faq)