Enabling & Disabling

Enabling Autopilot

Enabling Autopilot is a one-click process. The setup runs in the background and completes in 1-2 minutes.

What Autopilot replaces vs. what's still on you: Autopilot creates the searches, sequences, tone examples, and enrollment rules so you don't have to. It does not replace daily limit configuration, conversation review in your Inbox, Engagement Engine content approval (unless you turn on auto-post), or meeting tracking setup. Think of it as automating the setup and discovery loop — the human-judgment parts (tone tuning, replying to hot leads, deciding when to scale up) still belong to you.

Prerequisites

  • At least one Offer created with your ICP and value proposition

  • At least one social account connected (X and/or LinkedIn)

  • No existing active Autopilot config for the same Offer

The Enable Flow

When you click "Enable Autopilot," the following steps execute:

Step 1: Create Configuration

Autopilot is activated immediately. Any prior disabled configuration for the same Offer is removed first. The UI returns immediately while setup continues in the background.

Step 2: Generate AI Content

Autopilot generates a shared campaign prompt and tone examples for your Offer. This content is reused across all sequences created in the next step.

Step 3: Create Sequences (Per Platform)

For each connected platform (X, then LinkedIn), Autopilot:

  1. Creates a sequence with AI-generated steps, tone examples, and auto-enrollment enabled

  2. Generates keywords from your Offer

  3. Creates a recurring search for that platform

  4. Finds a lookalike influencer account via AI search

  5. Creates a seed extraction source (follower extraction for X, or a people search with buyer expansion for LinkedIn)

Step 4: Background Loops Begin

Once setup completes, Autopilot's continuous operations (lookalike rotation, auto-enrollment, signal search) begin running automatically.

What to Expect After Enabling

  • Searches begin immediately: Your first recurring searches start running

  • Follower extraction starts: Seed accounts begin extracting followers

  • First leads appear: Typically within the first few hours

  • Auto-enrollment activates: Qualified leads are enrolled into sequences automatically


Pausing Autopilot

Pause when you want to temporarily stop all Autopilot operations and resume later exactly where you left off.

When to pause: Vacations, short breaks, account maintenance, or adjusting settings before resuming.

To pause: Click the pause icon on the autopilot card.

To resume: Click the play icon on the autopilot card. Autopilot restores searches, reactivates sequences, and resumes operations.

When paused:

  • Searches are paused (preserved)

  • Sequences are paused

  • Seed sources and lookalike accounts are preserved

  • All leads and conversations are preserved


Disabling Autopilot

Disable when you are stopping outreach for the long term or want a clean slate.

When to disable: Fully stopping outreach for an Offer, switching to manual-only mode, or pivoting to a different ICP.

To disable: Click the trash icon on the autopilot card, then confirm by clicking Remove.

When disabled:

  • Recurring searches are stopped

  • Sequences are paused

  • Lookalike expansion is disabled

  • All leads, conversations, and historical data are preserved

Re-enabling After Disable

When you re-enable Autopilot after disabling:

  • New sequences, searches, and lookalike accounts are created fresh

  • AI generates a new campaign prompt and tone examples

  • New seed accounts are discovered for follower extraction

  • Existing leads in your database are preserved and can be re-scored


Pausing Individual Sequences

You can pause a single sequence without affecting the rest of Autopilot:

  1. Go to Sequences

  2. Select the sequence

  3. Click Pause

This stops outreach for that sequence only. Other sequences and Autopilot operations continue normally.

Next Steps

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