video1.0<iframe src="https://www.loom.com/embed/8ff63f2f4eee421c87d31b941f115ace" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/8ff63f2f4eee421c87d31b941f115ace-aa9f3ce8688d04f4.gif166.699This Loom shows how to set up and manually activate an automation for an agent. It walks through creating the automation under Automations, Agents, and Manual Assignment, including naming it, choosing a delay preference, and optionally sending an SMS using available templates to a selected recipient. The creator also demonstrates adding steps like tasks, emails, tags, VIP status changes, conditional logic, and notifications to team members, along with options to change status or stop automations. After saving, it explains how to manually trigger the automation and review the scheduled actions to confirm it is set.