Automation & workflows — found from sitemap — Nutshell

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• AI agents overview Report an error

  “Nutshell’s AI agents are here to help you move faster and get more done. Whether you're setting up your sales process, responding to tricky objections from your prospects or customers, or gathering helpful lead research, these assistants are ready to pitch in.”

• AI agents in app Report an error

  “You can find and use these agents right inside Nutshell—no need to leave your workspace or open a separate tool.”

• AI agents location Report an error

  “Look for the AI agents icon in the top-right corner of your screen”

• AI pipeline designer Report an error

  “Best used from the Pipelines page, the Sales pipeline designer is especially helpful on draft pipelines, suggesting stages, goals, and tasks.”

• AI email sequence writer Report an error

  “Draft cold outreach, follow-ups, or nurturing messages”

• AI email campaign generation Report an error

  “Also try AI email campaign generation, the 1-click tool in Email marketing that lets you go from prompt to polished campaign in just a few minutes.”

• AI objection coach Report an error

  “Practice handling common objections”

• AI lead research Report an error

  “Dig up useful context on your leads”

• AI credits per conversation Report an error

  “Each time you start chatting with an agent, it uses one conversation credit. You can send as many messages as you want during that conversation, it's only counted as one credit unless you reset it.”

• AI credits plan dependent Report an error

  “Your monthly credit total depends on your Nutshell plan and how many licenses you have.”

• AI credits examples Report an error

  “Some plans include 5 conversations per user per month Business and Enterprise plans include a shared pool of 200 or 500 conversations per month”

• AI credits limit behavior Report an error

  “If you’ve reached your monthly limit, the agents will be paused until credits refresh the following month.”