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Deploy Scout Agent over email

Review the email channel, sending policies and contact approval thresholds.

Written by Carl Martin

Scout Agent email deployment controls how delegated work communicates by email. Review the sending channel and approval conditions separately from the knowledge that shapes a message.

Setting email live can allow real supplier messages for active work. Check the sender and policies before doing so.

Before you start

You need administration access and a sendable email channel. Personal mailbox permissions, shared channel setup and workspace permissions can also affect sending.

Scout Agent Permissions page showing global controls and the tool permissions introduction.

Permissions controls apply alongside channel and connection access.

Review email deployment

  1. Open Scout → Deploy → Email.

  2. Review the sending setup and any readiness notices. Resolve missing or unhealthy channel configuration with an administrator.

  3. Inspect approval rules for the situations in which Scout Agent must ask before sending.

  4. Review the per-contact threshold and rolling window. Check how often the same address may be contacted before approval is required.

  5. Review the launch settings and set the channel live only when the configuration is ready.

  6. Follow a scoped task, inspect its proposed or sent email and verify the conversation and actual response.

Check the result

The channel has the intended state and policy. You can trace the sent message to the task and identify any approval that was required before sending.

Contact limits and budgets

A per-contact threshold controls repeated outreach to the same address. It is not a total monthly spending limit or a limit on the number of different suppliers contacted.

Review Scout Agent spending separately. An approved email action can still contribute to a task that produces billable outcomes under your agreement.

Pause with a clear scope

Read the channel’s stated effect when taking it offline. Check existing tasks and other channels separately so the team knows what work is still active.

If something does not look right

What you see

What to check

An email needs approval

Inspect the matching approval rule, contact threshold and capability permission.

Sending is unavailable

Check sender setup, connection health, mailbox access and the channel’s readiness notice.

Does receiving an email complete the task?

A reply is evidence. The task completes only when the defined outcome has been achieved and recorded.

Continue your work

Open the relevant area in Cartograph to continue with your workspace data.

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