https://www.loom.com/share/c21b9fe338274257bec76b5ee9f5a1cf

🎯 Purpose

Matt explains:

• How to create a custom pipeline in Agent X.
• Why this should be your first setup step before assigning your Agent and launching campaigns.

Why Create a Custom Pipeline?

• Helps organize and segment leads based on your business model (e.g., expireds, FSBO).
• Allows you to assign your AI Agent to the correct pipeline, ensuring structured follow-up.
• Mirrors your existing CRM structure for easier adoption and workflow continuity.

Step-by-Step: Creating a Pipeline

1️⃣ Go to your Cortex Growth Dashboard.

2️⃣ In the sidebar, click “Pipeline.”

3️⃣ You will see:

• Existing pipelines (likely only a default pipeline if you are new).

  4️⃣ To create a new pipeline:

• Click the three dots.

• Select “New Pipeline.”

• Name it appropriately (e.g., “Expireds Pipeline.”)

• Click Create.