> ## Documentation Index
> Fetch the complete documentation index at: https://docs.getnexor.ai/llms.txt
> Use this file to discover all available pages before exploring further.
# Pipeline and Agent operations
> Monitor leads by stage, understand Agent and lead pause states, manage Agent ownership, and archive or restore an Agent safely.
Open an Agent from the main navigation to reach its **Pipeline**. The board shows where each lead is in that Agent's process and surfaces the signals that explain what will happen next.
Use **Pipeline** to monitor and open leads. Use **Settings** to define, reorder, or remove stages. See [Agent settings](/docs/en/guides/agents/settings#pipeline) for the stage builder.
## Use the Agent header
The header stays available across the Agent workspace:
| Control | What it does |
| -------------------- | --------------------------------------------------------------------------------------------- |
| **Pipeline** | Opens the board for this Agent. |
| **Settings** | Opens the Agent's configuration. |
| **Running / Paused** | Activates or pauses the Agent for all its real leads. |
| Agent options | Opens actions such as Rename, Move to group, ownership, Copy agent ID, Duplicate, and Delete. |
| **Playground** | Opens a test conversation without contacting a real lead. |
The options shown depend on the signed-in role, the Agent type, and whether the Agent's ownership is locked.
## Running and paused
The header says **Running** only when the Agent is active and not paused. Turning the switch off opens a confirmation before pausing it for all leads.
| State | Scheduled outreach | Replies to real leads | New lead assignment | Playground |
| ----------- | ----------------------------------------------------------- | ---------------------------------------------------------- | ------------------------------------------------------------------------------------- | ---------------------------- |
| **Running** | Runs according to the configured cadence and contact hours. | The Agent can answer when the lead and stage are eligible. | A run can start. | Available. |
| **Paused** | Pending scheduled outreach stops. | The Agent does not produce an AI reply. | The lead and its Agent run can still be created, but outreach waits for reactivation. | Still available for testing. |
When you reactivate the Agent, Nexor resumes the runs that were paused by this Agent-level switch. It does not override a manual lead pause, an opt-out, an exhausted follow-up sequence, or another lead-specific stop.
The pause icon on an individual card means automation is paused for that lead. It does not mean the whole Agent is paused. Check the **Running / Paused** switch in the header for the Agent-wide state.
Activation can remain blocked until required quality or meeting setup checks pass. The dashboard names the failed checks so they can be corrected before trying again.
## Find leads on the board
Search matches a lead's name, email address, or phone number. Phone search ignores formatting characters, so a partial sequence of digits can match.
The **Filters** menu can include:
* Channels
* Scheduled recontact, with or without a future contact
* Variables, when lead variables are enabled and values are available
* Tags, when this Agent's leads have tags
* Date range
* **Show test**, to include [test leads](/docs/en/guides/agents/leads/test-leads)
Active filters appear as removable chips. Select **Clear all** to reset the lead filters. Hiding a column is separate from filtering leads, and hidden-column choices are saved only in the current browser for that Agent.
## Read columns and cards
The board organizes columns into three phases:
| Phase | What it contains |
| --------------- | ------------------------------------------------------------------------------ |
| **In progress** | The Agent's non-terminal working stages. |
| **On hold** | The optional **Escalated to executive** stage when it is present and relevant. |
| **Terminal** | Terminal outcomes and the derived **Discarded** column. |
Each column shows its lead count and can load more cards. Open the column menu to hide it; use **Hidden Stages** to restore one or all hidden columns. This changes only the board layout in the current browser, not the Agent's stage configuration.
Select a card to open the lead. Cards cannot be dragged between columns. To change a lead's stage, open the lead and choose the new stage there.
### Card signals
A card starts with the lead's name, most recent activity, contact detail, and channel icons. Depending on the lead, it can also show tags, up to four collected variable values, the assigned team member, and the next scheduled contact or reminder.
Pay particular attention to these signals:
| Signal | Meaning |
| ----------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------ |
| **Test** | The card belongs to a test or sandbox lead. |
| Transferred icon | The lead has Agent runs in more than one Agent. |
| Pause icon | Automation is paused for this lead. |
| Contact or delivery warning | The phone or email is invalid, or the latest delivery failed. A WhatsApp delivery failure uses the WhatsApp icon; hover to see the reason. |
| **Follow-up stopped** | Nexor will not schedule another follow-up for the current run. |
| Scheduled contact or reminder | Shows the next known cadence touch, task, or reminder. |
## Manage Agent actions
Open the Agent options menu in the header:
| Action | What happens |
| --------------------- | ------------------------------------------------------------------------------------------------------------------ |
| **Rename** | Changes the Agent's display name. |
| **Move to group** | Moves the Agent to an existing Group, removes it from its current Group with **No group**, or creates a new Group. |
| **Locked / Unlocked** | Opens **Ownership & access** to manage owners, associate Teams, and change the dashboard editing lock. |
| **Copy agent ID** | Copies the Agent's identifier for API calls, integrations, or support. |
| **Duplicate** | Creates a paused copy after you provide the new Agent name. Review the copy before activation. |
| **Delete** | Archives the Agent after confirmation. It does not permanently erase its history. |
### Set ownership and lock editing
In **Ownership & access**, add at least one owner before selecting **Lock**. You can also associate Teams with the Agent. While the Agent is locked, the dashboard limits selected editing actions to its listed owners; other controls still follow their own role and Agent-type rules. Select **Locked** from the options menu to open the same dialog and unlock it.
The lock restricts selected editing actions in the dashboard. It is not an API permission boundary or a complete lifecycle lock, and it does not change which team member is assigned to a lead or who can take meetings.
## Archive and restore an Agent
The menu labels the action **Delete**, but the operation archives the Agent.
If the Agent still has active real leads, the confirmation lists them. Either open a lead and move it to another Agent, or choose an optional discard reason and use the action that discards the listed leads before archiving.
Archiving has wider effects than hiding the Agent:
* The Agent becomes inactive and paused.
* Its active runs are deactivated and pending follow-up tasks are cancelled.
* Its channel assignments are released.
* The Agent's history remains saved.
To restore it:
In the main navigation, open the options beside the Agents list and select **Show archived**.
Select the archived Agent. Its workspace shows an archived notice instead of the live board.
The Agent returns in a paused and inactive state.
Reconnect or reassign the required channels, review its configuration, then activate it. Unarchive does not restore released channels, old runs, or cancelled tasks.
## Discard a lead
**Discarded** is a derived system column, not a stage that can be edited or reordered. It can contain leads discarded by a person and leads whose follow-up cadence has run out. Manually discarding a lead preserves the lead and its history, but ends the current Agent run and cancels its pending follow-up tasks.
To discard one lead, open it, change its stage to **Discarded**, and choose one required reason:
* No response from the lead
* The lead explicitly declined
* Invalid or wrong contact details
* Repeated no-shows or cancellations
* Other reason
You can also add an optional note. The reason remains in the lead's history and reporting. If the lead should be worked again later, moving it to a non-terminal working stage can reactivate the run; discarding is not the same as deleting or archiving the lead.