A Loop's lifecycle — draft to done

A Loop moves through four states: Draft, Active, Paused, and Completed. You start a draft when it's ready, pause an active Loop to stop new sends without losing its progress, resume it later, and mark it complete when you're done. Each state shows on the Loop's detail page next to its name.

What are the states a Loop can be in?

You'll see the state as a pill next to the Loop's name on both the Loops list and the Loop's own page:

• Draft — built but not launched. Loop hasn't contacted anyone yet.
• Active — running. Loop is working through its people and sending on schedule.
• Paused — stopped mid-run. Everything Loop has done so far stays in place; nothing new goes out.
• Completed — wrapped up. No further sends happen.

How do I start a draft Loop?

Open the Loop from Loops, and on its detail page you'll see Edit and Start loop buttons while it's still a draft.

1. Click Edit if you want to change anything first — this takes you back into the review step of the Loop builder, prefilled with this draft.
2. Click Start loop when you're ready. Loop moves to Active and begins working through the plan.

If a Loop needs approval before it can launch (for example, its plan or cost needs a final review), starting it will tell you to open Edit and approve it there first.

How do I pause a Loop, and what does pausing actually do?

On an active Loop's detail page, click Pause loop. The Loop's state switches to Paused and Loop stops sending anything new — no more outreach, no more scheduled touches. Conversations already started, people already contacted, and everything in the Loop's history stay exactly as they were; pausing doesn't undo or roll back progress.

Use pausing when you need to hold off — for example, while you check in with someone one-on-one, or while you reconsider the Loop's plan — without losing the ground it's already covered.

How do I resume a paused Loop?

Open the paused Loop and click Resume loop. This switches it back to Active, and Loop picks up sending again from where it left off.

How do I mark a Loop as done?

From the detail page, click Mark complete. This ends the Loop for good — it moves to Completed and won't send anything further. Unlike pausing, this isn't reversible from the same button, so use Pause loop if you might come back to it, and Mark complete only once you're actually finished with it.

What else can I do from a Loop's detail page?

Alongside starting, pausing, resuming, and completing, the detail page also lets you:

• Duplicate — spin up a new Loop seeded from this one's setup.
• Edit — jump back into the builder to change a draft before launch.

The page itself is split into three tabs:

• Overview — what Loop knows about this Loop's goal, a results summary, the funnel of people moving through it, and the conversation and activity history.
• Leads (or Participants, for challenges) — everyone this Loop has reached, scoped to just this Loop.
• Communication — the message sequence Loop is sending.

If a Loop is currently held back from sending — for example while a send issue is being worked through — you'll see a note on the header explaining why, and when Loop expects to retry.

Where do I see a Loop's state at a glance?

The Loops page (/loops) lists every Loop with its current state, and you can filter the list by Active, Paused, Draft, or Completed to find what you're looking for quickly.