Access agent settings
Configure triggers
Triggers determine when an agent runs.Event triggers
Run the agent when something happens:- Record created — New client, prospect, or contact added
- Record updated — Specific field changes
- Email received — Incoming email from a contact
- Meeting completed — After a meeting ends
- Task completed — When a task is marked done
Schedule triggers
Run the agent on a regular basis:- Daily — Every day at a specified time
- Weekly — On specific days of the week
- Monthly — On a specific day each month
Manual triggers
Allow on-demand execution:- Button on record — Adds a button to run the agent from a record page
- Bulk action — Run on multiple selected records
- Command — Execute from search or command palette
Configure scope
Control what records the agent can access and act on.Record types
Specify which record types the agent works with:- Clients only — Limit to paying clients
- Prospects only — Focus on potential clients
- All households — Both clients and prospects
- Contacts — Professional relationships
Filters
Add conditions to further limit scope:Access permissions
Some agents need access to specific data:| Permission | Allows |
|---|---|
| Read emails | Access email history for context |
| Read meetings | View meeting notes and transcripts |
| Read notes | Include notes in analysis |
| Modify records | Update fields and add tags |
| Create tasks | Generate new tasks |
| Send notifications | Alert team members |
Configure actions
Define what the agent can do when it runs.Action modes
Draft mode — Agent prepares actions for your review before executing. Recommended for:- New agents you’re testing
- Actions with significant impact (sending emails)
- Situations where you want oversight
- Well-tested agents with predictable behavior
- Low-risk actions (creating tasks, adding notes)
- High-volume situations where review isn’t practical
Available actions
Depending on the agent, you can enable or disable specific actions:- Create task — Generate follow-up tasks
- Add note — Append notes to records
- Update field — Modify record attributes
- Add tag — Apply tags for organization
- Send notification — Alert team members
- Draft email — Prepare email for sending
Configure guidance
Give the agent context to work better.Instructions
Provide specific guidance for how the agent should behave:Context sources
Specify what information the agent should consider:- Recent emails — Last 30 days of correspondence
- Meeting history — Notes from past meetings
- Notes — Manual notes on the record
- Related records — Connected people and households
- Tasks — Open and recent completed tasks
Test your configuration
Before relying on an agent, test it:Save configurations
Save changes
Click Save to apply configuration changes. Changes take effect immediately for future runs.Version history
Agent configurations are versioned. If something goes wrong, you can:- View previous configurations
- Restore an earlier version
- Compare changes between versions