Access agent settings
1
Open Agents
Navigate to Automations → Agents.
2
Select an agent
Click the agent you want to configure.
3
Open settings
Click Settings or the gear icon.
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:1
Use draft mode
Set the agent to draft mode during testing.
2
Run on a test record
Execute the agent manually on a record with known data.
3
Review the output
Check that the agent’s actions and reasoning make sense.
4
Refine configuration
Adjust instructions or settings based on results.
5
Repeat
Test on several records before enabling automatic mode.
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