Agents

An agent is a helper that does one sales job for you, again and again. It works on a schedule or when you ask, and by default checks with you before it writes to anyone.

For example: "When a company we'd sell to raises money, tell me who raised and why they fit."

What agents can do

Goal	Example
Find companies to sell to	Tell you when a company that fits your ICP raises money
Find people to talk to	Tell you when a contact starts a new job
Know when to follow up	Tell you when a deal goes quiet
Keep up with your accounts	Tell you when a competitor announces news

Start an agent

1 Open Agents and select New agent

You'll see ideas grouped by goal, like Find companies to sell to. Ideas under From your apps start when something happens in an app you've connected.

2 Pick an idea, or describe your own

Each idea shows When it acts, what Your agent does and what You get. To make your own, type the job in plain words in the search box, like "tell me when Ramp hires salespeople."

3 Select Start this agent

It may ask a question first, like which companies to watch. Answer in its chat.

See and change its settings

Open an agent and select ⋯ → Agent settings. Everything it does is listed there.

Setting	What it means
What it does	Its job, in plain words
When it runs	Only when you ask, on a schedule or when something changes, like a HubSpot deal moving stage
What it watches	The companies or people it keeps an eye on
How it tells you	In its chat, and in Slack if you turn it on
What it can do	What it may do without asking you

What it does without asking

Agents look things up and keep your records current on their own. Anything that reaches a real person waits for you.

Action	By default
Research companies and people	On its own
Update CRM and Directory records	On its own
Send an email	Waits for your OK
Send a LinkedIn request or message	Waits for your OK

Trust an agent's drafts? Open Ask before sending on a draft and let it send without asking for 1 day, 7 days or until you turn it off. To stop it updating records on its own, turn off Update records without asking in Agent settings.

Talk to your agent

Every agent has its own chat. Ask it to run now, change its job or explain what it found. Drafts appear there with Send and Don't send.

Where its work shows up

What	Where
Reports and answers	The agent's chat
Emails and LinkedIn drafts	Inbox
People and companies it checks	Directory
Files and sheets	Library

Pause, stop or delete

To	Do this
Pause it	Select ⋯ → Pause
Stop a run	Select Stop this run in its chat
Delete it	Select ⋯ → Delete. Select Undo, or restore it later from Settings → Data → Deleted agents. It comes back paused.

Who can see it

Your team can see the agents you start, unless you make one private or it uses your own email, calendar, files or private notes. See Share an agent.