Agent Operations

Purpose

Agents turn workspace inputs into reviewable work. Use this guide when creating, running, pausing, reviewing, and tuning agents.

Prerequisites

• A defined offer and ICP.
• Connected sender accounts for any workflow that will send or sync messages.
• A review owner who can inspect first-run prospects and recommendations.

Steps

1. Create the agent with one primary goal and a narrow first-run scope.
2. Add only the topics, profile signals, or discovery settings needed for that workflow.
3. Run the agent manually before relying on schedule-based work.
4. Review runs, candidates, prospects, and analytics before expanding volume.
5. Pause or mark draft when ownership, senders, or targeting are no longer valid.

Verification

• The next run time and status match the operating plan.
• Prospects created by the agent are visible in the queue or prospect list.
• Rejected candidates teach you what to tune before the next run.
• Analytics explain whether the agent needs more inputs, better qualification, or a smaller scope.

Common mistakes

• Letting a draft agent stay active after its offer or ICP changes.
• Adding broad signals before reviewing the first run.
• Reading analytics without checking the underlying prospects and timeline events.