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. Configure the four settings surfaces intentionally: Agent for ownership and schedule, People for shared person targeting, Companies for tracked-company mode, and Signals for agent-run discovery inputs.
3. Remember that People and Companies targeting still come from the shared ICP. Editing that shared ICP affects every agent using it, so clone first when this agent needs its own targeting.
4. Add only the topics, tracked profile URLs, and company-signal categories needed for that workflow.
5. Run the agent manually before relying on schedule-based work.
6. Review People, Companies, Prospects, runs, and analytics before expanding volume. Company-led matches appear under each tracked company and are promoted directly to Prospects instead of entering the People queue.
7. Pause or mark draft when ownership, senders, or targeting are no longer valid.

Verification

• The next run time and status match the operating plan.
• The People surface contains only reviewable person-first discovery, and the Companies surface contains tracked company work rather than generic prospect backlog.
• The Companies surface separates Active and Inactive tracked companies so current company filters stop old companies from continuing through company-led processing.
• 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.