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Create Your First Agent
Set up a first agent with an offer, ICP, and operating scope that can ship real work.
Purpose
Your first agent should prove one workflow end to end. Use one offer, one ICP, and a clear sending surface before expanding scope.
If you need the product-language version of those terms, read agent, offer, and ICP in the glossary.
Prerequisites
- An offer that represents the real message you want to send.
- An ICP specific enough to review manually during the first run.
- The sender accounts and integrations the workflow actually needs.
- A review owner for initial prospects and recommendations.
Steps
- Create the agent with one outcome, not a broad menu of tasks.
- Attach one offer and one primary ICP.
- Add only the signals, topics, or profiles needed for the first run.
- Run manually and review the output before schedule-based operation.
Verification
- The agent status and next run match the operating plan.
- The first prospects appear in the queue for review.
- Rejected results are specific enough to tune the next run.
Common mistakes
- Adding multiple ICPs before the first one proves useful.
- Scheduling agent runs before manual review.
- Using connected senders without a reply owner.
After the first run, use the prospect queue guide to review what the agent surfaced and decide which actions should move forward.