What agents do
Agents can handle a range of tasks inside your CRM:Relationship intelligence
Identify contacts you haven’t reached out to recently, flag relationships at risk, or surface people worth reconnecting with
Contact enrichment
Research contacts and fill in missing context, job titles, or company information
Follow-up suggestions
Draft follow-up messages or summaries after meetings and calls
Board task execution
Work through tasks on a kanban board — researching, summarizing, or generating content for each card
Creating an agent
Go to Agents
In the left sidebar, click Agents. If you have no agents yet, you’ll see an empty state with a Create Agent button.
Name your agent
Give the agent a descriptive name — for example, “Relationship Monitor” or “Research Agent”. You can also choose an emoji to identify it visually.
Set a role (optional)
Add a role description like “Founder” or “Social Media Manager” to give the agent context about how it should respond.
Assign a board (optional)
If you want the agent to work through tasks on a specific kanban board, select that board here. An agent assigned to a board can be designated as the Board Lead, giving it primary responsibility for that board’s tasks.
Configure the heartbeat interval
The heartbeat interval controls how often the agent checks for new work. Options range from every 5 minutes to every 6 hours. Choose based on how time-sensitive the agent’s tasks are.
Customize personality and behavior (optional)
Use the Soul Template field to define the agent’s personality and approach in plain text — for example, “You are a concise, direct assistant focused on relationship building. Always prioritize warm introductions over cold outreach.”You can also set a Communication Style (e.g., “direct, concise, practical”) to tune how the agent writes.
Agent statuses
| Status | What it means |
|---|---|
| Active | The agent is running and will process tasks on its heartbeat schedule |
| Provisioning | The agent was just created and is being set up |
| Inactive | The agent is paused — it won’t process tasks until reactivated |
| Error | Something went wrong; check the agent’s health tab for details |
Viewing and managing agents
From the Agents page, each agent card shows its name, status, assigned board, and when it was last active. Click an agent card to open its detail page, which has four tabs:- Overview — current status, assigned board, and soul template preview
- Health — connection status, last seen time, and last health check
- Skills — capabilities assigned to this agent
- Configuration — edit name, board assignment, soul template, and identity profile
Agent skills
Skills extend what an agent can do. Each skill gives the agent access to a specific capability — like reading emails, searching contacts, or calling an external API. To add a skill to an agent:
To remove a skill, click the × button next to the skill in the agent’s Skills tab.
Skills are sourced from the skill catalog, which your organization can extend. Skills are organized by category — for example, search skills, communication skills, or data skills.
How agents interact with your data
By default, agents read your CRM data to generate insights and suggestions. They can:- Search and analyze your contacts, interactions, notes, and threads
- Generate summaries and recommendations
- Create notes and draft content
Configuring agent behavior
You can adjust an agent’s behavior at any time from the Configuration tab of the agent detail page:| Setting | What it controls |
|---|---|
| Name | Display name for the agent |
| Board | Which kanban board the agent works on |
| Board Lead | Whether this agent is the primary lead for its board |
| Soul Template | Free-text description of the agent’s personality and approach |
| Identity Profile | Role, emoji, and communication style settings |
| Heartbeat Interval | How often the agent checks for and processes new tasks |