The Agents home puts approvals first, shows the activity feed, and totals the value your agents delivered. Open any run for a full trace of what it read, decided, and proposed.
One screen to approve, watch, and measure your agents.
Open Agents in the sidebar. The home is deliberately approvals-first: what needs a decision from you is at the top, on every screen size. It has four parts.
| Field | Description |
|---|---|
| Needs your review | The approvals inbox. Actions your agents have proposed, waiting for a person. |
| Your agents | Your roster of agents, where you can pause or resume each one. |
| Recent activity | The feed of recent runs across all your agents. |
| What your agents did | The value panel, totalling the impact this month. |
The New agent button here opens the builder. See Building Your Own Agent.
Approve or reject each action before it touches your CRM.
The Needs your review inbox lists each proposed action with its title, which agent proposed it, the record it affects, and a risk level. Choose Approve to let it run, or Rejectto discard it. When the inbox is clear it reads “No actions waiting. Your agents are caught up.”
The inbox on the home shows the top of the queue. When there is more, View all opens the full approvals queue, where you can filter and approve in bulk. That full queue is documented in The Approvals Queue.
Every run your agents make, newest first.
Recent activity lists runs across all your agents. Each row shows the agent name, what it ran on, a status, and when it ran. Filter by status to focus on what matters: All statuses, Completed, Failed, Running, or Waiting. Click a row to open its timeline, or follow the chevron to the full run trace.
When nothing has run yet it reads “No runs yet.” You can also land here filtered to a single agent from its card, with a chip you can clear to see everything again.
Exactly what one run read, decided, proposed, and changed.
Opening a run gives you its full trace. A header summarises the run, with the agent, its status, and badges when it was a test run or ran on an earlier version. A Stop run button appears while a run is still in flight. The trace then reads top to bottom as a story of the run.
| Field | Description |
|---|---|
| Trigger and Record | What started the run and which record it ran on. |
| Model, Cost, and Tokens | Which model quality it used and what the run cost. |
| Started and Completed | When it ran and how long it took. |
Below the header, the run is laid out in sections:
What your agents actually delivered this month.
What your agents did totals the impact of your agents for the current month, with a breakdown per agent underneath.
| Field | Description |
|---|---|
| Actions proposed | How many actions your agents proposed, with how many were approved and how many ran automatically. |
| Drafts accepted | How many drafts you kept, shown as a pick-rate. This reflects how often the Inbox Reviewer and drafting agents were useful. |
| Invoices chased | How many overdue invoices the chasing agents followed up on. |
| Time saved | An estimate based on roughly three minutes per completed action or accepted draft. |
| Spend | What your agents used this month, as a share of your plan’s AI allowance. Exact figures are shown to teammates who can see billing; everyone else sees the percentage. |
On a new organization, before any agent has run, this panel reads “No agent activity yet this month.”
Viewing is open to everyone; changing and approving are held to admins.
| Field | Description |
|---|---|
| View the home and roster | Roles with automation viewing: admins, managers, and marketing. Sales reps, service, and view-only roles do not see the Agents home. |
| Create and edit agents | Admins. The builder is also open to the marketing role. |
| Pause or resume an agent | Admins and the marketing role. |
| Approve or reject proposals | Admins. |
| Run an agent now, or stop a run | Admins and the marketing role, and sales managers for their team. |
The pending-approvals count also rides on the Agents item in the sidebar, so anyone who can see the home knows when something is waiting.