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DocsBuilt-in Agents
Four pre-configured agents ready to activate: Sales, Outreach, Data Steward, and Customer Success
Sales Agent
Pipeline management and deal coaching
Scans your pipeline daily to find stale deals, at-risk opportunities, and contacts needing follow-up. Creates tasks and recommends next actions for each.
| Field | Description |
|---|---|
| Focus | Pipeline health, stale deals, follow-up scheduling |
| Schedule | Daily at 8:00 AM |
| Key behaviors | Flags deals with no activity in 7+ days, identifies deals past expected close date, creates follow-up tasks |
| Approval mode | Review all actions before executing |
Outreach Agent
Follow-up scheduling and re-engagement
Identifies contacts needing outreach and creates personalized follow-up tasks with context about their deal stage and last interaction.
| Field | Description |
|---|---|
| Focus | Contact follow-ups, dormant account re-engagement |
| Schedule | Daily at 7:00 AM |
| Key behaviors | Finds contacts with no activity in 14+ days, suggests outreach type based on deal context, recommends re-engaging dormant accounts |
| Approval mode | Review all actions before executing |
Data Steward Agent
Data quality and deduplication
Audits CRM data quality by finding potential duplicates, missing fields, and inconsistent records.
| Field | Description |
|---|---|
| Focus | Duplicate detection, missing fields, data consistency |
| Schedule | Weekly on Monday at 6:00 AM |
| Key behaviors | Finds duplicate companies by similar names, identifies contacts missing email or phone, flags companies with no associated contacts |
| Approval mode | Review all actions before executing |
Customer Success Agent
Customer health monitoring
Monitors customer accounts for declining engagement and creates proactive check-in tasks.
| Field | Description |
|---|---|
| Focus | Customer health, churn prevention, proactive outreach |
| Schedule | Daily at 8:00 AM |
| Key behaviors | Detects accounts with declining activity, flags accounts with multiple support interactions, creates check-in tasks for at-risk customers |
| Approval mode | Review all actions before executing |
Activating Built-in Agents
How to get started
Built-in agents can be set up by clicking "Add Built-in Agents" on the AI Agents page. A manager or admin must click this button to create the default agents.