The Agents feature enables efficient management and organization of your AI agents and team members. It allows you to easily create teams, assign agents, and modify their roles and settings, ensuring smooth and coordinated operations.

In this documentation, we will explore the steps to:

Let’s get started 🚀

Step 1: Log in to your account and click on the Agents tab in the left-side navigation menu.

You will be directed to the Agents Dashboard, where you can manage your teams and agents.

Teams allow you to group agents based on their roles or functions.

Step 1: Click on the Create Team button located at the top right of the dashboard.

Step 2: Enter the Team Name (e.g., Dev Team) and Company name.

Step 3: Click the Next button.

Step 4: Assign relevant resources to the team. This step is optional, and you can either skip it or choose the files to associate with the team.

Step 5: Click Create Team to finalize the team setup.

Your new team will appear, and you can start adding agents to it.

You can add agents to a team based on their roles.

Step 1: Click on the + button under your team name to add an agent.

Step 2: Select the Agent Type from the available options. Each agent type has a specific role:

Step 3: Click the Next button.

Step 4: Answer any questions related to the selected agent type and then click Next. This step will help further define the agent’s role and functionality.

Note: The User can “Skip Questions, if they don't want to define the agent roles.

Step 5: Customize the agent settings and click Create Assistant to finalize the agent addition.

Your new agent will be added to the team and displayed under the team’s list of agents.

Once agents are added to a team, you can perform several management tasks:

Update the agent’s name, type, or other details.

Step 1: Click on the Vertical ellipsis (three dots) next to the agent's name and select Edit Agent from the dropdown options.

Step 2: In the Assistant Name field, modify the agent's name as needed. Under Instructions, you can edit the instructions or add new ones.

Step 3: In the Personality section, you can adjust or update the agent's tone and conversational style. Edit the personality settings to reflect the changes you want.

Step 4: Once all changes are made, click Update to save the updates to the agent.

Your agent will now be updated with the new settings.

Make the selected agent the default for the team.

Step 1: Click on the Vertical ellipsis (three dots) menu next to the agent's name and select Set as Default from the dropdown.

The selected agent will now be marked as Default. It will be the primary agent for the team, and any interactions that require an agent will use this one by default.

Remove the agent from the team permanently.

Step 1: Click on the Vertical ellipsis (three dots) next to the agent's name and select Delete from the drop-down options.

Step 2: A modal window will appear; click on the Delete button.

The selected agent will now be removed from the team.

Once you’ve created teams and added agents, you can put them to work in lead generation and campaign setup. Each agent type has a specialized role that supports your outreach workflow.

The Copywriter Agent is designed to create compelling campaign messaging. It generates subject lines, outreach emails, and hooks that match your brand voice and campaign objectives.

Step 1: Go to the Copywriter agent and adjust the preferences in the left panel to guide the Copywriter’s output.

Step 2: Once the preferences are applied, click on the Update button.

Step 3: In the chat box, type the message request or prompt you want the Copywriter to generate. Then click Send.

This will generate optimized messaging such as subject lines, full emails, or thematic hooks, ready to be used directly in your campaigns.

The Strategist agent acts as your campaign architect, designing multi-channel, multi-step outreach sequences (like cold outreach and follow-ups). It automatically builds a full campaign structure based on your goals, integrating the preferences of your other Agents.

Step 1: Go to the Strategist agent and configure the Campaign Strategy to define the scope and focus of your campaign.

Step 2: Click the Update button to save your preferences.

Step 3: Type a final query into the chat box, such as, "Generate a 30-day cold outreach sequence now and click Send.

The Strategist will deliver a complete, step-by-step sequence outline, designed to engage prospects across multiple channels with personalized, value-driven touchpoints.

The BDR agent is designed to help Business Development Representatives (BDRs) identify high-potential prospects. It scans assigned resources, extracts relevant leads, and suggests outreach targets based on your campaign goals.

Step 1: Go to the BDR agent and assign resources to upload relevant documents (e.g., training decks, CRM exports, LinkedIn data) that the BDR Agent will analyze to extract prospects.

Step 2: In the Chat Interface, type your request to begin prospect discovery and click Send.

Example: Input: Find 10 mid-sized FinTech companies in APAC with decision-makers in marketing.

The BDR Agent will return a curated list of prospects, complete with company names, contact roles, and strategic notes, ready for outreach.

The SDR Agent is designed to help Sales Development Representatives engage prospects more quickly and effectively.

Step 2: Click the Update button to save your preferences.

Step 3: Type your outreach goal or prospect info in the chat box and click Send. The SDR Agent drafts your message instantly.

Example: Write a friendly LinkedIn message introducing our new analytics tool to a retail operations manager. Keep it concise.

The SDR Agent will produce optimized emails, scripts, or messages, ready to copy, tweak if needed, and send to your prospects.