Guides
How to do one thing at a time. Each is a two-minute read, and each one is what the help panel inside the app shows.
Write context an agent can use
Four short answers beat one blank box - and the company is typed once, not once per agent.
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Give an agent work to do on its own
Objectives, a trigger, and the flow view that shows what a run will actually do.
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Approve what an agent wants to send
Nothing reaches a client until you say so. Here is where it waits and what your options are.
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Read Insights without being an analyst
What the numbers on that page actually tell you, and which two are worth acting on.
Read it
Connect a publishing webhook or email
The two ways work leaves the building, and how to test one safely.
Read it