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DocsCreating Custom Agents
Build your own AI agent with natural language instructions, custom schedules, and configurable permissions
Agent Builder
A 5-step form to create your custom agent
Navigate to AI Agents → + Create Agent to open the builder.
1
Basics
Name (required, max 100 chars), description, icon picker, and color accent.
2
Instructions
Write natural language instructions (20-5000 chars). Use templates for quick starts. Write like you would to a new team member.
3
When to Run
Choose Schedule (daily, weekly, hourly, monthly), Manual, or When something happens (event-based). For schedules, set time, days, and timezone. For event triggers, select the event type (e.g., deal stage changes, new contact created) and optionally add "Only if..." conditions to filter which events actually trigger the agent.
4
Tools & Permissions
Select which entity types the agent can access and which tools (read/write) it can use. You can set per-tool permission overrides to grant or restrict individual tools beyond the default level.
5
Review
Review all settings before creating. You can save as draft or create and activate immediately.
Builder Fields Reference
Every configurable field in the agent builder
| Field | Description |
|---|---|
| Name* | Display name shown on agent cards and notifications |
| Description | Short description shown on the agent card (max 500 chars) |
| Instructions* | Natural language instructions telling the agent what to do |
| Trigger Type | How the agent is started: Schedule, Manual, or When something happens (event-based). Event triggers fire when a specific CRM event occurs, such as a deal stage change or new contact creation. |
| Event Conditions | Optional "Only if..." filters for event triggers. Narrow which events actually trigger the agent (e.g., only if deal value > $10k, only if contact source is "Inbound"). |
| Frequency | How often the agent runs (for scheduled triggers) |
| Allowed Tools* | Which CRM tools the agent can use (read and/or write). Per-tool permission overrides let you grant or restrict individual tools beyond the default level. |
| Entity Scope | Automatically determined based on the tools you enable. You do not configure this directly — the system derives which entity types your agent can access from the tools selected in Step 4 (Tools & Permissions). |
| Approval Mode | Whether actions need review before executing: "Ask me first" (all actions go to the review queue) or "Go ahead" (actions auto-execute if confidence meets the threshold) |
| Confidence Threshold | Minimum confidence percentage (10-100%) required for auto-execution in "Go ahead" mode. Actions below this threshold are sent to the review queue instead. Slide left for cautious (more actions queued) or right for aggressive (fewer queued). |
| Per-Tool Overrides | Override the global approval mode for individual write tools. Options: Default (follows global mode), Ask me first (always queue), Go ahead (always auto-execute), Off (disable tool entirely). |
| Max Actions/Run | Safety cap on actions per execution. Defaults to 25 and is configured by your admin — this is not a field in the agent builder form. |
Instruction Templates
5 starter templates to get you going
- Pipeline Review — Flag stale deals and create follow-up tasks
- Follow-up Scheduler — Identify contacts needing outreach
- Data Cleanup — Find duplicates and missing fields
- Lead Qualifier — Score and triage new leads
- Weekly Summary — Generate pipeline health reports
Approval Modes & Confidence
Control how agent actions are handled
| Field | Description |
|---|---|
| Ask me first (recommended) | Every action goes to the review queue. Nothing executes until you approve it. This is the default and safest mode. |
| Go ahead | Actions auto-execute if the AI's confidence meets or exceeds your threshold. Actions below the threshold still go to the review queue. Only available to managers and admins. |
| Smart auto-execute | Automatically executes read operations and low-risk write actions that meet the confidence threshold. Higher-risk actions are queued for review. This mode (auto_low_risk) balances efficiency with safety. |
Smart auto-execute mode is being rolled out gradually and may not be visible in the agent builder for all accounts yet. It is currently available via the API. The builder form offers "Ask me first" and "Go ahead" as the two standard options.
The confidence threshold slider (10-100%) controls how sure the AI must be before acting on its own in "Go ahead" or "Smart auto-execute" mode. Start high (80%+) and lower it as you build trust. Actions below the threshold are sent to the review queue.
Use per-tool overrides to fine-tune permissions. For example, keep "Go ahead" globally but set "Ask me first" on high-risk tools like "Update deal" or "Update company".
Event Trigger Reference
Available event types and condition operators
Event types:
- A new company/contact/deal is added (record_created)
- A company/contact/deal is updated (record_updated)
- A deal changes pipeline stage (stage_changed)
Condition operators: is, is not, contains, is empty, is not empty. Up to 5 conditions per trigger.
Available fields depend on the entity type: company (name, type, status, industry, website), contact (first name, last name, email, company, title, status), deal (name, stage, status, value, priority).
Duplicating Agents
Clone an existing agent to create a variation
From an agent's detail page, open the ⋮ menu and select Duplicate. This creates a copy in draft status with "(Copy)" appended to the name. The duplicate includes all settings, instructions, tools, and permissions. Edit the copy to customize it before activating.