Agents
Ready-made agents run on schedule and bring the report to you — weekly at-risk deals, 1:1 prep brief, slip pattern, loss reason summary and competitor price log; numbers that open their records, suggested next steps and an optional AI summary.
An agent is a ready-made report that asks a question for you on a regular schedule: which deals are at risk this week, what should I discuss with this rep in our one-to-one, why are close dates slipping, why are we losing, what prices are competitors quoting. It runs on the day and time you choose and arrives as a notification; Run produces it right away.
Agents live under Automation › Agents (/ajanlar; Automation in the menu, Agents in the command palette). They're available on every plan. Reports are rule-based — the figures are calculated directly from the records in the CRM; AI only writes the summary, and its numbers are checked against the report (below).
Ready-made agents
| Agent | What it does | What it looks at | Default schedule |
|---|---|---|---|
| Weekly at-risk deals | Open deals with warnings, red health or an approaching close; what entered risk and what recovered since the last report | Deal warning rules, health, expected close, the previous report | Every Monday 08:00 |
| 1:1 prep brief | Before a one-to-one with a rep: period performance, standing against target, at-risk and slipping deals, conversation coaching, overdue tasks and questions to discuss | Dashboard performance, Forecast, warnings, close date pushes, conversation intelligence, overdue tasks | Every Friday 15:00 |
| Slip pattern | Deals whose close date was pushed out: who, at which stage, by how much and how often; repeat slippers and the win rate of pushed deals | Opportunity change log, stage history, closes in the last 12 months | First day of every month 09:00 |
| Loss reason summary | Lost and canceled deals: recorded reason, competitor, stage lost at, compared with the objections raised in conversations | Close reasons, conversation intelligence objections and competitors, the previous period | First day of every month 09:00 |
| Competitor price log | Collects competitor prices mentioned in call recordings and visit notes; those you approve are written to the competitor details on the company card | Conversation intelligence price signals, competitors on company cards, the deal's product | Every Monday 09:00 |
Set up in the gallery opens the agent's settings; Set up and get the first report saves the agent and produces the first report immediately.
Agent settings
| Field | Description |
|---|---|
| Name | The template's name when left empty |
| Schedule | Every week (day + time) · Weekdays (Monday–Friday, time) · Every month (day 1–28, time) · Manual only. The page shows when the next report is due |
| Scope | For admins, Whole team or one rep. An agent set up by a sales user always looks only at their own records |
| Reps (1:1 brief) | Admins pick the reps to prepare briefs for; a sales user sets it up for themselves |
| Agent-specific | At-risk deals: minimum amount, list limit · 1:1: period (Last 30 days · Last 90 days · This month · This quarter) · Slip: lookback, repeat slippers: at least · Loss: lookback · Competitor price: lookback, Save prices without approval |
| Who gets the report | Always the person who set it up. For an admin's agent, also Send to other admins and Send to specific people |
| AI summary | When AI is on in the workspace and for you, the report comes with a short executive summary |
| On | An agent that's off doesn't run on schedule; it can still be run by hand |
Each user can set up up to 30 agents; the last 60 reports are kept per agent.
Report page
Every run is a report (/ajanlar/calistirma/<id>):
- Indicators — depending on the agent: At-risk deals, Amount at risk, Closing in Q4 (the current quarter), Newly at risk · Reps, Won, At-risk deals, Overdue tasks · Slipped deals, Repeat slippers, Average push, In open deals · Lost, Lost amount, Reason mismatch, Competitor mentioned · New prices, Mentioned in period, Awaiting approval, Companies.
- Highlights and Suggested steps (To discuss in the 1:1 brief) — rule-based; with the AI summary on, an Executive summary at the top.
- Charts — by owner, warning, stage, reason, push length, month.
- Tables — at-risk deals (with reason and suggested step), recovered deals, repeat slippers, lost deals, competitor prices; in the 1:1 brief a brief card per rep (period summary, standing against target, questions).
- Play, Video, Print, Run again, Agent.
Number = list: clicking an indicator, a chart slice or a number on a brief card opens the records behind it. The report keeps the records as they were when it was produced; the list shows them as they are today.
The comparison with the previous report (newly at risk / recovered, losses against the previous period) starts from the second report.
Notification
When a report is ready, an Agent reports notification arrives — bell, email and phone (Notifications); the title is Agent report ·
A report can be seen by the person who set up the agent, its recipients and admins.
Competitor prices
Prices found by the Competitor price log agent are collected on Agents › Competitor prices (/ajanlar/rakip-fiyatlari): competitor, price (with currency and unit), product, company, a quote from the conversation and the source (call recording / visit note).
- Approve — the price is written to the competitor details on the company card (the competitor is added if missing; price note €3.80/kg · 20.10.2026 (from conversation)). Reject — not saved. Approvals can be made by admins, the person who captured the price in the conversation and the company owner; admins can Approve visible in bulk.
- The same price from the same conversation isn't added twice.
- At the top, competitors' latest prices: latest price, the one before and the change (%).
- With Save prices without approval on, prices are written without waiting for approval.
Prices come from the price signals of conversation intelligence: a sentence with a price is linked to the competitor named in the same or the previous sentence.
AI summary
With AI on, the report's figures (indicators, highlights, table rows) are sent to the model, which is asked for a short executive summary and suggested steps. Every number the model writes is looked up in the report's figures; a sentence or step with a number that isn't in the report is dropped. If the model doesn't respond, the report comes with its rule-based summary (noted on the report). People's phone numbers and email addresses aren't sent.
API
GET /agents/runs— the latest reports you can see (limit, max 100).GET /agents/runs/{id}— a report: indicators, highlights, suggested steps, AI summary, tables, briefs.caps.agentsin the/meresponse.
Limits
- Agents can't be extended with new templates (the five ready-made agents); one scope per agent.
- The scheduler checks every 10 minutes; up to five agents run at a time, the rest run on the next round.
- Target and quota figures in the 1:1 brief come when the Forecast module is on.