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Create & manage agents

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Create custom agents tailored to your newsletter workflow, or modify existing agents to fit your needs. AI agents are an early access feature — see the AI Agents overview.

Create a new agent

Section titled “Create a new agent”
  1. Navigate to Agents on the company-level dashboard.
  2. Choose Create Agent.
  3. Pick a starting point:
    • From template — start with a pre-configured agent (Analyze, Email Content Check, etc.).
    • From scratch — build a custom agent with your own prompt.

Configure the agent

Section titled “Configure the agent”
  • Name — give your agent a descriptive name.
  • Prompt — write or edit the agent’s instructions. Be specific about what content or data to review, what kind of output or judgments to surface, and the tone and guidelines to follow.

Save to finalize the agent.

Set a schedule

Section titled “Set a schedule”

How an agent runs depends on its type:

  • Email Content Check — triggers automatically when relevant (for example, before you send a newsletter). There’s no schedule to set and no manual run option.
  • Analyze — runs Daily, Weekly, or Monthly on a schedule, and can also be run on demand at any time with Run now.

Manage your agents

Section titled “Manage your agents”
  • Activate / deactivate — toggle an agent’s Active state to enable or disable it.
  • Run now — available for the Analyze agent only: execute it immediately and review results in the Agent Feed.
  • Delete — remove an agent from your workspace (with confirmation).

Agents remain in your library until deleted, and you can modify their prompts and schedules anytime.

Section titled “Related”

Still can’t find what you need? Contact support.