Tips for the best results

A few simple habits make a big difference, especially in your first month.

Feed your agents good examples

Upload the emails, templates, and documents that best represent how you want work done. Strong examples teach your agents faster than written instructions alone. See Training your agents.

Give quick feedback early

When an agent drafts something, a fast edit or a short note teaches it your preference for next time. The corrections you make in the first few weeks pay off for months.

Connect the tools your agents need

An agent can only act where it has access. Connecting your email, calendar, and CRM unlocks far more value than any single tool on its own. See Connecting your tools.

Start with review, then loosen up

If you are new to working with agents, have them queue actions for your approval at first. Once you trust the output, let them run on their own and review afterward. See Reviewing agent work.

Check in weekly

Spend a few minutes each week in your reports and activity feed. A short, regular review keeps your agents aligned and surfaces wins worth repeating.