Clarify the product
A short guide to using it well
Smart Agents help carry out recurring operational steps within defined triggers and permissions. The goal is to turn follow-up and routing work into visible rules, not to create an opaque automation layer.
Who is it for?
They fit operations teams that need the same rule for recurring work such as lead routing, task creation, or standard follow-up.
What does it not replace?
An agent cannot exceed permissions it has not been given. Customer communication, money movement, and policy changes that require approval should not be automated without human control.
How to start
- Choose one low-risk recurring step.
- Define the trigger, owner, and reversal path explicitly.
- Start in a limited scope and review outcomes and exceptions.
Content verified: 2026-08-31
Frequently asked questions
Who is Smart Agents for?
They fit operations teams that need the same rule for recurring work such as lead routing, task creation, or standard follow-up.
How should a team start with Smart Agents?
Smart Agents help carry out recurring operational steps within defined triggers and permissions. The goal is to turn follow-up and routing work into visible rules, not to create an opaque automation layer. Choose one low-risk recurring step. Define the trigger, owner, and reversal path explicitly. Start in a limited scope and review outcomes and exceptions.
What does Smart Agents not replace?
An agent cannot exceed permissions it has not been given. Customer communication, money movement, and policy changes that require approval should not be automated without human control.