Today we’re launching Agents—a new way to automate the outcomes that matter most to your business. Instead of wiring together dozens of workflow steps, you define a goal, tell the agent what to watch for, and let it take action across the tools you already use.

Agents are persistent, goal-driven automations with deterministic rules. They keep running after you set them up, so your team spends less time chasing updates and more time on high-value work.

What you can automate

Agents are built for real operational outcomes—not one-off tasks. Here are a few examples teams are already using:

• Job lifecycle supervision — Monitor field jobs from creation through completion. Catch missed dispatches, late arrivals, and follow-ups before they become customer issues.
• Lead follow-up — Watch for new leads or stalled opportunities and nudge the right person at the right time so nothing falls through the cracks.
• Invoice collection — Track closed invoices with outstanding balances and trigger reminders or escalations automatically.
• Support escalation — Route urgent tickets, flag SLA risks, and notify the right channel when something needs immediate attention.
• Daily summaries — Pull key metrics and activity into Slack, email, or your team dashboard on a schedule you choose.

Because Agents connect to the same apps and triggers you use in Workload—CRM, field service, spreadsheets, messaging, and more—you can automate end-to-end processes without switching tools.

Build an agent in minutes with the AI Builder

You don’t need to be an automation expert to get started.

1. Describe what you want in plain English. For example: “Monitor new jobs and alert ops in Slack if a technician hasn’t been assigned within 30 minutes.”
2. Review the draft. The AI Builder proposes your trigger, actions, and rules. You can edit everything before going live.
3. Preview, then start. Test how the agent will behave, approve actions when needed, and launch with one click.

Prefer full control? Start from scratch and configure watches, rules, tools, and safety settings in structured sections—no AI required.

Simple to use, safe to run

Agents are designed to be approachable without sacrificing control:

• AI Builder + Copilot — Turn a short description into a working agent configuration, then refine it in conversation.
• Preview before launch — See what your agent would do on real trigger data before it runs in production.
• Start, pause, and stop — Full lifecycle controls so you’re always in charge.
• Built-in safety policy — Set limits on actions and notifications per hour, plus automatic stop on repeated errors.
• Knowledge sources — Add docs, URLs, or notes so your agent has the context it needs to decide correctly.

Every agent has a clear goal, explicit rules for when to act, and a defined set of tools it can use—so automation stays predictable, not unpredictable.

Why Agents vs. traditional workflows?

Workflows are great for fixed, step-by-step processes. Agents are for ongoing business outcomes: monitoring, deciding, and acting when conditions change.

Think of it this way:

• Workflows = “When X happens, do A, then B, then C.”
• Agents = “Keep watching for X. When something important happens, take the right action—and keep doing it.”

That makes Agents ideal for operations, revenue, and support teams who need always-on coverage without building and maintaining complex flowcharts.

Get started

Open Agents in your Workload editor and click New agent. Choose Create with AI builder, describe your goal, and you’ll have a draft ready to review in minutes.

Not sure where to start? Try one of these templates:

• Job Lifecycle Supervisor
• Lead Follow-up Assistant
• Invoice Collection Monitor
• Support Escalation Agent
• Daily Summary Agent

Agents are available now. Build your first one today and put repetitive monitoring and follow-up on autopilot—while keeping your team in control every step of the way.