Creating & Configuring Agents
Choose the right agent type, confirm prerequisites, and launch with the right level of control
Start With The Right Agent Type
The biggest setup decision is picking the right workflow for the client's real need.
| Need | Best Starting Agent |
|---|---|
| Answering or booking live calls | Phone Agent |
| Text follow-up in GHL channels | Inbound Setter Agent |
| Ongoing social publishing | Social Media Agent |
| Search visibility improvement | SEO Agent |
| Google Business Profile cleanup and posting | GBP Agent |
| Paid search rollout | Google Ads Agent |
| Paid social testing | Meta Ads Agent |
Basic Add Flow
For the standard add flow:
- Open the client detail page.
- Go to the Agents tab.
- Click Add Agent.
- Choose the workflow you actually need.
- Save the first-pass configuration.
What The Status Badges Mean
When choosing from the agent list:
- Live means the workflow is ready for normal production use.
- Beta means you should expect stronger operator review.
- Alpha means it is still closer to testing than normal production use.
Before You Enable Anything
Always check prerequisites first.
Examples:
- Phone Agent -> phone number, calendar, CRM, business details
- Inbound Setter -> GHL connection, message channels, follow-up rules
- Social Agent -> Brand Studio, assets, approval flow
- SEO / GBP / Ads agents -> the matching platform connection and guardrails
Enable Only After A Real Test
Do not treat "saved" as "ready."
Use this sequence:
- save the config
- verify connections
- test the main path
- then enable the workflow
Managing Existing Agents
Every agent card has a ... menu. Use it to start or stop the agent, and, depending on the agent type, delete it or duplicate it.
Renaming an Agent
Every agent type — including the GBP Agent — can be renamed in place. Open the agent's detail page and click the title in the header to edit it. This is purely an internal nickname for telling agent cards apart in your admin panel; it never changes anything a client's customers see.
For the GBP Agent specifically, renaming here does not rename the client's real Google Business Profile listing. The listing's public name is a separate field, changed only through the normal GBP profile-editing tools in Google Business Profile.
Starting and Stopping
Use start/stop to turn the agent on or off without losing its setup. This is the safest way to pause an agent for testing or troubleshooting.
Deleting a Meta Ads Agent
You can now delete a Meta Ads agent card right from the ... menu or from the agent's detail page.
- Deleting only removes the agent card and its connection inside the platform.
- It does not pause or stop any live ad campaigns. Campaigns keep running in Meta Ads Manager exactly as before, and ad spend continues as normal.
- You can reconnect Meta Ads for the client at any time.
Duplicating an Agent to Another Client
Phone, Setter, and Social agents can be copied to a different client (or to the same client) using Duplicate agent in the ... menu.
- Click Duplicate agent.
- Type a name for the copy.
- Pick which client should get the copy. This can be any client, including the one the original belongs to.
What carries over:
- Skills, settings, and prompt
What does not carry over:
- Login
- Phone number
- Connected account
- Calendar
Because those items reset, the copy starts out disabled. Reconnect the missing pieces before turning it on.
A few limits to know:
- A client can only have one Social agent. If the target client already has one, duplicating a Social agent there is not available.
- This is agency-only. Full agency admins and team members can duplicate agents; client-portal or client-scoped staff cannot.
- Ads, SEO, and Google Business Profile agents cannot be duplicated this way. Those stay one per client.
Best Operator Rule
The newer and riskier the workflow, the smaller the first launch should be.
That usually means:
- tighter review
- clearer budget rules
- narrower rollout scope
- more post-launch monitoring