Agency Guide
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
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