Client Guide
Agents
Review the live agents your agency manages for your business
What Agents Means In Client Mode
In client mode, Agents is mainly for visibility.
It helps you:
- see which agents are active for your business
- review performance at a high level
- understand what type of work each agent handles
Your agency usually manages setup, editing, and advanced tuning.
Live Agents First
The most mature agent experiences today are:
- Phone Agent
- Social Media Agent
You may also see other agents in testing or rollout phases, but your portal should focus first on the agents that are actually active for your business.
What To Look For On This Page
Use the Agents area to answer:
- Which agents are live right now?
- What job is each one handling?
- Does performance look healthy?
- Do I need to give feedback to my agency team?
Best Review Workflow
- Check which agents are live.
- Review the main result each agent is meant to produce.
- Look for signs that the output is healthy.
- Open the related detail page if something seems off.
Simple Agent Status Guide
| Status | What it usually means |
|---|---|
| Live | The agent is active and should be producing real work |
| Beta | The workflow exists but may still be improving |
| Alpha | Early testing stage, usually not the main client-facing workflow |
Best Client Habit
Judge an agent by patterns, not one moment.
Look for repeated wins or repeated problems, then share clear feedback with your agency.