User Guide
Agents
Review available agent workspaces in user mode
What Agents Means In User Mode
User mode gives you access to the agent workspaces that are available for the business.
The important rule is simple:
you are not limited by a separate agent unlock list here, but your own usage still matters and is tracked through AI Usage.
Live Agents First
The strongest agent tutorials should start with the live agents:
- Phone Agent
- Social Media Agent
Other agent types may appear in beta or alpha depending on the workspace, but the live workflows should usually get your attention first.
What The Agents Area Helps You Do
Use it to:
- open the right live workspace
- monitor performance
- compare outputs to business goals
- decide when a setup, prompt, or connection needs work
Common Agent Types You May See
| Agent | Main Job | Current Expectation |
|---|---|---|
| Phone Agent | Handle calls, qualify leads, and book appointments | Most important live workflow for call-driven businesses |
| Social Media Agent | Draft and manage ongoing social content | Strong review and approval workflow |
| SEO Agent | Improve search visibility over time | May be more review-heavy depending on setup |
| Google Ads Agent | Support paid search workflows | Often still more operator-guided than the live call or social flows |
Best Workflow
- Open the agent that matches the business problem.
- Review live output before changing setup.
- Check related pages like Opportunities, Call History, or Reports.
- Change one thing at a time when something looks off.