Agent Types Reference

​

Overview

This page provides detailed information about every available proactive agent in Nexudus. Each agent monitors different patterns in your coworking space and proposes actions tailored to that situation. Agents are organized by category below. Some agents are Live and available now; others are marked as Coming Soon and will be available in future releases. Use this page to:

• Understand what each agent watches for
• Decide which agents are right for your space
• Learn recommended configuration settings
• Understand what variables are available for customization
• See which agents are safe for auto-execute

---

​

Quick Reference Table

---

​

Billing Agents

​

🟢 Due Invoice Reminders

Status: ✅ Live
Category: Billing
Channel: Email
Auto-Execute Safe? ✅ Yes

​

What It Does

Monitors unpaid invoices and sends friendly payment reminders when invoices become overdue. Escalates through multiple reminder tiers based on how long the invoice has been outstanding.

​

When It Triggers

• Tier 1: Invoice is 1–7 days overdue (friendly reminder)
• Tier 2: Invoice is 8–14 days overdue (urgent follow-up)
• Tier 3: Invoice is 15+ days overdue (critical escalation)

​

What It Monitors

• Invoice status and due dates
• Payment history patterns
• Outstanding balance amounts
• Previous reminder history

​

Message Content

Each reminder includes:

• Friendly greeting with customer name
• Outstanding invoice details (amount, due date, invoice number)
• Payment link for immediate settlement
• Contact information if the customer has questions
• Escalating urgency based on tier

​

Recommended Settings

​

Available Variables

Use these in custom prompts:

• {{customer_name}} — Full name of the customer
• {{invoice_number}} — Invoice reference identifier
• {{invoice_amount}} — Outstanding balance
• {{invoice_due_date}} — Original due date
• {{days_overdue}} — Number of days past due
• {{payment_link}} — Direct link to pay online
• {{location_name}} — Name of your space
• {{support_email}} — Your support email address

​

Best Practices

• Enable immediately for all locations with invoicing
• Start with manual review for the first 10 actions to verify quality
• Monitor payment response rates weekly
• Adjust cooldown if customers report too many reminders
• Consider increasing confidence threshold to 90% for auto-execute once comfortable

---

​

🟢 Contract Renewal

Status: ✅ Live
Category: Billing
Channel: Email
Auto-Execute Safe? ✅ Yes

​

What It Does

Proactively reaches out to customers when their contract is approaching expiry, with context about their tenure, usage patterns, and plan details to start a renewal conversation.

​

When It Triggers

• 60 days before contract expiry
• 30 days before contract expiry
• 14 days before contract expiry
• Only for active contracts
• Not sent if customer is already in renewal discussions

​

What It Monitors

• Contract end dates
• Customer tenure and history
• Usage patterns (check-ins, bookings, engagement)
• Plan type and features used
• Previous renewal history

​

Message Content

Each renewal outreach includes:

• Personal greeting acknowledging their time with you
• Contract end date reminder
• Summary of what they’ve accomplished (total check-ins, bookings)
• Renewal options and benefits
• Invitation to discuss their needs
• Easy link to renew online or schedule a call

​

Recommended Settings

​

Available Variables

Use these in custom prompts:

• {{customer_name}} — Full name of the customer
• {{contract_end_date}} — When contract expires
• {{days_until_expiry}} — Number of days remaining
• {{contract_start_date}} — When they joined your space
• {{plan_name}} — Current plan or membership name
• {{total_checkins}} — Check-ins during the contract period
• {{total_bookings}} — Bookings during the contract period
• {{renewal_link}} — Direct link to renew online
• {{location_name}} — Name of your space

​

Best Practices

• Enable for all locations with active contracts
• Test first 5–10 renewals manually before enabling auto-execute
• Personalize the first message for VIP or high-value customers
• Monitor renewal conversion rates as a key performance indicator
• Consider adding promotional incentives in custom messages during slower periods

---

​

Support Agents

​

🔜 Support Pattern Detection

Status: 🔜 Coming Soon
Category: Support
Channel: Email
Auto-Execute Safe? ❌ No

​

What It Does

Detects when a customer has submitted an unusually high number of support tickets within a short timeframe and proposes a proactive check-in to address underlying issues.

​

When It Triggers

• Customer submits 3+ support tickets in 7 days
• Or: 5+ tickets in 30 days
• Tickets across different categories suggest a systemic problem
• No recent proactive outreach has occurred

​

What It Monitors

• Support ticket frequency and patterns
• Issue categories and trends
• Resolution times and satisfaction scores
• Customer sentiment in tickets
• Historical support baseline for the customer

​

Message Content

The proposed outreach includes:

• Acknowledgment of recent support requests
• Offer to schedule a call to address root causes
• Assurance that their satisfaction is a priority
• Direct line to senior support or your location manager
• Proactive offer of additional help or training

​

Recommended Settings

​

Available Variables

• {{customer_name}} — Full name of the customer
• {{ticket_count}} — Number of recent support tickets
• {{ticket_subjects}} — Brief list of recent issues
• {{days_span}} — Time period tickets span
• {{location_name}} — Name of your space

​

Best Practices

• Always review before sending — understand the context
• Escalate to your most senior support person or manager
• Personalize based on ticket content and severity
• Consider a phone call instead of email for critical patterns
• Track whether your outreach resolves the underlying issue

---

​

🔜 Support Category Spike

Status: 🔜 Coming Soon
Category: Support
Channel: Internal note only
Auto-Execute Safe? ✅ N/A (Internal only)

​

What It Does

Alerts operators when a specific type of support issue spikes above normal levels. Classifies support tickets into categories (Printing, WiFi, Access, Billing, Noise, etc.) and detects statistically significant increases.

​

When It Triggers

• A support category exceeds rolling average by threshold (e.g., 3+ WiFi tickets in a day when average is 0.5)
• Spike is sustained for configurable window (e.g., 2+ days)
• Not a one-time anomaly

​

What It Monitors

• Support ticket categories and classification
• Frequency changes compared to rolling average
• Sustained vs. temporary spikes
• Category-specific trends

​

Message Content

Creates an internal note for operators with:

• Category name (e.g., “WiFi Access Issues”)
• Number of tickets in the spike period
• Comparison to historical average
• Suggested root causes (e.g., “Router restart needed”)
• Recommended actions

​

Recommended Settings

​

Available Variables

• {{category}} — Support category name
• {{ticket_count}} — Tickets in spike period
• {{average_count}} — Historical average
• {{percentage_increase}} — Spike magnitude (%)

​

Best Practices

• Review spiking categories daily
• Assign to appropriate team member (e.g., IT for WiFi spikes)
• Track if spikes correlate with infrastructure changes
• Use to identify systemic issues before customer complaints increase
• Consider proactive maintenance based on spike patterns

---

​

Knowledge Agents

​

🔜 FAQ Gap Detection

Status: 🔜 Coming Soon
Category: Knowledge
Channel: Internal note only
Auto-Execute Safe? ✅ N/A (Internal only)

​

What It Does

Identifies frequently asked questions that the AI cannot answer and suggests creating FAQ articles or knowledge base content. Aggregates unanswered questions across all customer conversations.

​

When It Triggers

• Same question type appears 5+ times across sessions
• Question results in “NO_ANSWER” response from AI
• Pattern detected over 30-day rolling window
• No existing FAQ covers the topic

​

What It Monitors

• Unanswered AI chat questions
• Question themes and patterns
• Frequency of specific topics
• Coverage gaps in existing knowledge base

​

Message Content

Creates an internal note proposing a new FAQ with:

• Question theme or topic
• Number of times asked by customers
• Sample questions from real conversations
• Suggested FAQ title and structure
• Recommended response approach

​

Recommended Settings

​

Available Variables

• {{question_theme}} — Topic or category of question
• {{question_count}} — Times asked by customers
• {{sample_questions}} — Actual questions from conversations
• {{suggested_title}} — Proposed FAQ title

​

Best Practices

• Review detected gaps weekly as a batch
• Prioritize by frequency (most-asked questions first)
• Assign to content manager or knowledge owner
• Track FAQ implementation and remeasure after 2 weeks
• Measure reduction in unanswered questions as success metric

---

​

Sales Agents

​

🔜 Lead Follow-up

Status: 🔜 Coming Soon
Category: Sales
Channel: Email
Auto-Execute Safe? ⚠️ With caution

​

What It Does

Proposes follow-up messages for potential leads who inquired but haven’t converted. Monitors AI sessions from non-members who asked about tours, pricing, or availability.

​

When It Triggers

• Lead completed AI session asking about tours, pricing, or plans
• No conversion occurred (no booking or membership signup)
• Configurable dormancy period has passed (e.g., 7 days)
• Lead hasn’t already received recent outreach

​

What It Monitors

• AI conversation intent from non-members
• Engagement level in AI chat
• Topics discussed (pricing, availability, tour interest)
• Time since last interaction
• Conversion status

​

Message Content

Follow-up includes:

• Reference to their earlier inquiry
• Personalized response to their specific questions
• Clear call-to-action (schedule tour, get pricing, start trial)
• Offer to answer remaining questions
• Time-limited incentive (if configured)

​

Recommended Settings

​

Available Variables

• {{lead_name}} — Lead’s full name
• {{inquiry_topic}} — What they asked about (tour, pricing, etc.)
• {{inquiry_date}} — When they inquired
• {{inquiry_details}} — Specific questions they asked
• {{available_tours}} — Upcoming tour dates
• {{pricing_link}} — Link to pricing page

​

Best Practices

• Start with manual review — validate that message quality is good
• Personalize responses based on what they actually asked
• Don’t enable auto-execute until you’ve reviewed 20+ proposed messages
• Monitor conversion rates to leads you follow up with
• Segment leads by intent level (tour interest vs. general inquiry)
• Adjust timing based on sales cycle length

---

​

🔜 Tour Reminders

Status: 🔜 Coming Soon
Category: Sales
Channel: Email
Auto-Execute Safe? ✅ Yes

​

What It Does

Sends friendly reminders before scheduled tours with helpful preparation information. Monitors upcoming tour bookings and proposes reminder messages at configurable intervals.

​

When It Triggers

• Tour is scheduled for future date
• Reminder timing configured (e.g., 24 hours before, 1 hour before)
• Tour hasn’t been cancelled
• Previous reminder hasn’t already been sent

​

What It Monitors

• Tour booking schedules
• Prospect contact information
• Tour timing and location details
• Tour cancellation status

​

Message Content

Reminders include:

• Personalized greeting to the prospect
• Tour date, time, and location
• Parking information and directions
• What to bring (ID, questions to prepare)
• Building access instructions
• Contact number if they need to reschedule
• Optional: virtual tour link if they can’t attend in person

​

Recommended Settings

​

Available Variables

• {{prospect_name}} — Tour attendee’s name
• {{tour_time}} — Scheduled date and time
• {{tour_location}} — Address and directions
• {{parking_info}} — Parking instructions
• {{building_access}} — How to enter the building
• {{reschedule_link}} — Link to reschedule if needed
• {{contact_number}} — Your phone number
• {{location_name}} — Name of your space

​

Best Practices

• Enable immediately — tour reminders are universally appreciated
• Send first reminder 24 hours before tour
• Consider second reminder 1 hour before for same-day confirmation
• Include parking and access details to reduce no-shows
• Monitor tour attendance and no-show rates
• Adjust reminder timing based on your show-up rate

---

​

🔜 Tour No-Show Follow-up

Status: 🔜 Coming Soon
Category: Sales
Channel: Email
Auto-Execute Safe? ✅ Yes

​

What It Does

Reaches out to prospects who scheduled a tour but did not show up. Detects when a tour booking occurred but the prospect didn’t check in or arrive, and proposes a friendly follow-up.

​

When It Triggers

• Tour booking was scheduled
• Tour time has passed
• No check-in or arrival was recorded
• Booking is marked as “no-show”

​

What It Monitors

• Tour booking schedules vs. actual attendance
• Check-in records
• Prospect contact information
• No-show status

​

Message Content

Follow-up includes:

• Friendly, non-judgmental tone
• Acknowledgment of missed tour
• Offer to reschedule with specific available times
• Question about what might have prevented attendance
• Assurance of willingness to accommodate their schedule
• Alternative: virtual tour option

​

Recommended Settings

​

Available Variables

• {{prospect_name}} — Name of prospect who missed tour
• {{tour_date}} — Date they were scheduled for
• {{tour_time}} — Time of missed tour
• {{available_times}} — Next available tour times
• {{reschedule_link}} — Link to reschedule
• {{contact_number}} — Your phone number
• {{virtual_tour_link}} — Link to virtual tour if available
• {{location_name}} — Name of your space

​

Best Practices

• Enable immediately — follow-up quickly after no-show
• Keep tone friendly and understanding
• Offer multiple rescheduling options (dates and times)
• Include virtual tour link as alternative
• Track reschedule conversion rate
• Consider reaching out via phone call for high-value leads

---

​

🔜 Lead Qualification Scoring

Status: 🔜 Coming Soon
Category: Sales
Channel: Internal note only
Auto-Execute Safe? ✅ N/A (Internal only)

​

What It Does

Scores and qualifies leads based on conversation interactions and enrichment data. Analyzes AI chat sessions with prospects to extract qualification signals and determine sales priority.

​

When It Triggers

• Lead completes an AI conversation (or reaches certain length/engagement)
• Sufficient signals extracted to score lead quality
• Score changes lead’s tier (hot → warm, warm → cold, etc.)
• Integration with CRM systems for pipeline sync

​

What It Monitors

• AI chat session length and engagement
• Budget mentions and price sensitivity
• Team size and space requirements
• Move-in timeline and urgency
• Must-have features and nice-to-haves
• Decision-maker presence
• Objection handling

​

Message Content

Creates internal note with:

• Lead qualification score (Hot/Warm/Cold)
• Key signals and reasoning
• Recommended next action
• Suggested follow-up timing
• CRM sync status
• Priority assignment for sales team

​

Recommended Settings

​

Available Variables

• {{prospect_name}} — Prospect’s name
• {{score_tier}} — Hot/Warm/Cold
• {{confidence_score}} — Numeric confidence (0-100%)
• {{key_signals}} — Main qualifying factors
• {{recommended_action}} — Next step (call, follow-up, etc.)
• {{suggested_timeline}} — When to follow up

​

Best Practices

• Enable to segment leads by priority
• Set up CRM integration for automatic pipeline sync
• Use Hot tier for immediate sales outreach
• Monitor scoring accuracy — adjust signals quarterly
• Train sales team on how to interpret scoring signals
• Track conversion by lead tier to validate scoring model

---

​

Engagement Agents

​

🔜 Onboarding Nudges

Status: 🔜 Coming Soon
Category: Engagement
Channel: Email
Auto-Execute Safe? ✅ Yes

​

What It Does

Sends helpful reminders when new customers haven’t completed expected first-week actions. Tracks onboarding milestones for new members and proposes nudge messages when expected actions haven’t been completed.

​

When It Triggers

• New customer joins your space
• First-week milestone actions are tracked:
  • First booking not made within 3 days
  • WiFi not connected within 2 days
  • App not downloaded within 3 days
  • Welcome email not opened within 1 day
• Customizable thresholds for each milestone

​

What It Monitors

• Customer account creation date
• First booking date
• App downloads and logins
• WiFi network connections
• Email opens and clicks
• Member portal access

​

Message Content

Nudges include:

• Friendly, encouraging tone
• What milestone is missing
• Why it matters (benefits of completing)
• Step-by-step instructions to complete
• Link or direct path to take action
• Offer to help if stuck

​

Recommended Settings

​

Available Variables

• {{customer_name}} — New member’s first name
• {{signup_date}} — When they joined
• {{missing_milestone}} — What they haven’t done yet
• {{milestone_benefit}} — Why they should do it
• {{action_link}} — Direct link to complete action
• {{phone_number}} — Your phone number
• {{location_name}} — Name of your space

​

Best Practices

• Enable immediately for all new customers
• Customize milestones based on your onboarding flow
• Keep instructions short and clear
• Link directly to actions (WiFi setup, app store, etc.)
• Track completion rates by milestone
• Consider phone check-in for VIP or corporate memberships
• Adjust thresholds based on your space’s typical onboarding timeline

---

​

🔜 Booking No-Show Follow-up

Status: 🔜 Coming Soon
Category: Engagement
Channel: Email
Auto-Execute Safe? ✅ Yes

​

What It Does

Follows up with customers who booked a resource (meeting room, desk, etc.) but did not check in or show up. Monitors bookings and detects no-shows, then proposes a check-in message.

​

When It Triggers

• Resource booking is scheduled (past date/time)
• No check-in or arrival recorded
• Booking is marked as “no-show”
• Previous follow-up hasn’t already been sent

​

What It Monitors

• Resource booking schedules
• Check-in records
• Customer history of no-shows
• Booking cancellation vs. no-show pattern

​

Message Content

Follow-up includes:

• Friendly check-in tone
• Acknowledgment of missed booking
• Confirmation that space is still available if rescheduled
• Reminder about cancellation policies
• Option to reschedule for future date
• Offer of assistance with future bookings

​

Recommended Settings

​

Available Variables

• {{customer_name}} — Member’s name
• {{resource_name}} — Room or desk booked
• {{booking_date}} — Date of booking
• {{booking_time}} — Time of booking
• {{cancellation_policy}} — Your cancellation terms
• {{reschedule_link}} — Link to reschedule
• {{contact_number}} — Your phone number
• {{location_name}} — Name of your space

​

Best Practices

• Enable immediately — follow-up quickly after no-show
• Use friendly, understanding tone
• Include clear cancellation policy reminders
• Make rescheduling easy with direct link
• Track no-show patterns by customer
• Consider charging cancellation fee only after pattern of no-shows
• Proactively reach out to repeat offenders via phone

---

​

Retention Agents

​

🔜 At-Risk Member Detection

Status: 🔜 Coming Soon
Category: Retention
Channel: Email
Auto-Execute Safe? ❌ No

​

What It Does

Identifies customers showing declining engagement and proposes proactive retention outreach. Analyzes usage patterns and detects statistically significant drops compared to historical baseline.

​

When It Triggers

• Usage metrics show significant decline:
  • Check-in frequency down 50%+ from previous period
  • Booking frequency down significantly
  • Payment patterns change (late payments, disputes)
• Change is sustained over configurable period (e.g., 2 weeks)
• Customer is not already flagged for other retention efforts
• No recent proactive outreach attempted

​

What It Monitors

• Historical check-in patterns
• Booking frequency trends
• Invoice payment history
• Resource usage intensity
• Time since last check-in
• Contract approaching expiry

​

Message Content

Retention outreach includes:

• Personalized acknowledgment of customer
• Specific observation about their changing usage
• Offer of help to understand barriers
• Highlighting unused benefits or features
• Suggestion to adjust plan if needs have changed
• Value reminder and company culture fit
• Direct access to manager for one-on-one discussion

​

Recommended Settings

​

Available Variables

• {{customer_name}} — Member’s name
• {{previous_avg_checkins}} — Historical check-in rate
• {{current_checkins}} — Recent check-in rate
• {{usage_change}} — Percentage decline
• {{days_since_checkin}} — Days inactive
• {{unused_features}} — Benefits they don’t use
• {{plan_name}} — Current plan
• {{manager_name}} — Manager’s name for personal outreach
• {{location_name}} — Name of your space

​

Best Practices

• Never auto-execute — always review for context
• Personalize based on their specific usage pattern
• Highlight specific benefits they’re not using
• Offer plan adjustment or flexibility
• Consider offering temporary rate discount or waived fees
• Escalate to manager for high-value customers
• Track whether retention efforts successfully re-engage customer

---

​

🔜 Cancellation Risk Detection

Status: 🔜 Coming Soon
Category: Retention
Channel: Internal note only
Auto-Execute Safe? ✅ N/A (Internal only)

​

What It Does

Identifies early warning signals that a customer might cancel their contract. Uses multiple signals to predict cancellation risk and creates internal alerts for high-risk members.

​

When It Triggers

• Multiple risk signals detected (weighted scoring):
  • Declining usage (50 points)
  • Overdue payment (40 points)
  • Support ticket sentiment negative (30 points)
  • Contract approaching end date (20 points)
  • Failed payment methods (30 points)
• Total risk score exceeds threshold (e.g., 75 points = high risk)
• Risk is flagged for internal action

​

What It Monitors

• Check-in trends and patterns
• Invoice payment status
• Support ticket sentiment and frequency
• Contract end date proximity
• Payment method status
• Engagement in location events
• NPS/survey scores if available

​

Message Content

Creates internal alert with:

• Customer name and contract details
• Risk score and severity (Low/Medium/High)
• Specific risk signals triggered
• Days until contract renewal opportunity
• Suggested retention actions
• Recommended next step (call, offer, etc.)

​

Recommended Settings

​

Available Variables

• {{customer_name}} — Member’s name
• {{risk_score}} — Numeric risk (0-100) |
• {{risk_tier}} — Low/Medium/High
• {{risk_factors}} — List of triggers
• {{days_to_expiry}} — Days until renewal
• {{recommended_action}} — Suggested next step
• {{manager_assignment}} — Recommended manager to handle

​

Best Practices

• Review high-risk members immediately
• Assign to manager for proactive outreach
• Don’t wait until contract renewal deadline
• Offer preventative incentives before ask for retention
• Track which interventions are most effective
• Monitor risk score trends over time
• Celebrate successes when at-risk customer re-engages

---

​

Revenue Agents

​

🔜 Upsell Opportunities

Status: 🔜 Coming Soon
Category: Revenue
Channel: Email
Auto-Execute Safe? ❌ No

​

What It Does

Detects when customer usage patterns suggest they would benefit from an upgrade. Monitors usage intensity and frequency to identify customers who consistently need more than their current plan offers.

​

When It Triggers

• Customer usage exceeds plan limits:
  • Frequently books last-minute resources (capacity constraint)
  • Day passes purchased alongside main plan (coverage gap)
  • Extra hour credits purchased frequently (time gap)
  • Meeting room requests denied due to availability
• Pattern sustained over configurable period (e.g., 30 days)
• Upgrade plan is relevant to their usage pattern
• Customer not recently offered upsell

​

What It Monitors

• Booking frequency relative to plan allowance
• Day pass and credit purchases
• Resource availability and booking denials
• Usage growth trends
• Customer segment and plan tier
• Contract tenure and growth trajectory

​

Message Content

Upsell opportunity includes:

• Data-driven observation: “You’ve booked a meeting room 15 times in the past month, but your plan includes 5. We noticed you’re consistently running out…”
• Specific upgrade recommendation with ROI
• Comparison of current plan vs. recommended plan
• Cost savings from consolidating separate purchases
• Trial period offer if new plan type
• Success story from similar customer
• Limited-time upgrade incentive

​

Recommended Settings

​

Available Variables

• {{customer_name}} — Member’s name
• {{current_plan}} — Their current plan
• {{recommended_plan}} — Suggested upgrade
• {{usage_metric}} — What exceeded (bookings, credits, etc.)
• {{usage_amount}} — How much they used
• {{plan_limit}} — Plan limit exceeded
• {{roi_savings}} — Monthly savings if upgraded
• {{upgrade_link}} — Link to upgrade
• {{trial_period}} — Any trial offer

​

Best Practices

• Never auto-execute — upsells need personalization
• Start with data (show their actual usage)
• Lead with value, not price
• Offer trial period for new plan types
• Consider proactive discount for price-sensitive customers
• Group related upsells together
• Track conversion rate by segment
• Monitor churn after rejected upsells (might indicate pricing issue)

---

​

Configuration Summary by Category

​

Safe for Auto-Execute

These agents are good candidates for auto-execute after initial testing:

• ✅ Due Invoice Reminders — Factual, expected
• ✅ Contract Renewal — Relationship-building, timely
• ✅ Onboarding Nudges — Helpful, low-risk
• ✅ Tour Reminders — Expected, appreciated
• ✅ Tour No-Show Follow-up — Friendly, helpful
• ✅ Booking No-Show Follow-up — Gentle check-in

​

Requires Manual Review

These agents benefit from human judgment before sending:

• ❌ Support Pattern Detection — Needs context understanding
• ❌ At-Risk Member Detection — Personal touch needed
• ❌ Upsell Opportunities — Sensitive to customer relationship
• ⚠️ Lead Follow-up — Quality control important
• 📝 Internal agents — Review before action taken

​

Internal Notes Only

These create notes for your team, not customer messages:

• 📝 Support Category Spike
• 📝 FAQ Gap Detection
• 📝 Cancellation Risk Detection
• 📝 Lead Qualification Scoring

---

​

Getting Started with Agents

​

Week 1: Foundation

1. Enable Due Invoice Reminders and Contract Renewal
2. Keep both on manual review for first 10 actions each
3. Review AI Inbox daily to understand agent quality
4. Monitor customer responses and feedback

​

Week 2–3: Expansion

1. If satisfied with quality, enable auto-execute at 85% threshold
2. Monitor approval rates and adjust confidence threshold as needed
3. Consider enabling Tour Reminders if you conduct tours
4. Keep other agents on manual review for learning

​

Week 4+: Optimization

1. Analyze approval rates and rejection patterns
2. Adjust cooldowns and rate limits based on your workflow
3. Consider expanding to engagement agents (Onboarding Nudges, etc.)
4. Build custom prompts to match your location’s voice

---

​

Related Documentation

• Configuring Agents — Step-by-step configuration guide
• Proactive Agents Overview — How the system works
• AI Inbox — Review and approve proposed actions
• AI Conversations — View two-way conversations