Start it
Go to AI > Agent Studio, open the Managed tab and click + Create Agent.
AIAgent Studio
Describe the job
Say what it should do, on which channels, with what knowledge, and what it's allowed to change. Or pick a ready-made use case.
ExampleEvery morning, find leads from the last 3 days with no reply from us, draft a short follow-up for each, and wait for my approval before sending.
Set when it runs
Choose what starts it (Runs when): a schedule, a new contact, a form and so on.
Test it
Pick a test contact and start a + New Run. Watch what it does.
Publish and keep an eye on it
Publish it, then check Runs and anything Waiting on you.

When it's done

A job you used to do by hand now runs on its own, with you approving the important bits.

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People who did this also asked

Ask in plain English and it finds things, drafts things and does the fiddly bits.

Let Claude read and work in your contacts, bookings and pipeline, in plain English.

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