Scope
This guide covers daily operation for Agent Roster & Schedules. Availability depends on your tenant package, role and configured providers.
Purpose
Create and schedule specialist agents for repeated work.
Maintain agent status, assignments and schedule.
Before you start
Correct tenant and project selected
Required source or provider is available
An accountable owner is identified
Test data can be separated from live activity
Procedure
- State the operating objective and the record, audience, campaign or project in scope.
- Maintain agent status, assignments and schedule.
- Inspect the current status and supporting context before changing anything.
- Account for system behaviour: Start due work from the governed agent registry.
- Resolve failures, missing data or approval requirements before continuing.
- Close the loop: Review per-agent run history and outcome quality.
Verify the result
Review per-agent run history and outcome quality. Confirm that the intended record, state, run or report is visible to another authorised operator and that its next owner is clear.
Completion checkpoint
The capability is in the intended state, evidence is current, exceptions are owned and the next action can be understood without a separate status message.
Controls and limitations
Limit tools, tenant scope and consequential permissions. Predictive, attribution and recommendation outputs support operator judgement; provider and data limitations remain relevant.