Scope
This guide covers setup & configuration for Agent Roster & Schedules. Availability depends on your tenant package, role and configured providers.
Purpose
Create and schedule specialist agents for repeated work.
Choose role, instructions, cadence, project and data access.
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
- Open the correct tenant and confirm the project or workspace that owns this capability.
- Choose role, instructions, cadence, project and data access.
- Connect or select the required source records and owners.
- Create a safe test configuration before using live customer or campaign data.
- Review per-agent run history and outcome quality.
- Limit tools, tenant scope and consequential permissions.
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.