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Overview

The dedicated Agents dashboard (/dashboard/agents) provides a comprehensive view of all your automated workflows with real-time updates and performance tracking.

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Dashboard Layout

The left sidebar is your command center for all agents: Key Features:
  • Quick Stats - Active, Paused, and Exhausted counts at a glance
  • Tab Filters - View All, Active, or Paused agents
  • Search Bar - Find agents by name instantly
  • Creator Filter - Filter by who created each agent (team accounts)
  • Status Indicators - Visual badges for agent status
Status Types:
StatusIconMeaning
Active⚡Running on schedule
Paused😴Temporarily disabled
Exhausted🔴No more leads available
Running🔄Currently executing
How to Use:
  1. Click any agent to view details in the center panel
  2. Use the ⋮ menu to delete agents
  3. Filter by status using tabs
  4. Search by name using the search bar
  5. Filter by creator using the filter icon

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Center Panel - Agent Details

When you select an agent, the center panel displays full configuration and controls: Quick Actions:
  • Run Now - Trigger immediate execution (bypasses schedule)
  • Pause/Activate - Toggle agent on/off with confirmation
  • Delete - Permanently remove agent
Configuration Sections:
  • View saved search details
  • See schedule cadence and timing
  • Adjust results per run (10, 25, 50, 100)
  • Update schedule frequency
  • View/edit column-based filters
  • Add new filter conditions
  • Remove existing filters
  • Filters apply before research runs (saves credits)
  • Connection status (Connected ✓ or Not Connected)
  • Connect/disconnect HubSpot (account-level)
  • Toggle filtering on/off per agent
  • Select filter mode (Companies with Deals vs. All Companies)
  • View matched domain count
  • View selected research questions
  • Add new questions from history
  • Remove questions
  • Questions run after filtering (post-HubSpot)
  • Enable/disable email exports
  • Manage recipient email addresses
  • Configure export filters (optional)
  • View export history
The right sidebar shows real-time activity and history: What You See:
  • All past search runs in chronological order (newest first)
  • Status indicators for each run (Success ✓, Error ✗, Running 🔄)
  • Leads found per run with count badges
  • Research progress for each run with live updates
  • Export counts showing how many leads were emailed
  • Run duration and timestamps
Real-Time Updates: The sidebar updates automatically as your agent runs:
  1. Search starts → Status shows “Running 🔄”
  2. Leads found → Count badge appears
  3. Research questions execute → Progress indicators update
  4. Research completes → Status changes to “Success ✓”
  5. Exports send → Export count displays
No need to refresh! The dashboard uses real-time subscriptions to show live progress.

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Agent Status Explained

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⚡ Active

  • Agent is enabled and running on its schedule
  • Automatically executes at configured times
  • Appears in “Active” tab
  • Green success indicator

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😴 Paused

  • Agent is temporarily disabled
  • No automated runs occur
  • All settings preserved
  • Appears in “Paused” tab
  • Can be reactivated anytime

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🔴 Exhausted

  • Search has found all available leads
  • Agent continues running but finds no new results
  • Consider:
    • Expanding search criteria
    • Broadening geographic area
    • Adjusting industry filters

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🔄 Running

  • Agent is currently executing
  • See real-time progress in right sidebar
  • Search or research actively processing
  • Wait for completion before editing

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Using the Dashboard

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Quick Agent Run

Run any agent immediately without waiting for schedule:
  1. Select agent from left sidebar
  2. Click Run Now button in center panel
  3. Watch progress in right sidebar
  4. Review results when complete
Manual runs follow the same workflow as scheduled runs.

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Monitoring Performance

Track agent effectiveness using the Previous Searches feed: Metrics to Watch:
  • Leads per run - Is the search finding enough prospects?
  • Research completion rate - Are questions succeeding?
  • Export counts - How many leads qualify for export?
  • Run frequency - Is the schedule optimal?
Optimization Signals:
  • Low lead count? → Broaden search criteria
  • Research failures? → Simplify questions or check credits
  • Low export count? → Adjust export filters
  • Exhausted status? → Expand search parameters

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Team Collaboration

For multi-user accounts: Creator Visibility:
  • See who created each agent (shown on agent cards)
  • Filter by creator using the filter icon
  • Useful for team coordination
Shared Access:
  • All team members can view all agents
  • Anyone can edit any agent settings
  • Exports can go to multiple recipients
Best Practice: Use consistent naming conventions so team members can quickly identify:
  • Territory/region assignments
  • Industry/vertical focus
  • Cadence and research type

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Tips & Tricks

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Resizable Sidebars

Customize your workspace:
  • Drag the resize handles between panels
  • Left sidebar: 280px - 600px width
  • Right sidebar: 250px - 700px width
  • Widths persist across sessions

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Keyboard Shortcuts

Navigate efficiently:
  • Search agents - Click search bar or start typing
  • Select agent - Click card to view details
  • Quick filter - Use tabs (All/Active/Paused)

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Mobile View

On mobile devices:
  • Left sidebar becomes full-width
  • Center panel shows selected agent
  • Right sidebar hidden (access via future updates)
  • All core functions available

Create an Agent

Set up your first automated agent in 8 steps

HubSpot Filtering

Configure CRM filtering in the dashboard

Managing Agents

Edit, pause, and optimize your agents