CustomerOS Agents carry out tasks on your behalf using the data and tooling that is available to your team. This allows them to act just human beings when carrying out specified tasks that already exist in your sales, marketing and success flows, or even build new flows that your team never had time to carry out!

Agents have triggers, capabilities and goals. These 3 components are used to guide each agent to carry out tasks that will help your business succeed.

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Goals

Goals are used to give Agents black and white success and failure outcomes. This allows the agents to goal seek towards an ideal outcome for you, and provide reporting on how successful it can be at it’s task.

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Listeners

Agent Listeners are used to wait for events emitted from CustomerOS or other data sources that will trigger the agent to start and attempt to use the provided input data to achieve it’s goal with the capabilities it has been given.

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Capabilities

Agents are given capabilities and configuration that allow them to carry out the tasks to their success. These capabilities are triggered by listeners and are used to attempt to achieve goal success.

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