Agents

Most go-to-market work is the same handful of moves repeated: a lead arrives and someone has to route it, a deal changes stage and someone has to notify the team, a call ends and someone has to write the task. An agent is that sequence written down once — a trigger, then the actions that follow — so it happens without you. It runs with your workspace's context behind it. Once an agent is active it runs on its own, so decide as you build it what should reach a customer unattended: the Send email action has a Save as a draft option that leaves the message in the mailbox for someone to review and send.

Open Agents in the sidebar. My Agents holds your workspace's agents, groupable into folders; Explore holds templates you can add and adapt; New agent starts from nothing. New workspaces also come with a Starter agents folder, switched off until you turn them on.

Building an agent

1

Pick a trigger

The trigger decides when the agent wakes up. General triggers watch your records; Presets watch specific events elsewhere in Zero.

General

• Record is added

• Record is edited — pick the column to watch and, optionally, the value it changes From and To

• Record is added to a list

• Record is removed

• Manually triggered

• Based on a schedule

• Webhook call is received

Presets

• Deal moves to a stage

• Calendar event starts

• Calendar event ends

• New call transcript is received

• Task is due

• File is uploaded to a record

• LinkedIn connection is accepted

• Email is received

Most triggers also take a condition, so the agent only runs on records matching a filter, and an Execution delay that waits before running.

An agent can have several record triggers. Schedule, webhook and preset triggers only work when the agent has one trigger.

2

Chain the actions

Actions run in order, and each one can use what the previous steps produced. The step picker groups them:

• AI — Run AI Agent: ask an LLM to analyse some data as part of the workflow and pass the result to the next step(s)

• Manage records — Find records, Edit record, Add a company, Add a contact, Add a deal, Remove record, Add to a list, Remove from a list, Add to a sequence

• Manage activities — Add a task, Add a note, Add a comment, Log activity

• Send messages — Slack bot message, Slack user message, Send email (an internal notification, or an email from a connected mailbox)

• Integrations — Webhook (send a request to any API: your app, PostHog, n8n, Zapier, your website), Slack Channels, Add to Loops, Add to Resend, Add to Apollo, Add to Instantly

• Logic — Condition, Round Robin (e.g. route incoming leads to selected users in your workspace in a sequential order), Wait, Calculate, Start agent

3

Save, activate, watch it run

Name the agent, click Save, and flip the top-bar toggle from Inactive to Active.

Switching the top bar from Editor to Agent runs shows every past run step by step, including the errors — the first place to look when an agent is not doing what you expected.