Agent Inbox

Agent Inbox

The Agent Inbox is a background intelligence layer that monitors your deals, meetings, and pipeline — and lets you fire on-demand agents directly from any account or opportunity. It surfaces actionable suggestions and waits for your explicit approval before writing anything.

Scheduled agents

These agents run automatically on a schedule:

• Post-Meeting — After a meeting transcript or summary is saved, it reads action items and next steps, then proposes Kanban cards and property updates for review. Also fires automatically on every meeting save.
• Deal Monitor — Runs daily and flags at-risk deals: low health scores, 14+ days without a meeting, close dates within 7 days, or COM completeness high enough to advance the stage.
• Meeting Prep — 60–90 minutes before an upcoming meeting, alerts you that prep notes are ready to review.
• Follow-up — After a meeting is analysed, researches the account online (via Tavily if configured), then drafts a personalised follow-up email for your approval.
• Daily Digest Email — Sends a morning briefing with today's meetings, overdue items, closing deals, and pending suggestions count.
• Weekly SE Digest — Every Friday at 4 PM, drafts a weekly activity summary email addressed to your SE Manager and places it in the inbox for review. Configure your manager's email in Settings → Preferences.

Event-triggered agents

• Stage Actions — Fires automatically when you change an opportunity's stage. Creates stage-appropriate task suggestions on your board (e.g. "Define POC success criteria" when moving to POC, "Draft commercial proposal" for Proposal).

On-demand agents

These agents are triggered manually from the account or opportunity detail pane:

• Research — Available on both accounts and opportunities. Generates 3–5 sales intelligence bullet points about the company using web search (if Tavily is configured) or AI knowledge. Results appear in the Agent Inbox as research insight cards.
• Next Actions — Available on opportunities. Analyses the deal's current state (stage, ARR, close date, last meeting, empty COM fields) and recommends 3 next actions as Kanban card suggestions, plus flags up to 2 empty COM fields for you to fill.

The Agent Inbox panel

Click the ✦ sparkle icon in the header to open the Agent Inbox. A badge shows the number of pending suggestions.

Each suggestion card shows:

• An icon indicating the suggestion type
• A title and explanation of why the agent is suggesting this
• For email drafts: an editable text area so you can personalise before sending
• For COM field fills: the field name and proposed value
• For meeting scheduling: the proposed meeting title, type, and date
• Accept and Dismiss buttons

Suggestions are grouped by the agent that created them.

Suggestion types

• Create card 🃏 — Creates a Kanban card on your board from an action item, next step, or recommended action.
• Update property ✏️ — Proposes updating a field on an opportunity or account (e.g. next steps, ARR).
• Stage change ⏭ — Suggests advancing an opportunity to the next pipeline stage based on COM completeness.
• Send email 📧 — Presents an AI-drafted email with an editable body. On Accept, the email is sent via Resend on your behalf.
• Health alert ⚠️ — Notifies you of a stale or at-risk deal so you can take action. Accept acknowledges it.
• Meeting prep 📋 — Lets you know prep notes are ready for a meeting happening soon. Accept acknowledges it.
• Research insight 🔍 — Surfaces sales intelligence about a company. Accept acknowledges it.
• Fill COM field 📝 — Proposes a value for an empty Command of the Message field on an opportunity. Accept writes the value to the field.
• Schedule meeting 📅 — Proposes creating a new meeting node under an opportunity. Accept creates the meeting node in the Notebook.

Nothing happens without your approval

The agent never writes to your boards, updates properties, or sends emails without you clicking Accept. Dismiss removes the suggestion permanently. You are always in control.

Setup requirements

The following environment variables must be configured for agents to run:

• LITELLM_BASE_URL, LITELLM_API_KEY, LITELLM_MODEL — Required for all agents that use AI (Research, Next Actions, Follow-up, Weekly Digest, etc.).
• AGENT_CRON_SECRET — A secret token that protects the cron and event-triggered agent routes.
• TAVILY_API_KEY — Optional. Enables live web search in the Research and Follow-up agents. Without it, the Research agent falls back to AI knowledge. Get a key at tavily.com.
• RESEND_API_KEY and EMAIL_FROM — Required for the send-email action and the daily digest email.

Cron schedule

Agents run automatically on Vercel's cron infrastructure:

• Post-Meeting — Daily at 6:00 AM (also fires on every meeting save)
• Deal Monitor — Daily at 7:30 AM
• Daily Digest Email — Daily at 7:00 AM
• Meeting Prep — Every 30 minutes
• Follow-up — Every hour
• Weekly SE Digest — Fridays at 4:00 PM