Your agent
The agent is Terry's voice for your company. It reads your website and documents, and uses them in every draft and in its read on each person. Agents has its own item in the menu.
Press Agents in the menu on the left and pick an agent from Your agents. Only admins can create or edit an agent; members can read everything. Each section has its own Edit, which opens a short guide for that one section. Press Save when you are done.
- Who it sells to. Describe your best customers in a sentence or two under Roles, industries and company size. Terry uses it to judge whether each person is a good fit, to write to them, and to answer "who do we sell to". While it is empty, the section shows Needs you.
- Language. Under Who it is, pick the language the agent writes in from the Language list.
- Documents. Under What it knows, press Choose files and add price sheets, FAQs or case studies: PDF, Word (.docx), Markdown, text or CSV, up to 2 MB each. Each file becomes one document named after the file. A file whose name the agent already has is skipped, not added twice. To replace one, review it under Knowledge.
More, Edit every section walks through all seven sections in order. The switch at the top right sets Co pilot (every draft waits for your yes) or Auto pilot (drafts that pass every check send).
Make a new agent
Press New agent. Under Start from your website, type your website and press Read my site. Terry reads your own pages and drafts the agent: keep what is right and fix what is not, pick the tone, add any rules, choose Co pilot or Auto pilot, and press Create agent. No website? Press Start blank and answer the questions yourself.
When you come back to the setup wizard, websites the agent has already read are not read again.
In Classic
Open Settings, then Agents, and open an agent to change it. Who you sell to, Language and Add your documents are on the agent. The setup wizard asks the same questions.