Managed Agents From a Prompt
Describe the job in plain English, choose the CRM access it needs, and attach trusted knowledge. A Managed Agent can run in chat, from an event, or on a schedule, then hand work to your team when your rules call for it.
From prompt to published agent
- 1
Describe the agent
Write what you need in plain English, or start from a use case like Knowledge Base Assistant or Email Campaign.
- 2
Set the guardrails
Choose events or schedules, approve permissions, attach your knowledge base, and set the capabilities the agent can use.
- 3
Test before activating
Use the test area to try routine questions, unclear requests, and handoffs with sample data. Review the responses and actions before activating the agent for customer work, then monitor its runs and refine the instructions.
What will you put an agent on?
Start from a prompt like these, or pick a starter use case: Knowledge Base Assistant, Community Moderator, Email Campaign, or Social Media Posting.
“Follow up with leads who haven't replied in 3 days.”
Set a follow-up trigger and a route back to your team when the lead replies.
“Tag new contacts as VIP when their deal value is over $10k.”
Apply a tagging rule you define and review the results.
“Handle inbound chat questions using my knowledge base and hand off complex ones to a human.”
Use approved source material for routine questions and define when your team takes over.
You decide what it can do
You control what an agent can reach, what it knows, and when it runs. Nothing is switched on that you didn't switch on yourself.
Only the skills you allow
Choose access to contacts, conversations, calendars, invoices, email, and other CRM tools. An agent can only use the permissions you grant.
Answers from your own content
Attach approved material as a reference for answers, then test the responses for accuracy. Web search and image generation are separate switches, off unless you turn them on.
Triggers you define
Agents run when you say: on a chat message, a form submission, or a lead tag being added or removed. Or run them on demand in chat.
A person can take over
Write a handoff rule into the instructions so complex conversations go to your team. The agent handles the routine, and your people handle the judgment calls.
Grant only the CRM permissions each agent needs.
Want to watch us build one and put it live, guardrails and all?
Bring a follow-up task you're doing by hand. We'll show you how an agent would handle it, and exactly where the guardrails sit.
Managed Agents live in Agent Studio, not AI Studio
Agent Studio
Where you build and run Managed Agents: prompt-based agents that work in chat, from an event, or on a schedule. Growth includes 100 runs per month; Unlimited includes 1,000.
AI Studio
Builds websites and web apps from a description, with a database, user logins, and checkout connected to your CRM. Pay-per-use or covered by AI Employee.
One Managed Agent run is one chat session, one event invocation, or one scheduled invocation. The test area includes 30 free runs per month before production allowances or pay-per-use billing apply.
AI Employee Growth costs $97 per month and includes 100 Managed Agent runs. Unlimited costs $147 per month and includes 1,000 runs; Unlimited is included with Enterprise. Account usage-limit settings control whether applicable pay-per-use service continues after an allowance is used.
Building a site or app, not an agent? That's AI Studio.
Frequently Asked Questions
What are Managed Agents in SMBcrm?
Are Managed Agents the same as Agent Studio?
Do I control what a Managed Agent can do?
How are Managed Agents billed?
Are Managed Agents the same as AI Studio?
Ready to put an agent on it?
Start with one follow-up task, scope what the agent can touch, and publish when you're ready. Your CRM already has everything it needs.
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Eligible Startup and Professional initial subscription fees only. Usage and add-ons are excluded. Read the refund terms.
No setup fees
Plan your setup with training and support
Cancel anytime
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