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Agents
What should this agent do?
Auto
Thinking
Agents post findings to your feed. Start from one:
Daily pipeline digest
Daily KPI watcher
Churn-risk alerts
Weekly exec summary
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Thought for 5 seconds
Loaded skill and clarified needs
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Thought for 2 seconds
Instructions saved. Next, pick the data domain this agent should work from.
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Thought for 2 seconds
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Thought for 2 seconds
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Thought for 2 seconds
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Thought for 2 seconds
Instructions
Highlighted values are parameters — edit them in Agent Parameters
Edit instructions
Looks good
Which domain should this agent use?
HubSpot Sales
Deals, pipeline, activities, meetings
Marketing Analytics
Campaigns, attribution, web traffic
Support Insights
Tickets, CSAT, response times
Product Usage
Feature adoption and user events
The agent only sees data inside its domain
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How should KPI Watcher run?
On a schedule — every day at a set time
Recommended · matches “daily”
Manually — run it yourself from the agent page
Schedule
Daily
Weekly
Monthly
at
9:00 AM
in
America/New_York
Next run · Tomorrow, Sep 5 at 9:00 AM — then every day
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Where should the daily summary go?
Slack — #revops-daily
Recommended
Email — send me the summary each run
Keep in Wisdom only — no delivery
KPI Watcher
Ready to publish
Trigger
Domain
Parameters
Delivery
Publishing makes the schedule live
Test run
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Ask WisdomAI about your data
WisdomAI Hubspot
Thinking
Agent Outcome, test run and preview report
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