Agents

Overview

Use Agents to start private projects, continue their conversations, schedule work and review delivered files. Employee projects can work across authorized clients. Client users work within their permitted client. Available actions follow your access and required approvals.

How to use this page

Open your projects
Employees open their own project workspace here, with no client to select first. Employees without coding access also land here from CRM > Agents, the SalesHive logo and links to CRM Agents, with any prefilled question or agent link kept. The New project button at the top of the main CRM menu brings them here too, opening New Project when they can start projects. One project can work across the clients you are authorized to serve, and tool access still decides what you can do for each client. On desktop, if you can start projects, the page opens on the New Project composer with nothing selected, and a project that has never run opens New Project too; pick a project in the sidebar to continue it. For employees, Approvals sits at the top of the sidebar, then My Projects, then My Scheduled Runs, the projects your own schedules started that are working, waiting on you or have an unread reply. Runs of the standard Per SDR and Per Strategist schedules are left out unless you have one open. SDR managers see a Per SDR folder next, and strategist directors a Per Strategist folder. Your own schedules come next, under My Scheduled Projects. These sections cover all your clients. With coding access, this sidebar matches CRM Agents: My Projects holds your coding and employee projects together, My Scheduled Runs always shows (with a plus icon for a new private schedule), and New Project starts a coding project. Employees then see the selected client's team-only agents under their own divider, headed Internal Client Scheduled Projects in orange, then, at the bottom, an orange divider bar labeled Client View: [client] with that client's view below it. A client user with more than one company picks a permitted company in the client selector above navigation; a client user with one company sees a New project button there instead. On desktop, the page opens their first active project, or New Project when they have none. On a phone, it stays on the project list until they choose a project, schedule or New project. A direct project link still opens that conversation. With coding access, the top of the sidebar shows an Admin | Regular switch instead of the Agents title. Regular is highlighted; select Admin to open CRM Agents. Everyone else sees the Agents title.
Review client approvals (employees)
Select the boxed Approvals entry at the top of the sidebar. Its number shows how many client changes are waiting on you, and shows 0 when nothing is. The list covers every client in your book, grouped by client, whoever raised the change. Each item shows what it changes, when and by whom it was raised, and whether it is reversible. Why gives the agent's reason and the result it expects; if no reason was recorded, the card says so, so reject it if you are not sure it is right. What changes lists only the fields that actually change, each under a plain label that names where the edit sits. A short value shows the old value struck through beside the new one (or Cleared), and longer text shows added wording highlighted and removed wording struck through, with unchanged paragraphs collapsed into a count. Expand Evidence and what approving does to see what the agent saw, its source and time, and what approving will do. Select Approve or Reject; a change that cannot be undone automatically asks you to confirm first. Rejections from the last seven days stay under Rejected this week, where Undo puts one back in approvals if it never started running. Client users do not see Approvals.
Start from a prompt template
For a client account outside demo mode, select Templates in New Project or your own unarchived client project. Demo viewers do not see Templates or its setup checklist. Choose Review client meeting transcripts. Your current workspace is selected automatically; this customer picker offers only the meeting-recap template. Employees instead choose a task and authorized client, plus a campaign when requested. Review the prompt, then select Add to message to append it to your existing draft. Edit the draft before sending or starting the project. Back changes your selection; Cancel or Close templates closes the picker. Adding a prompt starts nothing and sends nothing.
Check template setup before starting
Choose Review client meeting transcripts to check access to client meeting transcripts. Checking tools... changes to Ready, Blocked or Unknown. Read Expected first result and If records are missing. The recap covers the last 7 completed days, with sourced decisions, commitments and open questions. Owners and dates belong in the recap only when the transcript supports them; prospect dialer calls are separate. No external connection is needed. Use Refresh checklist to check again, or Try again after a loading error. Follow any access-repair instruction before running the task. Employees can also check Compare all campaigns, which covers the last 30 completed days.
Schedule employee projects
Employees who can schedule projects see My Scheduled Projects in the sidebar. Select the plus icon labeled New scheduled project, enter Name and Prompt on the Project tab, then open the Trigger tab and choose What starts a project, such as set days and times, Custom schedule (cron) in UTC, a deal entering a stage, When a prospect views a deal room, When a client meeting finishes, Before or after a deal date, or When something happens in a connected app (then pick the app and Choose what happens). For a stage or deal room trigger, check the pipeline stages to watch. For a client meeting or deal date trigger, stages are optional; leave them unticked to include every stage. A client meeting project gets the deal name and the meeting transcript. For a deal date, set a whole number of hours or days, Before or After, and the deal date to count from, such as Kickoff Date; each deal runs once per date, only for dates reached after you save. Deal triggers count only deals you can see in the CRM, and repeat deal room opens by the same viewer within 30 minutes count as one visit, as does signing in within 10 minutes of opening the share link. Timed schedules run at most every 30 minutes. For a window one pattern cannot cover, such as every 30 minutes until exactly 8:00 PM, choose At set days and times, then Custom, and join up to four patterns with semicolons in the one schedule. Under Settings > Notifications, check Email me a summary if you want a short email after each run; it starts off. On the Auto Optimize tab, use the switch to turn reviews on or off and set their limit. New schedules start at one review per Hour; Day allows 1 to 60, with reviews always at least one hour apart. On Trigger, read the timing, time zone, scope and lifetime launch count before saving. Stop after is a lifetime limit; Run now does not count toward it. Use Retry trigger options if available choices fail to load. Return to Project and select Create schedule. If the name, the prompt or a trigger setting is missing, a red note under the name says what to fix and takes you to it. It appears under My Scheduled Projects, A to Z by title, with a clock icon if it runs on a timer or a bolt icon if an event starts it. With coding access, New scheduled project here makes a coding schedule, the same as on CRM Agents, starting on Personal: only you in the menu beside Variables. Coding schedules also offer After a website sales-agent call on Trigger. It starts a separate engineering review for each website sales-agent session that ends after the schedule was created, including failed calls, once two minutes have passed. Missed launches are retried without duplicate reviews for the same schedule. Other video calls and the homepage voice widget are excluded. It is separate from prospect follow-up and does not authorize contacting the visitor. Turn the schedule Off to stop new reviews. Employee and client schedules do not offer this trigger. The plus icon on My Scheduled Runs (New private scheduled project) does the same. My Scheduled Projects here lists only your private schedules, and your existing employee schedules stay listed and open to edit; a schedule switched to Company moves to Company Scheduled Projects on CRM Agents. Client users schedule client projects instead; see below. When a dropdown shows a search field, type to narrow its choices. Press Escape from that field to close the menu and return focus to its button without changing the selected value. Reopening starts with an empty search.
Group your projects into categories
Right-click one of your own projects under My Projects or My Scheduled Runs, or one of your schedules under My Scheduled Projects, and choose Move to category. Type a new name and choose Create, or pick one of your existing categories; names up to 40 characters, and a name that matches an existing one ignoring case joins that folder. Choose No category to take it back out. On a run you moved out of its schedule's folder, that choice reads Back to and the schedule's category instead. Each section lists uncategorized rows first, then one folder per category, A to Z. Select a folder to open or close it; this browser remembers which you opened. A run sits in its schedule's category unless you moved the run itself. For employees with coding access, projects launched by another project have their own rows under My Projects, ordered by their own latest activity. Move each to its own category; it counts separately in that folder. You can also set a schedule's category in the Category box under Settings > Organization. Runs of company schedules and the company sections have no folders. Employees also see Rename in the same menu.
See a client's agents, internal and client-facing (employees)
Pick a client in the client selector above navigation. Below your own projects and schedules, a divider opens Internal Client Scheduled Projects, an orange heading like My Scheduled Projects (hover it for the client's name): one A to Z list of the agents the client never sees, such as Nightly Client Internal Review. It shows only when there are some. At the bottom of the sidebar, an orange divider bar labeled Client View: [client] (eye icon) opens a section that mirrors that client's whole Agents sidebar, in the same order and with the same labels, so you can check their view without leaving yours. My Projects, My Scheduled Runs and My Scheduled Projects show a Hidden tag, because each person's own work there is private to them. Company Scheduled Runs lists every run the client sees, from SalesHive's agents and the client's company schedules together, newest first, with the date each started; Show more adds five more. An orange dot means a run is still working and a blue dot means a new reply. A run of a company schedule opens read only. Company Scheduled Projects lists SalesHive's agents for the client first, A to Z, each with how many times it has run for this client, then the client's company schedules A to Z. Each section shows a short note while it is empty. A grey icon means an agent is switched off. SEO Recommendations shows a Read-only tag and is listed only for clients it runs for: a public website saved on the client and no live SalesHive-hosted site. Last, Connectors shows My connectors as Hidden and lists the client's Company-wide connectors, or None yet. Manage beside the Connectors heading opens Manage connectors for that client's company-wide connectors. Hover a heading for a one-line reminder of what it holds. With no client picked, that heading reads Client agents; hover it for a reminder to pick one. The internal only list and the Client View: [client] section are hidden while you search the sidebar. In both, an agent that is off with no runs for this client is left out, and schedules that review a whole SDR or strategist are not listed, because they cover every client that person works. Select an agent to open it on its Runs tab, this client's runs newest first; select one of its runs to open it and reply in it, as you would your own client project, even though the run belongs to the schedule owner. Its other tabs show its prompt and trigger, and Client tuning shows how it is tuned for this client. Hover an agent row to see what one run works on. Only its owner can change it, and the editor names who to ask.
Read your team's call reviews (SDR managers and strategist directors)
SDR managers see a Per SDR folder in the sidebar, above My Scheduled Projects, and strategist directors see a Per Strategist folder. It lists the standard schedules that review each person's calls. Each review arrives as a Google Doc owned by and private to you, with a short Slack summary and the link from the SalesHive bot. Hover the folder name to see what it runs for. Select a schedule to read its prompt and trigger; only its owner can change it or use Run now. Open its Runs tab to see the reviews for the people whose reviews go to you today, including a team you are covering. Select a run to read it. A note in place of the message box says the review ran on its own and replies are off. The folder is hidden while you search the sidebar, and it does not appear when there are no schedules for your role.
Schedule a client project (client users)
Client users schedule client projects for the selected client. For a schedule only you see, select the plus icon on My Scheduled Runs (New personal schedule) or on My Scheduled Projects (New scheduled project), or Launch a new project on a schedule. For one everyone at your company sees, select the plus icon on Company Scheduled Runs (New company schedule). The editor starts on Personal or Company to match, and you can switch it in the menu beside Variables. On Project, enter Name and a Prompt of up to 18,000 characters. Variables offers {today}, {run number} and {previous run}, which is when the schedule last launched a project; use it for anything new since the last check instead of a fixed window, because timed schedules skip nights and weekends. On the Trigger tab, choose On a repeating interval, At set days and times, Only when started by hand, When something happens in a connected app (then pick the app and Choose what happens), or When another scheduled project finishes (then pick one of your schedules or one of the SalesHive agents working for you under Schedule to follow; it starts only when a run for your company finishes); timed schedules run at most every 4 hours. Settings > Notifications offers Email me a summary, Email the strategist a summary and Email the client a summary, all off by default; the client team's email is a short, plain update sent only when a run finishes well and has something worth sharing. It shows SalesHive AI as the sender and says it was created and sent automatically. Replies go to the assigned strategist when one is available. Your team gets at most one SalesHive email every 3 days for each client, these updates and check-ins combined, however many runs there are. On the Auto Optimize tab, use the switch to turn prompt reviews on or off and set their limit. New schedules start at one review per Hour; reviews keep the project's existing client access and do not change its settings or permissions. On Trigger, read the timing, time zone, scope and lifetime launch count before saving. Stop after is a lifetime limit; Run now does not count toward it. Use Retry trigger options if available choices fail to load. Return to Project and select Create schedule; if anything is missing, a red note under the name says what to fix. Each launch starts a client project. Runs of your personal schedules list under My Scheduled Runs. Company schedules list under Company Scheduled Projects and their runs under Company Scheduled Runs, where everyone at your company can read them; only the person who made a company schedule can change it. Open the schedule's Runs tab to read a past run. Select Show older runs when available to load earlier results, including when the current page has no visible runs. History lists saved changes to the prompt and settings. Use Run now in the editor to start one project immediately.
Read your company's runs and schedules (client users)
Company Scheduled Runs lists every run made for your company, by SalesHive's agents and by the schedules shared with your company, whoever made them, newest first, with the date each started; Show more adds five more, and an orange dot marks a run still working. Hover a run of a shared schedule to see which schedule started it and who owns it. Select a run to read its full chat. A run of a teammate's schedule is read-only: a note in place of the message box says only they can reply. Runs of SalesHive's agents are read-only too. Company Scheduled Projects, just below, lists SalesHive's agents first, A to Z, then your company's shared schedules A to Z; open a shared schedule to read its prompt, trigger and runs. Until there is one, it says Schedules shared with your whole company will appear here. Only the person who made a shared schedule can change it or use Run now; the editor names who to ask. Both sections are hidden while you search the sidebar.
See the agents working for you (client users)
SalesHive's agents for your company are listed first under Company Scheduled Projects. They always run for you and cannot be removed. Each row is one agent with how many times it has run for you; hover its name to see what one run works on. Their runs appear under Company Scheduled Runs, mixed in with your company's own schedule runs, newest first. SEO Recommendations shows a Read-only tag because it reviews your website and recommends improvements but never changes it. It is listed only when it runs for you, which is when your public website is saved and not hosted by SalesHive. Select an agent to open it read-only on its Runs tab, every run it made for you, newest first. Select a run to read its full chat. It is read-only: a note in place of the message box says the agent ran on its own for you, so you can read everything it did but not reply. In a run's header, Edit (pencil) opens the agent on Project. Choose Runs inside the editor for its run list; Conversation brings you back to the run. The labeled tabs below the agent's header switch views: Project shows its prompt, Trigger shows how often it runs and its current status, Auto Optimize shows its review settings, Settings explains who can change the settings, Runs lists its runs for you, each with its status, such as Working, Needs you, Done or Failed, and a blue dot on any you have not opened, and History lists each saved change to its prompt and settings with when it happened and what kind of change it was, such as Prompt or Trigger; select one to see how the prompt changed. The SalesHive team's internal notes on each change are not shown. Tuned for you shows how the agent is tuned for your company. The header says it runs for every SalesHive client (SEO Recommendations says it runs for every client whose website is not connected to SalesHive yet, and that it is read-only), because SalesHive runs each of these agents the same way for every client and keeps it up to date. You cannot edit it or start it yourself. The SalesHive team's own nightly reviews of your account, such as Nightly Client Internal Review, are not listed here.
Read how an agent is tuned for one client
Each shared client agent starts from the same prompt and timing for every client. Open the agent (under Company Scheduled Projects for client users, or its row under the selected client at the bottom of the sidebar for employees) and select Tuned for you, or Client tuning for employees. Guidance shows what has been added under the default prompt for this client only, or None yet. When it runs shows At every default time, or that it runs only at some of the default's times. Reviews lists the review runs for this client, newest first; select one to read it. Changes lists each tuning change with its date, what changed (Guidance, Timing, or Kept everything) and the reason. Everything here is read-only.
See what an agent's tools produced
Under a tool row, the chat shows what that tool produced. A sent or drafted email appears as the email itself, with From, To, Cc and Subject and a Sent or Draft label: the exact delivered copy with signature once it has synced (As delivered, with signature), otherwise the body as the agent wrote it. Viewing it never counts as an open or click, and its unsubscribe link does nothing here. A call the agent reviewed gets a recording player, a meeting a video player, and delivered files, screenshots and Google Docs or Sheets a thumbnail or link. When a call is worth hearing, such as standout objection handling or a line the transcript may have misheard, the agent can also put a Listen to the call button (or Listen: with a short label) right in its reply. Select it to play the recording in the chat. The sent copy and recordings load only for people who can already read the run.
Send an agent's draft from your Gmail
When an agent saved a draft in your own Gmail, Send appears right under the email card. Select it to send that draft from your Gmail; the card then reads Sent from your Gmail. Send shows only to the mailbox owner signed in as themselves (not while viewing as someone else) and only for a draft this chat created. It is refused if the recipients or subject no longer match the card. A draft already sent or deleted reads No longer in your Gmail Drafts, and one the agent sent later in the chat reads Sent later in this chat with no Send. Drafting or sending an ordinary deal-linked email does not create client logins or give its recipients access to the client.
Ask for an account update
Name the client and describe the question. Ask the project to check the relevant records and state any missing evidence. For a managed campaign review, ask it to check whether Email Context is saved. If an active, unarchived campaign has the Email Sender Agent enabled but no context wording, the review flags the gap. Ask for a proposed context based on the approved Playbook and campaign evidence; leave sending settings unchanged unless you separately request a change. Saved context alone does not prove approval, send readiness or a sent email. Self-serve campaigns use their Email sequence instead. Client projects stay within the permitted client. Review required approvals before changes or paid work.
Answer a waiting question
When an agent pauses with a Question for you card (or a count such as 2 questions for you), read each question and follow the hint under it: Choose one or Choose any that apply. A Recommended badge marks the option the agent suggests, and a short line under an option explains it. Pick Something else to type your own answer; a question with no options is just a text box, where Enter sends and Shift+Enter adds a line. Send answer (Send answers for several questions) turns on once every question is answered, and the footer shows how many you have done. Your reply then appears as a tidy list of each question and your answer. Paid list approvals still use their own Agent needs your input panel. If the card says the question is no longer waiting for an answer, refresh the page and check the latest conversation before answering again.
Approve an action from chat
When an agent needs your go-ahead, for example before sending an email, its reply shows a Waiting for your approval card with a short note and the approval code for that exact version. Select Approve to send the same plain approve reply you could type yourself; anything you were drafting stays in the message box. Approve shows only on the latest reply once the agent has finished. Older cards read Approved, or Not approved when the chat moved on first, so ask the agent again if you still want it. One exception: an email addressed only to you, with no CC or BCC, is a note to yourself and sends without an approval card, even from a scheduled project. So a schedule asked to email you a morning brief or report drafts it to you and sends it.
Approve client changes waiting in a chat (employees)
When a client agent has changes waiting, a one-line bar above the message box shows how many. Select Review to open each change with its before and after values (long values are shortened), or Hide to fold them away again. Select Approve, or Approve all when several are waiting, to apply them. Any change that cannot be applied stays listed with the reason.
Chat or start focused work
Use the composer to send a request, dictate, or attach a supported file. Press Enter or select Send to send; Shift+Enter adds a new line. Cmd/Ctrl+Enter also sends. On phone-sized screens, Enter always adds a new line, so use Send. While the agent works, an animated SalesHive mark appears at the bottom of its reply; hover it to see whether the request is waiting, loading, using a tool, reasoning or writing. Empty response placeholders and internal session markers stay hidden so the transcript remains readable. The message box has space below it to keep the lower controls clear of the page edge. On supported desktop browsers, the Double-tap voice shortcut hint sits between the left controls and the microphone and Send buttons in one bottom row. The writing area keeps its taller spacing. The hint is hidden on mobile and may shorten when space is limited. When messages are queued below an active reply, select Send now, or Send all queued for several messages, to stop that reply and run the saved messages next. SalesHive waits for the current work to stop before resuming the same conversation. You do not need to copy or resend those messages. Use Edit or Remove on a queued message to change it before it runs. Stop cancels the current turn and clears queued messages, including a pending Send now restart while the reply is still stopping. Send a cleared message again only if you still want it handled.
Connect apps your agents can use (client users)
Connectors are for client users; employees see no plug icon and no Connectors section, though the Client View: [client] panel lists a client's Company-wide connectors. Select the plug icon (Connectors) in the message box, beside Attach, on New Project or in one of your own active projects, or select + (Add a connector) beside Connectors in the sidebar. Add for at the top chooses Only me (just your own projects) or Everyone at your company (every project for your company), and starts on Everyone at your company. The panel lists Connected apps first, then Add an app, grouped by category in a set order, starting with CRM and sales, Outbound and data, Marketing, and Calls and meetings; later groups include Finance and accounting and AI tools. Type in Find an app to filter. Tiles show how many triggers an app has, and Can make changes when you allow it on apps that have change tools. Select Connect to sign in to the app and allow access; you return to the chat with the panel open and a Connected note. Gmail and Google Calendar, Google Drive, Docs and Sheets, and Microsoft 365 connect this way, by signing in with your Google or Microsoft account; once connected they show Signed in as that account. Gmail and Google Calendar is one app and Google Drive, Docs and Sheets (which also covers Google Contacts and Tasks) is a separate one, so connect each you want your agents to use. Google may show an unverified-app warning when you sign in to Google Drive, Docs and Sheets. For apps that take a key, select Connect with API key (or Use API key when the app also offers sign-in), follow the app's own steps shown in the form (its Open settings link, named for the app, goes to the right page there), paste the key and select Check and connect. SalesHive checks the key once, saves it encrypted and never shows it again. Available apps include Missive, Hiver, Customerly, Alchemer, SurveySparrow, Formsite, Frappe CRM and Invoice Ninja. For MNTN keys, reporting and action limits, see the MNTN FAQs below. Follow each app's form for the required keys, account details and plan requirements. Missive needs a Productive plan or above; Hiver needs an enabled administrator API key; Customerly uses a project API access token. Alchemer needs enterprise API access, an API key and secret, and the matching region. SurveySparrow uses a private app access token and your data region. Formsite needs Professional API access, an access token, server name and user directory. Frappe CRM needs its public HTTPS hostname, API key and secret; Invoice Ninja v5 needs an API token and optionally a public self-hosted hostname. Neither supports installations in a subdirectory. Enter credentials in the form, never in chat. To connect an SSH server, enter its public address, an optional port and the user name, and paste the whole private key (without a passphrase) into the Private key box. SalesHive saves the server's host key when you connect and stops if that key later changes. Some apps show Coming soon until SalesHive finishes setup with them. In your projects and on New Project, Built into SalesHive also lists the older connections, such as CRM sync, Google Analytics, email accounts, calendar and Zoom, with Set up or Manage opening the page where each is managed.
Manage connectors from the sidebar (client users)
Connectors sits near the bottom of the sidebar, below Scheduled Projects. My connectors lists every account you connected for your own projects, and your company's connectors follow under Company-wide connectors; every project for your company uses those. Each row is one account of an app, with the account name after the app name; Reconnect marks an expired sign-in and Off marks a paused one. Select + (Add a connector) to open Connectors and add one, or Manage beside the Connectors heading to open Manage connectors (see the next step). Select a row to open its view: switch Agents can use it, Let agents make changes and Allow server commands, turn each tool under Reads and Changes on or off, and turn each trigger on or off for that account. The section is hidden while you search the sidebar.
See every connector and app in Manage connectors
Select Manage beside the Connectors heading in the sidebar. Clients see their own private connectors and their company's; an employee who picked a client opens it from the Client View: [client] panel and sees only that client's company-wide connectors. The top shows how many company-wide and private connectors there are, and how many apps, tools and triggers SalesHive offers. Under Connected, each row is one account: Company-wide (every project for the company uses it) or Private (only your own projects), its status (On, Paused or Reconnect needed), Read only or Can make changes, how many tools and triggers are on. Select a row to open its connector view, where you turn tools and triggers on or off; All connectors at the top brings you back. Built into SalesHive lists connected older connections, such as CRM sync, with a link to the page that manages each. Under All apps, use Find an app or trigger and the Category menu together. In a long category list, type in Find a category or scroll, then select a category; Escape closes the menu without changing your selection. Choose All, With triggers or Connected below the search fields. The app count shows matches for all active filters. To see every app again, clear the search, select All categories and choose All. Select an app to expand its capabilities: Read data lists information agents can look up, Make changes lists actions that need Let agents make changes enabled, and Project triggers lists events that can start a Scheduled Project. Only available sections appear; some sign-in apps list their tools after you connect. Then select Connect, Use API key or Connect with API key. When you can manage the company's connectors, New connections are for chooses Only me (private) or Everyone at your company. People who cannot manage the company's connectors can browse apps but not connect them there.
Review the workspace tabs
The chat header shows the available actions; hover an icon for its name. Use Conversation for chat and Files for delivered work. On a run started by a schedule, Edit (pencil) opens that schedule on Project. Choose Runs inside the editor for its run list. On your own active project, when you can create schedules, the pencil reads Edit schedule and opens a new schedule named after the project with its brief as the starting prompt. Read earlier messages by scrolling upward in the conversation or selecting Load older messages. On a computer, select the full screen icon at the right end of the header buttons on an open chat or scheduled project, or at the top right of New Project. The browser fills the screen and the app menu hides, but the agent list stays so you can switch agents without leaving full screen. Select Exit full screen or press Esc to go back.
Read older messages
Open a conversation to see its recent messages first. Scroll upward near the top to load earlier messages, or select Load older messages. Your reading position stays anchored as earlier messages appear. If loading fails, select Retry older messages. Return to the latest message with the conversation jump control.
Scroll the agent list
Scroll within the list to reach more available agents. The list keeps scrolling even though no scrollbar is shown.
Watch a delivered video
When an agent delivers a stored video file, use the player in the conversation to play, pause or seek without leaving the chat. The caption shows its filename and size. Select Download to save the file. Linked external files keep their existing open-link behavior.
Find shared workspace controls
On a computer, a row of icons spans the bottom of the sidebar, just above your profile: Notifications at the left, then Background, theme and (when available) the assistant, with Search at the right. Search opens centered at the top of the screen; the other panels open beside the sidebar. On a phone, the same icons sit at the right of the top bar with Search first and Notifications last, and their panels open beneath it. Search and Notifications follow the current workspace. Select Search or press Ctrl/Cmd+K to search records; Escape closes it. Background opens a grid of backgrounds: Charcoal (called Plain in light mode), Random, Hive, Hive Purple (called Hive Bold in light mode, with bolder orange cells), Ink, Pink Ink, Facets, Lightspeed, Caustics, Veil and Dusk (called Dawn in light mode). The tiles are listed most popular first, by how many people have picked each one, so the order can change over time. Charcoal (Plain in light mode) shows no scene; every other tile is a live scene. Hover a tile to read what it shows. Random shows a different live scene each time you open or reload the app, and picking it switches to a new scene right away. Your pick is saved in this browser and counted toward that order; until you pick, or if your saved scene is no longer offered, the company default shows. Every scene has a light and a dark version that follows the theme toggle. Picking a tile keeps your current theme, and the tiles preview the version for that theme. Use Find a page in the sidebar to filter navigation links; on a phone, open the navigation menu first. Platform client selection remains above sidebar navigation. Select the SalesHive logo to open Agents when you have access to it. Employees with coding access go to CRM Agents; everyone else comes here.
Find a navigation page
Type in Find a page... above the navigation links to filter the available pages. Use Clear navigation search to restore the list. This filters page links; use the Search icon in the sidebar icon row (the top bar on a phone) to search workspace records.
Start a private client project
As a client user, select New project on this page, describe the task and select Start Project. If your login covers one company, New project also sits at the top of the sidebar menu on every page; with more than one company, pick the company in the client selector there first. Reopen the project from the sidebar to continue its conversation. Projects stay private to their owner and retain the client access and approval requirements.
Review private project files
Open Files in your project and select a CSV to preview it. Use Download to save the file, Close to dismiss the preview, and Back to chat to return to your conversation. Opening or downloading a file does not publish it. Access to the same client does not let another member open your private project.
Publish a selected project item
In a client project, review the exact file in Files. Select Publish and read Publish to client workspace? Confirm Publish only when the file should be visible to people with access to this client. This creates a separate shared copy; your conversation and other files stay private. Publishing the same file again does not create another copy. Publication does not import contacts or send outreach.
Recover a project that could not start
If creation reports that the project exists but the task could not start, open the retained project and retry through its conversation. Do not create another project for the same task. Continue client projects through owner chat, not Run now. Required approvals still apply to paid work and shared business changes.
Use an attached image on a client website (employees)
In your employee project, attach a PNG, JPEG, WebP, GIF or AVIF image, name the client and explain where it belongs. The agent can prepare a private project file and propose publishing it to the client's website media library. Review the required approval before publication. Attaching or preparing the image alone keeps it private. Adding the published image to a website page is a separate proposed change.

What the buttons do

Client switcher / New project (top of the sidebar menu): Client users with more than one company choose their permitted company here, and the workspace follows it. Client users with one company see a New project button in this spot instead, which opens New Project here from any page. Employees do not need a client for their projects; the client picked here decides which client's agents show at the bottom of the sidebar.
Admin | Regular switch (top of sidebar): Coding access only; everyone else sees the plain Agents title. Takes the place of the Agents title. Regular is highlighted on this page; select Admin to open CRM Agents, which shows the same My Projects, My Scheduled Runs, My Scheduled Projects and New Project, plus Company Scheduled Runs, Company Scheduled Projects (with the standard schedule folders, function schedules and System Jobs) and company agents. The switch has no Client option: the bottom of this sidebar, below the divider, shows what the selected client sees instead.
Conversation / Edit / Edit schedule / Runs / List-building fields / Files: Header icons on an open chat; hover one for its name. Conversation opens the chat and Files the delivered files. Edit opens a scheduled run's schedule on Project; choose Runs inside the editor; on your own project the pencil reads Edit schedule. Agent chats that are not projects show Runs for their past runs. List-building fields (funnel) shows on client agent chats other than the List Building Expert and shows or hides the list-building fields in the chat. Read earlier messages within the same conversation.
Full screen / Exit full screen: Computer only, at the right end of the header buttons on an open chat or scheduled project, and at the top right of New Project. Switches the browser to full screen and hides the app menu. The agent list stays visible, and choosing another agent keeps full screen on. Select it again or press Esc to restore the normal layout. Opening a view without the button, such as Approvals, also turns it off.
Working SalesHive mark: Appears at the bottom of a reply while the agent works. Hover it to see the current queue, startup, tool, reasoning or writing stage.
Load older messages: Loads the next earlier part of this conversation without starting a new thread.
Retry older messages: Retries a failed earlier-message request while keeping the current conversation visible.
Send answer / Send answers: Sends your answers to the agent's waiting question. It stays off until every question has an answer, including the text for Something else. Refresh the conversation if the question is no longer waiting.
Video controls / Download: Plays a delivered video in the conversation or downloads the original file. Playback support depends on your browser and the video format.
Start Project: Creates your private project and starts work from your brief. Client projects stay within the selected permitted client.
Publish (client project file): Opens Publish to client workspace? Confirm Publish to create a shared-client copy of the selected file. With a keyboard, Tab to Publish and press Enter or Space; this opens the confirmation without opening the file preview. The project conversation stays private.
Connectors (plug icon in the message box): Client users only: shown on New Project and in your own active projects, beside Attach. Opens Connectors, where you connect apps by sign-in or by pasting an API key and choose what agents may do in each. On a connected app, Agents can use it pauses or resumes it without disconnecting, Let agents make changes lets agents write as well as read, without asking first (off by default; see the MNTN FAQ for its contact membership actions), Allow server commands appears only on apps with command tools (Amazon Web Services, Heroku, Render and SSH servers). It can be turned on only after Let agents make changes, and turning changes off turns it off too. With it on, agents can run shell commands, one-off jobs and templates that can do anything the app's key allows, and write files on an SSH server; commands that delete, wipe or stop things are still refused. When it is off, the card's tool count notes how many more tools need server commands allowed. Disconnect stops agents using it without changing anything in the app. Refresh tools reloads a signed-in app's tool list; for a key-based app it reads Check key, and Update key opens the form to paste a new key. A key-based app shows its account name and, when a call failed, its last error. Reconnect appears when a signed-in app's sign-in has expired. Apps with triggers list them under the card. An app that comes from the client's CRM sync has the two switches but no Check key or Disconnect. On a connected app, the card shows the account name and who uses it (Only you or Everyone at the company). Tools and triggers opens that account's connector view, and Add account connects another account of the same app.
Connectors (sidebar section): Client users only. Near the bottom of the sidebar. Lists My connectors and, under Company-wide connectors, your company's connectors, one row per connected account. Manage opens Manage connectors, and + (Add a connector) opens the Connectors panel. Select a row to open that account's connector view.
Connector view (one connected account): Opens from a Connectors row in the sidebar, a Company-wide connectors row in an employee's Client View: [client] panel, a row in Manage connectors, or Tools and triggers in the Connectors panel. All connectors at the top opens Manage connectors, and you return there after Disconnect. The header shows the app, the account and who uses it (Only you or Everyone at the company), plus Sign-in expired or Paused when that applies. Agents can use it, Let agents make changes and Allow server commands work as in the panel. Tools lists every tool under Reads and Changes with how many are on; a tool turned off is never offered to agents or run. A change tool notes Needs Let agents make changes or Needs Allow server commands until those are on, and delete tools stay off (Deletes never run). Triggers lists each trigger with its own switch; one turned off is never checked for this account. The bottom row has Refresh tools (Check key for key-based apps), Reconnect for sign-in apps, Update key for key-based apps, Add another account and Disconnect, which asks you to confirm. A connection that comes from CRM sync notes that it uses the CRM sync connection in Settings, Integrations and has no bottom row.
Manage (beside the Connectors heading): Opens Manage connectors in the main pane: every connected account with who uses it, its status and how many tools and triggers are on, then the full app directory with app search, a Category menu and All, With triggers or Connected filters. The matching-app count sits beside these filters. Shown in the client's Connectors section and in an employee's Client View: [client] panel once a client is picked. The address ends in ?view=connectors while it is open, so a refresh or an app sign-in comes back to it.
Project title (double-click to rename): Employees only. Double-click your project's title in the conversation header, or its sidebar row, to rename it. Enter or clicking outside saves; Escape cancels.
New scheduled project / New private scheduled project / New personal schedule / New company schedule (plus icons): The plus icon on My Scheduled Projects opens the schedule editor. Employees schedule employee projects (coding projects with coding access); client users schedule client projects for the selected client, started on a timer, by hand, when something happens in an app connected for that client, or when another of that client's schedules or agents finishes. Employees with coding access also get a plus on My Scheduled Runs (New private scheduled project), which opens a new coding schedule on Personal. Client users also get a plus on My Scheduled Runs, which opens a new Personal schedule (only you see it and its runs), and on Company Scheduled Runs, which opens a new Company schedule (everyone at your company sees it and reads its runs). Switch between Personal and Company in the menu beside Variables before you save.
Approvals / My Projects / My Scheduled Runs / Per SDR or Per Strategist / My Scheduled Projects / Company Scheduled Runs / Company Scheduled Projects / Internal Client Scheduled Projects / Client View: [client] (sidebar sections): Approvals (employees only) opens every client change waiting on your approval, each showing why the agent wants it and what it changes, with a count of how many are waiting. My Projects holds the projects you started (with coding access, coding and employee projects together). My Scheduled Runs holds projects your own schedules started that need attention, leaving out runs of the standard Per SDR and Per Strategist schedules unless one is open. Every run stays on its schedule's Runs tab. With coding access it always shows, saying Runs of your own schedules will appear here until there is one, so its plus icon can start a new private schedule. For client users, My Scheduled Runs lists every run of their personal schedules, says Runs of your own schedules will appear here until there is one, and stays visible so its plus icon can start a new personal schedule. Company Scheduled Runs (client users) lists runs of SalesHive's agents and the company's shared schedules together, newest first, with the date each started. Company Scheduled Projects lists SalesHive's agents first, with how many times each has run for you and a Read-only tag on SEO Recommendations, then the shared schedules; each section shows a short note until there is something to list. Everyone at the company sees both, and only a schedule's owner can change it. SalesHive's agents are read-only: select one to see its runs and open a run's chat, or read its prompt, trigger and History (when and what kind of change, plus the prompt change). Per SDR (SDR managers) and Per Strategist (strategist directors) list the review schedules read-only, with Runs showing only the people whose reviews go to you. My Scheduled Projects lists only your own schedules: with coding access only your private ones, and on a client's page only the personal ones. For employees, Internal Client Scheduled Projects, under its own divider when the selected client has any, lists the agents that client never sees, A to Z, such as Nightly Client Internal Review. The Client View: [client] section at the bottom, under an orange divider bar, mirrors the client's whole sidebar in the same order: their private sections marked Hidden, their Company Scheduled Runs and Company Scheduled Projects with the same SalesHive agents and run counts they see, then Connectors. Each agent row there opens that agent on its Runs tab for this client.
Ask me / Approve for me: Where shown beside the message box (employees only), sets how your client-agent changes are approved; the choice saves to your account. Approve for me is the default. It runs every tracked client-agent change at once and logs it, including unsubscribes and pausing all of a client's outreach. Only new ad spending, GA4 data retention, blacklist removals, bulk CSV contact overwrites and imports that overwrite existing contacts still ask. Emails to the client and paid list purchases keep their own approval. Ask me queues every change for your approval in chat.
Approve (approval card): Shows on the agent's latest finished reply when it is waiting for your approval. Sends a plain approve reply, which the agent checks against the code on the card. It leaves your draft message alone.
Tuned for you / Client tuning (agent tab): On a shared client agent opened for one client. Shows this client's added guidance, when the agent runs for them, the review runs (select one to read it) and every tuning change with its reason. Read-only. Clients see Tuned for you; employees see Client tuning.
Send (under an agent's email draft): Sends a draft the agent saved in your own Gmail, from your Gmail, after checking the recipients and subject still match the card. Shown only to that mailbox's owner, signed in as themselves, while the draft is still in their Drafts.
Right-click menu (sidebar rows): Right-click one of your own projects or runs for Move to category, plus Rename for employees. Right-click one of your schedules under My Scheduled Projects for Rename and Move to category. Runs of company schedules have no menu.
Category folders: Under My Projects, My Scheduled Runs and My Scheduled Projects, one folder per category below the uncategorized rows, with a count. Folders start closed; a folder holding the open project stays open, and searching opens them all. A closed folder shows an orange dot while one of its rows is working, or a blue dot for a new reply.
Category (Settings > Organization): Box under Settings > Organization of a schedule you can edit. Pick a suggested category or type a new one; it saves when you leave the box or press Enter. The schedule and its runs then show in that folder.
Auto Optimize / Review now: On a schedule's Auto Optimize tab, turn prompt reviews on or off and set the maximum per period. New schedules start at one per Hour; Day allows 1 to 60, with existing longer limits retained when already saved. Review now appears on existing editable project schedules and becomes available after edits save with Auto Optimize on. It obeys the same hourly spacing and period limit; read the result to see whether it started or why it could not.
Templates / Add to message: Client accounts outside demo mode can add Review client meeting transcripts for the current workspace from New Project or their own unarchived project. Demo viewers do not see this control. Employees can choose from the employee template list. Add to message appends the prompt to the draft without sending or starting a project.
Refresh checklist / Try again (templates): Refresh checklist reloads the access check for the selected template and workspace, including the current project when one is open. Try again retries a failed setup read. Your draft stays intact.
Project / Trigger / Auto Optimize / Settings / Runs / History: Labeled tabs below the schedule header. Project holds Name and Prompt; Trigger holds when it runs, eligibility, lifetime run limits, timing and scope explanations, and the last result with recovery guidance when available; Auto Optimize holds prompt reviews and their limit; Settings holds available organization, notification and permission options. Saved schedules also show Runs and History when available. Client tuning or Tuned for you appears for eligible shared client schedules. Use Left/Right arrows to move between tabs, Home/End for the first/last tab and Tab to enter its panel. Existing editable schedules save changes automatically. Trigger separates Unsaved settings from Still saved until saving succeeds; if saving fails, use Retry beside the title. Change a schedule name through Name on Project. Archive or Restore is in the header when you can manage the schedule; Delete is in Settings for eligible project schedules.
Refresh trigger options / Retry trigger options: On Trigger, reload available connected apps, pipelines and stages, or schedules to follow without clearing your draft. Retry appears after a failed lookup. Check Connectors for a missing app or event; check that a missing schedule is not archived or already a follow-up. These buttons appear only when you can edit. Listed apps do not prove the connection is healthy; the first event check sets a starting point and older items do not launch projects.
Send now / Send all queued: Appears below queued messages while a reply is active. Keeps those messages, stops the current reply, then resumes the conversation with the queued input once the old work has stopped.
Stop: Cancels the current turn and clears queued messages. Also cancels a pending Send now restart while the current reply is still stopping.

Common questions

You do not need to pick a client for your projects. They can work across any client you are currently authorized to serve, and tool access decides which actions are available for each one. The client picked in the client selector only decides which client's agents show in the sidebar: the ones that stay internal above the divider, and the ones the client sees at the bottom. This page does not widen access on other CRM pages. A former client moved to Inactive - Clients stays available read-only when you can open it in the CRM: your project can still read its outreach history and internal client notes, export its contacts, meetings, potential meetings and call dispositions into the project, and inspect, clean, join or transform those files. Editing its notes, validation, matching, paid work and anything sent need a current client.

On desktop, employees who can start projects land on the New Project composer so a new task is one step away. The page also returns to New Project whenever nothing is open, and when you open a project that has never run, so you never sit on an empty chat. A project that has run before always opens, and employee projects keep their conversation through the nightly refresh. Your projects stay listed in the sidebar; select one to continue it. A link to a specific agent opens that agent instead.

SalesHive writes a short topic title from your first message before the project opens, and that title never changes on its own afterward. Starting can take a few extra seconds while it does. If the title is not ready within about eight seconds, or your first message is only a greeting with no clear topic, the project opens under a title picked from words in your message and keeps it. To change it later, rename the project yourself. To pick the name up front, ask for it in quotes near the start of your first message, for example Title the project "Q4 Pipeline Review". That title is used exactly as written, with no client prefix.

Up to 100,000 characters, enough for several days of pasted reports. Nothing you paste is cut off. Over the limit, a note under the box shows how long your text is and the project will not start until you shorten it. You can also start with part of it and send the rest as your next message, since later messages have no limit.

Yes, for employees. Double-click the project's name in the sidebar (or right-click it and choose Rename), or its title at the top of the open conversation, type the new name, then press Enter or click outside to save. Escape cancels, and a blank name is not saved. If a rename cannot be saved, the old name comes back; a rename from the title also shows Rename not saved. You can also ask the agent in the conversation, for example Title the project Q4 Pipeline Review, and it renames the project with your exact wording. It only renames when you ask. Client users cannot rename projects.

Only you. A category is a label on your own project or schedule, so your folders are private, and only a project's owner can change its category. There is no list to manage: typing a new name creates the folder, and it disappears once nothing is in it. A run started by your schedule shows in the schedule's folder, so moving the schedule moves its runs too. Filing a project does not change its place in the order.

A client project can read relevant account records through its enabled tools for the permitted client. Ask it to check the records needed for your task and to state any missing information. Tool availability and client access still apply.

Yes. Describe the result you need. Available actions follow the enabled tools, your client access and required approvals. Ask the project to report what it actually completed. A chat request does not grant staff access or bypass approvals.

Your own messages no longer show a time; hover a message to see when you sent it. The date and time sit at the bottom of each agent reply instead. A finished reply shows a calendar icon with the time it finished, such as Sep 27, 5:26 PM, and a timer icon with how long it took, such as 1m 4s. A reply with no recorded run length, such as a stopped, failed or older one, shows when it started instead. Hover either one for a label. Times follow your browser locale and time zone, add a short zone name such as EDT or PDT when your browser uses a common US zone, UTC or GMT, and include the year for older messages.

Client users can open only their permitted clients. Each project stays within its client, and another member cannot open your private project.

Open Files in the selected project or agent workspace. Select a file row, or focus it and press Enter or Space. CSVs open a table preview; Google Docs and Sheets open in Google; supported images open in a new tab. Use Download to save a stored file, or Open in Google for a Google file. Tab to a row action to use it independently: Enter on Download saves the file without opening its preview. Close a CSV preview with Close or Escape, then select Back to chat to return to the conversation.

The agent is working on your request. Hover the mark to see the current stage: queued, waiting behind current work, loading on a runner, the active tool, Reasoning or Writing response. When the reply finishes, the finish time takes its place, so the reply text does not move.

Apollo can apply the submitted people filters while omitting those values, work email, or phone from free preview rows. Treat the preview as provider-filtered, review the exact rows, and run validation with the same criteria and count. Paid redemption still requires exact-count approval.

No. Conversations load recent messages first. Scroll upward or use Load older messages to read earlier history within your existing access.

The conversation changed before your answer could be accepted, for example because someone stopped the response or an answer already resumed it. Refresh the page and read the latest status. Answer again only if a current question still needs your input. Sending the old card again will not restart that response.

SalesHive is updating the system your agent runs on. The reply pauses and a Paused for maintenance, back in a moment row appears in the conversation, drawn like the agent's other steps, with its label gently waving while you wait. The message box, attach button, microphone and Send stay off so a new message cannot replace the paused turn. When the update finishes, the agent picks up where it left off on its own and that row becomes a single Resumed after maintenance row. You do not need to send "continue". If a pause ever lasts 15 minutes, the message box opens again.

Yes. The list remains scrollable when it extends beyond the available space. Its scrollbar is hidden.

If the browser cannot play it, the player shows a message asking you to download it and watch on your device. Download remains available beneath the player. Your existing conversation and file access still apply.

On a phone, Agents opens the project list so you can search or choose what to open. Use Search to find a project by name, then select it to open the conversation. Select Back to Projects, the arrow beside the project name, to return to the list and choose another project or schedule. A direct project link still opens that conversation. Long names stay on one line, and action controls sit below the name. While the agent works, the Running label appears beside those controls. The same actions and access apply.

The conversation title, messages and message box share one centered column with matching side spacing. The column adapts to narrow screens. This layout does not change sending, approvals or who can access the conversation.

No. It creates a shared-client copy of the selected file only. Your conversation and other project content stay private. Shared business actions have their own approvals.

No. Access requires project ownership and current access to its client. Sharing the same client does not grant access to another person's project.

Yes, when scheduling is available to your project. Ask it in chat. Employee and client projects can list, create, improve, archive and restore the scheduled projects of the person they work for. Only ask for a new or changed schedule when you want one. A project that a schedule started can improve schedules but cannot create new ones. On a client's page, say whether a schedule should be Personal (only you see it and its runs) or Company (everyone at your company sees it and reads its runs, and only you can change it); when you have not said, the project picks from your request: Personal for work just for you, Company for work that serves your whole company, and Personal when it could be either. It tells you where the schedule landed, under My Scheduled Projects or Company Scheduled Projects. Employee schedules are always Personal.

Name the client and ask for its current list-building parameters. When your employee project has access, it checks Playmaker targeting and newer dated targeting notes; later notes take precedence where they add or tighten a requirement. Ask which source each rule came from, and name the campaign for campaign-specific requirements. A list request should include all relevant persona groups, including influencers and other decision-makers, unless you narrow it. Primary titles are prioritized without dropping the other groups. Ask the project to identify any source coverage limits. US-only ZoomInfo previews do not cover Canada, even when a Quebec exclusion is accepted. Specify contact office when geography must match the person rather than company headquarters. Reading targeting does not update the Playmaker or prove that a list was built.

Active Strategists, Strategist Managers and Strategist Directors can report on unarchived clients where they are the primary strategist or a co-strategist, plus clients with an explicit Dial Hub grant. SDR managers can select a client currently served by their active team to compare all active SDRs assigned to that client, including other teams. Leadership keeps its broader access. Reporting access does not grant assignment edits, live supervision or session completion. Name the client and reporting dates in your request. If access is missing, check the current assignment or ask an administrator to review that client's access. Client contact and booking totals alone cannot establish an SDR follow-up pipeline or prove follow-up consistency. Strategists can also request EOD reports for one client in their strategist book, covering up to 31 report days. To check who is missing from a team summary, ask for SDR names and submitted-report counts for the same clients and dates. The project can check report coverage without reloading every narrative. Counts do not measure accomplishments, and a missing report does not prove no work. Past or covering contributors are not proof of current assignment.

No. Scheduled employee and client projects use a separate shared model, effort and speed setting managed by an administrator. It also applies to Run now and automated reviews. You do not need to choose a model in the schedule editor.

Yes. Open the schedule and select the History tab. Every saved change is listed newest first with what changed and when, plus who made it where available; select one to see how the prompt changed. Use Show older changes to load the next page of up to 25 saved changes, including separate changes saved at the same time. Keep going when this button is available, even if the current page has no visible changes. Show reviews that kept everything includes reviews that made no changes. If you own the schedule, select Restore this version, or Restore the version before it to undo that change, then confirm. On or Off stays as it is, and the restore is saved in History too, so you can undo it. Archived schedules must be restored before you can restore an older version.

These standard schedules run for every active client, campaign, mailbox, call with a real conversation or client website, so only their owner changes them. Pick a client and select the agent's row in the sidebar (Per Client schedules sit under Internal Client Scheduled Projects) to read its prompt and trigger and see every run it made for that client on its Runs tab.

Select Approvals at the top of the sidebar. It lists every pending change for the clients in your book, grouped by client, including ones raised by teammates or older client agents. You can also ask any of your projects to list, show or approve them; it posts the real Approve and Reject cards in that chat and only acts when you say so. Client users do not see this list.

Nothing. Client logins have no approval buttons, so a change that needs approval waits for your SalesHive team, and the agent tells you so. Typing approve in the chat does not approve it, and there is no need to ask again. To put contacts you already have into a campaign, ask the agent to enroll them. For a large group it can work from a contacts export. Anyone active in another campaign is skipped and named so you can decide whether to move them.

If you own the schedule, uncheck its email summary option under Settings > Notifications. Anyone who gets these emails can also turn off Scheduled Run Summaries in their notification settings, or use the link at the bottom of the email.

With Let agents make changes off, agents can only read from the app. Turn it on and they can also create or update things there without asking you first. Each app's description says what changes it allows; for example Vercel can deploy, promote, roll back and set environment variables, Meta Ads can only pause ads (never start them or change budgets), and apps whose description says read only, such as Formsite, Mercury, Ramp and Benchmark Email Classic, stay read only even then. Texting apps, such as Twilio, Quo, JustCall, Telnyx and Vonage, can send a real text to one person at a time once changes are on (up to 1600 characters); agents are told to text only people who agreed to receive texts, and bulk, broadcast and campaign sends are blocked. Ringy can only add leads, which then get Ringy's own preset texts. Some support inboxes can send a real reply to one person; agents are told to reply only when you ask and to people who agreed to receive messages. Freshdesk and Freshservice refuse replies on tickets with copied recipients, and their notes are always private. Crisp refuses chat replies on blocked conversations or those with external participants. HelpCrunch supports chat replies, not email; Tidio replies as an operator to the ticket contact. Hiver can add internal notes but cannot send email. Customerly can add private notes or reply to one contact in an unfrozen in-app conversation with no active AI management; email and WhatsApp replies are unavailable. Email sending apps, such as SendGrid, Mailgun, Postmark, Resend, SparkPost, Mailjet and SendPulse, can send a real email to one person at a time once changes are on; agents are told to email only people who agreed to receive email and only when you ask, and batch, broadcast and campaign sends are blocked. SendPulse requires an existing SMTP sender. Missive can create contacts and send a new email to one recipient when you ask; it cannot reply to an existing conversation or add copied recipients, and Missive outgoing rules may run after sending. Alchemer can rename a survey without distributing it. SurveySparrow can create one contact without changing subscription state or sending a survey. Frappe CRM can create leads, update limited lead details and set a deal's next step; it does not convert leads or change existing status, ownership or consent. Invoice Ninja can read clients, invoices, quotes and products and create a client with one contact, but cannot send invoices or take payments. Paperform can change form titles and descriptions with Business API access; Service Fusion can create customers without dispatching jobs or taking payments. Running commands needs a second switch, Allow server commands, on top of changes: that covers commands on an SSH server, Systems Manager commands and CloudFormation stacks in Amazon Web Services, one-off dynos in Heroku and one-off jobs in Render. On an SSH server, agents can read files, logs and git status with changes off; writing files and running commands both need changes and Allow server commands on. Commands that delete, wipe, stop, reboot or force push are refused. MNTN can remove one contact from one audience segment with changes enabled, while retaining the CRM contact and segment; see its membership FAQ. Record deletion is not available through Connectors. In the Google apps and Microsoft 365 they never send, reply to or forward email, change mail forwarding or rules, or share files; with changes on they can save drafts for you to send and add events, docs, sheet rows and tasks. Agents only see what the connected account can see in the app. Add for in the panel chooses who uses a new connection: Only me keeps it to your own projects, and Everyone at your company shares it with every project for your company. Your company's users and the SalesHive employees who work with your company can change company connectors. Agents in a project use both the company's connectors and the project owner's own; a company connection the viewer cannot manage shows Connected by the client. When a client has CRM sync on for Salesforce, HubSpot, Pipedrive or Zoho CRM, that app shows as connected with no extra setup and uses the CRM sync connection in Settings, Integrations; client users can set its two switches, and in an employee's client project it shows Connected by the client through CRM sync.

Connect the app in Connectors first. Triggers are available in some apps connected by an API key, in CRM sync apps, and in Gmail and Google Calendar (New email, New calendar event), Google Drive, Docs and Sheets (New Drive file) and Microsoft 365 (New email, New calendar event, New Teams chat message); other apps connected by sign-in do not offer them. Then open the schedule's Trigger tab, choose When something happens in a connected app, pick the app and then Choose what happens, such as a new lead or a new booking; the line below explains it. Client schedules watch the apps connected for that client, and employee schedules watch the apps you connected yourself. Available events include MNTN's New ad and Budget changed, Crisp's Conversation updated, Freshservice's Ticket updated, HelpCrunch's Customer message, Paperform's New submission, Service Fusion's Job updated and Tidio's New contact. MNTN events require its Reporting API key, even when the connection also has Audience or PTV keys. Paperform requires Form for submission triggers in its connection settings. Missive offers Contact updated when Contact book for triggers is saved on the connection. SurveySparrow offers Response completed when Survey for triggers is saved. Ask your agent to find the contact book or survey ID if needed. Alchemer, Customerly, Formsite, Frappe CRM, Hiver, Invoice Ninja, Benchmark Email Classic and SendPulse have no triggers. SalesHive normally checks about every 2 minutes; Crisp and Tidio wait at least 5 minutes between checks, and MNTN and SurveyMonkey at least 10. Each connected account of the app is checked on its own, and a trigger turned off in an account's connector view is never checked for that account. The first check records a starting point without launching projects. Later checks can pick up delayed records within the recent lookback window. Each new item starts one project with that item's details, at most 10 per check, and a client schedule starts at most 40 projects a day (other schedules 200). If the selected app is unavailable for the trigger, check Connectors or choose another app, then select Refresh trigger options. If loading fails, select Retry trigger options; your settings stay in place. Listed apps do not confirm connection health.

Yes. Select Add account in the Connectors panel or Add another account in its connector view. For Google and Microsoft, signing in with an already connected address renews that account. A different address connects separately or renews its own existing connection; it does not replace the account you started from. For API-key apps, only the same saved key and account details renew an existing connection. Matching display names alone do not merge accounts. Each account has its own tool and trigger switches. Ask the agent for the account by name when several are available.

Your existing connections stay unchanged. Start again from Connectors and choose the original Google or Microsoft account. For Update key, enter the same saved key and account details. To use a rotated key, add a key or change account details, select Cancel, then Add another account (or Add account in the panel) and enter the complete new details. A new connection starts with Let agents make changes and Allow server commands off. For Google, Microsoft and API-key apps, reconnecting the same account keeps its tool, trigger and permission settings, including a pause; turn on Agents can use it if needed. A disconnected account is enabled when successfully reconnected. If the identity error continues, stop and ask SalesHive for help.

Your agent reads the text of PDF, Word (.docx), PowerPoint (.pptx, including speaker notes), Excel, CSV and plain-text files you attach. It also reads a PNG, JPG, GIF, WebP, AVIF or TIFF image attached to your message, such as a screenshot of a report, and answers from the text and numbers it shows. Other image types, such as HEIC or SVG, cannot be read, so send a PNG or JPG instead. Scanned PDF pages are read from their pictures too. Pictures inside Word or PowerPoint files are not read, so a picture-only slide is reported as having no text. Save older .doc or .ppt files as .docx or .pptx first. If a file cannot be read, the agent tells you why instead of guessing at its contents. In an employee project working on a client list, attach a CSV, TSV or TXT and ask for a row range, such as the first 1,000 accounts. The agent can prepare up to 100,000 selected data rows even from a larger file, keeping the original upload and labeling the selected rows. This row-range option does not apply to Excel workbooks or Google Sheets. Preparing the file does not import contacts.

Before sending, hover over an attached image in New Project or a conversation draft to see a larger preview. Click or tap its thumbnail to expand it; with a keyboard, focus the thumbnail and press Enter. Close the expanded preview with Close image preview, Escape, or a click outside it. Previewing keeps your draft and does not send it or start the project. Use Remove on the thumbnail to detach the image. After sending, select the attachment count under your message to show or hide its files. Select a sent image to open it full size in a new tab; other files and images that cannot preview appear as download links with their original names. File access follows the conversation permissions.

Everyone is on Approve for me unless they chose Ask me. The setting that applies belongs to the person who started the chat, or the client's assigned strategist on automated runs. Each automatic change is tracked with its before state and logged. That includes unsubscribes and pausing all of a client's outreach. Only new ad spending, GA4 data retention, blacklist removals, bulk CSV contact overwrites and imports that overwrite existing contacts still wait for approval. Emails to the client and paid list purchases keep their own approval. Switch to Ask me beside the message box to approve every change yourself. An agent CSV import includes contacts without email when they have a usable phone or name identity. Its preview counts new and existing matches, including phone-only matches, and flags rows with no usable identity. Updating an existing contact still needs approval. Only contacts with email addresses enter email validation; suppression and campaign eligibility checks still apply.

Gmail and Google Calendar and Google Drive, Docs and Sheets are now two separate apps in Connectors. An earlier Google connection now covers Gmail and Calendar only. To let agents use Drive, Docs, Sheets, Contacts or Tasks, or to start projects on New Drive file, connect Google Drive, Docs and Sheets as well.

If your login covers one company, that spot now shows New project, which opens a new project on Agents from any page. You are still working in your company. Logins with more than one company keep the dropdown for switching.

You can read them but not change them. Select one of their runs under Company Scheduled Runs, or select an agent under Company Scheduled Projects to open its Runs tab and then a run, to read its full chat; the agent's other views show its prompt, trigger and History. History shows when each change happened, what kind of change it was and how the prompt changed, but not the SalesHive team's internal notes about it. Inside a run, select Edit to open the agent on Project, then choose Runs or History in the editor. You cannot edit, start or remove an agent, or reply in its runs. They are SalesHive's standard agents, run the same way for every client. To ask for something different, start your own project or ask your strategist.

No. The default prompt and timing stay the same for every client. A client's tuning adds guidance under the default prompt for that client only, and can run it at fewer of the default's times, never new ones. If the default's times later move so a client's timing no longer lines up with any of them in the next two weeks, that client runs at every default time instead, and When it runs can still show the older timing. The Email Sender Agent and Email Responder always keep their default times for every client, so only their guidance can be tuned. Run now ignores a client's timing.

Send appears only for a draft this chat saved in your own Gmail, while you are signed in as yourself rather than viewing as someone else, and while the draft is still in your Drafts. Drafts in another person's mailbox, drafts already sent or deleted, and drafts the agent sent later in the chat show no Send.

Pick the client in the client selector. At the bottom of the sidebar, the Client View: [client] section, under an orange divider bar, mirrors their whole Agents sidebar, in the same order and with the same labels: their Company Scheduled Runs, their Company Scheduled Projects with SalesHive's agents listed first, and their Company-wide connectors. Sections private to each person there, such as My Projects and My connectors, show a Hidden tag instead of their contents. The agents they never see are listed just above it, under Internal Client Scheduled Projects. The switch no longer has a Client option. If you are already viewing as a client, select Stop Viewing in the banner to come back.

Yes. Ask it to find your saved list work for the client, including archived projects. It can report the saved job's status and link to the owning project. Open that link, or use Show archived projects, then Restore project to continue the original work. Review, file access and paid enrichment stay in that project. An empty job search does not prove that no conversation, file or purchase exists; ask the original project to check its files and purchase records before rebuilding. A teammate's private projects are not included.

Ask the project to report delivered versus requested contacts and review the saved outcomes CSV. Keep the original source, delivered file and row-by-row outcomes. An account-limit refusal is not charged, but other missing results and the total charge may still need checking. A used approval cannot buy again. If every selected contact in every matching attempt was refused without charge, and the current allowance is verified sufficient, the project can validate the same exact selection again and ask for a new exact-count approval. It does not retry automatically. Partial, skipped or uncertain results still require reconciliation and a separately reviewed remainder that excludes delivered and skipped contacts. Counts alone cannot reconstruct missing row outcomes; the outcomes CSV is not a billing statement.

The summary uses the agent's reply, skipping single-paragraph progress updates before it continues working, even when those updates are long. If no separate reply is available, it falls back to the full response. Errors and waiting states can appear instead. Open the run to read the full conversation and any decision it needs from you.

Yes. Ask your project for a paid fresh lookup and approve its new question with the exact contact count and credit cost. Normally, this client's purchases from the last 30 days are reused without new contact credits and marked reused in the outcomes CSV. If you request additional company data, company details already saved on reused contacts are kept without another company lookup. Missing company details can still use company credits. Including contacts already in the platform does not turn on a paid refresh. A paid refresh can use one new contact credit per selected contact and does not guarantee a different email address or phone number.

With Auto Optimize on, a review reads up to ten recent eligible runs since the last successful review. It makes one small supported prompt improvement or records why it kept the prompt. Access, settings, permissions and approvals stay unchanged. Shared client schedules improve only that client's guidance. A client that is no longer eligible is skipped so another eligible client can be reviewed; skipped evidence is not marked reviewed. Reviews stay at least one hour apart and obey the saved period limit, maintenance and active-review holds. Held evidence can be checked later without another run finishing. This is a recent batch, not a review of every past run. A failed run can still supply saved actions and results, but missing results remain unconfirmed. Open History to inspect saved reviews, including reviews that kept everything. Once an automatic review is complete, continuing its chat cannot save more schedule changes. Edit the schedule in Scheduled Projects or ask a regular project to update it. If the review says it is stale or the schedule changed, nothing was saved; leave it for the next review.

No. Ready confirms checked tool access, not that completed meetings or transcripts exist. Access is checked again when the project runs. Blocked means required access is unavailable; Unknown means it could not be confirmed. Refresh checklist or Try again checks again. The checklist is advisory, so Add to message can still prepare a draft without granting access or starting work. A meeting recap should identify missing meetings or transcripts and coverage gaps rather than inventing decisions or commitments. For employee reviews of SalesHive Video calls, absent participant history means attendance is unknown. Records listing only internal participants do not prove a no-show. Read any available transcript before judging attendance; missing text alone proves neither a no-show nor a recording failure.

Find MNTN in Connectors and select Connect with API key. Use Add account or Add another account when adding or rotating keys, or changing account details. Update key only renews a connection when every saved key and account detail matches. Enter at least one key, even though each key field is marked optional. Reporting API key comes from My Account > API in MNTN. For audience segments and contact membership, request an Audience API key for SalesHive from MNTN support. For campaign controls, request a PTV API key and enter its Advertiser id. These keys are separate; a key issued for another partner may not work. Select Check and connect to verify every key supplied. A tool needs its matching key, so connecting only an Audience key does not enable reports or campaign controls. For reporting triggers whose timestamps lack a UTC offset, confirm the zone with MNTN and enter Reporting time zone, such as America/New_York or UTC.

No. Trigger shows an estimated next launch for a draft, or the saved next launch. An overdue time tells you to check Runs. Events have no predictable arrival time; manual schedules start only with Run now. Set days and times follow the selected time zone and daylight saving. Custom cron uses UTC; intervals measure elapsed time. Off, archived, invalid or lifetime-capped schedules explain what needs attention instead of promising a launch. For unsaved edits, Still saved describes the settings that continue to apply. Timing and launch receipts do not prove the work succeeded.

Stop after is a lifetime limit. For a standard client schedule using When another scheduled project finishes, each newly queued target counts as one automatic target run. One completion can therefore use several runs, such as one for each eligible mailbox. Timed standard schedules count launch cycles; Per Call schedules count call runs. Run now does not count toward this limit. Read the advice below Last result on Trigger. For an invalid schedule, check days, times and time zone before turning it on again. For a reached limit, raise or clear Stop after and turn it on. For no eligible targets, check scope and activity filters. For a failed run or maintenance delay, inspect Runs and the latest project, and confirm whether work already started or an action already happened before using Run now.

With a Reporting API key, ask the agent to discover the fields your account can access, read campaigns, creatives, ads, performance, budget changes and change history, or build a custom report. Reports default to month to date unless you request another range. New ad and Budget changed can start Scheduled Projects when those events appear in reporting; they also need the Reporting key. Table access depends on your account, and metrics may arrive late or be revised. Reports and triggers are not a complete historical audit.

Turn on Let agents make changes for the connected MNTN account, and keep each required tool on under Tools and triggers. With the Audience API key, agents can create an empty segment and add, update or remove one contact membership. With the PTV API key and Advertiser id, they can create or clone a campaign draft, rename a campaign, pause a live campaign, or replace its audience with an existing compatible PTV audience from the same advertiser. An already paused campaign stays unchanged. Audience assignment checks the current assignment first; if it has changed, read the campaign again before retrying. Drafts have no budget and must be funded and launched separately in MNTN. Agents cannot launch campaigns, change budgets or create ads through this connector. If a change cannot be confirmed, check the result in MNTN before retrying because it may already have applied.

Specify the exact segment and a stable contact identity id. Adding or updating membership requires confirmed permission for audience targeting and at least one matching email address, phone number with country code, or IPv4 address. Reuse the same identity id to update or remove that membership. Changes affect every campaign using the segment, including campaigns that exclude it. Removing a contact from an exclusion segment can make that contact eligible for ads; it does not delete the CRM contact or the segment. An accepted request means processing has started, and matching or delivery may update later. Configure segment inclusion or exclusion in MNTN. Audience API segment ids and PTV campaign audience ids are different: adding a contact to a segment does not attach that segment to a campaign.

In your employee project, ask "What is my attendance points balance, and when do the points roll off?" With attendance access enabled, active SDRs, Sales Reps, SDR Managers, Hiring/Training Managers, Executives and Admins can read their own balance using the same 60-day calculation as My Attendance. The reply can show occurrence types, dates, points and rolloff dates. It cannot read another employee's balance, even for managers, or change attendance. Private reasons, protected leave and disciplinary records are excluded. If your profile or complete balance is unavailable, ask your manager to confirm it; unavailable does not mean zero. This capability is not available in client projects.

On the schedule's Runs tab, select Retry loading runs if the first page fails. If Show older runs fails, the runs already loaded stay visible and usable; select Retry older runs to try that same page again. Loading older runs... appears while a request is running. These controls only reload the list. They do not launch a project, rerun work or change the schedule.

Select Retry loading history if the first page fails. If older changes fail to load, your loaded rows and prompt comparisons stay visible; select Retry older changes to try the same page again. If one prompt comparison fails, expand its entry and select Retry prompt change. These buttons only reload history. They do not save settings, restore a version or start a project, and they are available when you have read-only access too. Retries keep the current Show reviews that kept everything filter.

When reviewing client calendar records, your agent receives the saved booking status and a separate check of the saved confirmation evidence for bookings hosted by a client. A pending or uncertain result does not establish that the booking completed, even if the record says confirmed. Older bookings and staff-hosted bookings remain visible, but this check cannot confirm them. It does not check the calendar connection live or prove an invitation reached its recipients. Reviewing records does not retry or repair a booking. Ask for the existing booking to be checked before making another attempt; any recovery needs separate authorization. For a missing or misaddressed client email confirmation, ask a project with client-inbox access to check the original and corrected recipient addresses across its authorized mailboxes for up to 31 days. This includes saved sends in separate threads or without a contact link. A saved send does not prove receipt or a calendar invitation; no match does not rule out action elsewhere, and a truncated result is incomplete.

Ask your project to check the exact contact and client. With the required access, it can read saved call and email switches and this client's phone blocks for the contact's stored numbers and numbers in the call history it has loaded. A phone block protects that number only; a call or email switch set to Off stops only that channel. A phone-only stop does not establish an email stop. Ask it to check email suppression separately. No matching phone block, or an unset switch, does not mean outreach is allowed: consent, status and other suppression checks still apply. This review reads saved evidence and changes nothing. Employees can also ask their project to list overdue human-review holds for an authorized client, including saved summaries, assigned responders, the strategist and links to the contacts and hold queue. This lookup is unavailable to client-facing agents. A hold summary is evidence of a reported blocker, not proof of a lost meeting; reading it does not release the hold or send email.

No. Paid work needs validation and your approval for the exact contacts and credit cost. In an employee project, reply yes to the latest enrichment question. It can name one validated contact and its one-credit cost, or state the exact validated match count and matching data-credit cost without repeating the word contacts. If the agent checked both a sample and a final batch, your yes applies to the uniquely validated final count and stated credit cost. If your reply changes the count, asks for several lists, or changes whether contacts already in the client platform should be included, the agent must validate the revised request and ask you to approve its exact count and cost before spending. Including existing contacts does not approve a paid refresh of recent purchases. Ambiguous alternatives still need clarification. You do not need to type an approval code. One reply can approve several named contacts when the question gives their exact total; naming just one does not approve the group. A separate instruction to cancel, stop or wait prevents approval.

Ask it to compare the file, client, count and purchase options with your latest instructions, including whether to include existing contacts. If you changed that choice, the agent must validate the revised request and ask for fresh approval before spending. If they match and approval was unused, it should report the recognition problem instead of asking you to approve again; nothing was purchased in that case. If approval was used, check the original operation, saved result and delivered files. A used approval alone does not prove a charge. When no completed result is retained, charges remain unconfirmed. Resolve that outcome before approving another purchase.

Another connector decision was saved while your request was running, so the older result was not saved. Start again from Connectors and check the current account, status and switches before retrying. For Google, Microsoft and API-key connections, a refresh or reconnect started before a later disconnect cannot restore that disconnected account. Reconnect only if you intend to enable it again. A disconnect clears stored credentials and turns changes and server commands off.

When the after-call run is allowed to make changes, a first name and a direct or mobile number supplied in the call can be enough. If only a shared company line is available, a last name or role is also required. Missing details are not invented. The agent should save genuine referrals for further outreach. If the person already declined, asked for no further contact or confirmed they are an existing customer, it should record their name, role and response in the call note instead of creating a new prospect. Before adding a first-name-only referral, the agent checks this client for the same first name and matching phone number. An existing active contact receives a referral note instead of a duplicate; removed contacts are not added again. The agent checks saved referrals and their follow-up dates before reporting that another contact or reminder is needed. A date-only reminder is a calendar day, not an appointment hour. Read the run result to confirm what actually saved.

Yes, when After call is enabled and the run allows changes. The prospect must explicitly ask to stop calling or confirm removal from the call list in the transcript; they can still welcome email. For a private number, the transcript must contain an explicit stop request or a recorded SDR removal promise. An unconditional SDR promise such as "I won't call you back," "We will not call you again" or "I'll take you off this list" can qualify, as can a promise to remove the number from the system or mark the person so calls stop. Only the mobile or direct number dialed is blocked for this client. A simple decline, temporary pause, conditional promise or shared company line does not qualify for that block. A number block leaves Calls and other numbers unchanged. Both actions preserve status, email preferences and existing restrictions. Review-only and extra information or referral-email runs cannot make these changes. Check the saved note and result; Calls: Off confirms a contact-wide stop.

Where the project has client campaign actions, ask it to create a contact custom field or change its name, description or Required setting. It checks existing fields and follows your client-action approval policy. Fields apply across the selected client, including every campaign; campaign-only fields are not supported. These actions leave existing contact values unchanged and cannot change a field type, stable key or existing dropdown options. Check name-based {CF:Field Name} tags before renaming a field.

Share the Sheet link, name the worksheet and specify the cells or rows to change. With access through your authorized Google account, the agent reads the exact range before editing it and checks it again before saving. A sample or header read does not cover a larger edit. If the range changed, the agent must read it again before trying the edit. A successful edit returns a short confirmation after reading the saved range back, rather than repeating every cell. Ask to see a specific range if you need to inspect its contents.

If the SDR note reports an email already sent, the agent withholds another email to the original prospect even when no delivery receipt appears in history. Check the recipient and delivery before arranging another send; missing history does not prove nothing was sent. Read the call note and agent's result for the check still needed.

Find DNN in Connectors and select Connect with API key. Enter Website address, DNN username and DNN password, then select Check and connect. Use the exact public HTTPS site address without a subfolder. Ask the website administrator for a dedicated account with Pages access and JWT authentication enabled for the Persona Bar page API. Enter credentials in the form, never in chat. Basic reads cover page SEO settings, URL mappings, hierarchy and module names. For editing, the administrator must install SalesHive Website Connector 1.0.0 for DNN Platform 10, enable JWT for its routes and grant the account the required page, HTML module and media permissions. Turn on Let agents make changes. Ask the agent to check editing capabilities, then verify a read and a reversible edit on an approved test page with the administrator before broader work. Custom modules, advanced URL mappings and theme or server changes need separate support. Hosting stays where it is; connect Analytics and Search Console separately.

Use the account that owns the specific event type and allow the required reading and booking tools. Booking requires Let agents make changes and a supported paid Calendly plan. The agent reads the event requirements before submitting: supply genuine answers, requested guests and the chosen location. A call number does not authorize SMS reminders. Campaign booking also requires an eligible calendar in Scheduling and a matching company connection. A pending or uncertain result is not a confirmed meeting; check the original event before another attempt. A verified event does not prove the invitation reached an inbox.

Ask the agent to read the current page or standard HTML module first and check every page that shares that HTML. The connector can edit page SEO and standard HTML content, create child pages and HTML modules, and upload images or PDFs. HTML publication follows the site workflow; approval still happens in DNN when required. A workflow that publishes directly cannot save a private HTML draft. New child pages inherit the parent viewing permissions and are hidden from navigation, but may already be reachable by URL. Revision checks detect changes before saving but do not lock out other editors. If a save is unconfirmed, read the content back; if creation is unconfirmed, search for the new item before retrying.

Yes, where the connected app supports it. In Manage connectors, expand the app and review Make changes, then open the connected account and enable Let agents make changes and the tools you want. The website account also needs the required permissions. With changes on, supported edits and publishing can run without another approval. Tell the agent which pages to change and whether to keep a draft or publish. Ask it to read the current content first and reconcile any changed version or unconfirmed save before retrying. WordPress and Ghost support page and post edits and publication. Contentful, Storyblok and Sanity support publishing reviewed content; SEO fields depend on the site schema. Shopify supports pages, articles and product content, including supported SEO fields. WordPress SEO plugin fields must be writable through its API. Webflow supports page SEO and CMS content, but static page-body edits through this connector require a secondary locale. Publishing the site publishes all staged changes, including other editors' work, to the selected destinations. Wix supports blog drafts and publication, not static editor pages or layouts; publishing follows the site's subscriber-notification settings. Squarespace supports product content and SEO, not general pages or blogs. WooCommerce supports product edits; connect WordPress separately for pages and posts. Unbounce remains read only: use its editor to change or publish landing pages. DNN editing requires the companion extension described above.

Ask your employee project to find a document by name, person or topic. It searches files your own Google account can access, including shared drives available to you. If a name search misses the document, ask it to search for a specific phrase in the file text. Each search page returns up to 25 matches. Ask it to continue through more results when needed. The agent should open relevant files before reporting what they say; a list of search matches is not a complete review. Searching does not publish or share files. This describes employee projects; client projects use their own permitted file access.

Yes, with access to the client and its campaign data. Name the client, campaigns and either all time or an inclusive date range in Eastern time. Ask for sends, opens, replies, open and reply rates, and a CSV by email step. Archived campaigns are included unless you exclude them. Rows stay separate by step, sender type and content mode. No step means no step was recorded; Not tracked means opens were not measured. Missing historical engagement is unknown, not zero. The download contains every step for that campaign and requires you to sign in with the correct client selected. For one combined file, ask the project to include every requested campaign.

Read the error shown in the conversation. If the agent is waiting for an answer, answer its current question first. If it must finish its current action, let that action finish. If it is still stopping, wait briefly before trying again. A conversation archived by Start fresh cannot be restarted this way.

After a previous agent warming reduction or mailbox pause, another agent reduction needs newer failed placement evidence for that same mailbox: an inspected test-inbox copy sent after the change and found in spam, or a completed placement test created after the change with spam results. A new daily audit, a clean control or rechecking an older copy does not qualify. Without that evidence, the action leaves the current settings unchanged and tells the agent to report Routine. The check runs before the proposal and again when the change is carried out.

Yes. Return to the same employee project and ask it to remove the contacts from that completed import, naming the client and campaign. It can use the saved import result when every distinct contact was newly enrolled, no contacts were reassigned, and the import had no errors, for up to 5,000 contacts. Otherwise, ask it to review the current campaign contacts and identify the exact contacts to remove. This removes campaign enrollment only; it keeps the contact records and any imported field changes. Your usual approval setting still applies. If the original import result is uncertain, have the project check what happened before repeating it.

Overview

How to use this page

Open your projects

Review client approvals (employees)

Start from a prompt template

Check template setup before starting

Schedule employee projects

Group your projects into categories

See a client's agents, internal and client-facing (employees)

Read your team's call reviews (SDR managers and strategist directors)

Schedule a client project (client users)

Read your company's runs and schedules (client users)

See the agents working for you (client users)

Read how an agent is tuned for one client

See what an agent's tools produced

Send an agent's draft from your Gmail

Ask for an account update

Answer a waiting question

Approve an action from chat

Approve client changes waiting in a chat (employees)

Chat or start focused work

Connect apps your agents can use (client users)

Manage connectors from the sidebar (client users)

See every connector and app in Manage connectors

Review the workspace tabs

Read older messages

Scroll the agent list

Watch a delivered video

Find shared workspace controls

Find a navigation page

Start a private client project

Review private project files

Publish a selected project item

Recover a project that could not start

Use an attached image on a client website (employees)

What the buttons do

Common questions

Get an answer from a real person

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