Agents

How to use this page

1. 1

   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. The page opens their first active project, or New Project when they have none. 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.

2. 2

   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.

3. 3

   Schedule employee projects

   Employees who can schedule projects see My Scheduled Projects in the sidebar. Select the plus icon labeled New scheduled project, type a name in Schedule name (required) and write a prompt, 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. On the same tab, set Auto Optimize, the most reviews of its runs per Hour, Day, Week or Month (new schedules start at 1 a day), and check Email me a summary if you want a short email after each run; it starts off. 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. 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.

4. 4

   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. You can also set a schedule's category in the Category box on its Trigger tab. Runs of company schedules and the company sections have no folders. Employees also see Rename in the same menu.

5. 5

   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.

6. 6

   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.

7. 7

   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. Type a name in Schedule name (required) 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. The same tab 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. 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. 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. The schedule's Runs tab opens each run, and its Prompt history lists every saved change to the prompt and settings. Use Run now in the editor to start one project immediately.

8. 8

   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.

9. 9

   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, the Prompt (pencil) and Runs (list) icons open the agent on that view, and the agent's Conversation icon brings you back to the run. The agent's header icons switch views: Prompt shows the instructions it follows, Trigger shows how often it runs and its 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 Prompt 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.

10. 10

    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.

11. 11

    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.

12. 12

    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.

13. 13

    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. Client projects stay within the permitted client. Review required approvals before changes or paid work.

14. 14

    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.

15. 15

    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.

16. 16

    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.

17. 17

    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. To make Enter add a new line instead, open the Input settings gear beside Attach and turn off Enter sends. The setting is saved to your account. 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.

18. 18

    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, just right of the Input settings gear, 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. 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.

19. 19

    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.

20. 20

    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, search with Find an app or trigger, pick a category, or choose With triggers or Connected. Select an app to see what agents can read, what they can change once you turn on Let agents make changes (agents never delete anything), and which triggers can start a Scheduled Project. 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.

21. 21

    Review the workspace tabs

    Every chat has the same row of header icons; hover one for its name. Use Conversation for chat and Files for delivered work. On a run started by a schedule, Prompt (pencil) and Runs (list) open that schedule on that view. On your own active project, when you can create schedules, the pencil reads Schedule this prompt 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.

22. 22

    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.

23. 23

    Scroll the agent list

    Scroll within the list to reach more available agents. The list keeps scrolling even though no scrollbar is shown.

24. 24

    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.

25. 25

    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.

26. 26

    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.

27. 27

    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.

28. 28

    Review private project files

    Open Files in your project to review delivered work. Access to the same client does not let another member open your private project. Check the delivered format and link before using a file.

29. 29

    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.

30. 30

    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.

31. 31

    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 / Prompt / 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. Prompt and Runs show on a run started by a schedule and open that schedule on that view; on your own project the pencil reads Schedule this prompt. 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)

Asks for confirmation, then creates a shared-client copy of the selected file. The project conversation stays private.

Input settings (gear beside Attach)

Your personal message box settings, saved to your account. Enter sends switches between Enter sending (Shift+Enter for a new line) and Enter adding a new line (Cmd/Ctrl+Enter sends). It starts on. On phone-sized screens Enter always adds a new line. Chats that can steer a busy agent also show Steer automatically.

Connectors (plug icon in the message box)

Client users only: shown on New Project and in your own active projects, beside the Input settings gear. 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; agents never delete anything), 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 search, a category list and All, With triggers or Connected. 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 Prompt 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 (schedule Trigger tab)

Box in the run settings 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.

Common questions