--- title: "Create an automated agent (BETA)" slug: "create-an-automated-agent" updated: 2026-10-13T10:58:20Z published: 2026-10-13T10:58:20Z canonical: "help.gong.io/create-an-automated-agent" --- > ## Documentation Index > Fetch the complete documentation index at: https://help.gong.io/llms.txt > Use this file to discover all available pages before exploring further. # Create an automated agent (BETA) > **Who can use this**: Any team member > > **Available on**: Gong Foundation > > **Ideal for**: Sales manager, RevOps > > **Required permissions:** Manage company agents, skills, and automations Automated agents run a sequence of actions when a defined trigger fires. Use this article to create and activate an automated agent in Gong. > [!NOTE] > Note: > > Automated agents consume Gong credits ## Step 1: Open the agent builder Automated agents are created and configured in the agent builder. **To open the agent builder:** 1. From the left sidebar, click **Assets**, and select **Agents**. 2. Click the **New agent** dropdown, and select **Automated agent**. 3. Click **Untitle agent** on the top left to give the agent a name. The agent builder opens on the Editor tab with a new untitled agent. ## Step 2: Select a trigger The trigger is the event that starts the agent. In the Add a trigger panel, select one of the following trigger types. ### CRM change Use this trigger when you want the agent to run based on a change to a CRM record. **To configure a CRM change trigger:** 1. Select **CRM change**. 2. Click the **Add trigger** dropdown, and select the event type: - An object is updated - A new object is created - An object is updated or a new object is created 3. Select the object, the field, and the action type. 4. To narrow which records start the agent, click **Add filter** and define your conditions. You can add a single condition or a condition group. ### Date condition Use this trigger when you want the agent to run based on a date associated with a CRM record. **To configure a date condition trigger:** 1. Select **Date condition**. 2. Select when the trigger should fire: - When a date is approaching - When a date has passed - When a date is today 3. Select the opportunity and the date field. 4. Enter the number of days away. 5. To narrow which records start the agent, click **Add filter** and define your conditions. ### Smart tracker Use this trigger when you want the agent to run when a smart tracker detects a concept on a call. **To configure a smart tracker trigger:** 1. Select **Smart tracker**. 2. Select the tracker. The tracker's filters are displayed on the page automatically. ## Step 3: Add actions Actions define what the agent does when the trigger fires. An agent can have one or more actions, which run in sequence. Click the step block on the canvas, or click **+** to add a new step, to open the Add an action panel. ### Generate with AI Use this action to generate summaries, insights, or recommendations based on data from the trigger. **To configure a Generate with AI action:** 1. Select **Generate with AI**. 2. Enter your instructions in the prompt box. ### Send an internal email Use this action to send an email to one or more Gong team members using data from the agent. **To configure a Send an internal email action:** 1. Select **Send an internal email**. 2. Enter the recipients. You can select by CRM role or choose individual team members. 3. Enter the email subject. 4. In **Message**, click **Add variables** to include values from variables in the message. ### Send a Slack message Use this action to send a Slack message to a channel or to specific team members. **To configure a Send a Slack message action:** 1. Select **Send a Slack message**. 2. Select the recipients. You can select by CRM role or choose individual team members. 3. Select the channel. 4. Enter the message. ### Send a brief Use this action to send an automated brief. **To configure a Send a brief action:** 1. Select **Send a brief**. 2. Select the brief and the assignee. Assignees are role-based, for example SDR or role manager. ### Add to flow Use this action to add contacts or leads to a flow. **To configure an Add to flow action:** 1. Select **Add to flow**. 2. Select the flow and the assignee. Assignees are role-based, for example SDR or role manager. ### Start a play Use this action to start a play for an account. **To configure a Start a play action:** 1. Select **Start a play**. 2. Select the play and the assignee. Assignees are role-based, for example SDR or role manager. 3. Click **Apply**. ## Step 4: Configure the agent settings Before saving, give the agent a name and description so it's easy to identify. **To configure the agent settings:** 1. Click **Settings** in the top right. 2. To change the icon, click the **Icon** dropdown and select an icon. 3. In the **Agent name** field, enter a name for the agent. 4. In the **Description** field, enter a description of what the agent does and when to use it. 5. Click **Save**. ## Step 5: Save and activate the agent When the trigger and actions are configured, save the agent. You can activate it immediately or come back later. **To save the agent:** Click **Save** in the top right. **To activate the agent:** Click the **Disabled** dropdown, and select **Enabled** and click **Save**. The agent is now active. It runs automatically each time the trigger fires. To review runs, click the **Runs** tab. ## Frequently asked questions **Can I edit an automated agent after it is activated?** Yes. You can change the agent trigger and add or remove actions while the agent is enabled. You must save the changes for them to take effect. You can only edit agents that you created. **Can I have more than one trigger on a single agent?** No. Each automated agent uses one trigger. To respond to different events, create a separate agent for each trigger. **Where can I see if an agent run succeeded or failed?** Click the Runs tab in the agent builder to view the run history. Each run shows whether it completed successfully and what actions were taken. Any team member can access this feature if they have the required permissions. Gong’s core platform for gaining advanced visibility into your revenue operations. Also the prerequisite license needed for Gong’s add-on packages. Access to features depends on your [company’s plan and your assigned seat](/v1/docs/plans-and-seats). A team member who manages a team of sales reps. A team member who manages and optimizes revenue-related workflows by managing business entities such as metrics, targets, and dashboards.