Configure
Turning agents on and off, what an agent's screen tells you, customizing how it writes, and managing signals in a personal account.
Configure is the fourth tab in the bottom bar. It is where you choose which agents run after your calls. In a personal account it also holds your signals, under a second segment: the tab opens on Agents, and Signals sits beside it. A team account sees the agents list only.
Agents
The list opens with a line on how agents work: after a call is debriefed, each agent decides whether it has something worth adding and leaves the result on the record.
Agents are grouped by category, in this order: After the Call, Objection Handling, Buying Group, Deal Health, Closing, Account Watch, After Close, Team Learning, Industry. A group you have no agents in does not appear. Each group shows how many of its agents are on, as in "2 of 5 on", and opens to list them. Only one group is open at a time, so opening another closes the first.
Each agent row has its name, a short description, its cost tier (Light or Deep), an Always on tag where that applies, and a switch. Turning an agent on or off applies to the whole organization. Within a group, the agents you can switch come first. Only agents that bring you work, such as check-ins, follow-up drafts and proposals, have a switch. The rest keep your records current and show a lock; an org admin switches them on the web.
To find an agent, type in Search agents. A search matches names and descriptions and opens every group that has a match. The filter button next to the search field opens a sheet with a Status filter: All, On or Off. Tap Show results to apply it. The button shows a count while a filter is set, and Reset in the sheet clears it.
An agent's screen
Tap an agent to open its screen. The card at the top has its category, what it does, and a line about recent runs, such as how many times it ran and how many of those produced something or were held back. Under that is the same on/off switch as in the list, with a line saying what the current state means.
The rest of the screen explains the agent:
| Section | What it shows |
|---|---|
| How it works | Runs when, Holds back when (with how long it waits before repeating the same work on a deal), and You get: a brief, plan, report or map, as a card on the deal |
| Listens for | The signals it runs on, as chips |
| Reads | Where it looks, such as the deal record, call signals, transcripts, your knowledge, or the web |
| Track record | How many of its cards were acted on, left unopened, or marked not useful |
If several of an agent's cards are marked not useful, it stops and its screen says so. Resetting it is done on the web.
Customizing an agent
Tap Edit at the top of an agent's screen to open Customize. Changes here are added to the agent's instructions on every later run. They do not change when it runs or the shape of what it writes.
| Section | Setting | Options |
|---|---|---|
| Style | Length | Short, Standard, Detailed |
| Style | Tone | Auron's default, Plain and direct, Warm and friendly, Formal, Brief and punchy, Upbeat |
| Sources | Web search | Lets it search the web on top of what Auron knows about the deal |
| Additional notes | Focus on | Free text, for example what to look out for |
| Additional notes | Leave out | Free text, for example what never to mention |
Length, tone and web search save as soon as you change them. The two notes save when you tap Save notes. An agent that needs the web to do its job shows a lock in place of the web search switch.
Once you have changed anything, Reset to default appears at the bottom. It clears everything you changed for that agent, after you confirm.
Signals
In a personal account, the Signals segment lists what Auron listens for in your calls, chats and voice notes. Agents run on these signals, so switching one off can switch agents off too.
Signals are listed in groups. Each group shows how many of its signals are tracked, as in "3 of 4 tracked", and opens and closes the same way as the agent groups. Search signals matches the name, the meaning and the example phrases, and opens every group with a match.
Each signal row has a switch:
- Switching a signal off asks first. The prompt says calls, chats and voice notes will no longer be checked for it, and lists any agents that go off with it, either because they need that signal or because they have no other signal left to run on.
- Switching it back on turns those agents back on. A message says how many were switched back on.
A signal's screen
Tap a signal to open it. The top card shows its group, a Built in tag for signals from your starter kit, what the signal means, and the same tracking switch. Below that:
- When it fires. Most signals fire when someone says it. Some fire on silence, when a conversation ends without it coming up, or when it has never come up across the record's history.
- Sounds like, the example phrases.
- Agents that run on it, each marked On or Off. Tap one to open that agent.
- Recently heard, the last five times Auron picked it up. Tap one to open the call, chat or voice note it came from.
Adding and editing a signal
Add a signal sits at the top of the list. Tap Edit on a signal's screen to change one. Both use the same form:
| Field | What to write |
|---|---|
| Name | A short name, for example "Asked about delivery times" |
| What it means | What it tells you about the customer |
| Example phrases | One phrase per line, the kind of thing people say |
Tap Add signal or Save signal to save. A signal you added yourself can be deleted from the edit form with Delete signal. Auron stops looking for it, and the signals it already found are kept. Built-in signals can be edited or switched off, but not deleted.
In a team account, signals are managed in the web console. See What you do in the web console.