Agents and their cards
What agents do after a call, where their cards land, and how to answer a proposal or a question from your phone.
An agent is a piece of follow-up work that Auron runs for you. After a call is debriefed, each agent that is switched on looks at what was said and decides whether it has something worth adding. If it does, it writes something (a brief, a plan, a report, a draft) and posts a card about it.
You choose which agents are on in the Configure tab, and everything they write is kept in Artifacts.
What starts an agent
Most agents run on signals. Each one listens for a set of signals, and when a debrief ends with one of them heard, the agent decides whether to run. Its screen in Configure shows which signals it listens for, when it runs and when it holds back. An agent also won't repeat the same work on a deal within a set number of days, and its screen says how many.
A few other things start agents:
- A chat linked to a record, when you tap Process on its Artifacts tab. See Artefacts and session reports.
- A voice note marked For Auron before you tap Analyse. Auron proposes a run for each piece of work you asked for in the note. See Voice notes.
- A request in Ask Auron, covered below.
Some agents run only when asked. The Account Report agent, which writes research reports, never starts from a debrief or a signal.
Where the cards land
Personal accounts
Home opens on the Inbox tab, which holds agent cards. Alerts and Artifacts sit beside it.
Team accounts
Agent cards arrive in the What's new feed on Home, under All, alongside posts and updates.
A card goes to the person whose call, chat or voice note it came from. In a team organization, owners and admins can see the cards in the feed as well.
The Inbox keeps the cards that matter at the top. It shows every card still waiting on you, however old, plus everything from the last 48 hours. Cards that need you come first, then by priority, then newest. Older cards stay out of the way until you tap Show earlier, which loads them ten at a time. When there is nothing left, the list ends with "That's everything from your agents."
Cards that open something
Most cards are about something an agent wrote. The card has a title and a short headline, and can also show:
- The quote from the conversation that set the agent off.
- Under The debrief will ask, a numbered list of questions for you.
- Acted at the top, once you have done something with it.
Every one of these cards has Open, which shows what the agent wrote, full screen, with a share button that turns it into a PDF. Next to it are the actions the agent attached:
| Action | What happens |
|---|---|
| Share | Your phone's share sheet opens with a link to what the agent wrote |
| Start debrief | A call starts with the Post Visit Sales Agent, which asks the card's questions first |
| Snooze 1 day | The card goes away and comes back tomorrow |
| No update | Tells Auron nothing has changed, and it checks in again later |
Which actions appear depends on the agent.
Proposals
A proposal is a run that waits for your go-ahead. You get one when you ask for work from Ask Auron, in a chat with an agent, in a voice note marked For Auron, on a call to your Auron number, or in a meeting where the bot heard only you. In a chat the proposal appears in the thread. From a voice note, a call or a meeting it arrives as a feed card titled with that voice note, call or meeting.
Each proposal shows the agent's name, what it will work on, and the details it will use. For a report that means the period and the sections. A proposal that repeats also shows its schedule and the next run, and an Also run now switch, on by default, that decides whether it runs once right away.
Tap Approve to start the run or Dismiss to drop it. The proposal then follows the run:
- While it runs, it reads "Working on" followed by the subject.
- When it finishes, it reads "Ready:" with an Open link, or says it finished with nothing to add.
- If the agent needs to ask you something, it says the question is in your feed.
- If it fails, it shows why.
A proposal you leave alone for seven days expires and says "This proposal expired. Ask again to run it."
Questions an agent asks mid-run
Some agents stop partway through to ask you something. The question arrives as its own card titled with the agent's name and "needs your input", marked Needs your input with the time left to answer, and a line starting Why: when the agent explains itself.
There are three kinds of question:
- A choice. Pick one option and tap Send answer.
- A written answer. Type it in Your answer and tap Send answer.
- A draft to approve. The draft is shown in an editable box. Change it if you want, then tap Approve or Reject. If you edited it, the agent carries on with your version.
Every question also has Note (optional) for anything you want the agent to know, and Stop this run, which asks you to confirm. A stopped run writes nothing.
Once a question is closed, the card shows how it ended: Agent continuing with your answer under it, "No answer, the agent carried on" if the time ran out, or Stopped.
An agent asks at most two questions in one run, and none while three questions are already open for you.
Push notifications
Some agents send a push when they post a card, worded "Follow up on your" followed by the record name and "call". A question sends a push titled with the agent's name and "needs your input". Tapping either one opens that card on its own screen, where you can act on it as you would in the feed.
When a research report is ready, the push opens the report. Which of these you receive is set in Notifications.
Asking from Ask Auron
An empty Ask Auron chat offers starter prompts in two groups. Put an agent to work holds Research a prospect, Run an account report and A competitor report every Monday. Explore your data holds questions about your own records.
When you ask for work an agent can do, Auron replies with a proposal card in the chat. Nothing runs until you tap Approve. Asking for a report on a record gets you a proposal with the period and sections already filled in.
Work can repeat. Ask for it "every Monday morning", "each day" or "on the 1st of every month", or ask Auron to keep an eye on something, and the proposal shows the schedule: how often, the time in your timezone, when it ends and the next run. With no cadence, Auron picks every Monday at 9:00 AM. With no end, the schedule stops after three months. Cadences are daily or slower, and a schedule can last up to 12 months. Once approved, the agent runs on its own at each slot. When a run finds nothing new, the feed gets a short card saying what it checked, with no notification. Menu → Organization → Schedules lists every schedule with Stop.