Create & manage agents

Create custom agents tailored to your newsletter workflow, or modify existing agents to fit your needs. AI agents are an early access feature — see the AI Agents overview.

Create a new agent

1. Navigate to Agents on the company-level dashboard.
2. Choose Create Agent.
3. Pick a starting point:
   • From template — start with a pre-configured agent (Assemble, Analyze, Email Content Check, etc.).
   • From scratch — build a custom agent with your own prompt.

Configure the agent

• Name — give your agent a descriptive name.
• Description — a short summary of what it does.
• Prompt — write or edit the agent’s instructions. Be specific about what content or data to review, what kind of output or judgments to surface, and the tone and guidelines to follow.

Save to finalize the agent.

Set a schedule

In the agent’s settings, choose how it runs:

• On-demand — run manually whenever you need it.
• Recurring — run Daily, Weekly, or Monthly. For Weekly, choose the day of the week; for Monthly, pick the day of the month. Then set the Run Time (in UTC), which applies to any recurring schedule.

Manage your agents

• Activate / deactivate — toggle an agent’s Active state to enable or disable it.
• Run now — execute the agent immediately and review results in the Agent Feed.
• Delete — remove an agent from your workspace (with confirmation).

Agents remain in your library until deleted, and you can modify their prompts and schedules anytime.

Tip

The Letterhead assistant (early access — rolling out to select accounts) can report which of your automations are running, paused, or have errors. See how the assistant works.

Related

• AI Agents overview
• Review agent runs & judgments