Getting Started
Agenteous runs as a team of AI agents that you work with mostly in two places: your Slack workspace and the web app. The Operator Console and the Tools cover setup and scoping. Each agent watches its area, prepares drafts and recommendations, and asks for your approval before anything goes out. Your job is to review and decide. The agents handle the research, writing, and preparation.
If you are not sure which screen to open for what, read Where You Work first.
Two Ways to Work
You can work however suits you, and switch between the two at any time.
- In Slack. Mention an agent in its channel, and it replies in the same place with a card you can act on. You can also ask the Concierge, which triages general questions in its own channel and routes them to the right specialist.
- In the app. Your home page shows what needs you right now. The Work Queue is your decision desk: one prioritized list of everything waiting on your approval or a decision, across the agents that feed it.
A typical Slack request looks like this:
@Agenteous Draft a LinkedIn post about our client's product launch next week
The agent reads your request, prepares a draft, and posts it back as a card with action buttons. You review the draft and choose what to do next.
Channels are set up per agency: some agents share a channel, and some have none and show their work in the app instead. Your administrator can tell you which channel an agent uses.
How Approvals Work
Most approvals reach you in two ways: as a card in Slack and as an item in the Work Queue, and acting in one clears it from the other. Follow-up email drafts from the Meeting Assistant and the Sales Assistant are the exception: you approve those on their Slack card, and they do not appear in the Work Queue.
The buttons depend on the item. A Slack card for an email draft shows Approve and Redraft, with Reject and Dismiss tucked into a menu. Account Assistant drafts in the app offer Approve, Revise, Reject, and Snooze. In the Work Queue the actions depend on the item: Account Assistant replies offer Approve, Edit, Skip, and Reject; proposals and outbound actions offer Approve & Send; and every row can be snoozed. Read the buttons on the card in front of you.
The Core Model: Watch, Draft, Approve
Every agent follows the same pattern:
- Watch. Agents monitor their assigned area: inboxes, content calendars, client data, scheduled work.
- Draft. When something needs attention, the agent prepares a response, a piece of content, or a recommendation.
- Ask. The agent posts its work for your approval, in Slack, in the Work Queue, or both.
- Act. Nothing reaches a client, is published, or is dialed until a person approves it. What happens when you press Approve depends on the item, as the next section shows.
Two switches stay off until your agency turns them on: outbound email, which covers marketing email campaigns and other email the platform sends on its own, and phone dialing. Approving a reply in the Account Assistant or the Principal Inbox is different: it sends at once, whatever the outbound email switch says. One action happens without an approval click: if your agency has given the Principal Assistant a bookkeeping address, it forwards emails it recognizes as receipts to that address automatically.
What Approve Does
| Item | What Approve does |
|---|---|
| Account Assistant reply | Sends the reply right away from the connected mailbox, replying to everyone on the thread with the earlier messages quoted, and archives the original. |
| Principal Inbox reply (Approve in the Work Queue, Approve + Send on the Principal page) | Sends the reply right away from the connected mailbox, the same way as an Account Assistant reply. |
| Meeting Assistant and Sales Assistant follow-ups (Slack card) | Puts the draft in Gmail Drafts. Nothing is sent until you send it from Gmail. |
| Marketing Email | Marks the email approved. Sending is a separate step, and sending campaigns is off unless your agency has turned outbound email on. |
| Marketing HubSpot Builder landing page | Does not publish. Publish to HubSpot is a separate step that creates a HubSpot draft unless you choose to push it live. |
| Marketing Social LinkedIn posts | Gives the post the next open posting slot (a weekday morning, at least a day after that brand's previous post), and it is published automatically when the slot arrives. |
| Syndicated posts | An approved item with a scheduled time is published automatically when that time arrives. |
| Blog posts from Marketing Content | The post is given the next open publishing slot and published when the slot arrives, not at the moment you approve. |
| Voice Outreach call brief (Voice Calls) | By default each brief waits for your approval before its call can be placed, and no call is placed unless your agency has turned dialing on. |
| Proposal (Approve & Send, in the Work Queue or on its Slack card) | With the shipped proposal settings, creates the PandaDoc document from your template and sends it to the prospect with your saved message, and moves the HubSpot deal to Proposal Sent. Only the person who hosted the call, a designated proposal approver, or the firm principal can approve it. |
| Proposal Generator in the Tools (Send to PandaDoc) | Creates a draft document in PandaDoc. Nothing is sent until you send it from PandaDoc. |
| Outbound actions in the Work Queue (text message, mail, gift, personalized video, voicemail drop, LinkedIn message) | Records your approval but delivers nothing: Agenteous has no delivery set up for these channels. A LinkedIn message is always sent by you, from your own LinkedIn account. |
:::tip Approval buttons Edit opens the draft so you can change it. Redraft, on follow-up email cards, asks the agent to try again with your note. Skip closes the item without acting. Snooze sets it aside and brings it back later. Reject declines it. :::
If your agency has turned on business hours, routine notifications hold until business hours resume and response clocks pause overnight. The shipped setting is off, so unless your administrator has switched it on, notifications arrive when they are ready.
What to Expect on Day One
Once your administrator has connected your systems in Connections, the agents start working without further setup from you. On your first day you will likely see:
- Pending drafts or scheduled items the agents have already prepared.
- Notifications from agents that work on a schedule, such as inbox digests.
- Cards in the agents' Slack channels, and most of the same items in the Work Queue.
Start by reading what the agents have posted and responding to any pending approval cards, in Slack or in the Work Queue, whichever you prefer.
First-Day Checklist
- Open the app home page and the Work Queue to see what is waiting on you, or check your agent channels in Slack.
- Respond to at least one approval card (approve, edit, skip, or snooze).
- Ask the Concierge a question in plain language to see how routing works.
- Browse The Agent Team to see what each agent covers.
- Read Your First Content Piece for a step-by-step walkthrough.
Where to Get Help
If something looks off or a card is not making sense, ask the Concierge in Slack. For account or access issues, contact support@agenteous.com.
The rest of this documentation covers each agent in detail: what it does, how to ask for things, what the notifications mean, and how to handle common issues. Use the sidebar to navigate.