> For clean Markdown of any page, append .md to the page URL.
> For a complete documentation index, see https://help.close.com/llms.txt.
> For AI client integration (Claude Code, Cursor, etc.), connect to the MCP server at https://help.close.com/_mcp/server.

# General Agents (Beta)

> Create a General Agent in Close using chat or a template: set a trigger, write instructions, pre-approve tools, and configure notifications.

> **General Agents is currently in beta.**
>
> General Agents is in beta and under active development. If you are interested in joining, please send an email to [nick@close.com](mailto:nick@close.com).

With General Agents, you can set up AI agents that handle a wide variety of tasks in Close automatically. Describe what you want in plain language, and the agent builder sets up the rest:

1. Trigger — when the agent runs, either on a schedule or when a specific event happens in Close (similar to Workflows).
2. Instructions — everything the agent needs to know to get the job done.
3. Pre-approved tools — actions the agent can take in Close without asking first, like updating leads and opportunities, creating notes, adding comments, or creating tasks.

## Start from a template

Templates give you a ready-made starting point for common jobs. When you click New agent, they're listed under Templates:

* Inbox Triage
* Post-Meeting Recap
* Daily Lead Cleanup

Select a template to preview its instructions, trigger, tools, and notifications, then click Create agent. The agent builder adapts the template to your account, such as your lead statuses and custom fields, and fills in the agent for you to review. Nothing is saved until you click Save draft or Activate.

## Update an agent

We recommend making changes through chat rather than editing settings directly.

* In the agent builder — Open the agent. The chat on the Details tab picks up where you left off. Tell it what to change, or ask it about the agent's recent runs, then review the changes and click Save.
* With Chloe — Ask [Chloe Chat](/feature-guide/agents/chat) to find, create, update, activate, or deactivate an agent. Chloe asks for your approval before saving, activating, or deactivating an agent. Agents that Chloe creates are saved as drafts and won't run until they're activated. Chloe can't delete agents.

## What makes up an agent

Every agent has four settings. You can edit any of them directly in the agent's settings, but we recommend using the chat or Chloe to make changes.

| Setting            | What it controls                                              |
| ------------------ | ------------------------------------------------------------- |
| Trigger            | When the agent runs                                           |
| Instructions       | What the agent does                                           |
| Pre-approved tools | Which actions the agent can take without pausing for approval |
| Notifications      | How you hear about each run's results                         |

### Trigger

Click Add Trigger (or Edit Trigger) and choose:

* On a schedule — run at fixed times, for example every weekday at 9 AM, in the timezone you choose.
* When something happens — run when a CRM event occurs. Choose an object type (Lead, Contact, Opportunity, Call, Custom Activity, Meeting, or Form Submission), whether it was created or updated, and any filters to narrow down which records trigger a run.

### Instructions

Instructions tell the agent what to do, in plain language. They're sent to the agent as the starting prompt for a new chat session every time it runs, so be as specific as possible about what you want it to look at and do.

### Pre-approved tools

Pre-approved tools let the agent take actions in Close without pausing for manual approval. Tools that aren't pre-approved may pause the run until someone reviews the action. See [Runs and approvals](#runs-and-approvals).

### Notifications

Choose how to share each run's results:

* Chloe shares the results via chat
* Send an email notification

For each option you turn on, select the users or groups who should receive it.

## Runs and approvals

Open the Runs tab on an agent to see every run and its status. A run shows Needs attention when it's waiting on you, for example to approve an action or answer a question.

When a run pauses for approval, open it to see the paused action, then choose:

* Always allow — approve this action and pre-approve the tool for future runs. Only the agent's owner sees this option.
* Allow once — approve this one action
* Deny — block the action

If the agent asks you a question during a run, reply directly in the run to let it continue.

## Managing agents

Each agent shows a status of Draft, Active, or Disabled. From the agent's Details tab:

* Save draft — save your changes without going live
* Activate — turn the agent on so it starts running on its trigger
* Deactivate — turn off an active agent without deleting it
* Save — update an active agent (changes apply to future runs)

Use the More actions menu to Run now (trigger an immediate run), Duplicate agent, or Delete agent.

## Permissions

Access to General Agents is controlled by two role permissions:

* Manage General Agents — create, edit, delete, and run agents
* View General Agents — view agents and their run history

If an agent's owner loses the Manage General Agents permission, the agent is disabled.

## Submitting feedback and bug reports

General Agents is under active development, and your feedback helps shape what ships next. The beta is supported through Close's Slack Community in the **#custom-agents-alpha** channel. Please share feedback, report bugs, or ask questions there.