# Agent's

The Agent's feature is designed to streamline processes on the Sprouts platform by automating key workflows. Using pre-defined personas, the system automatically identifies contacts that meet specific criteria and triggers tailored campaigns.

This automation enhances productivity by eliminating manual tasks, improving targeting accuracy, and optimizing marketing effectiveness. Teams can focus on high-value activities, driving better results and maximizing campaign performance.

## CONFIGURATION

**Step 1:** Navigate to the **Settings** tab.

* Under **Configurations**, select **Agents**.

<figure><img src="/files/AEv8GlalaOk2wisGqaKE" alt="" width="563"><figcaption></figcaption></figure>

**Step 2:** Open the **Agents** tab.

<figure><img src="/files/cgYAM2ebjjUa9s2tGULs" alt="" width="563"><figcaption></figcaption></figure>

Step 3: To create a new Agent, simply click on the "Create New Agent" button

{% hint style="info" %}
For more information about Sprouts Agents, please refer [here](/module/configurations/agents/sprouts-agents.md).&#x20;
{% endhint %}

<figure><img src="/files/C831mQ6W2aiydBbnNCdJ" alt="" width="563"><figcaption></figcaption></figure>

Step 4: View the list of available templates and create an Agent based on one of these templates.

<figure><img src="/files/dXUmSwmBIZViwysRgzWT" alt="" width="563"><figcaption></figcaption></figure>

Step 5: Necessary Steps will be automatically generated when a template is selected.

<figure><img src="/files/W94JQMbZh1YYAg7MBHGT" alt="" width="563"><figcaption></figcaption></figure>

{% hint style="info" %}
Steps include Setting the Condition (Automatically generated from the selected template), Defining the Criteria, and Performing the Corresponding Action.
{% endhint %}

Step 6: Filter the criteria to be applied.

<figure><img src="/files/QvHLeSIPFnDkr4zRnZBQ" alt="" width="563"><figcaption></figcaption></figure>

Step 7: Once the criteria is set, click *"Yes, Proceed"*.

<figure><img src="/files/gxm0TEQQff6YAfQAViMg" alt="" width="563"><figcaption></figcaption></figure>

Step 8: Click on *"Continue"* to move to the next step. Alternatively, you can add more filters by clicking *"Add Filter"*.

<figure><img src="/files/4ZOvrZKiSJCSvTMRYftA" alt="" width="563"><figcaption></figcaption></figure>

Step 9: After setting the criteria, choose the actions to be taken.

{% hint style="info" %}
Select the *Campaign Manager*, *Sequence*, and *Mailbox*.
{% endhint %}

<figure><img src="/files/aM3QZR2OsrBkxO3UdO5a" alt="" width="563"><figcaption></figcaption></figure>

<figure><img src="/files/gifQCnKr8n5ykX7ycH55" alt="" width="563"><figcaption></figcaption></figure>

Step 10:  Either publish the Playbook or save it as a draft.

{% hint style="warning" %}
In both cases, provide a *Playbook Name*, which is a mandatory field.
{% endhint %}

<figure><img src="/files/OMuK58GlPMWYmoF1F8iC" alt="" width="563"><figcaption></figcaption></figure>

Step 11: Once the Playbook is saved, it will be visible under the *Agent's Tab* with the relevant status.

<figure><img src="/files/YheUdMNi2uM0SnHNeNKK" alt="" width="563"><figcaption></figcaption></figure>

Step 12: Actions based on Playbook Status

* **Draft: Playbook saved as Draft**&#x20;

{% hint style="info" %}
A Draft Playbook can be either be activated or archived, or its configuration can be modified (e.g., changing the criteria or editing the name).
{% endhint %}

<figure><img src="/files/6f0BVCpEJThLkTV542Hs" alt="" width="563"><figcaption></figcaption></figure>

* **Published:** A Playbook with the status "Published".

{% hint style="info" %}
A Published Playbook can only be unpublished, which will change its status to "Inactive".
{% endhint %}

<figure><img src="/files/ZrISS01bCPgVji7i4bsg" alt="" width="563"><figcaption></figcaption></figure>

* **Inactive:** Playbook with the status "Inactive".

{% hint style="info" %}
An Inactive Playbook can be archived or reactivated.
{% endhint %}

<figure><img src="/files/vP36mjjbQ20lJDf2KzBh" alt="" width="563"><figcaption></figcaption></figure>

Step 13: Here we can view the list of *Archived* Playbooks by clicking on *"See Archive"*.

<figure><img src="/files/dQHGUO8YXVL42jzDDcwb" alt="" width="563"><figcaption></figcaption></figure>

<figure><img src="/files/DURmUK4NnqGYE1Ol8wVC" alt="" width="563"><figcaption></figcaption></figure>

* **Archived:** Playbook status is set as "Archived".

{% hint style="info" %}
An archived Playbook, when unarchived, will be saved as a draft, which can later be activated or re-configured.
{% endhint %}

<figure><img src="/files/rZf4hmsECa9WcWKMXAXF" alt="" width="563"><figcaption></figcaption></figure>

{% hint style="success" %}
Once the Playbook is activated, contacts that perfectly align with the defined criteria and conditions will be automatically added to the selected Campaign Manager and sequence. This seamless integration ensures a highly efficient, automated process, empowering teams to drive impactful campaigns and achieve exceptional results with minimal effort. A truly transformative step towards scaling success!&#x20;
{% endhint %}


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