You need a Pro Max plan and either the
OWNER or ADMIN role on the workspace.Prerequisites
- A Pro Max workspace (upgrade here if you’re not there yet).
- At least one supplier or inventory file uploaded already — agents work best when there’s something to look at.
1. Open the Agents tab
In the left sidebar, click Agents (between Inventory and Developers). If you don’t see it, your plan doesn’t include agents — the page will show an upgrade card.
2. Create the agent
Click + New Agent
The create form is a single page with three sections: identity & goal, scope & schedule, rules + channels + limits.
Identity & goal
Give the agent a name (e.g. “Booking.com hygiene”) and a goal in plain English (e.g. “Keep our Booking.com inventory matched. Propose candidates for any unmatched rows and alert me weekly on coverage.”).
Scope & schedule
Narrow what the agent can see — by supplier, region, or source. Leave the cron schedule empty for event-only mode, or set one (e.g.
0 9 * * 1 for Monday 9am).Rules, channels & limits
Pick a starter template or tweak the defaults: which triggers fire, max candidates per unmatched row, where to send notifications, and the daily spend cap (default $5/day).
3. Activate
Click Activate in the agent header. The status pill flips toACTIVE. The agent is now listening for triggers.
4. See the first cycle
Upload a small inventory CSV (or trigger a mapping job manually). Within ~60 seconds the Runs tab should show a new entry. Click it for the full step timeline — every LLM request, tool call, and result.
5. Review pending items
If the agent proposed any matches or escalated anything, they’ll appear in the Pending tab. Acknowledge, resolve, or dismiss each item.Next steps
Configuration reference
Every field on an agent, explained.
Rules and decisions
Tune what the agent can and cannot do.
Cost and limits
Daily spend caps, hourly rate caps, BYO key.
MCP tools
Chat with your agent from Claude Desktop, Cursor, or Continue.
Related
- Agents overview — what agents are and when to use them.