Goals overview
Configure agentic goals — what triggers them, what they do, and how aggressively they run.
Reviewed AdminVertiqa 1.54+
A goal is a rule that lets an agent watch your CRM and act on records that match a condition — for example "draft a follow-up when a lead has gone silent for 7 days." The goals page is the agent command center where you define those rules and decide how much autonomy each one has.
What you can do here
- Create a goal — open the wizard to pick a template or describe the goal in plain language.
- Sweep all — run every active goal across the matching records. Useful after creating or editing a goal to see what it would do.
- Sweep one — run a single goal on its own.
- Edit a goal in place — adjust conditions, actions, filters, and routing thresholds without leaving the page.
What's on the page
- A command band (the Pipeline Agent) with the live sweep — how many goals are active and how many proposals await your review.
- Your goals, each showing its watch condition, the actions it may take, and its current autonomy mode.
- A live count of proposals waiting in the inbox, plus recent sweep runs so you can see what the agent has been doing.
How Goals looks
Goals is a single dark "command console" — the agent core, a goal constellation, and a live signal stream. Earlier builds offered a Visionary/Classic switch; Classic was retired so there is one Goals experience to learn, document and support.
Tips
- Don't create five goals when one will do. A single goal with a clear condition and a focused action is easier to reason about than several overlapping ones.
- Sweep after every meaningful change so you can see the effect on real records before it runs unattended.