After every call, you do the same CRM chores - move the deal to the next stage, log the next steps, draft the follow-up email. An agent does that work for you: automatically, every time, without you having to ask.
An agent is a background worker in Clarify built from three things:
Trigger - what starts it. A record changes, a schedule comes around (say, every weekday at 9am), or an outside tool sends it data.
Instructions - what it does each time it runs, written in plain English.
Tools - the data and apps it's allowed to touch, like your CRM records, email, or Slack.
Put those together and you have an agent that, for example, watches for a meeting to end (trigger), reads the transcript and updates the deal (instructions), using your CRM and calendar (tools).
Agents and Rep are not the same thing
Rep and agents share the same intelligence but work in opposite modes:
Rep responds to you. You ask it something, it answers or acts, right then.
An agent runs on its own. Once you set it up, it works in the background every time its trigger fires - no message from you needed.
Ask Rep to do something now. Set up an agent to do something every time.
You may already have one
New workspaces are offered four ready-made agents during onboarding, which you can turn on in one click:
Inbox Reply Drafter - drafts a context-aware reply to inbound email in your voice, ready for you to review and send.
End of Day Wrap-Up - a late-afternoon email recapping the day's meetings, unanswered emails, and tasks due so nothing slips.
Post-Meeting Follow-Up - after a meeting, drafts a follow-up email grounded in the transcript and agreed next steps, ready for you to review.
Post-Meeting CRM Update - after the transcript is ready, updates the deal stage, next steps, and related fields on the linked records.
If you went through onboarding recently, you may have met an agent before you knew the name.
Next steps
Ready to build one? See Agents for triggers, tools, and setup.
Want to build a great one? How to build a great agent goes a level deeper.