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
Ask Rep to do something now. Set up an agent to do something every time. See Rep vs agents: which should you use? for how to choose.
You may already have one
During onboarding, Clarify may suggest a few ready-made agents. Pick the ones you want and Clarify sets them up for you. The suggestions can differ depending on whether you are the first person setting up your workspace or joining one that is already set up. You can find more ready-made agents in the agent template gallery at any time.
Agents that send email need a connected mailbox before they can run. 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.
Setting agents up for a whole team? See Setting up agents for your team.
Want to know when an agent runs and what it spends? See Keep your agents under control.