Availability and access
Agents are included in every product package and tier, so all Weflow customers have access. Only admins can create and manage agents.
You can create an unlimited number of agents across all tiers. Usage is measured in agent actions, where one action is roughly 1 million tokens. An agent that consumes 3 million tokens counts as 3 actions. Every tier includes up to 25 actions per month, which is enough for the majority of customers. If you need more, you can upgrade to a higher tier.
Creating an agent
Agents are schedule-triggered. When you create one, you choose the frequency:
Daily
Weekly (select one or more days of the week)
Monthly
For example, a weekly deal review or renewal review agent works well running every Monday morning.
Writing the agent instructions
You tell the agent what to do in plain language. A typical sales enablement agent might be set up like this:
Run once per week, every Monday at 6:30am.
Go through all recordings with a start date in the last seven days.
Review those recordings and assess any objections or concerns raised by customers or prospects.
Create a PDF report listing all objections, including quotes, how often each was raised, and its severity.
Send the report by email to the customer success and executive teams, titled "Objection Report."
You can make agents more sophisticated by adding sources. For instance, include email messages from the last seven days alongside the recordings, so the analysis covers both call content and written correspondence.
Running a test
Before you can activate an agent, you must run a test. This confirms the agent makes sense and can actually perform the tasks you defined. A test run can take a few minutes depending on the size and complexity of the agent.
Once the test finishes, you can review exactly what the agent did: the attributes it looked at, the number of email messages it included, the PDF it generated, and the internal email it sent. Click the preview button to open the resulting report.
Activating the agent
Before activation you will see the estimated cost of the flow. Activate it, and the agent begins running on its schedule. You can go back and adjust any agent at any time.
When a report is delivered, each recipient gets it in their inbox with a link to a chat interface. From there they can keep discussing the results and combine them with additional information on a user-by-user basis.
Monitoring usage
In the admin console under Weflow AI, you can see agent usage over time, month over month and week over week, broken down by individual agent. This makes it easy to track how many of your 25 monthly actions each agent consumes and whether you are approaching your limit.