ℹ️ This article has been merged.
This guide has been combined into a full article about your Agent — what it is, how to set it up, and how to manage every part: senders, team members, knowledge base, integrations, and personas.
👉 Open the updated guide: Your Agent: What It Is & How to Configure It
The new article covers what an Agent is, how to add and manage senders, team members and roles, the knowledge base the AI uses, integrations (LeadConnector, HubSpot, Pipedrive, Zapier, and more), and how to define and refine personas.