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How to audit what the agent did on a deal before you trust it with CRM

Open the Agent tab on a deal to see each step, discarded leads and open questions.

Who it is forA sales manager reviewing a pipeline that an agent has been updating on its own schedule.

The problemAutomated changes to records are hard to trust when nobody can see how a conclusion was reached.

The outcomeThe manager can see each step, why leads were dropped, and answer any question the agent could not settle.

What you need first

  • Bun and Docker installed
  • A Google or Microsoft OAuth client, or your own identity provider set up later under Settings → SSO
  • A value for BETTER_AUTH_SECRET and an ALLOWED_SIGN_IN domain or address
  • Optional: a Context API key for company brand data and LinkedIn lookups, and a PERPLEXITY_API_KEY for web research

Steps

  1. Open a deal in the CRM and select the Agent tab
  2. Read the steps the agent took and the leads it threw away with reasons
  3. Answer any open question the agent asked about two people who might match
  4. Check that schedule_recheck entries show the reason the agent gave for returning

Prompt for your agent

In the trycompai/crm CRM, open the Agent tab for the deal <deal-name>, list each step, each discarded lead with its reason, and each open question. Report those items in a short table. Verify that every schedule_recheck entry includes a stated reason.

Caveat. The Agent tab only shows conversations after AGENT_BRIDGE_SECRET is set in both processes, and otherwise reports that it is not configured.

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