AI Agents
Only two agents: Alerts and Suggestive Text. Connect, configure and test below.
Connect to GPT-5 API
Keys are stored server-side (configure in backend)Stored securely on server (create save endpoint). For demo, it’s kept in localStorage.
Alert Agent — Global Rules
Inactivity AlertsPer-Stage Rules
| Stage | Inactivity (days) | Notify | Actions |
|---|
How it works
Superadmin rules apply across all pipelines & stages. The system compares Last Activity with today; if the gap exceeds your threshold, it triggers an alert to the selected audience.
Suggestive Text — Defaults
Autocomplete while typing
{{first_name}}
{{last_name}}
{{student_name}}
{{campus}}
{{next_action}}
{{owner_name}}
Use these in presets and bulk messaging; system will replace them per record.
In-app behavior
On typing in message boxes, the agent sends a short prompt (context + last few words) and returns a suggestion; the UI renders it as gray “ghost text” you can accept with Tab.
Draft with AI
Variables replaced at send time: {{first_name}}, {{student_name}}, {{campus}}, {{next_action}}.