This section covers frequently asked questions about SmartAgents and provides guidance to resolve common issues you may encounter while creating, configuring, or running agents. If something isn’t working as expected, you’ll likely find the answer here.
SmartAgents are AI-powered assistants inside Smartlead that help automate your GTM (Go-To-Market) processes. They perform repetitive tasks like collecting campaign data, sending Slack reports, and syncing with external tools, all without manual effort. You simply describe what you want in plain English, and SmartAgents build and run the workflow for you.
You can find SmartAgents in the left panel of your Smartlead dashboard.
Click on SmartAgents, and you’ll see three tabs:
Home – Create or edit your agent using prompts.
Integrations – Connect tools like Slack, HubSpot, or Google Sheets.
Templates – Use ready-made agent templates.
You can connect several external apps, including:
Airtable
Calendly (Coming soon)
HubSpot (Coming soon)
Slack
Google Drive
Google Sheets
Simply click Allow Access, grant permissions, and your integration will be activated.
Once connected, the tool remains linked unless manually disconnected.
Go to the SmartAgents → Home tab.
Type your task in natural language, e.g., “Get the latest four active campaigns and send their names to Slack.”
The system may ask clarifying questions — answer them to refine the logic.
Click Build Agent to start the creation process.
Review the preview flow and make adjustments if needed.
Clarifying questions help the AI understand your task better before building the agent.
For example, if your prompt is “Send campaign details,” SmartAgents might ask what details to include.
The reasoning step shows how your workflow logic connects, from Step 1 to Step 2 and beyond.
Here, you can:
Adjust logic and formulas
Add or remove steps
Configure thresholds and metric calculations (e.g., reply rate = reply count ÷ contacted leads)
Change output formats (Slack message, Airtable record, etc.)
Yes.
You can click any step in the flow to:
Modify configurations
Add new logic
Change data sources or destinations
Changes are reflected immediately in the workflow.
To connect Slack or other tools like Google Sheets, Airtable, or Google Drive to SmartAgents:
Navigate to SmartAgents → Integrations tab in Smartlead.
Click Connect next to the tool you want to link (e.g., Slack).
Authorize access by signing in and granting permissions when prompted.
For Slack:
Go to the Slack channel where you want to receive updates.
Type /apps or /writeapps to view available apps.
Search for the SmartAgents app.
If not added yet, click Add to enable it in the channel.
Once connected, your SmartAgent can send messages or data to the selected channel or tool.
Note: Connection is a one-time setup. Once linked, you don’t need to reconnect unless you manually disconnect the tool.
You can perform a test run to see your SmartAgent in action.
Example: When connected to Slack, your agent can instantly post campaign names or reply rates to the selected channel.
If results aren’t correct, refine your logic and test again.
Yes!
You can modify things like:
Adding new fields (e.g., reply rate)
Changing formulas (e.g., reply count ÷ contacted leads)
Adjusting display formats for reports
All edits are visible instantly in the workflow preview.
In Smartlead, go to SmartAgents → Integrations tab and make sure Slack is connected.
Go to your SmartAgent workflow and click on the Slack step.
Choose the Slack channel where you want to receive messages (for example, “#smartagents-demo”).
Click Save to finalize the setup.
You can then run a test trial to confirm that your SmartAgent sends updates to the selected channel.
If the Slack app is not added to the channel, you can add it by typing /apps or /writeapps in Slack, then searching for the SmartAgents app and clicking Add.
Run a test trial inside the workflow builder.
The test will show a live output (e.g., a Slack message or campaign data).
If it looks good, you can proceed to deploy the agent.
When deploying, choose your preferred schedule:
Daily
Weekly
Monthly
Specific time (e.g., 9:00 AM)
You can also skip weekends or choose your timezone before saving.
Yes, anytime.
You can change integrations, prompts, or output destinations.
For example, you can switch from sending reports to Slack → uploading them to Airtable.
Go to SmartAgents → My Agents to view, edit, or pause your agents.
Visit Run Logs under My Agents to see:
The status of each run (success or error)
Timestamp of execution
Connected apps and outputs
If there’s an issue, you can fix and re-run your SmartAgent.
Yes.
As your SmartAgent works, you’ll get live status updates for every step in the workflow.
You can monitor what’s happening in real time.
If your SmartAgent fails or shows an error during execution:
Check that all your integrations (Slack, Airtable, Google Sheets, etc.) are properly connected.
Review the workflow logic and configuration steps in the Reasoning Step to ensure everything is set correctly.
Run a new test simulation to see if the issue persists.
If the problem continues, reach out to the Smartlead Support Team directly via chat for assistance.
Currently, agents can’t be shared directly, but you can duplicate or rebuild them using the same prompt.
Team sharing and cloning features are coming soon!
Yes. SmartAgents leverage your historical campaign data, ICP details, and engagement metrics to make smarter, data-backed decisions over time.
It’s best to review them every few weeks or after significant changes in your GTM strategy to ensure they stay aligned with your current goals and workflows.
Definitely! You can monitor agent performance through Run Logs in the My Agents tab. Logs show execution status, timestamps, errors, and more for full transparency.
Yes. You can schedule a call with our team through the Schedule a Call option found on the SmartAgents Dashboard. This lets you share detailed feedback or discuss your suggestions directly with our experts.
