Settings
Configure the model, status, labels, output, scope, and schedule.Targeting
- Organization runs once with organization-level scope.
- Accounts runs for selected accounts.
- Dynamic targeting uses the configured criteria to choose accounts at run time.
Schedule
Schedules use the organization’s configured timezone. Document the expected completion window and the person responsible for late or failed runs.Structured output
Use a structured output when another process or reviewer needs consistent fields. Include a narrative explanation when the fields alone would hide important uncertainty.Shared memory
Shared memory preserves agent-specific context across eligible runs. It is off by default. Enable it only when prior-run knowledge is necessary and appropriate for the targets.Dry runs may read existing shared memory but do not add new memory. Review memory behavior before using it for account-sensitive decisions.
Tools
Select only the tools required by the workflow. The catalog already reflects system connections, organization policy, and your own access. A selected tool must also be available to the Custom Agents surface when the agent runs.Skills and files
Attach reusable skills when the workflow should follow maintained guidance. Attach stable reference files, not transient evidence that belongs to one run.Judges
Judges evaluate run quality or adherence to a defined criterion. Create judges after the agent has been saved. A judge should be specific enough that a failed score suggests a concrete response. Examples:- required evidence is cited;
- all configured accounts are represented;
- output contains no unsupported recommendation;
- escalation is present when a stop condition occurs.