Overview

Create an agent by defining its goal, target segment, engagement strategy, messages, and guardrails. You can save your work as a draft at any step and publish when you're ready.

Prerequisites

Before you begin, check the following

Lifecycle Decisioning Agent is enabled for your project. An admin enables it in Settings > CleverAI > Agents.
Your account has capacity for another active agent. Your plan sets a maximum number of active agents. At the limit, stop or pause an active agent, or ask an admin to increase capacity.
Your role lets you create agents.
Message templates and, for Email, SMS, and WhatsApp, a configured service provider. If no provider exists, the editor prompts you to add one.

Create Agent

To create a Lifecycle Decisioning Agent, go to Decisioning > Agents > Lifecycle and click Create Agent.

The following image shows the Create New Agent workflow with the five-step navigation bar:

Create new lifecycle decisioning agent — Create new Lifecycle Decisioning Agent

You can create a new agent with a five-step workflow:

Window Section	What You Configure
Set Goals	The conversion goal, guiding events, and the conversion window
Define Target Segment	Which users enter the agent and the control group
Select Engagement Strategy	The engagement strategy and step rules
Define Messages	The messages across different channels available to the agent for selection
Define Guardrails	Channel limits, Frequency caps, and Do Not Disturb (DND) windows