The create-goal wizard turns a sentence or a template into a working agentic rule. Three steps: describe it, refine it, govern it.
Step 1 — Describe
Two ways to start:
- Pick a template from the library. Templates pre-fill condition, action, and filter for common cases ("re-engage silent leads", "alert on past-due opportunities").
- Write it in plain language ("Draft a follow-up email to leads with no contact in 7 days, on opportunities under $50k"). Vertiqa parses this into a structured config you'll review next.
Step 2 — Refine
The wizard converts your input into editable fields:
- Name — what shows up on the goals dashboard.
- Entity type — which records this goal watches (leads, opportunities, tasks, etc.).
- Condition — what makes a record match (silence threshold, no contact, approaching close, past due).
- Actions — what the agent should do when it matches.
- Filters — narrow the goal to a subset (e.g. only one pipeline).
Tweak anything the parser got wrong before continuing.
Step 3 — Set thresholds
Decide how autonomous this goal is. The threshold bar splits behavior into three zones — Advisory, Supervised, Autonomous — based on the agent's confidence in each match. You set the boundaries.
- Start strict (favor Advisory).
- Loosen as you build trust through real-world results.
See routing modes for the meaning of each zone.
Tip
Activate the goal in shadow mode first if you can — it'll evaluate records without taking action, so you can read the proposals in the inbox before flipping it on for real.