A goal is a rule that lets an agent watch your CRM and act on records that match a condition — for example "draft a follow-up when a lead has gone silent for 7 days." The goals page is where you define those rules and decide how much autonomy each one has.
What you can do here
- Create a goal — open the wizard to pick a template or describe the goal in plain language.
- Sweep all — run every active goal across the matching records. Useful after creating or editing a goal to see what it would do.
- Sweep one — run a single goal on its own.
- Edit a goal in place — adjust conditions, actions, filters, and routing thresholds without leaving the page.
What's on the page
- A hero card for the most-active goal.
- Compact stat cards for the rest, showing match volume, recent activity, and the goal's current routing zone.
- A threshold bar on each goal showing where it sits across Advisory, Supervised, and Autonomous zones.
Tips
- Don't create five goals when one will do. A single goal with a clear condition and a focused action is easier to reason about than several overlapping ones.
- Sweep after every meaningful change so you can see the effect on real records before it runs unattended.