# Agents

Reo Agents help you automatically monitor accounts and developers for key signals — so you always know **who to prioritize and when to act.**

Here’s a complete guide on how to create, deploy and manage Reo Agents.

### **Creating Agents**

There are 2 types of agents you can create on Reo:

1. **Build custom agents using Chat** - Chat and create agents to find accounts/build your account list based on GTM signals that matter to you.
2. **Use Reo’s Pre-built Agents** - Use Reo’s pre-built agents to monitor your accounts, developers or buyers for specific signals.

#### Build custom agents via Chat

**Step 1:** Head to the Agents Section from the left navigation panel

<figure><img src="https://2705882080-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fx46P5sAHxDG7PqOdVLxI%2Fuploads%2FBcvH2fQkBhEo1SIL3ahP%2Fimage.png?alt=media&#x26;token=6a835232-53fd-49b7-95d4-157fb6d4ea0d" alt=""><figcaption></figcaption></figure>

**Step 2: There are 2 ways you can build a custom agent via chat:**

a. Enter a prompt in the chatbox. Example - “Find companies scaling their DevOps function”. Reo will fetch a list of accounts based on the above criteria.

<figure><img src="https://2705882080-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fx46P5sAHxDG7PqOdVLxI%2Fuploads%2FC5PdkhswOa3gDrJ4GaEb%2Fimage.png?alt=media&#x26;token=9190fe13-d3bb-4bf1-b09a-76a50e35e8be" alt=""><figcaption></figcaption></figure>

b. You can choose one of the listed signals:

1. Select a signal and click on ‘Run Agent’

<figure><img src="https://2705882080-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fx46P5sAHxDG7PqOdVLxI%2Fuploads%2FanpeY9jR1dxKR3d5KMJZ%2Fimage.png?alt=media&#x26;token=34ea863c-00cf-44ce-9fb8-3f5c2bc0284a" alt=""><figcaption></figcaption></figure>

2. Choose an existing prompt or type a custom prompt

<figure><img src="https://2705882080-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fx46P5sAHxDG7PqOdVLxI%2Fuploads%2FFc0FmAJBQyVFNNrGSJbP%2Fimage.png?alt=media&#x26;token=a517ab87-97b8-4905-8640-692b6cf309dc" alt=""><figcaption></figcaption></figure>

Based on your prompt, Reo returns a list of companies that match the specified criteria. You can see a preview of the top companies, and each company has a brief explanation of why it qualifies for the selected signal.

<figure><img src="https://2705882080-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fx46P5sAHxDG7PqOdVLxI%2Fuploads%2F7zE89AhvRPz2NZjAU5ye%2Fimage.png?alt=media&#x26;token=d1448fbd-0f97-49c0-9df8-c6e7b18d3743" alt=""><figcaption></figcaption></figure>

Click on download to download a CSV of the accounts.

<figure><img src="https://2705882080-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fx46P5sAHxDG7PqOdVLxI%2Fuploads%2F5GZRduledF2Z7pQZtP4U%2Fimage.png?alt=media&#x26;token=9397c7a2-2711-47bc-b027-cdb984c6fcad" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
Note: You can download a maximum of 10,000 accounts.
{% endhint %}

Here’s a complete overview of the different signals you can use to build lists:&#x20;

<table><thead><tr><th width="137.921875">Category</th><th width="149.63671875">Agent Name</th><th width="244.2734375">What it tracks</th><th>Example</th></tr></thead><tbody><tr><td>Technology Investments</td><td>Tech Maturity</td><td>Find companies deeply using/invested in a specific tech stack</td><td>Find me companies using kubernetes at scale</td></tr><tr><td>Technology Investments</td><td>Tech Migrations</td><td>Find companies that are switching tools - signalling budget and buying intent</td><td>Who is migrating from AWS to GCP?</td></tr><tr><td>Technology Investments</td><td>Tech Scaling</td><td>Find companies scaling use/investing heavily in a specific technology</td><td>Companies scaling their AI/ML Infra today.</td></tr><tr><td>Technology Investments</td><td>Tech Hiring</td><td>Find companies hiring for roles that require expertise in specific technologies</td><td>Companies hiring platform engineers skilled in K8</td></tr><tr><td>Engineering Team Investments</td><td>Team Scaling</td><td>Find companies scaling a specific tech function that signals budget expansions</td><td>Companies aggressively scaling their DevOps team</td></tr><tr><td>Engineering Team Investments</td><td>Headcount Fit</td><td>Find companies with a specific engineering team size &#x26; mix</td><td>Companies having 10+ platform engineers among 100-200 engineers.</td></tr></tbody></table>

{% hint style="info" %}
Note: Chat and build agents focus on account-level discovery and currently do not generate lists based on developer activity.
{% endhint %}

Furthermore, click on **View all Chat History** - to access all previous chats and agents created via chat.

<figure><img src="https://2705882080-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fx46P5sAHxDG7PqOdVLxI%2Fuploads%2FPeQpB8VLXozLq8zEhLCh%2Fimage.png?alt=media&#x26;token=5901406b-d2ee-420e-81ef-4d0c1ec441ec" alt=""><figcaption></figcaption></figure>

***

#### **Pre-built agents**

**Step 1:** Head to the Agents Section from the left navigation panel

<figure><img src="https://2705882080-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fx46P5sAHxDG7PqOdVLxI%2Fuploads%2FgKSzlYI50x2hLHQPq1nO%2Fimage.png?alt=media&#x26;token=b52fb3fc-fee5-4f93-8ef3-ae828b1012e8" alt=""><figcaption></figcaption></figure>

**Step 2:**

* Under Reo Agents Library, head to the pre-built agents section. Click on ‘Configure’ on the agent you want to use

<figure><img src="https://2705882080-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fx46P5sAHxDG7PqOdVLxI%2Fuploads%2FDvocckuuehloiU4iHpgA%2Fimage.png?alt=media&#x26;token=5c9f7cbf-4c95-4850-8a1c-d5bd96a86516" alt=""><figcaption></figcaption></figure>

* Fill in the required fields:
  * **Agent Name** (mandatory): Add an agent name
  * **Agent Tag** (mandatory): Add an agent tag which you can use to filter accounts/developers/buyers and create segments.

Next, provide additional inputs depending on the agent type.

<figure><img src="https://2705882080-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fx46P5sAHxDG7PqOdVLxI%2Fuploads%2FddsoAMRyGYGrk0qBHxEU%2Fimage.png?alt=media&#x26;token=47fccf02-19e3-4745-862c-ae55b1473a22" alt=""><figcaption></figcaption></figure>

Here’s a complete overview of all agents and the specific inputs you might need to provide based on what the agent tracks.

<table><thead><tr><th width="110.2890625">Category</th><th>Agent Name</th><th width="132.796875">What it tracks</th><th width="111.8046875">Target</th><th>Additional Inputs Required</th><th>Credits Consumed</th></tr></thead><tbody><tr><td>Job Changes</td><td>Champion Job Changes</td><td>Helps you identify people who’ve recently changed jobs.</td><td>Developers/ Accounts</td><td>Recency of Job Change - Find job changes for a specific time period</td><td>2 credits per find. 1 credit for per run with no results.</td></tr><tr><td>Job Changes</td><td>New Key Hire</td><td>Find accounts who’ve hired new folks matching your target persona</td><td>Accounts</td><td>• User persona - Select the specific target persona for which the account is hiring<br><br>• Job post recency - Find accounts based on job posting date</td><td>2 credits per find</td></tr><tr><td>Sales Readiness</td><td>Sales Ready</td><td>Find accounts ready for sales outreach.</td><td>Accounts</td><td>None</td><td>None</td></tr><tr><td>Sales Readiness</td><td>Engaged Buyer</td><td>Find buyers who match a specific target persona/buyer persona</td><td>Developers/Buyers</td><td>User persona - Find buyers matching specific target persona’s</td><td>None</td></tr><tr><td>Hiring Intent</td><td>Target Role Hiring</td><td>Find accounts hiring for your target roles</td><td>Accounts</td><td>• User persona - Select the specific target persona for which the account is hiring<br><br>• Job post recency - Find accounts based on job posting date</td><td>2 credits per find</td></tr><tr><td>Hiring Intent</td><td>Tech Stack Fit</td><td>Find accounts with job postings mentioning a specific tech stack</td><td>Accounts</td><td>• Tech Stack - Specify the tech stack for which you want to track job postings<br><br>• Job post recency - Find accounts based on job posting date<br></td><td>None</td></tr><tr><td>Reo Copilot</td><td>Reo Copilot</td><td>Apply a Copilot prompt to each account in a segment or list</td><td>Accounts + Developers</td><td><strong>Prompt</strong> - Enter the specific prompt you want Copilot to run. <br><br></td><td>5 credits per find</td></tr><tr><td>Dev activities</td><td>Activity Trends</td><td>Track accounts showing increasing, declining or surge in activity</td><td>Accounts</td><td>• Heating - Accounts with activity trends moving upwards<br><br>• Cooling - Accounts with activity trends declining<br><br>• Activity Score - Activity score has been at it’s highest since 2 weeks</td><td>None</td></tr></tbody></table>

**Step 3:** Click on ‘**Create Agent’**

<figure><img src="https://2705882080-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fx46P5sAHxDG7PqOdVLxI%2Fuploads%2F48CIpOSbJjRANjmgefYL%2Fimage.png?alt=media&#x26;token=d0a9ab6e-65db-48e3-9914-1740623d6246" alt=""><figcaption></figcaption></figure>

You’ll see a success message with an option to Deploy Agent directly in the accounts/developers/buyers section based on the type of agent it is.

<figure><img src="https://2705882080-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fx46P5sAHxDG7PqOdVLxI%2Fuploads%2FhnnBcdo03ykv0xrUltmO%2Fimage.png?alt=media&#x26;token=4d939e78-7a32-4ec9-86f7-7978c2ad61df" alt=""><figcaption></figcaption></figure>

Follow the below steps to deploy pre-built agents.

#### Deploying Pre-built Agents

**Deploy on Segment/List**

Once you’ve created an agent, you can deploy it from the accounts/developers/buyers dashboard for a particular segment/list.

1. Go to **Accounts** or **Developers or Buyers section** and select the particular segment/list

<figure><img src="https://2705882080-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fx46P5sAHxDG7PqOdVLxI%2Fuploads%2FrB05vhAklhKHSP9fJ1tK%2Fimage.png?alt=media&#x26;token=1cc3e1b6-e7de-4ce5-919d-5ebb59dfc10d" alt=""><figcaption></figcaption></figure>

2. Click on Deploy Agent and choose the agent you want to deploy. You can select your own agents or select ones created by other team members.

<figure><img src="https://2705882080-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fx46P5sAHxDG7PqOdVLxI%2Fuploads%2F3x1NLQliI6YkNBL7JlN5%2Fimage.png?alt=media&#x26;token=ffb04be9-3e65-4319-bdd3-53f10257e000" alt=""><figcaption></figcaption></figure>

3. Set up re-run frequency - Choose how often to run this agent (every 3 weeks, etc.) Select the ‘do not re-run’ option for one-time deployment.

<figure><img src="https://2705882080-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fx46P5sAHxDG7PqOdVLxI%2Fuploads%2F97QebYjFRBFxztOcescw%2Fimage.png?alt=media&#x26;token=be22574e-641c-4e3f-ba68-adc3c31b4a2b" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
Note: You can also choose to auto-deploy this agent for any new account/developer/buyer that gets added to the segment/list.
{% endhint %}

<figure><img src="https://2705882080-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fx46P5sAHxDG7PqOdVLxI%2Fuploads%2FUlIzsEnu9oYEGgTMSumX%2Fimage.png?alt=media&#x26;token=335ff92c-3d0c-4108-9060-64d9a973a051" alt=""><figcaption></figcaption></figure>

4. Click on deploy agent

{% hint style="success" %}
Note: Agent Results might take upto 24 hours to show. You'll receive an email notification when the agent run completes.
{% endhint %}

Follow the same steps to deploy an agent to a developer and buyer segment/list.

**Deploy on Individual Accounts/Developers/Buyers**

1. Open a specific **account, developer or buyer** you want to deploy the agent for
2. Click on **Deploy Agent**
3. Select the agent and follow the same steps as above to configure frequency and auto-run settings

<figure><img src="https://2705882080-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fx46P5sAHxDG7PqOdVLxI%2Fuploads%2FPIPI92F5FzjgJCmOUKOZ%2Fimage.png?alt=media&#x26;token=fb38415e-4a53-4334-a0e1-19f3b4d24bf9" alt=""><figcaption></figcaption></figure>

#### **View Pre-built Agent Results**

Once you’ve deployed the agent - you can view the results in multiple ways:

1. **Within the accounts/developers/buyers dashboard:** Check the Agent Tags column where all records matching the agents criteria has the agent tag.

You can further click on any agent tag to view detailed results.

<figure><img src="https://2705882080-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fx46P5sAHxDG7PqOdVLxI%2Fuploads%2FBa7Ff1AW9vkr7kI0zVd7%2Fimage.png?alt=media&#x26;token=07d29f98-917d-4573-be0e-45c476820294" alt=""><figcaption></figcaption></figure>

2. **Agent Tags Filter:** Use the agent tag filter to find accounts that have specific agent tags. Note: All Agent tags are visible to all users.

<figure><img src="https://2705882080-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fx46P5sAHxDG7PqOdVLxI%2Fuploads%2FInJDbNPpemxLclJ4doLk%2Fimage.png?alt=media&#x26;token=501652c2-c01d-41f0-b2be-5266c2acf5bf" alt=""><figcaption></figcaption></figure>

3. **For an individual account/developer/buyer:** Open any account/developer/buyer. Under the Reo Agents section in the Overview tab, see all agents deployed to this record that it qualified for.

<figure><img src="https://2705882080-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fx46P5sAHxDG7PqOdVLxI%2Fuploads%2FKE3CKjtvxoNTZGcugHqv%2Fimage.png?alt=media&#x26;token=d9239183-fd4e-4aa4-b991-fa35f4344a1b" alt=""><figcaption></figcaption></figure>

#### Actioning on Pre-built Agents:

* You can filter account/developer view based on agent tags
* You can also create new segments based on agent tags filter.

#### Managing Pre-built Agents:

You can view and manage all your agents from the the configured agents tab.

Note: You can also view agents and deployments of team members.

<figure><img src="https://2705882080-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fx46P5sAHxDG7PqOdVLxI%2Fuploads%2FrLbG4BII75ZFhWVVyr79%2Fimage.png?alt=media&#x26;token=db305045-8a77-44d2-930c-4c47886a9041" alt=""><figcaption></figcaption></figure>

For every agent, you’ll see:

* **Finds** → The number of accounts/developers matching the agent criteria
* **Credits consumed** → Total credits used
* **Category** → Type of agent (e.g., Sales Ready, Engaged Buyer etc)
* **Status**
  * Active → Currently deployed
  * Archived → Not in use
* **Owner**
* **View** - View agent details (Note: Once an agent is created you can’t edit the tag names or criterias.)
* **Clone an agent -** Clone an existing agent and and select which deployments to carry forward
* **Archive -** Archive an agent to stop it from running on any future records. Once archived, agent tags are removed from the accounts, developers and buyers section.

To further manage deployed agents, simply expand the agent. For every agent, you can see the following deployment details:

**For segments/lists:**

* Deployed at - Segment/List for which this agent was deployed
* Status -
  * Success - Indicates agent is deployed successfully
  * Error - Indicates agent failed to deploy
  * Insufficient credits - Indicates Agent deployment is paused due to insufficient credits
* **Finds -** Shows the number of accounts/developers matching the agent criteria
* Last run - Most recent run date
* Next run - If you’ve set up a recurring agent, you can see the upcoming date for which the run is scheduled
* Auto-run on new data - Turn on the toggle to auto-run this agent on any new accounts/developers added to a segment/list
* Re-run settings - Edit the frequency at which the agent runs
* Actions
  * **Pause:** This stops all future runs. Users can still see the results fetched by the agent so far.
  * Download a CSV of all the finds. Quick Tip: To export agent results to another tool - use this.
  * Audit Log - Get a detailed breakdown report of every run - run date, how many credits consumed for that run, whether it’s a success or failure run and more for both finds and non-finds.

{% hint style="warning" %}
NOTE: You can only pause, archive, edit auto-run and re-run settings if you’re the owner of the agent.
{% endhint %}

Similarly - you can view and manage the agents for the list for which this agent was run.&#x20;

**For Accounts/Developers/Buyers** - it shows all the individual accounts/devs (that are not run as a part of a segment or list deployment) the agent has been deployed on


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://docs.reo.dev/agents.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.