Set up your agents

Save business context and your audience, then enable the roles and limits you want.

GuideChecked 2026-10-11

Agents work from your saved audience, business context and available account information.

  1. Complete Who you sell to so feed-based work has a saved audience.
  2. Open Agents, then Settings.
  3. Under Your business, use Add or Edit to describe what you sell and how writing should sound.
  4. Check Your limits and quiet hours.
  5. An owner or admin can switch agents on and choose enabled roles.
  6. Request one specific task and inspect its progress and result.

Where setup asks about audience or proof, give facts drafts may use. A description is not permission to contact anyone.

Operator coordinates Search, Insights, Engage and Optimise. Roles share saved work and respond to relevant recorded changes between visits within your settings. Connections and sending retain separate setup and review.

See What the Adapt agents are, Set your agents' business context and limits and Get things done in Vela.

  • Set up: who you sell toSave the sectors, sizes and places you sell to, so Adapt Insights, your agents and Find use one answer.