Triggers let the Agent run automatically — on a schedule, when a new record appears in your ERP, or when an external event fires. No one needs to manually start a conversation.
Where to find triggers
Go to Manage Team > Agents and open the Agent
Go to the Capabilities tab
Find the Triggers section
Trigger types
Scheduled (cron) — runs the Agent on a recurring schedule (e.g., every hour, every morning at 8am). Useful for batch processing or polling an ERP for new records.
Epicor triggers — fire when specific events happen in your Epicor instance
SugarCRM triggers — fire when specific events happen in SugarCRM
Fluent triggers — fire based on internal Fluent events
Adding a trigger
In the Triggers section, click Add trigger
Select the trigger type from the list
A side panel opens — fill in the trigger's parameters (schedule, event type, filters, etc.)
Save the trigger
The trigger is now active and will start the Agent automatically each time it fires.
Removing a trigger
Click the edit icon on the trigger and delete it from the side panel. Removing a trigger stops future automatic runs — it doesn't affect runs already in progress.
Note: The Agent must be saved at least once before triggers can be added or edited.