Open the Agents Dashboard
Open the Agents Dashboard to see the AI Ideas that Crelate has prepared for you. Select the All Areas globe in the lower-left corner of the navigation bar, then select Agents. Pin Agents to your left navigation bar to keep it one click away.
If Agents is not in your list, contact your Success Manager or Support.
What the Agents Dashboard shows
The Agents Dashboard has two panels. The Ideas panel lists suggestions for you, and the Agents panel shows what each agent has been doing.
Ideas: each Idea has a title, a short description, the date it was created, and a Dismiss button. New Ideas are marked NEW.
Agents: cards for the Discovery Agent, Insights Agent and Co-Pilot Assistant show activity counts for the last 90 days and the last 30 days.
Types of Ideas
Each Idea has a type. Select the type list above the Ideas to show one type, or choose All Ideas. Common types include:
Find Talent: people who might be a good fit for a job, based on the job description and other details.
Talent Hotlist: people similar to the top candidates already on a job.
Contacts Matches and Companies Matches: records you can link to Crelate's Insights data to keep them accurate and up to date. These use your organization's own names for Contacts and Companies.
Job Changes, Confirm Job Changes and May Have Left Position: contacts whose job may have changed. Confirm Job Change updates the current position. Remove Current Position clears it and cannot be undone.
Company Funding: a company that may be expanding its team.
Likely to Switch: contacts who may be open to a move.
Name Formatting and Upcoming Birthdays: quick data cleanup and reasons to reach out.
Ideas marked Premium with a padlock are included with the Insights Agent. Without it they are locked and cannot be selected, and you may see locked preview tiles. To add the Insights Agent, contact your Success Manager.
Filter the Ideas list
Use the filters above the list to focus on what matters:
Unread: new Ideas for you.
Completed: Ideas you have finished.
Dismissed: Ideas you dismissed in the last 30 days.
For Me and Organization: administrators only. For Me shows Ideas specifically for you. Organization shows Ideas for the whole organization.
Act on an Idea
Select an Idea to open its details, then act on it. The actions depend on the type. For example, you can add a suggested person to a job, confirm a job change, or link a record. Some Ideas show the AI Credits cost before you apply them. Select Dismiss to remove an Idea you do not want.
Control which Ideas appear (administrators)
An administrator controls the Ideas in Settings > BASIC SETUP > AI Agents > Insights Agent Settings.
Update Mode (Insights Agent only): Auto lets the agent write detected changes directly to contact records. Manual Only creates an Idea for you to review instead.
Stale Job Data (Insights Agent only): Keep preserves a contact's last known position. Wipe clears it when the data shows the person is no longer employed.
Name Formatting, Upcoming Birthday and Contact Enrichment: switch each Idea type Off or On.
What to know
The Agents Dashboard suggests; it does not change a record until you act, unless an administrator sets Update Mode to Auto.
Dismissed Ideas appear under Dismissed for 30 days.