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Agents are AI workflows that run across your event data, CRM, and partner ecosystem. Each one answers a single question at a single phase of the event lifecycle. Open them from Agents in the workspace sidebar. The header shows your workspace totals: Events, Attendees, Companies, Partners, and Integrations.
Agents are deliberately narrow today. Each returns a focused answer rather than a long report. Treat them as a fast read on a specific question, not as a replacement for the Event Attribution dashboard.

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Running an agent

  1. Open Agents and pick the agent for the question you have.
  2. Choose a collaboration from the list. Each entry shows the event date, its phase (for example Post-Event or Planning), and the partners involved.
  3. Click Run.
The action on each row reflects its history: Run for the first time, Run again once it has been run before, and Resume to pick up a run that was left partway. Each agent card on the index shows how many runs it has completed, so you can see what your team is actually using.

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Pre-Event

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Invite List Builder

“Who should be in the room to maximize pipeline?” Proposes a targeted invite list from your CRM pipeline and partner account mapping, so you are picking from accounts that matter rather than from whoever happens to be on a spreadsheet. The output is a List. Once it exists, it behaves like any other list: filter it, work it in ABM or Invite Builder, and activate it when you are ready. The agent proposes and you dispose. Nothing is sent on your behalf.

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Post-Event

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Pipeline Impact Tracker

“Which deals moved because of this event?” Returns attributed pipeline and the number of deals that moved for the selected event. It is the quick answer to “was that dinner worth it,” and it is the number to check before a partner conversation. For the full picture, including the five-way influence split, stage progression per deal, and revenue lift, use the Event Attribution Funnel.

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Follow-Up Intelligence

“Who needs follow-up and what context do I bring?” Identifies attendees worth following up with and the context to bring: what they attended, their deal status, and the partner relationships in play. Pair it with a follow-up List when you want to route the result rather than read it.
  • Lists: the object agents produce and the surface that activates it
  • Event Attribution Funnel: the full attribution picture
  • heyBTW AI: ask questions in natural language instead of running a fixed workflow