Agent Teams
How-to articles for Agent Teams in GTM One, from the ZoomInfo knowledge base.
Srivatsa MarthiPrincipal Product ManagerStep-by-step help for Agent Teams in GTM One.
How to add a ZoomInfo step to an agent teamLearn how to add a step that pulls ZoomInfo data or runs a ZoomInfo agent.How to duplicate, copy or delete a step in an agent team in GTM OneLearn how to duplicate a step, copy it to another agent team or delete it.How to Edit an Agent Team's Steps Before Running It in GTM OneLearn how to change an agent team's steps, save them and run the updated team.How to export agent team batch run resultsLearn how to download the results of an agent team batch run.How to filter agent teamsLearn how to narrow the agent teams list to the teams you need.How to get help from the Agent Teams support chat in GTM OneLearn how to get help from the Agent Teams support chat.How to limit how often an agent team trigger runs in GTM OneLearn how to cap how often an event trigger starts agent team runs.How to rename or tag an agent team in GTM OneLearn how to change the name and tags of an agent team.How to Review a Preview Run of an Agent Team in GTM OneLearn how to preview an agent team run on one record before running them all.How to review an agent team template before using itLearn how to review an agent team template and start your own copy of it.How to Run an Agent Team from a CSV File in GTM OneLearn how to run an agent team with a CSV file and find the file in its runs.How to Run an Agent Team Manually in GTM OneLearn how to start an agent team run yourself and review what each step returned.How to Run an Agent Team on an Audience in GTM OneLearn how to run an agent team using the rows of an audience as its input.How to Schedule or Trigger an Agent Team in GTM OneLearn how to run an agent team on a schedule, from a webhook or from an event.How to start an agent team from a templateLearn how to start a new agent team from a template and fill in its variables.How to Start an Agent Team from a Template in an AudienceLearn how to start an agent team from a template and run it on an audience.How to track an approval step in an agent team runLearn how an approval step affects the status of an agent team run.How to turn a triggered agent team on or off in GTM OneLearn how to turn a triggered agent team on or off in GTM One.How to View Agent Team Runs and Results in GTM OneLearn how to review what your agent team produced each time it ran.How to view the results of an agent team batch runLearn how to read what each step produced across the runs in a batch.Overview of the Steps You Can Add to an Agent Team in GTM OneLearn which step types you can add to an agent team and how each one runs.Troubleshooting Agent Team Batch Runs in GTM OneLearn how to resolve common issues with agent team batch runs.Troubleshooting Agent Team Runs Blocked by Credits in GTM OneLearn why an agent team run is rejected for credits and how to resolve it.Troubleshooting Agent Team Templates in GTM OneLearn how to resolve common issues when creating an agent team from a template.