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How to use Run agent on a profile to ask an agent team's question in chat

Learn how to ask an agent team's question about a contact or company from its profile.

Srivatsa MarthiSrivatsa MarthiPrincipal Product Manager

Learn how to ask an agent team's question about a contact or company from its profile.

Overview

A contact or company profile in GTM One can offer the agent teams placed on the profile's layout. You reach them in two places: the Run agent menu in the profile header and the GTM Agents card in the body of the profile. When you select a team in either place, the page's chat opens with that team's question about the profile already asked. The agent team itself does not run, no run status appears on the profile and nothing is added to an Agent Teams runs list.

To run an agent team yourself, see How to Run an Agent Team Manually in GTM One. For what agent teams are, see Overview of Agent Teams in GTM One.

Before you start

  • The Run agent menu and the GTM Agents card only appear when the profile's layout has agent teams placed on it. If neither shows, no teams are placed on that profile. Ask your ZoomInfo admin to add them.
  • A profile lists only the teams placed for its own type, so a team made for company profiles does not appear on a contact profile.
  • Only teams that have a question prepared are listed. A profile whose teams have none shows no Run agent menu.
  • You do not need permission to run agent teams to ask a question this way, because nothing is run.

Ask a team's question from the profile header

  1. Open the contact or company profile.
  2. In the profile header, click Run agent to open its menu.
  3. Click the name of the agent team whose question you want to ask. The menu closes and the chat opens with the question already asked about this contact or company.

Ask a team's question from the GTM Agents card

  1. Open the contact or company profile and scroll to the GTM Agents card.
  2. If the team you want is not shown, click the button under the tiles that shows more teams (e.g., "Show 4 more agents"). Click Show less to fold the list back.
  3. Click the tile for the agent team. You can also focus the tile and press Enter or Space. The chat opens with the question already asked.

The card shows up to six tiles at first, or four when the card is narrow. Each tile shows the team's name and a short description.

Check the result

The answer appears in the chat that opened. Read it there and keep the conversation going with follow-up questions. If the chat does not open, check that the profile's name has finished loading, then select the team again.

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