Deal Agents help you analyze a live deal without leaving your workflow. You can launch a saved agent, use a Pre-built Agent, or type your own question and get an answer grounded in the current deal context. The same core workflow is available in Account 360° and the Chrome Extension.
What Deal Agents are for
Use Deal Agents when you want quick, deal-specific help in the moment.
Pre-built Agents give you Pod's out-of-the-box workflows.
Org Agents give you shared team workflows created for your workspace.
Personal Agents give you your own saved workflows.
The input box also lets you ask a one-off question without choosing a saved agent first.
If you need to create or refine the agent itself, start with Build a new agent. For help writing better prompts or response formats, see the AI Agent Best Practices Guide.
How to access
In Account 360°
Open Pod.
Open a deal in Account 360°.
Stay in the Deal Coach view.
Find the Deal Agent section.
Use the input box to ask a question, or click Explore Agents.
In the Chrome Extension
Open the Pod Chrome Extension while viewing a deal in Salesforce or HubSpot.
Open the deal record in the extension.
Select AI Agent.
The AI Agent tab in the Chrome Extension is available on deal records only.
How to choose and launch an agent
Click Explore Agents to open AI Agent Builder.
Review the available Personal Agents, Org Agents, and Pre-built Agents.
Click any agent to view its details.
Click Launch to run that agent on the current deal.
If you do not want to use a saved agent, type your own question directly in the input box instead. Pod will answer using the deal's current context.
How to continue a conversation
After the first answer appears, you can keep working in the same thread.
Use the input box to ask a follow-up question.
Click New agent to clear the current conversation and start a fresh one.
How to open history in Account 360°
If you want to revisit an older Deal Agent run for the same deal:
Open the Deal Agent conversation in Account 360°.
Click History.
In Deal Agent History, select the earlier run you want to reopen.
How to edit, retry, and leave feedback
Once a response is complete, you can manage the latest run directly in the thread.
Click Edit on your latest prompt if you want to revise it.
Click Retry to run the latest prompt again.
Use Thumbs up or Thumbs down to leave feedback on the latest answer.
When to use Deal Agents vs other agent pages
Use this page when you want to run or continue agent work on a deal right now.
Go to these related pages when your goal is different:
Use Build a new agent when you want to create or edit a saved agent.
Use Set up agent triggers when you want an agent to run automatically on a schedule.
Use Use the Agent Feed when you want to review results from automated runs in one place.
Use the AI Agent Best Practices Guide when you want help writing stronger prompts or response formats.
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