If your goal is to get Pod ready for AI-assisted workflows, start in Settings. This guide walks through the setup steps that make saved agents, automated triggers, and internal playbooks useful across your workspace.

Quick summary

Connect your CRM, email/calendar, and transcript tools in Settings > Integrations.
Use Settings > Agents to build saved agents and add automated triggers.
Use Settings > Playbooks to create internal playbooks and choose the frameworks Pod should analyze.
Check permissions so you know what is personal, what is shared, and what requires a workspace admin.
Start using Pod's built-in capabilities such as Pipeline Coach, Account 360° / Deal Coach, and Meeting Briefs.

1. Connect the data your agents need

Before you build agents, connect the systems Pod uses for context.

Open Settings.
Select Integrations.
Connect the tools your workspace uses.
Install the Chrome Extension if you want to use agents inside Salesforce or HubSpot.

The most important setup categories are:

your CRM, such as Salesforce or HubSpot
Google or Outlook for email and calendar context
transcript sources such as Gong and other meeting tools

These connections give agents the deal, activity, meeting, and conversation context they need to produce useful output.

If you need more detail on the connection flow, use Manage integrations.

2. Open the setup pages that matter most

Once your integrations are in place, the two most important setup pages are:

Settings > Agents for saved agents and automated triggers
Settings > Playbooks for frameworks and internal documents

Think of Agents as the place where you define and automate AI workflows. Think of Playbooks as the place where you give Pod more guidance about how your team sells.

3. Build your first saved agent

Use Agents when you want to create a reusable workflow instead of asking the same deal question over and over again.

Open Settings.
Select Agents.
Click Manage Agents.
Create a new saved agent or open an existing one to review and refine it.

The main agent libraries are:

Personal Agents
Org Agents
Pre-built Agents

Use Personal Agents for your own workflow. Use Org Agents when the same agent should be shared across the workspace. Pod's Pre-built Agents are ready to use if you want a starting point.

If you want the full creation walkthrough, use Build a new agent. If you want the settings-hub overview, use Manage agents.

4. Turn saved agents into automations with triggers

After you have a saved agent, you can make it run automatically.

Stay on Settings > Agents.
Choose Personal Agents or Org Agents on the triggers page.
Click Add Personal Trigger or Add Org Trigger.
Select the saved agent you want to automate.
Complete the trigger configuration drawer and save the trigger.

Use Personal triggers for your own deals and workflow. Use Org triggers when you want the same automation to run across the workspace.

After a trigger is live, you can return to the same page to:

open a trigger and edit it
toggle it on or off
duplicate it
remove it

When automated runs happen, the results appear in Agent Feed.

For the deeper trigger guide, use Set up agent triggers.

5. Add internal playbooks for AI context

Use Playbooks when you want Pod's AI tools to reference internal guidance such as pricing rules, implementation notes, process steps, or competitive positioning.

Open Settings.
Select Playbooks.
In Your Internal Documents, click Create playbook.
Enter a Title.
Paste or write the document content in the editor.
Click Create playbook to save it.

After you save a playbook, Pod starts indexing it so AI tools can reference it later.

The main statuses to watch are:

Draft
Indexing
Ready
Failed
Archived

If you want the full document workflow, use Use internal documents and Manage playbooks.

6. Choose the frameworks Pod should analyze

The Playbooks page also controls the sales methodologies Pod should analyze across your deals.

Use the Sales Methodology Frameworks section to match Pod to the frameworks your team actually uses. These selections shape the coaching and gap analysis you see in Pod, especially inside playbook-related deal views.

7. Know who can manage what

Not every setup action is available to every user.

Any user can create and manage Personal Agents
Workspace admins can create and manage Org Agents
Any user can create Personal triggers
Only workspace admins can create or edit Org triggers
Workspace admins manage internal playbooks and framework configuration
Non-admin users can still inspect shared automations and internal documents when they exist

If you do not see the shared setup controls you expected, ask your workspace admin to review the workspace configuration.

8. Where this setup shows up later

Once your workspace is configured, you will see the impact in the parts of Pod where AI work actually happens:

use Use Deal Agents to run saved agents on live deals
review automated trigger results in Agent Feed
see methodology and document-backed analysis through Playbooks in your deal workflows

9. Out-of-the-box capabilities you can use right away

Custom agents and internal playbooks are only part of the story. Pod also includes built-in capabilities you can start using right away once your workspace is connected:

use Pipeline Coach Overview for a daily prioritized view of what to focus on across your pipeline
use Account 360 Overview and Deal Coach when you want deal-specific flags, recommendations, and next steps
use Meeting Briefs to prepare for upcoming customer meetings and review prep or follow-up guidance
use Stakeholder Mapping to understand who should be involved in a deal and where buying-committee coverage is weak
use Framework Analysis to see which sales-methodology topics have or have not been covered yet
use Use Deal Agents if you want to start with Pod's Pre-built Agents before creating more custom workflows of your own