Even if Agents have triggers set against them, this doesn't stop them ever being manually run.
Perhaps a job spec has changed and you need updated screening questions or alignment scores, or you want to apply a different template for an Agency Resume. You are not limited in what and when you do it.
Manually running an agent is initiated via the Action menu on the relevant record. The Agents you see listed, will be those available and relevant for the record type you are on.
You simple select the Agent you wish to run.
You’ll then get the options to just Run it, or Configure some of the inputs.
If you set to run it, Tracker will get to work and you’ll get alerts to let you know its working on it and when its completed, so you don’t have to sit there waiting, you can get on with other work.
If you choose to configure you see the options set when the agent was created, and can choose to change or add to them before clicking continue. As with running it without configuration, Tracker will start on this in the background and alert you when done.
