Skip to main content
Agent guide: CLI and SDK instructions →

1. Have your context ready

Have target account IDs, a prioritization policy, required evidence, and examples of high and low priorities.

2. Ask your agent

If the evidence or criteria are unclear, start with source research:
Once the criteria and evidence plan are clear, ask for scoring. Skip the research step when you already have reviewed sources and approved rules:
Complete any requested sign-in yourself. Give the agent the missing information before approving execution. Provider-backed work can incur usage.

3. Review the result

The team can explain why an account outranks another under the stated policy. Unknown information does not become invented evidence. Ask your agent:
Approve a larger job, recurring work, or external changes only after reviewing that decision.

Implement the reviewed policy

After reviewing the scoring rules and evaluation limits, hand the agreed policy to GTM execution:

Check your understanding

Should a missing decisive fit field always mean the lowest priority?
No. Apply the stated uncertainty policy. Missing evidence and verified poor fit are different states.