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Agent guide: CLI and SDK instructions →

1. Have your context ready

Have example inbound events, target destinations, territory rules, suppression rules, and the approval boundary.

2. Ask your agent

Paste this into your agent, then provide your task and example inputs when it asks:
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

Each lead is assigned under a documented rule or retained as an exception. A failed enrichment request is not silently treated as a low-fit lead. Ask your agent:
Approve a larger job, recurring work, or external changes only after reviewing that decision.

Check your understanding

Does missing geography justify choosing whichever territory rule runs first?
No. Apply the documented fallback or hold. Implementation order is not a routing policy.