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Agent guide: CLI and SDK instructions →

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1. Have your context ready

Have opportunity IDs, stage and next-step rules, activity evidence, and the fields your team permits updating.

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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.

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3. Review the result

A stale record is flagged under your stated rule, not declared lost without evidence. Approved repairs retain the original record identity and are read back after writing. Ask your agent:
Approve a larger job, recurring work, or external changes only after reviewing that decision.

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Check your understanding

Should automation advance a deal stage just to improve completeness?
No. Commercial changes need evidence and authority. Keep the disputed field visible for the appropriate decision.