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What are Agents?

Agents are automated workflows that perform tasks on your behalf. They can monitor data, send reminders, generate reports, and handle routine tasks—saving you time and ensuring nothing falls through the cracks.

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Available Agents

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Chasing Agent

Automates follow-up communications:
FeatureDescription
Contract RemindersSend renewal reminders to stakeholders
Statement RequestsChase outstanding statements
Payment Follow-upsTrack overdue payments

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Audit Agent

Automatically runs data quality checks:
FeatureDescription
Gap AnalysisFind missing ISRCs, territories
Rate MonitoringTrack streaming rate changes
Matching AlertsFlag low match rates

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Activity Agent

Tracks and reports on activity:
FeatureDescription
Weekly SummariesSummary of week’s activity
Processing ReportsStatus of processing tasks
Team ActivityUser activity tracking

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Managing Agents

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Viewing Agents

Navigate to Dashboard → Agents to see:
ColumnDescription
Agent NameName of the agent
TypeAgent category
StatusActive, paused, error
Last RunWhen last executed
Next RunScheduled next execution

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Agent Status

StatusDescription
ActiveRunning according to schedule
PausedTemporarily disabled
ErrorLast run encountered errors
ConfiguringSetup not complete

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Configuring Agents

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Chasing Agent Setup

1

Open Agent Settings

Click on the Chasing Agent to configure.
2

Set Triggers

Define what triggers chase messages:
  • Days before contract expiration
  • Days since last statement
  • Days since payment due
3

Configure Messages

Customize message templates:
  • Email subject
  • Message body
  • Include attachments
4

Set Recipients

Define who receives messages:
  • Entity contacts
  • Specific emails
  • Team members
5

Set Schedule

How often the agent runs:
  • Daily
  • Weekly
  • Specific days
6

Activate

Turn on the agent.

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Audit Agent Setup

1

Open Agent Settings

Click on the Audit Agent to configure.
2

Select Audit Types

Choose which audits to run:
  • ISRC gaps
  • Territory gaps
  • Store gaps
  • Rate analysis
3

Set Thresholds

Define what triggers alerts:
  • Match rate below X%
  • Rate change above Y%
4

Configure Notifications

Set how you’re notified:
  • Email alerts
  • In-app notifications
  • Dashboard flags
5

Set Schedule

When audits run:
  • After each statement upload
  • Weekly
  • Monthly

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Activity Agent Setup

1

Open Agent Settings

Click on the Activity Agent to configure.
2

Select Report Types

Choose what to include:
  • Processing activity
  • User activity
  • System events
3

Set Recipients

Who receives reports:
  • Project admins
  • Specific users
4

Set Schedule

Report frequency:
  • Daily
  • Weekly
  • Monthly

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Agent Activity Log

View what agents have done:
1

Open Agent

Click on the agent to view details.
2

View Activity

See recent agent actions.
3

Review Results

Check outcomes of each run.

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Activity Log Details

FieldDescription
TimestampWhen action occurred
ActionWhat the agent did
ResultOutcome (success, error)
DetailsAdditional context

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Pausing Agents

Temporarily disable an agent:
1

Open Agent

Navigate to the agent.
2

Click Pause

Click the pause button.
3

Confirm

Agent stops until resumed.

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Manual Trigger

Run an agent manually:
1

Open Agent

Navigate to the agent.
2

Click Run Now

Click Run Now to trigger immediately.
3

Monitor

Watch the activity log for results.

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Agent Notifications

Receive alerts about agent activity:
Alert TypeDescription
CompletionAgent run completed
ErrorAgent encountered errors
ResultsSignificant findings
Action RequiredManual intervention needed

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Best Practices

Begin with basic agent configurations and refine over time.
Check agent activity logs weekly to ensure they’re working correctly.
Use manual trigger to test configuration before scheduling.
Avoid too many alerts by setting meaningful thresholds.

Timeline

Agents can track contract timeline events.

Audits

Run detailed audits triggered by agents.