Your First AI Agent

AI agents are the core of Verow. Each agent is a dedicated assistant that builds deep knowledge about a specific client, project, or area of your business.

What Is an Agent?

An agent is like having a team member with perfect memory who never takes a day off. You give the agent information—client preferences, project history, brand guidelines—and it remembers everything. Then anyone on your team can ask questions and get informed answers.

Unlike generic AI tools, your Verow agents:

• Stay focused on their specific purpose
• Remember context from every conversation
• Access your files including documents you upload
• Improve over time as you add more information

When to Create an Agent

Most agencies create agents for:

Client accounts — One agent per client, containing everything about that relationship. Brand voice, past projects, key contacts, preferences, meeting history.

Active projects — A dedicated agent for a large campaign or ongoing retainer. Tracks deliverables, timelines, creative decisions, and feedback.

Internal processes — An agent that knows your agency's SOPs, proposal templates, and best practices. Great for onboarding new team members.

Start with one agent for your most active client. You can always add more later.

Creating Your First Agent

Step 1: Click "New Agent"

From your dashboard, click the "New Agent" button. You'll see a simple form to configure your agent.

Step 2: Name Your Agent

Give your agent a clear, descriptive name. Good names help your team understand the agent's purpose at a glance.

Good names:

• "Acme Corp Account"
• "Q2 Campaign - TechStart"
• "New Business Proposals"

Less helpful names:

• "Agent 1"
• "Test"
• "Stuff"

Step 3: Describe What This Agent Knows

Write a brief description of what this agent should focus on. This helps the agent understand its role and gives your team context.

Example descriptions:

"Everything about our Acme Corp account. Brand guidelines, past campaigns, key stakeholders, and communication preferences. Sarah is the main point of contact."

"Our new business development process. Proposal templates, case studies we reference, pricing guidelines, and RFP response strategies."

Step 4: Save Your Agent

Click "Create Agent" and you're done. Your agent is now ready to start learning.

Your Agent Is Empty (That's Normal)

Right now your agent doesn't know anything yet. That's expected. In the next section, you'll learn how to add client context—files, links, and meeting notes—that transform your agent into a knowledgeable assistant.

The more context you add, the more useful your agent becomes.

Example: Client Account Agent

Here's how one agency set up their agent for a key client:

Name: "Riverside Hotels"

Description: "Full account knowledge for Riverside Hotels, our boutique hospitality client. Includes brand standards, property details for all 12 locations, past campaign performance, and stakeholder preferences. Primary contact is Jennifer Park, VP of Marketing."

Over time, they added:

• Brand guidelines PDF
• Photos from past shoots
• Links to competitor websites
• Notes from quarterly review calls
• The original RFP and their winning proposal

Now anyone on the team can ask "What performed best in last year's summer campaign?" or "What's Jennifer's preference on approval timelines?" and get accurate answers.

Next Steps

Your agent is created. Now let's add context so it can actually help your team.