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Configure what to watch and which accounts to monitor. Define rules, data sources, and thresholds for the signals that matter to your business. A monitoring agent is a configured watcher. You define what type of changes it should look for - new job postings, leadership changes, technology adoption signals, financial events - and which companies it should monitor. Agents run continuously, evaluating new data against your defined rules.

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Key capabilities

  • Create and configure monitoring agents with specific rules and thresholds
  • Manage company watchlists per agent (add/remove companies)
  • Connect to multiple data sources - CrustData, TheirStack, Parallel AI, PG:AI enrichment
  • Scheduled and real-time evaluation modes
  • Multiple agents with different focus areas running in parallel

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For new business teams

Agent: Hiring Signals Watch target accounts for hiring that indicates investment in areas relevant to your solution. A company tripling its data engineering headcount is likely investing in data infrastructure. Agent: Strategic Initiatives Watch for public strategic announcements that create openings for your solution. A company announcing a digital transformation initiative is a warmer prospect.

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For customer success teams

Agent: Champion Tracking Watch customer accounts for leadership changes. Your champion leaving is an early churn signal. A new leader is an opportunity to re-establish the relationship. Agent: Competitive Signals Watch customer accounts for competitive technology adoption. A customer hiring people with competitor product experience may be evaluating alternatives.

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For account executives

Agent: Deal Signals Watch active deal accounts for changes that affect the deal: financial events, leadership changes, strategic shifts, and competitive moves. Any of these can accelerate or derail a deal.

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How many agents should you create?

Start with 1–2 agents focused on the signals that matter most to your role.
RoleRecommended starting agents
Account executivesHiring signals + leadership changes
SDRsStrategic initiatives (identifies warm outreach opportunities)
Customer successChampion tracking + competitive signals
RevOpsBroad coverage across signal types for territory health
You can add more agents over time as you see what surfaces valuable alerts.

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Tuning your agents

After the first week of alerts, review:
1

Check signal-to-noise ratio

If you’re getting too many irrelevant alerts, tighten your rules - higher thresholds, more specific signal types.
2

Check coverage

If important changes are being missed, add more signal types or lower thresholds.
3

Review watchlist scope

If you’re monitoring too many companies, prioritise your active pipeline and key accounts. You can always expand later.

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Tips

1

Name agents descriptively

“Hiring Signals - Active Pipeline” is better than “Agent 1.”
2

Separate concerns

One agent per signal type is easier to manage than one agent trying to watch everything.
3

Review weekly

Set aside 15 minutes per week to review and triage alerts. This keeps the system useful and the noise manageable.
4

Act on alerts

An alert that’s acknowledged but never acted on is a missed opportunity. If the alert isn’t actionable, adjust the rules.

Alerts

View, triage, and act on the changes your monitoring agents detect.

AI Assistant

Use the AI Assistant to research accounts flagged by monitoring agents.

Workflows

Trigger automated workflows in response to monitoring alerts.