What is a Cargo Agent?
Cargo Agents are AI-powered workers that autonomously complete complex Go-To-Market tasks. Unlike Plays, which follow a pre-defined sequence of steps, Agents use a reasoning engine to dynamically determine the best path to a goal based on input context and available tools.Agents vs Plays: Use a Play when your workflow is predictable and
repeatable. Use an Agent when tasks require reasoning, adaptability, or
handling variable inputs.
When to use an Agent
Deploy an Agent when:| Scenario | Why an Agent? |
|---|---|
| Variable inputs | Your data is unstructured text (emails, website copy, notes) rather than structured JSON |
| Reasoning required | The task needs semantic understanding, categorization, or qualitative assessment—not just regex matching |
| Adaptability needed | The Agent should retry with different parameters or search alternative sources if initial attempts fail |
What Agents can do
Agents excel at tasks that require intelligence and context-awareness:- Research & enrichment — Gather live data on accounts and leads from external sources
- CRM management — Update fields, upsert records, and maintain data integrity
- Routing & notifications — Assign owners, add prospects to sequences, notify reps via Slack or email
- Signal extraction — Summarize conversations and identify product interest or objections
- Risk detection — Proactively spot churn signals, usage drops, or job changes
- Lead allocation — Route leads to the right rep based on territory, capacity, and qualification
Agent architecture
An Agent’s intelligence comes from five interconnected components:| Component | What it does | Learn more |
|---|---|---|
| Instructions | Defines the Agent’s mission, behavior, and constraints | Defining the instructions |
| Capabilities | Built-in LLM features like Memory, Web Search, and Canvas | Native LLM capabilities |
| Tools & Actions | Operations the Agent can perform—from 120+ available actions including CRM, Slack, and enrichment | Integrating tools |
| Resources | Knowledge bases and data sources that ground the Agent’s reasoning | Loading resources |
| Advanced settings | The LLM provider and behavioral parameters (temperature, reasoning, maximum steps) | Advanced settings |
Deploying Agents
Once configured, Agents can be triggered from multiple channels:Plays
Plays
Agents integrate directly into Cargo Plays, triggered by: - Scheduled
intervals - Changes in your system of records (CRM, data warehouse) This is
ideal for automated, recurring tasks like enrichment or qualification.
Slack
Slack
Call Agents via mentions for real-time queries: - “Enrich this contact” -
“Generate account research for Acme Corp” - “Find the most relevant
stakeholders”
Chat (Browser extension or Embedded UI)
Chat (Browser extension or Embedded UI)
Agents work as real-time conversational assistants: - Chrome
Extension — Analyze the current
browser page or work atop your CRM - Embedded Chat — Access Agents
directly within the Cargo interface
CRM Button
CRM Button