Captain’s Bridge AI Agents

Video transcript

Describe recurring work in natural language. With Captain’s Bridge AI Agents, review task steps, tools and permission boundaries in one platform. Agent Templates provides ready starting points. Adapt lead research, customer follow-up and business-event notifications to your organization’s rules. Here we inspect the sourced web research template. The template opens an unsaved agent design. The Definition tab shows its name, description and natural-language task. Review what it will do before publishing. The step list turns the task into a concrete workflow: read the lead, check its company link, research public sources and prepare a profile. Inspect the source and result flow here. The Trigger tab shows when the agent starts. This template uses the new-lead event. Workflows can start manually, on schedules, supported business events or after another agent completes. Tools and Permissions shows the agent’s boundaries. Record-writing permission is a separate control; tools and required scopes are listed. Inspect per-run and monthly credit caps here as well. Approval Policy shows rules for record changes and external sending. Human-reviewed action proposals are evaluated with their sources and fields to be written. The relevant run waits for a decision. The Test screen makes an important distinction. Dry runs simulate business writes and sending; AI and web steps may execute and consume credits. In this tour we only viewed the screens, without saving or running the agent. Describe the work. Define permissions, tools and credit boundaries. Review action proposals and trace the results. Explore Captain’s Bridge AI Agents for your own business process.