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Agent X

Agent X is your AI sales orchestrator — it understands everything happening inside your XyRo organization and can act on it, not just answer questions about it.

You can use it to:

  • Ask questions about your data
  • Research companies and market context
  • Update your CRM (Cortex) — notes, statuses, assignments
  • Move discovered leads (Receptor, Optic, Vigil) into your pipeline
  • Trigger and manage Maya AI outreach
  • Pause or activate Receptor/Optic monitoring configs

What Agent X Knows​

Agent X has read access to:

  • Receptor configurations and generated news
  • Cortex companies, contacts, notes, and pipeline activity
  • Vigil government tender data (DEWA, eSupply)
  • Optic-discovered companies
  • Credits, users, roles, and permissions
  • Your uploaded organization files
  • Your email templates and outreach history

It can also perform web searches when it needs context beyond what's in XyRo.

What Agent X Can Do​

Unlike a read-only chat assistant, Agent X can take action directly from the conversation:

  • Update Cortex — add/delete notes, change lead status, assign a company, archive, add a contact
  • Move leads into the pipeline — from a Receptor news signal, an Optic discovery, or a Vigil tender result
  • Run Maya AI outreach — bulk-assign signals, trigger outreach, check status, stop a run, preview or send an email
  • Toggle monitoring configs — pause or activate a Receptor or Optic config
  • Generate a lead-activity report — assigned-vs-actioned leads per sales engineer, broken down by week

Actions that mutate data only run if you hold the matching permission — Agent X will tell you if you don't, rather than guessing or working around it.

Example Queries​

  • "Give me this week's lead activity report" — per-engineer assigned vs. actioned, with a weekly breakdown
  • "Move the high-intent Receptor signals from this week into Cortex, then start Maya outreach"
  • "What's our credit balance and recent usage?"
  • "Show me companies similar to those marked as Inquiry"
  • "Pause the Optic config for [name]"
  • "Draft a follow-up email to [Company] using our existing templates" (always asks you to confirm a template and review before sending)

Tools You Can Select​

By default, Agent X picks the right tool for your question automatically. Use the "+" picker next to the message box to restrict a single message to one tool:

Search Uploads​

Searches your organization's uploaded documents (PDFs, Word docs, spreadsheets) for content relevant to your question. Best for referencing internal documentation or finding specific information already on file.

Performs a general web search. Best for external company research, market context, or news not yet present in XyRo.

XyRo Data​

Restricts the message to structured queries over your organization's own data (companies, contacts, credits, activity, reports) — no document search or web search for that turn.

Files​

Agent X doesn't need a chat command to see what's uploaded — open the Files tab on the Agent X page to view, upload, or manage access to your organization's documents directly. See Manage Files.

Beyond Chat​

Agent X isn't just the conversation window:

  • Daily Brief — a morning summary shown at the top of the chat, surfacing urgent items, new signals, team performance, and recommended actions
  • Approvals — the queue of AI-drafted email replies waiting for your review before they send