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Agent Dashboard

Access the dashboard via the three-dots menu next to the Activate button, then select Agent Dashboard.

Key metrics

Select individual runs to review results, or click View Results for a detailed breakdown.

Report

The Report page shows execution-level data:

Tasks

Each matched record generates a separate task. Monitor:
  • Status - Success, Failed, or Pending
  • Error messages - permission issues, invalid data, field mismatches

Data load status

Before an Agent can run, both metadata and data must be loaded for the relevant entities.

Verify load status

  1. Go to Integrations and find the relevant entity
  2. Check that Data Status shows Done
  3. Check that MetaData Status shows Done

Trigger a manual reload

If data has changed significantly:
  1. Click the three-dots menu next to the Test button
  2. Select Load Metadata - wait for completion
  3. Select Load Data to fetch recent updates

Troubleshooting