In this article:
Overview
🧪 Join the Public Beta
AI Agents is available through Labs in the Crossbeam app.
Go to Settings > Labs, find AI Agents, and click Join Waitlist to get access.
AI Agents automate ecosystem alerts by watching for a specific condition in your Crossbeam data and posting a notification to Slack when a new match occurs. Instead of manually monitoring overlaps, you configure an Agent once and let it flag new mutual customers, shared opportunities, and closed-won deals as they happen.
✍️ Note
AI Agents run on an hourly cadence and only notify you of new matches identified since the last run. They don't fire for matches that already existed before the Agent was created.
Plan Availability
🚧 Public Beta: AI Agents is available on Connector, Supernode, and Enterprise plans during public beta. Features, triggers, and conditions are subject to change before general availability.
If you encounter bugs, have suggestions, or want to share feedback, reach out to us at product@crossbeam.com —we'd love to hear from you.
Prerequisites
Requirement | Details |
Seat type | Full-access seat required to create or edit Agents |
Slack | A Slack workspace must be connected—all beta actions are Slack-based |
Permissions
Under Roles and Permissions, a new Agents permission controls what each role can do:
Permission level | What it allows |
Manage | Create, edit, enable/disable, and delete Agents |
View | See the Agents page and existing Agents, but can't create or edit them |
✍️ Note
Only full-access seats can create AI Agents. Any user with access to the destination Slack channel will see the alerts.
Create an Agent
Click on Agents in the navigation bar
Click the Create Agent button
If Slack isn't connected yet, you'll see a prompt to connect it before you can continue (steps here)
In the modal, enter a name for your Agent
Select a trigger—the signal that will notify you when it occurs:
New mutual customer
New mutual account detected
Partner opens a new opportunity on a mutual account
Partner closes a deal won on a mutual account
(Optional) Add one or more conditions to filter the trigger:
Partner | Partner Score |
Partner tag | Industry |
Number of Employees | Amount |
Close Date | Is Closed/Is Open |
✍️ Note: Conditions combine with AND only in this release—there's no OR or grouping.
Select an action:
Send a Slack message to channel (public or private)
Send a Slack message to partner (Slack Connect)
Send a Slack direct message
Tag Account Owner by toggling on or off this option
Choose the Slack channel from the dropdown that appears after you select your action.
Test an Agent
Once all fields are filled in, click Test Agent
Check the selected Slack channel for an example notification confirming your setup works as expected
Click Save Agent to activate the Agent
✍️ Note
You must test an Agent before you can save it. Check your Slack channel to confirm you received the sample message.
Example Slack Notifications
Single match
When only one record matches, the notification shows full detail — account owner, partner account owner, and employee count — along with a short recommendation and a button to view the overlap in Crossbeam.
Multiple matches
When more than one record matches in a single run, the notification shortens to a list of the top matches, each with its own short recommendation, plus a button to view the overlaps in Crossbeam.
Manage AI Agents
The AI Agents page lists every Agent you have access to, showing its name, trigger, action, owner, and last run time.
From this page, you can:
Enable or disable an Agent using the toggle—disabling pauses notifications without deleting the configuration
Edit an Agent to change its name, trigger, conditions, or action
Delete an Agent to remove it permanently
FAQ
What's the difference between an Agent and a Slack notification I already get from Crossbeam?
Standard Crossbeam Slack notifications report on population changes in bulk. AI Agents are user-defined: you configure the specific condition to watch for, and each alert includes a short recommendation rather than a raw data summary.
Do Agents fire for matches that already existed when I created the Agent?
No. AI Agents diff results against the previous run and only surface new matches.
Can I edit the message an Agent sends?
Not in beta—message copy is fixed. Configurable instructions for the message are planned for a future release.
Can an Agent send a Slack DM?
Yes. AI Agents can send notifications via Slack DM, a Slack channel, or a Slack Connect channel.
Why didn't my Agent fire even though the condition seems to be met?
Check the following:
The match existed before the Agent was created (not a new result)
The partner required by the trigger isn't actively sharing data
Required CRM fields aren't synced (for the two opportunity-based triggers)
The Agent is disabled
Can multiple Agents use the same trigger type?
Yes. You can create multiple active Agents with the same trigger but different conditions, actions, or channels.
How often do Agents run?
Hourly. Each Agent produces at most one notification per run, even if multiple records match.
What happens if my Slack integration needs reauthorization?
If your org's Slack connection requires reauthorization, the Agent's run is skipped for that cycle—no notification is delivered until the connection is reconnected.