Back to CRM

Updated Sep 2026 · 7 min read

How to set up agents and use them

Turn on Overjoy's agents, give them the right context, and review the work they prepare for you every day.

Key takeaways

  • Before turning agents on, connect your email and order data and set up your brand wiki so they have the right context.
  • Under Agent Joy → Agents, open an agent — Inbox, Pipeline, Customer, Order, and more — to switch it on, set assignees and a schedule, and use Edit with Joy to tell it how to work.
  • Agents prepare work every day. Review, edit, and approve it from Agent Joy → Review or Pending Reviews on your Home page.