Overview
Once a Bolt Agent Job is live, your agent gets to work, but you’re not out of the loop. Element451 provides real-time visibility into how the job is performing and alerts you when your input is needed for actions that require approval.
This article covers:
Monitoring active jobs and job-level metrics
Tracking individual contact progress
Managing action approvals
Manually canceling jobs for specific people
Monitoring Your Job’s Progress
Once a job is created, you can monitor it from Engagement > Bolt Agents > Jobs.
Summary Bar
At the top of the page, you’ll see a summary of how your Bolt Agent Jobs are performing across your institution:
Jobs Active
Goals Completed
Estimated Hours Saved
📈 These counts help you understand the overall impact your agents are making.
"All Jobs" Table
Under the summary bar, you will find the All Jobs table. In the table, you will find all of your institution's jobs and the following information for each:
Job Name
Status (Active or Inactive)
Total People Enrolled
Approvals Needed
Last Action Date
Table Features:
Search jobs by name
Filter by status or goal
Click the vertical ellipsis (⋮) next to any job to open or delete it
Understanding Contact Statuses
Contact Status Definitions
Thinking | The agent is evaluating what to do next. It may be determining the best action, the right time to act, or checking for recent activity from other agents or staff. |
Monitoring | The agent is idle for this contact—waiting until it’s time to “think” again. |
Approval Needed | The agent has generated an action that requires human review before it can proceed. |
Goal Completed | The agent successfully helped the contact achieve the job’s goal. |
Cancelled | A staff member manually removed this contact from the job. The agent will take no further action. |
Inside a Job: People
When you open a job, go to the People section in the left-hand menu to see everyone enrolled in that job.
Summary Bar
At the top of the page, you’ll see a summary bar showing how the job is performing overall. It includes real-time counts for each status:
Total
Monitoring
Approval Needed
Goal Completed
Abandoned/Canceled
People Table
Under the summary bar, you will find the People table. This gives you a quick snapshot of where your contacts are in the process. In the table, you will find all contacts enrolled in this job and the following information for each:
Status
The status provides transparency into where the agent is in the job process for this particular contact, such as “Thinking,” “Approval Needed,” or “Goal Completed.”
Last Action
Last Action Date
How-To: Cancel a Job for a Specific Contact
How-To: Cancel a Job for a Specific Contact
To manually remove a contact from a job:
Click the vertical ellipsis (⋮) next to their row.
Select Cancel Job.
The contact will be removed from the job immediately. The agent will take no further action for that person.
Managing Approvals
If you’ve been assigned as an approver on a Bolt Agent Job, you’ll be notified when the agent proposes an action that requires your review.
How You’ll Be Notified
You’ll see approval indicators in two places:
Bolt Agents > My Approvals: In the left-hand menu, a red indicator will appear next to My Approvals when there are pending actions waiting for your review.
Bolt Agent Side Panel: The Bolt Agent icon in the top right corner of the platform will also display a notification badge. Clicking it opens the side panel, where you can navigate to the Approvals tab to view and manage all pending items, without leaving the page you’re on.
The side panel is perfect for quickly reviewing and clearing approvals without interrupting your workflow. Use the arrow buttons to scroll through and take action right from the panel.
Reviewing and Acting on Approvals
Whether you open an approval from the My Approvals page or the side panel, you’ll see a preview of the action the agent wants to take. This includes:
The contact the message is for
The channel(s) being used (email, text, etc.)
The message content and communication details (e.g., subject line)
A button to View Full Details, including the agent’s reasoning and a full breakdown of the proposed action
Approval Action Options
You have three options when reviewing an approval:
Approve: Confirms the action—your agent will proceed as proposed.
Reject: Discards the action. The agent will not proceed and returns to a monitoring state.
Provide Feedback: Allows you to send feedback to the agent. It will re-enter the thinking state, apply your input, and submit a revised action for your approval.
Approvers are only notified and see approvals for the jobs they’ve been assigned to.
Approval Action Options:
Reject: The action is discarded. The agent returns to monitoring.
Provide Feedback: The agent accepts the feedback and re-enters the thinking state. It will propose a revised action for approval.
Approve: The agent proceeds with the proposed action.
Approvers only see approvals for the jobs they’ve been assigned to. You’ll only be alerted when your input is needed.
Making Changes to an Active Job
While most job settings can be edited at any time, the job’s goal cannot be changed after it is created.
You can also continue to manually enroll new people into the job at any time by clicking the Add People button in the job header.
Each time the agent enters the “thinking” state, that is, when they evaluate what to do next for a specific contact, they pull the most current version of the job. This means that any updates you’ve made will be used going forward.
This makes Bolt Agent Jobs flexible and adaptive, allowing you to iterate as you go.
Changing Instructions: If you’ve already launched the job and the agent has taken action for some contacts, changing instructions significantly midstream may cause inconsistencies. The agent remembers what it’s done so far, and a major change could result in confusing behavior. When possible, keep instructions consistent once a job is in progress. If your strategy has changed significantly, consider creating a new job.
Up Next: Need More Control?
Ready to take your Bolt Agent Jobs further? Read Advanced Strategies and Best Practices for Bolt Agent Jobs to learn how to layer actions, fine-tune segments, and design jobs that support every stage of the student journey.
Bolt Agent Jobs is currently in closed beta, not yet available to all partners. If you have access, you may notice ongoing updates as we continue to refine the feature and improve the experience. Stay tuned—wider access is coming soon!