Overview
Once you understand what Bolt Agent Jobs are and when to use them, the next step is creating one. This article walks you through how to set up a job in Element451—from choosing a goal to configuring actions and assigning your Bolt Agent.
If you’re looking for an overview first, check out Getting Started with Bolt Agent Jobs.
Where to Start
To get started creating a new Bolt Agent Job, head over to the Bolt Agents section of Element451:
Navigate to Engagement > Bolt Agents.
Click the Jobs tab in the left-hand menu. You’ll see a table of all existing jobs, along with key stats such as the total number of people, approvals needed, and the last action date.
Select + New Job in the top-right corner.
You’re now in the job builder—let’s walk through each section.
General Settings
Name: Replace the default “Untitled Job” with a descriptive name that clearly indicates the purpose of the job.
Active: Toggle the job on when you’re ready to launch it. It’s best to complete your configuration before activating.
Description: Add an internal-facing summary to help your team understand the purpose and context of the job.
Goal: Choose the outcome you’re asking your Bolt Agent to achieve.
Depending on your selected goal, you may be prompted to provide additional context, like choosing which application, form, or event applies.
Note: Most job settings can be edited later, even while the job is active. However, the job’s goal cannot be changed once it’s created, so choose carefully.
Here are the goal options you can select from:
Inform or Notify | Start Application | Sign Up for Event |
Capture Leads | Pay Form | Schedule Appointment |
Submit Application | Pay Application Fee | Submit Survey |
Submit Form | Pay Deposit Fee |
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Past Activities: Enable this to allow the agent to check if the contact has already completed the goal. If so, they will be marked as "Goal Completed." Turn this off if you want the job only to apply going forward.
Bolt Agent: Select the Bolt Agent that should own the job. Choose an agent based on its configured expertise.
You can manage your Bolt Agents in the All Agents section.
Instructions: Provide high-level guidance on how the Bolt Agent should approach the job.
Instructions are optional, but recommended.
Instructions can include guidance for things like:
Preferred communication channels (e.g., “only email”)
Cadence of outreach (e.g., “no more than twice per week”)
Content focus based on audience (e.g., nursing students → promote clinical sites and exam pass rate)
Tone (casual vs. formal), urgency, or strategic focus areas
Segment: Choose the segment of contacts who will be enrolled in this job. This is your target audience.
This works similarly to Workflows, where your audience is loaded once during job creation. If you want to add contacts to the job dynamically, you can use the trigger option. We discuss triggers later in this article.
Deadline: Set a date by which the job should end. After midnight on this date, the agent will stop taking action for this job.
Actions
Once your job’s structure is in place—goal, audience, assigned agent—it’s time to define what your Bolt Agent is allowed to do to achieve the goal. These are called Actions. An Action is a permission your Bolt Agent uses to engage with a contact, whether that’s sending a message, promoting a form, or scheduling a meeting. You can add multiple actions per job, and order matters: the agent will prioritize actions from top to bottom.
Important: If an action uses a feature that consumes usage credits (such as sending an SMS), the same charges apply when the agent performs it. In general, anything that costs credits when done manually will also consume credits when done by a Bolt Agent.
To Add an Action:
Click + Add Action button from the job configuration screen.
Replace “Untitled Action” with a clear, descriptive name to help you identify what the agent is trying to do.
Configure the settings in both the General and Self-Approval tabs, as explained below.
Click Save in the top right corner.
Repeat steps 1-4 to add more actions.
General Tab:
Name: Give the action a descriptive name that reflects its purpose.
Skill Type: Choose the type of action the agent should take.
Context Settings: Some skill types require you to select additional context. For example, if you’re promoting an event, you'll need to select which event.
Action | Context Needed |
Make Introduction | None |
Promote Application | Select the application |
Schedule Appointment | Select the availability |
Enroll in Workflow | Select the workflow |
Promote Event | Select the event |
Promote Form | Select the form |
Provide Information | None |
Enabled?: Toggle on or off to determine whether the agent can use this action.
Instructions: Provide specific guidance for how the agent should carry out this action. This can include tone, messaging points, or behavior rules.
Self-Approval Tab
Use these settings to control when your Bolt Agent can act independently versus when it should request human approval.
Self-Approval Toggle: Enable this toggle if the agent should be allowed to complete this action without human review and approval.
Approval Guidelines: Add free-text guidance to help the agent decide when to act independently and when to ask for approval. You can add multiple guidelines and reorder them. The agent will follow them in order.
Important: Enabling self-approval means you’re allowing the agent to take action on its own, without human input. This effectively removes the “human in the loop” for this particular action. You should only enable self-approval when you’re confident the action is low-risk or you’ve provided detailed, clear approval guidelines. Proceed with caution and test thoroughly before scaling.
Action Settings:
Under your list of actions, you'll see two additional settings to configure:
Approvers: Select internal users who should review and approve agent actions. These users will receive notifications when their review and approval are needed.
Urgent: For cases where the agent should send a message immediately upon enrollment. This setting also reduces time spent in the monitoring state, prompting faster action.
Triggers
In addition to enrolling people through a segment, you can also use triggers to automatically add individuals to the job based on specific actions they take.
This can be used in conjunction with your segment. For example, you might start with a segment of inquiry-stage students and also set up a trigger to enroll anyone who submits a Request for Information (RFI).
To add a trigger:
Click + Add Trigger
Choose Submit Form (only supported trigger type at this time)
Enter a name and description
Set the trigger to Active or Inactive
We'll be expanding our trigger options in the near future.
What’s Next
Once your job is fully configured and activated, your Bolt Agent will begin working with enrolled contacts to achieve the goal.
To learn how to track progress, review agent actions, and manage approvals, continue to: Monitoring Bolt Agent Job Progress and Managing Approvals.
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!