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.
Creating a Bolt Job
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 below.
General Configurations
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.
Max Enrollments
Add a cap, or a maximum number of people that can be enrolled in this job. After that number is hit, it will stop.
Goal
Choose the outcome you’re asking your Bolt Agent to achieve. The job’s goal cannot be changed once created, so choose carefully.
Depending on your selected goal, you may be prompted to provide additional context, like choosing which application, form, or event applies.
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.
Goals
The goal is the core outcome you want your Bolt Agent to achieve. Everything in the job revolves around it. It sets the purpose and defines what success looks like. The goal you select will determine what context the agent needs (such as a specific form, application, or event), and it helps shape the agent's strategy.
Once a goal is selected and the job is created, it cannot be changed, so choose thoughtfully.
Need help choosing the right goal or designing a smart job strategy? Check out our guide on Advanced Strategies and Best Practices for Bolt Agent Jobs, which includes recommendations, use cases, and tips to align jobs with your institution’s goals.
Available Goals & Descriptions
Available Goals & Descriptions
Below are the goal types available when creating a Bolt Job, along with their intended outcomes:
Goal | Description |
Inform or Notify | Deliver a message or piece of information to the contact; no action required. |
Capture Leads | Collect initial interest or contact details from a new prospect. |
Start Application | Get the contact to begin filling out an application. |
Submit Application | Encourage the contact to complete and submit an application they’ve started. |
Submit Form | Get the contact to complete and submit a specified form. |
Sign Up for Event | Get the contact to register for a specific event. |
Schedule Appointment | Encourage the contact to book an appointment. |
Join Segment | Get the contact to meet the conditions to join a specific segment. |
Leave Segment | Get the contact to meet the conditions to leave a specific segment. |
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.
Adding 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
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
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.
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).
Adding a Trigger
Click + Add Trigger
Choose a trigger (see the list of options below)
Enter a name and description
Set the trigger to Active or Inactive
List of Trigger Options
List of Trigger Options
Applications
Application Completed
Application Started
Application Submitted
Recommendation Submitted
Appointments
Appointment Attended
Appointment Canceled
Appointment No Show
Appointment Scheduled
Appointment Updated
Conversations
Conversation Started
Decisions
Decision Checklist Items
Decision Released
Decision Stage Changed
Decision Status Changed
Documents
Document Uploaded
Events
Event Signup
Forms
Form Submitted
Labels
User Label Added
User Label Removed
Users
Joined Segment
Joined or Left Segment
Left Segment
User Birthday
User Territory Changed
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!