Overview
Every contact’s participation in a Bolt Agent Job is called an enrollment. Reviewing enrollments gives you full transparency into how your agent is working with each contact, the actions being taken, and the reasoning behind those actions. From here, you can also manage approvals, add or remove people from a job, and focus on conversations tied to a specific job.
In this article, you’ll learn how to:
Review the People tab and enrollment details
Explore enrollment history and action reasoning
Manage approvals for agent actions
Add or remove people from a job
Understanding Contact/Enrollment Statuses
As your agent works toward the job’s goal, each enrollment moves through different statuses that reflect what’s happening in the process. These statuses give you visibility into whether the agent is actively planning an action, waiting, needs your approval, or has completed the goal.
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 and waiting until it’s time to “think” again. You can think of this as "sleeping." |
Approval Needed | The agent has executed an action that requires human review before it can proceed. |
Goal Completed | The agent successfully helped the contact achieve the job’s goal. |
No Action Needed | The agent found that the contact had already completed the job’s goal before enrollment (due to the Consider Past Activity setting). The agent immediately disenrolled the contact and will take no further action. |
Cancelled | A staff member manually removed this contact from the job. The agent will take no further action. |
Abandonded | The agent stopped working toward the goal for this contact.
This can happen when:
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People (Enrollments)
When you open a job, go to the People section in the left-hand menu to see everyone enrolled in that job. We refer to each contact’s participation in a job as an enrollment.
Summary Bar
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 enrollment status:
Total
Monitoring
Approval Needed
Goal Completed
No Action Needed
Abandoned/Canceled
⚠️ Note: The Abandoned/Canceled count is hidden when the number = 0.
For a definition of each status, refer to the Understanding Contact Statuses section above.
People Table
People Table
Under the summary bar is the People table, which gives you a quick snapshot of the status of each enrollment.
For every contact, you’ll see:
Person: The enrolled contact
✨ Pro Tip: Clicking their name opens the Enrollment Details sidesheet, where you’ll find their full enrollment history for that job.
Status: Current stage in the job for this enrollment. For a definition of each status, refer to the Understanding Contact Statuses section above.
Last Action: The most recent step the agent took.
Last Agent Action: A timestamp for the last action taken by the agent.
Last Contact Engagement: The last time the contact engaged. Clicking the contact's name or the "view" option from the more menu will open the enrollment history, and you can click a specific action to open the action details. Here, you'll find a link to the conversation.
Enrollment Details
When you click a person’s name, the Enrollment Details sidesheet opens. This view is designed to give you full transparency into how the agent has worked with that contact to achieve the job’s goal.
Here’s what you’ll see:
Overview: Quick reference info such as status, date enrolled, and last contact engagement.
Enrollment History: A timeline of every action the agent has taken for that enrollment.
Each action (e.g., Provide Information) can be expanded to see its details (explained below in the next section).
This is where you get powerful insights into both the what and the why behind the agent’s decisions.
Action Details
When you click on a specific action in the enrollment history, the Action Details sidesheet opens with two tabs:
Review Tab
Review Tab
The content displayed on the Review tab depends on whether the action has been executed. Here's what you can find in each state:
For Actions Already Executed:
Action Overview
Action Settings (what was sent)
Execution date of when the action took place
"View Conversation" button linked to the conversation thread
For Action Pending Approval:
Action Overview
Action Settings (draft message being proposed)
Approval/Reject buttons in the header
Reasoning & Feedback Tab
Reasoning & Feedback Tab
The content displayed on the Reasoning & Feedback tab depends on whether the action has been executed. Here's what you can find in each state:
For Actions Already Executed:
The agent’s reasoning behind that action, which could include why it chose the timing, working, strategy, etc.
Example:
The user is in the PROSPECT stage with a STRANGER engagement score, indicating no prior engagement. The goal is to urge the student to schedule an appointment. Since no communication has been sent yet, it is appropriate to send an initial message now. The user’s preferred open time is MORNING, so the message should be scheduled accordingly.
For Action Pending Approval:
The agent’s reasoning behind proposing that action, which could include why it chose the timing, working, strategy, etc.
Example:
I created an enthusiastic and friendly email communication for Eric to promote the completion of "Element University RFI." The email encourages him to fill out the form with a direct, clickable link and invites him to reply if he has any questions. The email is ready to be sent immediately upon approval.
Feedback Text Box: The feedback text box works the same way as the Provide Feedback option available from the My Approvals page or the Bolt Staff Agent Side Panel. Instead of immediately approving or rejecting, you can enter guidance here for the agent to adjust its proposed message. Once submitted, the agent will re-enter the Thinking state, apply your feedback, and then resubmit the revised action for your approval.
✨ Pro Tip: If you’re ever wondering why the agent made a decision (e.g., why it sent an email at a certain time, or why it used a particular message), the Reasoning & Feedback tab is the best place to check.
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.
Accessing Approvals
Accessing Approvals
You’ll see yellow notification badge indicators in a few different places:
(1) My Approvals
Accessible from Engagement > Bolt Agents or from within a specific job. Both routes take you to the same My Approvals page.
The My Approvals menu item will display a yellow notification badge when there are pending approvals waiting for your review.
The My Approvals page provides a dedicated list of all pending approvals assigned to you.
Use the arrow buttons in the top right corner to flip through your approvals.
(2) Bolt Staff Agent Side Panel
The Bolt Agent icon in the top right corner of the main orange navigation menu displays a yellow notification badge when approvals are waiting.
Clicking the icon opens the Staff Agent side panel, where you can navigate to the Approvals tab to view and manage items without leaving the page you’re on.
This option is great for quickly reviewing or clearing approvals while you continue working elsewhere in the platform.
(3) Review Tab of Enrollment Details
If an action within an enrollment requires approval, you’ll see it flagged directly in the Review tab (explained above).
From here, you can approve, reject, or provide feedback while also seeing the action’s full details and the agent’s reasoning.
Reviewing + Managing Approval Requests
Reviewing + Managing Approval Requests
When viewing an approval request from the My Approvals page or the Bolt Staff Agent 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 draft and specific details
There are four buttons on the approval request:
Reject
Clicking Reject will discard the action. The agent will not proceed and returns to a monitoring state to determine next steps.
Feedback
Clicking Feedback allows you to send conversational feedback to the agent. After submitting feedback, the agent will re-enter the thinking state, apply your input, and submit a revised action for your approval.
Approve
Clicking Approve confirms the action, and your agent will proceed as proposed.
View Full Details
Clicking View Full Details opens the Reasoning & Feedback tab in the Action Details sidesheet. This is especially helpful when you’re not ready to approve or reject yet and want to investigate how the agent reached its decision. In this view, you’ll see the agent’s reasoning behind the proposed action and a full breakdown of the action, including timing, channel, and content details.
Note: When approving from the Review tab of Enrollment Details, to give feedback, you'll need to switch to the Reasoning & Feedback tab to enter your feedback.
🧠 Good to Know: Approvers are only notified and see approvals for the jobs they’ve been assigned to.
Managing Enrollments (Add or Remove People)
Adding Contacts to a Job
After a job has been created, you can continue to manually enroll new people into the job at any time by clicking the Add People button in the job header.
From here, you have the option to add by "Manual Selection" or "Segment."
Manual Selection
Manual Selection
The manual selection option allows you to search and add individual contacts.
Via Segment
Via Segment
The segment option allows you to select an existing segment of contacts to enroll.
🚨 Important Note: When adding people to a Job using a segment, the preview list in the Add People sheet might appear shorter than expected. Here’s why that may be the case:
Visibility Groups: Some contacts in the segment may be hidden from view due to your visibility group settings. They won’t appear in the preview, but they will be added to the Job since the entire segment is included.
Already-Enrolled Contacts: If someone in the segment is already enrolled in the Job, they’ll be excluded from the preview list to prevent duplication, but they will still be counted in the total.
This behavior only affects the "Add People" sheet, where a preview is displayed. It doesn’t apply during initial Job creation because:
No contacts have been added yet
There’s no segment preview at that stage
Not sure if someone made it in? You can always confirm in the People tab of the Job after saving.
🧠 Good to Know: You can also use the Bolt Agent Jobs profile card to manually enroll a contact in an existing job. If you don't see the profile card, it may need to be enabled for your profile template.
Removing Contacts from a Job
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.
Looking for Additional Guidance?
Check out our article, 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.