The Flock Help Center

Build and run agents with clear guardrails.

Start with demo data, install a starter agent, and run a controlled workflow before connecting live systems.

Creating your first agent

1. Complete your business setup.
2. Load webinar demo data if you do not want to use live data.
3. Install a starter agent or create a custom agent.
4. Review allowed actions and tool permissions.
5. Add the agent to a team and run it against a lead or work item.
6. Review results and recommended actions before approval.

Permissions and autonomy

• Level 1: recommend only.
• Level 2: draft or propose actions.
• Level 3: execute only after human approval.
• Level 4: autonomous only for specifically pre-authorized low-risk tools supported by the platform.

Webinar starter agents install at Level 2 with human approval and no autonomous tool permissions.

Connections

HubSpot, Pipedrive, Gmail, and SMS are optional for the starter webinar workflow. Use demo data first if you want to learn without OAuth setup.

AI usage and billing

AI usage is consumed when agents perform model work. Review usage before large batches or unattended workflows.

Account and data

Review password, connections, usage, and deletion-request controls.

Need help?

Email maynardmichaela1982@gmail.com.