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First StepsAI Goals

AI Goals

AI Goals are the high-level requirements and business objectives that your autonomous agents work to achieve. Unlike traditional software where you define how a task is done, with AI Goals you define what needs to be achieved, and the agents determine the best strategy to execute it.

Setting clear goals in settings.goals is crucial for measuring performance and guiding agent behavior.

Configuration Steps

1. Goal Definition

Navigate to Settings > Goals to configure your business objectives. The system uses a structured format to align agent actions:

  • Revenue Target: Set a numerical value for your desired revenue (revenueTarget).
  • Timeframe: Define the period for achieving these goals (e.g., “Q1 2024”).
  • Primary Objectives: List key outcomes, such as “Increase Lead Generation by 20%” or “Reduce Support Response Time”.
  • Growth Challenges: Identify obstacles the AI should help overcome (e.g., “Low conversion rate on landing page”).

2. Strategic Planning (CMO Agent)

The CMO (Chief Marketing Officer) agent analyzes these goals to:

  • Propose marketing strategies and campaigns.
  • Allocate budget across different channels.
  • Create Instance Plans (plan_type: 'objective') that break down high-level goals into actionable tasks for other agents.

3. Execution & Monitoring

  • Campaign Alignment: Every campaign created by the Growth Marketer is linked to a specific goal or objective.
  • Performance Tracking: The system monitors KPIs defined in your campaigns against the revenueTarget and primaryObjectives.

Key Locations

  • Settings > Goals: The central repository for your business objectives.
  • Agents > CMO: The strategic brain that interprets goals into plans.
  • Analytics: Dashboards showing progress towards your defined targets.

Limitations

While autonomous agents are powerful, they operate within certain boundaries:

  • Ambiguity: Vague goals lead to vague actions. Agents need clear, quantifiable targets to function effectively.
  • Resource Constraints: Agents are limited by the tools, budget, and data access you provide. They cannot perform actions they haven’t been given permission or tools for.
  • Context Window: Agents may not have the full historical context of your business unless it is explicitly provided in the knowledge base or goal description.
  • Complexity: Extremely complex, multi-faceted goals might need to be broken down into smaller, manageable objectives for the agents to execute successfully.

Best Practices

To get the most out of your AI agents, follow these guidelines when setting goals:

  • Be Specific & Quantifiable: Use numbers, percentages, and dates in your primaryObjectives (e.g., “Generate 100 new qualified leads by end of Q3” instead of “Get more leads”).
  • Align with Capabilities: Ensure your agents have the necessary tools (e.g., email access, CRM integration) to actually achieve the goals you set.
  • Prioritize: Don’t set too many conflicting goals at once. Focus on 1-3 primary objectives to keep agents focused.
  • Regular Updates: Review and update your goals quarterly to reflect changing business priorities.
  • Feedback Loop: Use the Training module to provide feedback on whether agent actions are effectively contributing to your goals.
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