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Set Up Automated Intelligence Agents

As a product leader, you want to set up automated intelligence agents so that you receive proactive insights about scoring trends, anomalies, and competitive shifts without manually checking dashboards every day.

What agents do

Agent Studio is Dacard.ai’s interface for managing autonomous AI workflows. Agents run on schedules or triggers, analyze your product data, and produce structured artifacts (reports, alerts, recommendations) that surface in your dashboard.

Strategic Intelligence

Analyzes scoring trends, identifies cross-product patterns, and generates strategic recommendations for your portfolio.

Anomaly Detection

Monitors score changes and integration signals for unusual patterns. Alerts you to regressions or unexpected improvements.

Competitive Monitor

Tracks competitor product changes and scoring shifts. Surfaces competitive intelligence in your dashboard.

Coaching Digest

Generates periodic coaching summaries based on your scores. Highlights the highest-impact actions for your current stage.

Set up your first agent

Agent Studio is available on Pro plans and above. Default agents are automatically created when you first visit the Agents page.
1

Navigate to Agents

Open Agents from the main navigation. Your account will be provisioned with default agent definitions on first visit.
2

Review default agents

Each agent shows its type, description, current status (active or paused), and last run time.
3

Activate an agent

Toggle an agent from Paused to Active to start its scheduled runs.
4

Configure triggers

From the agent detail view, click Triggers to set when the agent runs.

Trigger types

Each agent can be triggered in multiple ways:
Trigger typeDescriptionBest for
ScheduleRuns on a recurring schedule (daily, weekly, custom cron)Regular intelligence digests
EventFires when a specific event occurs (new score, integration sync, threshold breach)Real-time alerts on changes
ManualRun on demand from the Agent Studio UIAd-hoc analysis before meetings
Start with the default weekly schedule. Once you are comfortable with the agent’s output, add event-based triggers for real-time alerts.

Agent artifacts

Every agent run produces structured outputs:
  • Reports: Markdown-formatted analysis with data and recommendations
  • Alerts: Short notifications about anomalies or threshold breaches
  • Recommendations: Specific “Do This Next” actions ranked by impact

Viewing artifacts

Navigate to the agent detail page and select the Runs tab. Each run shows timestamp, duration, status, artifact links, and token usage.
Agent type: Strategic Intelligence. Schedule: Weekly (Monday morning). What it produces: Portfolio-level analysis of scoring trends, dimension movements, and priority recommendations for the week.
Agent type: Anomaly Detection. Trigger: Event (score change > 5 points in either direction). What it produces: Alert with affected dimensions, possible causes, and suggested investigation steps.
Agent type: Competitive Monitor. Schedule: Monthly. What it produces: Competitor scoring changes, new capabilities detected, and positioning implications.
Agent type: Coaching Digest. Schedule: Quarterly. What it produces: Progress assessment, milestone celebrations, and priorities for next quarter.

Monitor agent performance

Track agent effectiveness from the Agent Studio dashboard:
MetricWhat it tells you
Run historyTimeline of all executions with status
Success ratePercentage of runs that completed without errors
Average durationTypical run time for capacity planning
Artifacts generatedVolume of outputs per run
Token usageLLM tokens consumed per run for cost tracking
Agent runs consume credits based on complexity. A typical strategic intelligence run uses 1-3 credits. Monitor usage under Settings > Usage.

Troubleshooting

If an agent run fails:
  1. Check the run detail page for error messages
  2. Verify connected integrations are still authorized
  3. Confirm the product being analyzed still exists
  4. Review your credit balance (agent runs consume credits)

Next steps

Track your portfolio

Agents work best alongside active portfolio monitoring.

Connect integrations

Agents produce richer insights when fed real operational data.

Get coaching

Reference agent artifacts in DAC coaching conversations for deeper analysis.

Agent Studio overview

Full Agent Studio documentation with autonomy levels and action executor.