Ask Vista agents

Ask Vista agents are AI-powered automations that run scheduled tasks, monitor your social activity, and deliver insights without you having to ask every time.

Unlike a one-time chat prompt, agents work in the background on a recurring schedule. You set them up once, and they run automatically based on the cadence you choose.

What agents can do

Agents can be used to:

• Deliver daily briefings about your inbox, scheduled posts, and performance
• Generate weekly or monthly reports across your connected profiles
• Monitor engagement, sentiment, and audience activity
• Surface content gaps, stale tasks, and approval bottlenecks
• Flag re-engagement opportunities and boost candidates
• Keep your idea bank stocked with fresh content suggestions

How to access agents

1. Press X on your keyboard to open Ask Vista
2. Click Agents in the left sidebar
3. Browse prebuilt agents by category, or click + New agent to build from scratch
   

Understanding the agents' view

Your agents list

When you click Agents from the left sidebar, you'll see all agents currently set up in your workspace. Each agent shows:

• Name and description
• Schedule (e.g. "Every day at 5:00 AM EDT")
• Status: Active or Off duty

Refresh

Use the refresh icon (↻) to reload your agents list and check for any updates.

+ New agent

Opens the agent builder so you can create a custom automation from scratch. You can define the task, frequency, and delivery format.

Browsing prebuilt agents

Click Agents, then select Browse agents to explore the full library of prebuilt agents, organized by category.

Daily briefings

Agents that run every morning and surface what you need to know before the day starts.

• Mira, your morning briefer. Summarizes your inbox, scheduled posts, and yesterday's performance
• Mei, your pre-flight checker. Pre-flight check for everything scheduled to publish today
• Tara, your task standup runner. Personal morning standup covering tasks, what's overdue, and what's coming up

Reports and insights

Agents that generate recurring performance reports across your profiles.

• Arjun, your weekly performance reporter. Weekly review across posts, audience, and inbox with week-over-week trends
• Theo, your per-network performance specialist. Per-network performance digest in that network's native context
• Maeve, your monthly report builder. End-of-month client-ready report across all profiles
• Declan, your weekly client recap drafter. Weekly client recap email highlighting performance, wins, and what's coming
• Marcus, your engagement outlier scout. Finds posts from the last 7 days that significantly over- or under-performed
• Beatrice, your audience growth analyst. Weekly follower-delta analysis across profiles, tracking net change and single-day swings
• Diego, your hashtag auditor. Weekly hashtag audit showing which tags lift or drag your engagement
• Rhea, your re-engagement auditor. Monthly re-engagement audit for followers who've gone quiet
• Beck, your boost candidate scout. Weekly shortlist of organic posts worth putting paid budget behind

Inbox and community

Agents that monitor your inbox and community activity.

• Your inbox SLA monitor. Hourly watch on inbox items that have gone unanswered longer than your team's response-time SLA
• Your review watcher. Hourly watch on new reviews across connected platforms

Team operations

Agents that help manage approvals, onboarding, tasks, and scheduling.

• Lucia, your approval flow watcher. Surfaces posts stuck in approval queues, who's holding things up, and what's at risk
• Cora, your onboarding concierge. Onboards a new client profile by surfacing setup checks and a first batch of post ideas
• Andre, your stale task sweeper. Finds Vista tasks that have been open too long, grouped by assignee
• Owen, your quiet profile spotter. Daily check for profiles that have gone quiet or have no posts scheduled
• Cara, your calendar gap filler. Looks 7 days ahead for scheduling gaps and flags empty days

Content and ideas

Agents that keep your content pipeline stocked and timely.

• Iris, your idea bank topper-upper. Weekly check to keep your idea bank above a target number of saved ideas
• Anika, your evergreen recycle planner. Monthly sweep of archive posts older than 90 days that performed well and could be recycled
• Hugo, your holiday moment watcher. Weekly look at upcoming holidays and cultural moments worth posting about

Managing agent status

Each agent has a status you can toggle:

• Active means the agent is running on its scheduled cadence
• Off duty means the agent is paused and will not run until reactivated

To change an agent's status, open the agent and update its settings.

Best practices

• Start with a prebuilt agent before building from scratch
• Use daily briefing agents to replace manual morning checks
• Use reporting agents to automate client-facing recaps
• Use team operations agents to catch bottlenecks before they become problems
• Review active agents regularly to make sure schedules still match your workflow

Frequently asked questions

Q: How do I create a new agent? 

A: Open Ask Vista, click Agents in the left sidebar, then click + New agent to build a custom automation from scratch.

Q: What's the difference between an agent and a skill? 

A: Skills are reusable one-time commands you can trigger manually. Agents run automatically on a recurring schedule without needing to be prompted each time.

Q: Can I pause an agent without deleting it? 

A: Yes. Set the agent status to Off duty to pause it. You can reactivate it at any time.

Q: How do I know when an agent has run? 

A: A blue dot will appear next to the conversation in your Recents list when the agent has completed a task and has a new response waiting for you.

Q: Can I edit an agent after creating it? 

A: Yes. Open the agent from the Agents list and update its settings, schedule, or task details.

Q: Are agents available on all plans? 

A: Agent availability may vary by plan. Contact support to confirm what's included in your current plan.

Q: Can agents take actions like publishing posts or sending replies? 

A: Some agents are read-and-report only, while others can trigger actions depending on their configuration and your account permissions. Review each agent's description before activating.

Need further help?

If you have any questions or need additional help, feel free to contact our awesome support team. We are here to assist you! 💙

Related reading:

Getting Started with Ask Vista

AI Training & Knowledge: Getting Started

Getting Started with Inbox & Review Automations