Agents automate repeatable product management work by combining your Castspells.io data, curated tool access, and specialized prompts. Use the Agents workspace to delegate research, planning, and follow-up tasks while keeping full visibility into what runs and why.
How Agents Fit into Your Workflow
Where to find Agents
Open Agents from the main sidebar or press ? on any screen to launch contextual help. The floating help button on the Agents page opens this guide directly.
Agents orchestrate long-running or repeatable work. Each task you queue captures a goal for the agent to execute using the tools it is allowed to call (creating entities, updating records, running analysis, or researching on the web). Results are saved back to your workspace and the task log so you can audit every step.
Task Lifecycle
Describe the work - Add a clear, outcome-focused instruction in the task form within each agent accordion.
Pick a cadence - Choose once, daily, weekly, or monthly repeats when the workflow needs to stay current.
Monitor progress - Pending tasks move to running when the scheduler executes them. Expand a task to see status badges, duration, and live logs.
Review outputs - Completed tasks display the final summary at the top of the log stream. Use the log entries to trace tool calls and handoffs.
Reschedule or cancel - Re-run finished tasks with one click, or cancel pending work before it starts.
Understanding Status Badges
pending - Task is queued for the next run window
running - Agent is actively working the job
completed - Work finished successfully; review the output summary
failed - Run ended with an error; open logs to inspect what happened
Agent Directory
Coordinator Agent
The Coordinator Agent triages broad requests and routes work to the specialized agents best equipped to execute. Use it when you are unsure which workflow to call or when you want one run to orchestrate multiple artefacts (for example, researching a market, drafting supporting tasks, and planning the next experiment).
Great for
Turning high-level ideas into coordinated follow-up work
Delegating reminders to other agents using agent-to-agent handoffs
Getting a quick status pulse across scopes, validations, and tasks
Scope Agent
Focuses on defining and maintaining scopes. It can create scopes, refresh mission statements, update imagery, and surface scope-specific insights.
Try prompts such as
"Create a new scope for our B2B onboarding effort with a mission statement and starter goals."
"Review the current Growth scope and suggest updated positioning language."
Market Agent
Handles competitive research, market sizing, and trend tracking. The agent can run web research, generate market sections, and keep your existing market documents current.
Use it to
Refresh trends in a market record before roadmap planning
Produce a quick comparison matrix for emerging competitors
Research which market segment to explore next
Persona Agent
Creates and maintains personas and linked people. It generates persona sections (goals, behaviours, jobs-to-be-done) and updates existing records with new research.
Helpful requests
"Draft a persona for time-poor marketing managers using our latest interviews."
"Update the Acme Admin persona with refreshed pains and desired outcomes."
Product Owner Agent
Owns your task backlog. It creates, updates, and prioritizes tasks and user stories so delivery stays aligned to research.
Common workflows
Generate an initial task list for a new initiative including owners
Rewrite vague backlog items into clear, testable user stories
Summarize open tasks and propose weekly priorities
Validation Agent
Manages validations and insights. It can set up validation plans, log new findings, and synthesize insight summaries tied to your hypotheses and personas.
Ask it to
Create a validation plan for a new experiment
Update an existing validation with latest quantitative results
Summarize recent insights and highlight confidence shifts
Theory Agent
Keeps assumptions and hypotheses sharp. Use it to draft hypotheses with measurable signals, link evidence, and recommend next validation steps.
Prompt ideas
"Write a hypothesis for improving onboarding completion with metrics to watch."
"Review open hypotheses and rank which to validate next based on risk."
Interview Assistant
Supports experiments and trials. It drafts experiment briefs, updates running trials, and summarizes research outcomes so you can close the loop quickly.
Go-to tasks
Plan a multivariate experiment with target participants and success criteria
Log outcomes from the last trial and recommend follow-up interviews
Schedule trial reminders ahead of launch week
Operating Tips
Getting consistent results
A few habits that keep agents reliable
Write tasks in the user's voice with the desired deliverable (e.g., "Create...", "Review...")
Attach relevant entity names so the agent can look them up via search_entities
Prefer the specialized agent when you already know the target workflow; use the Coordinator for cross-domain briefs
Keep recurring jobs short so daily or weekly schedules finish quickly
Check logs after failures; many include actionable error messages or missing permissions
Next steps
Queue your first task with the agent that matches your current goal, then monitor the run from the Agents list. When you need guidance later, click the help button to jump back to this playbook.