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Ads Specialist

Agent knowledge map

Max - Ads Specialist

Max uses public business knowledge about ads specialist workflows without exposing private prompts or customer workspace data.

Meet the AI workforce

Core workflow

How Max uses public knowledge

  1. 01 Read approved context

    Public knowledge helps Max support this step without exposing internal prompts or customer-specific data.

  2. 02 Prepare the work

    Public knowledge helps Max support this step without exposing internal prompts or customer-specific data.

  3. 03 Show evidence

    Public knowledge helps Max support this step without exposing internal prompts or customer-specific data.

  4. 04 Request approval

    Public knowledge helps Max support this step without exposing internal prompts or customer-specific data.

  5. 05 Hand off cleanly

    Public knowledge helps Max support this step without exposing internal prompts or customer-specific data.

Knowledge areas

Public knowledge used by Max

AI Agents AI Agents for Business AI agents are software workers that use context, connected tools and structured workflows to help businesses complete work across sales, CRM, support, finance and operations.
Olivia, Ethan, Sophia
AI Agents AI Workforce An AI workforce is a team of specialized AI agents that work together across your business - helping with leads, CRM, inbox, proposals, tasks, support, marketing, finance and operations.
Olivia, Ethan, Sophia
AI Agents How AI Agents Use Tools Explain that Crewlee agents use connected tools and APIs instead of guessing.
draft Olivia, Ethan, Sophia
AI Agents Agent Memory Explain short-term context, workspace memory, entity memory and outcome learning.
planned Olivia, Ethan, Sophia
AI Agents Human Approval for AI Agents Explain how humans stay in control of sensitive actions.
draft Olivia, Ethan, Sophia
AI Agents AI Agent Quality Control Explain evidence, confidence, validation, feedback and evaluation.
draft Olivia, Ethan, Sophia
Data Quality Source of Truth for AI Agents Explain why agents need approved sources and live data.
draft Olivia, Ethan, Sophia
Data Quality Data Readiness for AI Agents Explain what data a company needs before agents can produce high-quality output.
draft Olivia, Ethan, Sophia
Data Quality Agent Readiness Score Explain how connected data improves agent quality.
planned Olivia, Ethan, Sophia
AI Agents Connected Tools for AI Agents Explain CRM, inbox, calendar, docs, finance and analytics connections.
planned Olivia, Ethan, Sophia
Data Quality Knowledge Base for AI Agents Explain how documents, brand guides and policies become useful AI context.
planned Olivia, Ethan, Sophia
AI Agents AI Agent Evidence Explain why every recommendation should show evidence, sources and missing data.
planned Olivia, Ethan, Sophia
AI Agents Confidence Scores for AI Agents Explain confidence levels and when human review is needed.
planned Olivia, Ethan, Sophia
AI Agents AI Agent Feedback Loop Explain how accepted/rejected suggestions improve future outputs.
planned Olivia, Ethan, Sophia
Sales Ideal Customer Profile Explain ICP creation and why agents need it.
draft Olivia, Ethan, Lily
Sales Lead Segmentation Explain how leads are grouped for campaigns and follow-ups.
planned Olivia, Lucas, Lily
Operations Agent-Created Tasks Explain how AI agents create internal tasks safely.
planned Olivia, Ethan, Sophia
Marketing Marketing Campaign Brief Explain how campaign ideas become structured briefs.
planned Lily, Ella, Max
Marketing Brand Messaging Explain positioning, tone and message consistency.
planned Lily, Ella, Jack
Marketing Audience Segmentation for Marketing Explain how audiences are grouped for campaigns.
planned Lily, Olivia, Max
Marketing Campaign Performance Analysis Explain how campaigns are reviewed after launch.
planned Lily, Max, Emma
Marketing Social Performance Analysis Explain engagement, reach, clicks and content learning.
planned Ella, Lily, Max
Marketing Ad Campaign Draft Explain how ad ideas become campaign drafts.
planned Max, Lily, Ella
Marketing Ad Copy Testing Explain variants, testing and learning.
planned Max
Marketing Audience Targeting Explain targeting audiences with safe assumptions and data.
planned Max, Olivia, Lily
Marketing Ad Budget Recommendations Explain how budget suggestions should require approval.
planned Max, Emma
Finance ROAS and CAC Explain return on ad spend and customer acquisition cost.
planned Max, Emma
Marketing Ad Performance Review Explain reviewing paid campaigns after launch.
planned Max, Lily, Emma
Research Competitor Analysis Explain monitoring competitors.
planned Victor, Lily, Jack
Marketing Competitor Positioning Explain how competitor insights shape messaging.
planned Victor, Lily, Max
Finance Campaign Revenue Attribution Explain connecting campaigns to revenue outcomes.
planned Emma, Lily, Max
Finance Customer Lifetime Value Explain LTV and why retention matters.
planned Emma, Ava, Max
Marketing Campaign to Revenue Explain campaign results connected to revenue.
planned Lily, Olivia, Lucas
AI Agents Agent Handoffs Explain how Crewlee agents pass work to each other.
draft Olivia, Ethan, Sophia

Data Max needs before acting

  • Approved business context and source notes
  • Connected CRM, inbox, calendar, docs or finance data where relevant
  • Clear approval boundary for customer-facing or financial action
  • A record where the output can be reviewed later

Used by Crewlee agents

How this knowledge becomes agent work

These public agent cards explain roles at a high level. They do not expose internal prompts or private rules.

Lead Hunter Olivia

Olivia uses public business knowledge about lead hunter workflows without exposing private prompts or customer workspace data.

 Sales Coach Ethan

Ethan uses public business knowledge about sales coach workflows without exposing private prompts or customer workspace data.

 Proposal Specialist Sophia

Sophia uses public business knowledge about proposal specialist workflows without exposing private prompts or customer workspace data.

Build your AI crew with Crewlee

Start by connecting the public knowledge areas, data sources and approval boundaries that matter most.

Open Crewlee workspace Explore Knowledge Hub