> ## Documentation Index
> Fetch the complete documentation index at: https://docs.shiftupai.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Building a Pipeline Agent

> Create a pipeline agent that finds, grades, and queues new pipeline for you to review and activate.

Pipeline agents scan the sources you choose for new pipeline, grade each company, and queue the best fits for you to review. For the full feature reference, see [Pipeline agents](/product/pipeline-agents).

## Watch the walkthrough

Watch the video or read the written instructions below.

<iframe className="w-full aspect-video rounded-xl" src="https://www.youtube.com/embed/zMHsn0bkSJc" title="Building a Pipeline Agent" frameBorder="0" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture" allowFullScreen />

<Tip>
  The same video is on the [Pipeline agents](/product/pipeline-agents) product page, alongside the full reference.
</Tip>

## Prerequisites

* The **ShiftUp Pipeline Agent Manager** permission set. See [Permissions](/product/pipeline-agents#permissions).
* At least one active **seller profile**
* To use market discovery, the **Enable Pipeline Account Discovery** setting

## Create the agent

Open **Pipeline agents** in the left sidebar and click **New pipeline agent**.

<Steps>
  <Step title="Set the focus">
    Pick a seller profile. Under **Who should it focus on?**, choose **Any**, **New customers**, or **Existing customers**. Then choose what to look for:

    * **Companies like your best customers** follows the seller profile's ideal customer profile.
    * **A specific focus** offers four suggested idea cards. Pick a card, or choose **Something else** to describe the focus in your own words.
  </Step>

  <Step title="Review the plan">
    ShiftUp builds a plan with an agent name, priority areas, and custom filters. Refine it in natural language, for example "focus on manufacturing under 500 employees".
  </Step>

  <Step title="Choose sources">
    Turn on one or more sources: **Monitored accounts**, **Salesforce selection**, **Uploaded lists**, or **Market discovery**. Complete the setup card for each source you check. Optionally add **Companies to skip**, such as current customers or partners.
  </Step>

  <Step title="Set how the agent tops up your queue">
    Choose **When I click Run** or **Each week**, and a queue size of **10**, **100**, or **1,000** recommendations. Attach any files the agent should read, such as playbooks or case studies.
  </Step>

  <Step title="Create the agent">
    Confirm the wizard. ShiftUp creates the agent, starts its first run, and opens the agent's detail view.
  </Step>
</Steps>

## Review and activate results

Recommendations appear in **Agent results** on the agent's **Overview** tab as ShiftUp completes them. Select a row to open its decision brief. Then **Activate** it to create a [Sales Strategy](/onboarding/sales-strategy), or **Dismiss** it.

To change the agent's focus, sources, schedule, or minimum grade later, open the **Settings** tab. See [Pipeline agents](/product/pipeline-agents#settings) for details.


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