A Next Action is the Wingman agent that identifies the follow-up each interaction calls for and records it, so commitments and next steps aren't lost when the conversation ends. You set it up in the Spinoco desktop app, choose which interactions it runs on, and tell it how to decide the follow-up.
Use this guide to create a Next Action agent and configure it.
To create a Next Action agent:
- Go to Settings.
- Select the Wingman icon.
- Click Create.

- Enter a Name, select the Next Action type, and click Create.

- Complete the Details fields.
- Name
- Description - An optional description of what the agent does.
- Enabled - Toggle to enable or disable the agent as desired.
- Instructions - Optional LLM prompt instructions that apply to the agent as a whole.

- Select Filters to scope the agent to specific interactions. Click Add Condition. Choose a condition and set its value. Repeat to add more conditions as needed.

- Select Instructions. In the Prompt field, enter LLM prompt instructions describing the follow-up actions the agent should identify.

- Click Save. The Next Action agent identifies the follow-up items that match your criteria.
