Bridgeant Operator: plan, approve, run
On Starter and up, Bridgeant plans a multi-step job and runs it. It shows the plan and cost first, nothing runs until you approve, and your file is untouched.
By Operelio team · Updated October 31, 2026
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What Operator adds
Operator is Bridgeant's mode that does the work, not just points at it. It is available on Starter, Pro, and Agency, and it is called AI operator in your settings.
The whole mode is built around one loop: you describe the outcome, Bridgeant proposes a plan, you approve it, and only then does it run. Nothing runs on its own. Every run is saved to your job history as a normal job, marked as run by Bridgeant, and your original file is never changed.
Where the advisor recommends a tool and leaves you to run it, the operator understands your goal in your own words, picks the right tools in the right order, and carries out the whole job once you confirm.
The Bridgeant page
Open Bridgeant from the rail to work with the file and the plan in view. With no file open, the chat fills the page, and your Files are on the left with your recent files. Pick a file there, upload one, or drop one anywhere on the page, and its sheet opens in the middle, with Bridgeant on the right. Bridgeant works on that file, and its plan sits in the chat under the reply that made it.
The top of the page shows how many jobs and Bridgeant messages you have left, and when they reset. When the messages run out, a note at the top of the chat says so: the built-in advisor answers until they reset, and jobs you confirm still run.
If a file's real header sits under a title line, click that row's number in the sheet, then Set header row. It saves a new version of the file with that row as the header, and Undo opens the version before. The file you started from never changes.
Plan, approve, run
The loop is the same every time, whether the job is one step or several.
Describe the outcome
Tell Bridgeant what you want, for example "split the full name into first and last, drop anyone on our do-not-contact list, remove duplicates, and get it ready for HubSpot." You do not name the tools; it works them out.
Read the proposed plan
Bridgeant shows the plan: the ordered steps, the exact counts for each (how many rows a filter removes, how many duplicates go), and which job or jobs it will use. On the Bridgeant page, when the first step is Deduplicate, the sheet strikes through each row it removes and says which row it repeats. If it needs one detail to plan accurately, like which column to split on, it asks first. If a country or state column is written several ways, it asks in the chat which spelling each should become; pick them, click Use these, and that step joins the same run.
Approve it
Nothing has run yet. While the plan waits, a Plan ready bar over the message box holds Run this plan, and the run only happens when you click it. If the plan is not what you meant, ask for a change and it re-proposes. Nothing is committed until you approve.
Let it run
Bridgeant runs the job. On the Bridgeant page the plan shows which step is running, then the rows in and out, and the sheet opens the new file in its Result tab, with a Download. The Original tab has the file you started from, and Show changes marks what the run changed on either. If a step stops, the plan marks it and Bridgeant says what went wrong. Where it can, it offers Try again, which plans that step and the ones after it again. The result is saved to Files and to your history like any other job.
The plan owns every number. Bridgeant states the counts on the plan, not buried in chat, so you can see exactly what a step will do before you approve it.
A worked example
Say you have a messy contact list: a single Full Name column, some rows for people on your do-not-contact list, duplicate emails, and it needs to go into a CRM. You type: "split the full name into first and last, remove anyone on our do-not-contact list, dedupe by email, then format it for HubSpot."
Bridgeant proposes one plan for the whole request. The first three steps work on the single file, so they run back to back as one job: split the name column, remove the suppressed rows, then deduplicate. The plan shows how many rows the suppression step removes and how many duplicates the dedupe step drops, so you can sanity-check the counts before anything runs.
Formatting for HubSpot is the last step of the same plan. It runs as its own job: Bridgeant auto-maps your columns to HubSpot's fields, tells you how it mapped them, and you correct it in the chat if a column landed on the wrong field. The plan states the total before you approve, in this case two jobs in a single run. Prefer to check the file between the two? Ask for the cleanup on its own, look at the result, then say "now format it for HubSpot" as a follow-up.
At the end you have a clean, CRM-ready file saved in your history, and the original messy list is still exactly as you uploaded it.
What it costs
Operator runs real jobs, so it uses your plan's job allowance the same way running the tools by hand does. Here is how it groups steps into jobs.
| What you asked for | How it runs | Jobs used |
|---|---|---|
| A single-file cleanup (for example split, remove suppressed, dedupe, filter) | The steps run back to back as one workflow | One job |
| A cleanup, then format for a CRM | The cleanup runs as one job, then the CRM format runs as a separate job | Two jobs (a short sequence) |
| Match or merge across files, then clean the result | The match or merge is its own job, then the cleanup runs as a second job | Two jobs |
Talking to Bridgeant costs Bridgeant messages, a separate allowance from your job credits. Every answer uses one message, except a question about how the whole process works, which gets a free answer from help text. One message usually completes a step of work. Starter includes 150 messages each billing cycle. Pro includes 400 for the whole workspace, up to 250 for any one person, and Agency 1,000, up to 600 for any one person, shared with client workspaces too. Past their share, a person keeps going on bought messages while the workspace has any. Included messages reset each cycle and don't roll over; messages from a pack never expire. Only an approved run costs a job.
What it never touches
Operator has the same limits as the advisor, plus a few promises specific to running the work.
It works from a summary of your file, never your cell values, and it does not train on your data. It always shows the plan and the cost first and only runs once you confirm. Your original file is never changed; every result is saved as a new file. And it stays inside Operelio's own tools: it never pushes to your CRM on its own, because a push is your own click, from the results or on a trail's run card, which says first whether that run pushes and to which CRM. It never runs the paid email verification by itself. The free email quick screen costs zero credits and it can run that, but full verification is your own click: in the Email Verifier, or by running a trail that has a full email check from the chat, which uses verify credits. The trail's card says up to how many before you click.
Every run is a normal job
A run started by Bridgeant is an ordinary job in every way that matters. It appears in Activity on Home, labeled so you can see Bridgeant ran it on your instruction. It has the same results page, the same download, and the same retention window as a job you started by hand.
Runs are deterministic: the same file and the same approved plan produce the same output every time. If you do not like a result, nothing is lost, because your original file is untouched and the result is a separate file. Adjust the request and run again.
The morning check
On Starter and up, while Bridgeant is set to AI operator, it checks your trails each morning, from 7:00 your time, and leaves a note in its chat on days something needs you: a trail or run that stopped, a CRM connection to fix, leads waiting more than a day, or a bounce rate that rose two weeks running.
Admins get every item. Members get stopped trails and waiting leads only on the trails they hear about. A line in the bell is on by default and email is off. Change both, or switch the check off, in Settings, under Bridgeant. The check uses none of your Bridgeant messages.
Admin controls on team plans
On Pro and Agency, a workspace admin can set a ceiling on what Bridgeant is allowed to do for everyone in the workspace, in Settings, Team, under Permissions (/app/settings/team).
The admin picks the most Bridgeant can do: allow the AI operator, cap it at Advisor so no one can run jobs with Bridgeant, or turn it off for everyone. Each person then chooses their own mode up to that ceiling. If the cap is set to Advisor, anyone who had chosen the AI operator is moved down to Advisor. The workspace setting always wins over a personal choice.
The cap is a maximum, not a fixed setting. With the ceiling at AI operator, each member can still pick Advisor or Off for themselves; they just cannot go above the ceiling.
Turning Operator on
Go to Settings, then Bridgeant (/app/settings/operator), and choose AI operator. Switching asks you to confirm, since it changes what Bridgeant can do, and a short message confirms the change.
AI operator is the recommended mode on plans that include it. On Free it is shown but locked with a "Starter feature" note; upgrade to Starter or higher to use it. On a paid plan, your workspace admin can also cap Bridgeant below AI operator on the Team tab, and the cap wins over your own choice here.
Frequently asked questions
What plan do I need for Operator?
The AI operator is a paid feature: Starter ($39/month), Pro ($99/month), or Agency ($299/month). The free advisor is on every plan, including Free.
Does anything run without my say-so?
No. Bridgeant proposes a plan and shows the cost, and nothing runs until you click Run this plan (or Run the N steps I can do now, when some steps are yours). If you never approve, nothing happens.
Does it change my original file?
Never. A run produces a new result file, saved to your history. Your uploaded file stays exactly as it was.
Can Bridgeant push to my CRM for me?
Not on its own. It can format a file for HubSpot, Salesforce, or Pipedrive so it is ready to import, and the push is your own click from the results. You can also run one of your trails from the chat: its card says whether that run pushes and to which CRM, and nothing runs until you click.
Does it verify emails or spend credits?
It can run the free email quick screen, which flags obviously bad addresses and costs zero credits. It never runs the paid full verification by itself. That is your own click in the Email Verifier, where it uses your verify credits. If you run a trail that has a full email check from the chat, that run uses verify credits on your click too, and its card says up to how many before you click.
How many jobs does a cleanup cost?
A single-file cleanup, however many steps it has, runs as one job. A cleanup followed by a CRM format is two jobs, because the CRM format runs separately. The plan tells you how it will run before you approve.
Is there a separate cost for talking to Bridgeant?
Talking costs Bridgeant messages, not job credits. The rule is simple: every answer uses one message, except a question about how the whole process works, which gets a free answer from help text. Advisor mode has no AI, so it spends no messages. It checks a file and answers questions about plans, pricing and the tools from fixed rules. You are also never charged for the free file check, for clicking Run on a plan, or for a send once your messages have run out, which the built-in advisor answers instead. Each plan includes a monthly allowance: 150 on Starter, 400 for the whole workspace on Pro, up to 250 for any one person, and 1,000 on Agency, up to 600 for any one person. Past their share, a person keeps going on bought messages while the workspace has any. See where you stand under Settings, then Plan and usage, and buy message packs or a monthly add-on from the billing page if you need more. While a payment is overdue, Bridgeant messages are paused and packs can't be bought until the card is fixed.
Can an admin limit Operator for my team?
Yes. On Pro and Agency, an admin can cap the workspace at Advisor (no one runs jobs with Bridgeant) or Off, in Settings, Team, under Permissions. Each member picks their own mode up to that cap, on the Bridgeant tab.
What if the proposed plan looks wrong?
Do not approve it. Tell Bridgeant what to change and it re-proposes. Because nothing runs until you click Run this plan, an unwanted plan costs you nothing.
Will the same request always give the same result?
Yes. Runs are deterministic: the same file and the same approved plan produce the same output every time.
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