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Productivity: general productivity tasks for employees.
IT Support: help users with IT-related inquiries, especially regarding ServiceNow.
HR: support employees with all HR-related matters.
Marketing: manage digital marketing tasks.
Knowledge: manage written content, such as documentation.
Sales: manage sales-related matters, from customer insight, and sales Q&A to customer RFP.
Customer support: manage the customer support life cycle.
Analysis: manage analysis tasks.
You can also use one of these to categorize your agents when building your own.
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The Calculus expert helps in performing computations.
ChatDocs
🏷️ Productivity -
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The ChatDocs agent creates Q&As based on any type of document.
Confluence technical writer
Chart generator
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Available for Pro subscription only. |
🏷️ Knowledge Analysis -
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The Chart generator agent can generate graphs, such as line, bar, or pie charts.
ChatDocs
🏷️ Productivity -
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The ChatDocs agent creates Q&As based on any type of document.
Confluence technical writer
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Required set-up:
You must have an Atlassian account that uses the same email address as the one connected to the Agentic platform.
This account must at least have the View all, Add page, and Add attachments permissions on the Confluence spaces you wish to consult/modify.
You must create Atlassian credentials using this account within the platform.
Info |
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Visit this page to learn how to create Atlassian credentials. |
Content Ideation Agent
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Available for Pro subscription only. |
🏷️ Knowledge -
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The Content Ideation Agent generates content ideas for various platforms like blogs, social media, or marketing campaigns.
Content reviewer
🏷️ Knowledge - /
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The Content reviewer helps users with documentation writing tasks, including providing synonyms, definitions, and sentence rewriting.
Customer prep meeting agent
🏷️ Sales -
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Required set-up:
You must have an Atlassian account that uses the same email address as the one connected to the Agentic platform.
This account must at least have the View all, Add page, and Add attachments permissions on the Confluence spaces you wish to consult/modify.
You must create Atlassian credentials using this account within the platform.
Info |
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Visit this page to learn how to create Atlassian credentials. |
Content Ideation Agent
🏷️ Marketing -
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The Customer prep meeting agent aids in preparing for a client meeting by detailed information on companies, key individuals, and industry trends.
Required set-up:
To use this agent, you must customize the instructions template by replacing [Business] with the name of the company or the industry field you wish to investigate.
Customer support agent
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Available for Pro subscription only. |
🏷️ Customer support Content Ideation Agent generates content ideas for various platforms like blogs, social media, or marketing campaigns.
Content reviewer
🏷️ Knowledge -
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The Content reviewer helps users with documentation writing tasks, including providing synonyms, definitions, and sentence rewriting.
Customer prep meeting agent
🏷️ Sales -
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The Customer support agent addresses customer inquiries about your company's products and features by searching your company’s product documentationprep meeting agent aids in preparing for a client meeting by detailed information on companies, key individuals, and industry trends.
Required set-up:
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To use this agent, you must customize the instructions template by replacing [Business] with the name of
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Adding your own data source to the agent:
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You must create one or several data sources with your company’s product documentation. These data sources can be documents or external integrations.
...
Info |
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Learn how to create new data sources by reading these documentation pages: Adding documents and Adding external integrations. |
Customer support response helper
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Available for Pro subscription only. |
🏷️ Customer support -the company or the industry field you wish to investigate.
Customer support agent
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Available for Pro subscription only. |
🏷️ Customer support -
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The Customer support response helper agent helps support agents craft responses to customer ticketsagent addresses customer inquiries about your company's products and features by searching your company’s product documentation.
Required set-up:
You must have an Atlassian account that uses the same email address as the one connected to the Agentic platform.
This account must have access to the Jira project used for customer support tickets and have permission to view the tickets.
You must create Atlassian credentials using this account within the platform.
Info |
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Visit this page to learn how to create Atlassian credentials. |
Data research assistant
Coming soon!
Data researcher
Coming soon!
Decision Digest
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Customizing the agent’s description and instructions: Replace [COMPANY] with the name of your company.
Adding your own data source to the agent:
You must create one or several data sources with your company’s product documentation. These data sources can be documents or external integrations.
Then, you must add those data sources when configuring the agent with the Customer support agent templatein Build > Agents.
Info |
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Learn how to create new data sources by reading these documentation pages: Adding documents and Adding external integrations. |
Customer support response helper
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Available for Pro subscription only. |
🏷️ Customer support -
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The Decision Digest agent analyzes data in the Information/Decision/Action (IDA) format and presents the findings in an organized table format.
Email specialist for customer interaction
🏷️ Sales
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The Customer support response helper agent helps support agents craft responses to customer tickets.
Required set-up:
You must have an Atlassian account that uses the same email address as the one connected to the Agentic platform.
This account must have access to the Jira project used for customer support tickets and have permission to view the tickets.
You must create Atlassian credentials using this account within the platform.
Info |
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Visit this page to learn how to create Atlassian credentials. |
Data researcher
🏷️ Analysis -
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The Email specialist for customer interaction automates and enhances communication during the first customer interaction by drafting, personalizing, and emailing responses to customer inquiries.
Go No Go Agent RFP
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Available for Pro subscription only. |
🏷️ Sales - Status
Intro
Section 1
Section 2
Section 3
Conclusion
Decision Digest
🏷️ Productivity -
Status | ||||
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The Go No Go Agent RFP assists in decision-making on responding to RFPs.
Required set-up:
You must provide the data source(s) that the agent will base its decision on (RFP(s), website(s), product documentation, etc.):
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Create one or several data sources according to your needs. These data sources can be documents (RFP(s)) or external integrations (such as a website for example).
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Info |
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Learn how to create new data sources by reading these documentation pages: Adding documents and Adding external integrations. |
Graph generator
Coming soon!
HR officer
🏷️ HR - Status
Email specialist for customer interaction
🏷️ Sales -
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The Email specialist for customer interaction automates and enhances communication during the first customer interaction by drafting, personalizing, and emailing responses to customer inquiries.
Go No Go Agent RFP
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Available for Pro subscription only. |
🏷️ Sales -
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The HR officer knows everything about HR procedures and can answer questions based on its knowledge and/or using information from the web.
Note |
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Note that the answers generated by this agent use public data found on the web and may not reflect your company’s internal policy. |
Image analyzer
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Available for Pro subscription only. |
🏷️ Productivity -
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The Image analyzer agent specializes in the analysis of images.
Interactive RFP Agent
🏷️ Sales Go No Go Agent RFP assists in decision-making on responding to RFPs.
Required set-up:
You must provide the data source(s) that the agent will base its decision on (RFP(s), website(s), product documentation, etc.):
Create one or several data sources according to your needs. These data sources can be documents (RFP(s)) or external integrations (such as a website for example).
Then, you must add those data sources when configuring the agent with the Go No Go Agent RFP templatein Build > Agents.
Info |
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Learn how to create new data sources by reading these documentation pages: Adding documents and Adding external integrations. |
HR officer
🏷️ HR -
Status | ||||
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The HR officer knows everything about HR procedures and can answer questions based on its knowledge and/or using information from the web.
Note |
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Note that the answers generated by this agent use public data found on the web and may not reflect your company’s internal policy. |
Image analyzer
Panel | ||||||||
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Available for Pro subscription only. |
The Interactive RFP Agent responds to specific questions from an RFP.
Required set-up:
You must provide data source(s) containing prior knowledge from previous RFPs and relevant documents, including PDFs and past Q&A:
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Upload your documents in Data sources > Documents.
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Info |
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Learn how to add documents by reading this documentation page: Adding documents. |
IT Expert
🏷️ IT Support -
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The IT Expert knows all about IT issues and can answer questions using its knowledge 🏷️ Productivity -
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The Image analyzer agent specializes in the analysis of images.
Interactive RFP Agent
🏷️ Sales -
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Available for Pro subscription only. |
The Interactive RFP Agent responds to specific questions from an RFP.
Required set-up:
For the IT agent to answer IT questions pertaining exclusively to your company’s IT processes, you You must provide one or several data sources that contain the relevant information:
...
data source(s) containing prior knowledge from previous RFPs and relevant documents, including PDFs and past Q&A:
Upload your documents in Data sources > Documents.
Then, you must add those data sourcesthese documents when configuring the agent with the IT Expert Interactive RFP Agent templatein Build > Agents.
Note that the IT Expert can also be used out of the box without any data source. In that case, it will search the web to provide its answers.
Info |
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Learn how to create new data sources by reading these documentation pages: Adding documents and Adding external integrations. |
KonversoHelp
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Info |
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Learn how to add documents by reading this documentation page: Adding documents. |
IT Expert
🏷️ IT Support -
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The KonversoHelp agent is dedicated to answering your questions about Konverso’s Agentic platform.
Note that this agent is not available as a template.
Marketing Email Specialist
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The Marketing Email Specialist crafts tailored, on-brand email drafts based on topic, objectives, audience, and tone, complete with headlines, and CTAs.
Meeting Recap Specialist
🏷️ Productivity -
Status | ||||
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The Meeting Recap Specialist provides comprehensive and accurate summaries of meetings.
Plagiarism Checker
🏷️ Marketing -
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The Plagiarism Check agent evaluates documents against external sources for potential plagiarism
Prompt expert
🏷️ Productivity -
Status | ||||
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The Prompt expert creates and refines prompts to guide AI models in generating accurate, relevant, and contextually appropriate responses that meet the user's objectives.
Report publisher
Coming soon!
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IT Expert knows all about IT issues and can answer questions using its knowledge.
Required set-up:
For the IT agent to answer IT questions pertaining exclusively to your company’s IT processes, you must provide one or several data sources that contain the relevant information:
Create one or several data sources according to your needs. These data sources can be documents or external integrations.
Then, you must add those data sources when configuring the agent with the IT Expert templatein Build > Agents.
Note that the IT Expert can also be used out of the box without any data source. In that case, it will search the web to provide its answers.
Info |
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Learn how to create new data sources by reading these documentation pages: Adding documents and Adding external integrations. |
KonversoHelp
🏷️ Productivity -
Status | ||||
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The KonversoHelp agent is dedicated to answering your questions about Konverso’s Agentic platform.
Note that this agent is not available as a template.
Marketing Email Specialist
🏷️ Marketing -
Status | ||||
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The Marketing Email Specialist crafts tailored, on-brand email drafts based on topic, objectives, audience, and tone, complete with headlines, and CTAs.
Meeting Recap Specialist
🏷️ Productivity -
Status | ||||
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The Meeting Recap Specialist provides comprehensive and accurate summaries of meetings.
Plagiarism Checker
🏷️ Marketing -
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The Plagiarism Check agent evaluates documents against external sources for potential plagiarism
PowerPoint creator
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Available for Pro subscription only. |
🏷️ Analysis -
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The PowerPoint creator helps users create effective PowerPoint presentations.
Info |
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Usage recommendations: To use the PowerPoint creator optimally, you should first exchange with it to determine the action plan for the slides. Then, you can ask to generate the slides. |
Prompt expert
🏷️ Productivity -
Status | ||||
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The Prompt expert creates and refines prompts to guide AI models in generating accurate, relevant, and contextually appropriate responses that meet the user's objectives.
Sales expert
🏷️ Sales -
Status | ||||
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Status | ||||
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The Sales expert answers all questions regarding your company’s products, solutions, partners, clients, resources, pricing, and more.
Required set-up:
Customizing the agent’s description and instructions: Replace [COMPANY] with the name of your company.
Adding your own data source to the agent:
You must create one or several data sources containing your company’s knowledge related to partners, clients, solutions, etc. (e.g. your company’s website and other resources). Those data sources can be documents (PDFs, Excel files, etc.) or external integrations.
Then, you must add those data sources when configuring the agent with the Sales Expert templatein Build > Agents.
Info |
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Learn how to create new data sources by reading these documentation pages: Adding documents and Adding external integrations. |
Sales RFP agent
Panel | ||||||||
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Available for Pro subscription only. |
🏷️ Sales -
Status | ||||
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The Sales expert answers all questions regarding your company’s products, solutions, partners, clients, resources, pricing, and moreRFP agent responds to specific questions from a Request for Proposal (RFP) and populates an Excel file with the corresponding answers.
Required set-up:
...
Customizing the agent’s description and instructions: Replace [COMPANY] with the name of your company.
Adding your own data source to the agent:
...
You must provide data source(s) containing prior knowledge from previous RFPs and relevant documents, including PDFs and past Q&A:
Upload your documents in Data sources > Documents.
Then, you must add those
data sourcesdocuments when configuring the agent with the Sales
ExpertRFP agent templatein Build > Agents.
Info |
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Learn how to create new data sources add documents by reading these this documentation pagespage: Adding documents and Adding external integrations. |
Sales RFP agent
Panel | ||||||||
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Available for Pro subscription only. |
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Security officer
🏷️ IT Support -
Status | ||||
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Status | ||||
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Status | ||||
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The Security officer answers any questions related to your company’s security policies.
Required set-up:
Customizing the agent’s description and instructions: Replace [COMPANY] with the name of your company.
Adding your own data source to the agent:
Upload your documents in Data sources > DocumentsYou must
...
create one or several data sources containing your company’s knowledge related to their security policies. Those data sources can be documents or external integrations.
Then, you must add those
data sources when configuring the agent with the
Security Officer templatein Build > Agents.
Info |
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Learn how to add documents to create new data sources by reading this these documentation pagepages: Adding documents and Adding external integrations. |
Security officer
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Status | ||||
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Senior data researcher
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Available for Pro subscription only. |
🏷️ Analysis -
Status | ||||
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The Security officer answers any questions related to your company’s security policies.
Required set-up:
...
Customizing the agent’s description and instructions: Replace [COMPANY] with the name of your company.
Adding your own data source to the agent:
...
You must create one or several data sources containing your company’s knowledge related to their security policies. Those data sources can be documents or external integrations.
...
|
Status | ||||
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The Senior data researcher copies the exact content of the final report returned by the Data research tool. This tool makes three calls to the Data researcher agent to generate a report that merges three reports based on each section of an initial report.
Info |
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Learn more about the Data research tool on the Tools page. |
Service catalog clerk
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Available for Pro subscription only. |
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