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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 -

Status
colourGreen
titleready to use
/
Status
colourBlue
titletemplate

The ChatDocs agent creates Q&As based on any type of document.

Confluence technical writer

Chart generator

Panel
panelIconIdatlassian-red_star
panelIcon:red_star:
panelIconText:red_star:
bgColor#FFBDAD

Available for Pro subscription only.

🏷️ Knowledge Analysis -

Status
colourYellowGreen
titleCREDENTIALS REQUIREDready to use
/
Status
colourBlue
titletemplate
/

The Chart generator agent can generate graphs, such as line, bar, or pie charts.

ChatDocs

🏷️ Productivity -

Status
colourGreen
titleready to use
/
Status
colourBlue
titletemplate

The ChatDocs agent creates Q&As based on any type of document.

Confluence technical writer

...

Required set-up:

  1. You must have an Atlassian account that uses the same email address as the one connected to the Agentic platform.

  2. This account must at least have the View all, Add page, and Add attachments permissions on the Confluence spaces you wish to consult/modify.

  3. You must create Atlassian credentials using this account within the platform.

Info

Visit this page to learn how to create Atlassian credentials.

Content Ideation Agent

...

Panel
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panelIcon:red_star:
panelIconText:red_star:
bgColor#FFBDAD

Available for Pro subscription only.

🏷️ Knowledge -

Status
colourYellow
titleCREDENTIALS REQUIRED
/
Status
colourBlue
titletemplate

The Content Ideation Agent generates content ideas for various platforms like blogs, social media, or marketing campaigns.

Content reviewer

🏷️ Knowledge - /

Status
colourGreen
titleready to use
/
Status
title
colourBlue
template

The Content reviewer helps users with documentation writing tasks, including providing synonyms, definitions, and sentence rewriting.

Customer prep meeting agent

🏷️ Sales -

Status
colourYellow
titleCustom instructions required
/ StatuscolourThe Confluence technical writer helps documentation writers create and edit Confluence pages.

Required set-up:

  1. You must have an Atlassian account that uses the same email address as the one connected to the Agentic platform.

  2. This account must at least have the View all, Add page, and Add attachments permissions on the Confluence spaces you wish to consult/modify.

  3. You must create Atlassian credentials using this account within the platform.

Info

Visit this page to learn how to create Atlassian credentials.

Content Ideation Agent

🏷️ Marketing -

Status
colourGreen
titleready to use
/
Status
colourBlue
titletemplate

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

Panel
panelIconIdatlassian-red_star
panelIcon:red_star:
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bgColor#FFBDAD

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 -

Status
colourGreen
titleready to use
/
Status
colourBlue
titletemplate

The Content reviewer helps users with documentation writing tasks, including providing synonyms, definitions, and sentence rewriting.

Customer prep meeting agent

🏷️ Sales -

Status
colourYellow
titleCustom instructions required
/
Status
colourYellow
titleDATA SOURCE required
/
Status
colourBlue
titletemplate

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:

...

To use this agent, you must customize the instructions template by replacing [Business] with the name of

...

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.

...

Info

Learn how to create new data sources by reading these documentation pages: Adding documents and Adding external integrations.

Customer support response helper

Panel
panelIconIdatlassian-red_star
panelIcon:red_star:
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bgColor#FFBDAD

Available for Pro subscription only.

🏷️ Customer support -the company or the industry field you wish to investigate.

Customer support agent

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panelIconIdatlassian-red_star
panelIcon:red_star:
panelIconText:red_star:
bgColor#FFBDAD

Available for Pro subscription only.

🏷️ Customer support -

Status
colourYellow
titleCustom instructions required
/
Status
colourYellow
titleCREDENTIALS DATA SOURCE required
/
Status
colourBlue
titletemplate
/
Status
colourGreen
titleready to use

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:

  1. You must have an Atlassian account that uses the same email address as the one connected to the Agentic platform.

  2. This account must have access to the Jira project used for customer support tickets and have permission to view the tickets.

  3. You must create Atlassian credentials using this account within the platform.

Info

Visit this page to learn how to create Atlassian credentials.

Data research assistant

Coming soon!

Data researcher

Coming soon!

Decision Digest

...

  1. Customizing the agent’s description and instructions: Replace [COMPANY] with the name of your company.

  2. 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

Learn how to create new data sources by reading these documentation pages: Adding documents and Adding external integrations.

Customer support response helper

Panel
panelIconIdatlassian-red_star
panelIcon:red_star:
panelIconText:red_star:
bgColor#FFBDAD

Available for Pro subscription only.

🏷️ Customer support -

Status
colourGreenYellow
titleready to useCREDENTIALS required
/
Status
colourBlue
titletemplate

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

/
Status
colourGreen
titleready to use

The Customer support response helper agent helps support agents craft responses to customer tickets.

Required set-up:

  1. You must have an Atlassian account that uses the same email address as the one connected to the Agentic platform.

  2. This account must have access to the Jira project used for customer support tickets and have permission to view the tickets.

  3. You must create Atlassian credentials using this account within the platform.

Info

Visit this page to learn how to create Atlassian credentials.

Data researcher

🏷️ Analysis -

Status
colourGreen
titleready to use
/
Status
colourBlue
titletemplate

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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bgColor#FFBDAD

Available for Pro subscription only.

🏷️ Sales - StatuscolourYellowtitleDATA SOURCE REQUIREDData researcher searches for information on the web to produce reports sourced in the format:

  • Intro

  • Section 1

  • Section 2

  • Section 3

  • Conclusion

Decision Digest

🏷️ Productivity -

Status
colourGreen
titleready to use
/
Status
colourBlue
titletemplate

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.):

...

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).

...

Info

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 - StatuscolourGreentitleready to useDecision 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 -

Status
colourGreen
titleready to use
/
Status
colourBlue
titletemplate

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

Panel
panelIconIdatlassian-red_star
panelIcon:red_star:
panelIconText:red_star:
bgColor#FFBDAD

Available for Pro subscription only.

🏷️ Sales -

Status
colourYellow
titleDATA SOURCE REQUIRED
/
Status
colourBlue
titletemplate

The HR officer knows everything about HR procedures and can answer questions based on its knowledge and/or using information from the web.

Note

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
panelIconIdatlassian-red_star
panelIcon:red_star:
panelIconText:red_star:
bgColor#FFBDAD

Available for Pro subscription only.

🏷️ Productivity -

Status
colourGreen
titleready to use
/
Status
colourBlue
titletemplate

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.):

  1. 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).

  2. Then, you must add those data sources when configuring the agent with the Go No Go Agent RFP templatein Build > Agents.

Info

Learn how to create new data sources by reading these documentation pages: Adding documents and Adding external integrations.

HR officer

🏷️ HR -

Status
colourYellowGreen
titleDATA SOURCE REQUIREDready to use
/
Status
colourBlue
titletemplate

...

The HR officer knows everything about HR procedures and can answer questions based on its knowledge and/or using information from the web.

Note

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
panelIconIdatlassian-red_star
panelIcon:red_star:
panelIconText:red_star:
bgColor#FFBDAD

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:

...

Upload your documents in Data sources > Documents.

...

Info

Learn how to add documents by reading this documentation page: Adding documents.

IT Expert

🏷️ IT Support -

Status
colourYellow
titleDATA SOURCE REQUIRED
/
Status
colourGreen
titleready to use
/
Status
colourBlue
titletemplate

The IT Expert knows all about IT issues and can answer questions using its knowledge 🏷️ Productivity -

Status
colourGreen
titleready to use
/
Status
colourBlue
titletemplate

The Image analyzer agent specializes in the analysis of images.

Interactive RFP Agent

🏷️ Sales -

Status
colourYellow
titleDATA SOURCE REQUIRED
/
Status
colourBlue
titletemplate

Panel
panelIconIdatlassian-red_star
panelIcon:red_star:
panelIconText:red_star:
bgColor#FFBDAD

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:

  1. Upload your documents in Data sources > Documents.

  2. 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

Learn how to create new data sources by reading these documentation pages: Adding documents and Adding external integrations.

KonversoHelp

...

Info

Learn how to add documents by reading this documentation page: Adding documents.

IT Expert

🏷️ IT Support -

Status
🏷️ Marketing -
colourGreenYellow
titleready to use

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

DATA SOURCE REQUIRED
/
Status
colourGreen
titleready to use
/
Status
colourBlue
titletemplate

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
colourGreen
titleready to use
/
Status
colourBlue
titletemplate

The Meeting Recap Specialist provides comprehensive and accurate summaries of meetings.

Plagiarism Checker

🏷️ Marketing -

Status
colourGreen
titleready to use
/
Status
colourBlue
titletemplate

The Plagiarism Check agent evaluates documents against external sources for potential plagiarism

Prompt expert

🏷️ Productivity -

Status
colourGreen
titleready to use
/
Status
colourBlue
titletemplate

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!

...

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:

  1. Create one or several data sources according to your needs. These data sources can be documents or external integrations.

  2. 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

Learn how to create new data sources by reading these documentation pages: Adding documents and Adding external integrations.

KonversoHelp

🏷️ Productivity -

Status
colourGreen
titleready to use

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
colourGreen
titleready to use
/
Status
colourBlue
titletemplate

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
colourGreen
titleready to use
/
Status
colourBlue
titletemplate

The Meeting Recap Specialist provides comprehensive and accurate summaries of meetings.

Plagiarism Checker

🏷️ Marketing -

Status
colourGreen
titleready to use
/
Status
colourBlue
titletemplate

The Plagiarism Check agent evaluates documents against external sources for potential plagiarism

PowerPoint creator

Panel
panelIconIdatlassian-red_star
panelIcon:red_star:
panelIconText:red_star:
bgColor#FFBDAD

Available for Pro subscription only.

🏷️ Analysis -

Status
colourGreen
titleready to use
/
Status
colourBlue
titletemplate

The PowerPoint creator helps users create effective PowerPoint presentations.

Info

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
colourGreen
titleready to use
/
Status
colourBlue
titletemplate

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
colourYellow
titleCustom instructions required
/
Status
colourYellow
titleDATA SOURCE REQUIRED
/
Status
colourBlue
titletemplate

The Sales expert answers all questions regarding your company’s products, solutions, partners, clients, resources, pricing, and more.

Required set-up:

  1. Customizing the agent’s description and instructions: Replace [COMPANY] with the name of your company.

  2. 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

Learn how to create new data sources by reading these documentation pages: Adding documents and Adding external integrations.

Sales RFP agent

Panel
panelIconIdatlassian-red_star
panelIcon:red_star:
panelIconText:red_star:
bgColor#FFBDAD

Available for Pro subscription only.

🏷️ Sales -

Status
colourYellow
titleCustom instructions required
/
Status
colourYellow
titleDATA SOURCE REQUIRED
/
Status
colourBlue
titletemplate

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:

  1. Upload your documents in Data sources > Documents.

  2. Then, you must add those

    data sources

    documents when configuring the agent with the Sales

    Expert

    RFP agent templatein Build > Agents.

Info

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
panelIconIdatlassian-red_star
panelIcon:red_star:
panelIconText:red_star:
bgColor#FFBDAD

Available for Pro subscription only.

...

Security officer

🏷️ IT Support -

Status
colourYellow
titleCustom instructions required
/
Status
colourYellow
titleDATA SOURCE REQUIRED
/
Status
colourBlue
titletemplate
The Sales RFP agent responds to specific questions from a Request for Proposal (RFP) and populates an Excel file with the corresponding answers
titletemplate

The Security officer answers any questions related to your company’s security policies.

Required set-up:

  1. Customizing the agent’s description and instructions: Replace [COMPANY] with the name of your company.

  2. Adding your own data source to the agent:

    Upload your documents in Data sources > Documents
    • 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.

    • Then, you must add those

    documents
    • data sources when configuring the agent with the

    Sales RFP agent
    • Security Officer templatein Build > Agents.

Info

Learn how to add documents to create new data sources by reading this these documentation pagepages: Adding documents and Adding external integrations.

Security officer

...

Status
colourYellow
titleCustom instructions required

...

Status
colourYellow
titleDATA SOURCE REQUIRED

...

Senior data researcher

Panel
panelIconIdatlassian-red_star
panelIcon:red_star:
panelIconText:red_star:
bgColor#FFBDAD

Available for Pro subscription only.

🏷️ Analysis -

Status
colourBlueGreen
titletemplate

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.

...

ready to use
/
Status
colourBlue
titletemplate

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

Learn more about the Data research tool on the Tools page.

Service catalog clerk

Panel
panelIconIdatlassian-red_star
panelIcon:red_star:
panelIconText:red_star:
bgColor#FFBDAD

Available for Pro subscription only.

...