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On this page, you will find the list of pre-built agents offered by the Konverso AI Agent platform. Most of them work right out of the box but some of them need some configuration on your part to be able to use them.

...

  • 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.

...

The Blog Expert helps users create, manage, and optimize blog content through features such as content generation, SEO optimization, editing, content strategy, and audience engagement.

Here are some sample questions that you can ask the agent:

  • Write a blog on [TOPIC]

  • Can you write a blog post based on this title "[TITLE]"?

  • Discuss [TOPIC]. Headline: "[TITLE]"

...

Usage example:

...

Calculus Expert

🏷️ Productivity -

Status
colourGreen
titleready to use
/
Status
colourBlue
titletemplate

The Calculus expertExpert 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

...

Here are some sample questions that you can ask the agent:

  • What's the square of 1997?

  • What is a factorial?

  • What would the tax rate be in France for a 30k income?

Usage example:

...

Chart Generator

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

Available for Pro subscription only.

🏷️ Knowledge -

Status
colourYellow
titleCREDENTIALS REQUIRED
/ Analysis -
Status
colourBlue
titletemplate
/
Status
colourGreen
titleready to use

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

Here are some sample questions that you can ask the agent after creating it from the template:

  • Can you generate a chart based on this data? [UPLOADED FILE]

  • Here is the revenue of [COMPANY] over the last 5 years. Can you make a line chart out of it?

Usage example:

...

Chat Docs

🏷️ Productivity -

Status
colourGreen
titleready to use
/
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
colourBlue
titletemplate

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

Customer prep meeting agent

🏷️ Sales Chat Docs agent creates Q&As based on any type of document.

Here are some sample questions that you can ask the agent:

  • Can you give me the main topics in this document? [UPLOADED FILE]

  • Who is the intended audience for this document?[UPLOADED FILE]

Usage example:

...

Confluence Technical Writer

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

Available for Pro subscription only.

🏷️ Knowledge -

Status
colourYellow
titleCustom instructions requiredCREDENTIALS REQUIRED
/
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 Confluence Technical Writer helps documentation writers create and edit Confluence pages.

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:
panelIconText:red_star:
bgColor#FFBDAD

Available for Pro subscription only.

...

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

Here are some sample questions that you can ask the agent:

  • Can you create a page titled "[PAGE NAME]" in [SPACE KEY] space?

  • Can you add a new section named "[TITLE]" at the end of the "[PAGE NAME]" page in [SPACE KEY] space?

  • Can you give me the list of pages in [SPACE KEY] space that have not been updated since [YEAR]?

Usage example:

...

Content Ideation Agent

🏷️ Marketing -

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

The Customer support agent addresses customer inquiries about your company's products and features by searching your company’s product documentation.

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 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:
panelIconText:red_star:
bgColor#FFBDAD

Available for Pro subscription only.

🏷️ Customer support -

Status
colourYellow
titleCREDENTIALS required
/
Status
colourBlue
titletemplate
/
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 research assistant

Coming soon!

Data researcher

Coming soon!

Decision Digest

🏷️ Productivity - StatuscolourGreentitleready to useContent Ideation Agent generates content ideas for various platforms like blogs, social media, or marketing campaigns.

Here are some sample questions that you can ask the agent:

  • Suggest five content ideas for blogs that could also be adapted into article posts on Linkedin focusing on [TOPIC]

  • Can you suggest 5 unique and trending blog post ideas for [TOPIC]?

  • Suggest 6 content ideas for Linkedin to promote [PRODUCT]. Ensure each idea is platform-optimized, visually engaging, and emphasizes virality.

Usage example:

...

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.

Here are some sample questions that you can ask the agent:

  • Can you give a list of synonyms for "[WORD]"

  • Can you give me the definition for "[WORD]"

  • Can you rewrite this sentence to be more "[TEXT QUALITY]": "[SENTENCE]"

Usage example:

...

Customer Prep Meeting Agent

🏷️ Sales -

Status
colourYellow
titleCustom instructions 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
/
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.

...

Customer Prep Meeting Agent aids in preparing for a client meeting by providing 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.

Here are some sample questions that you can ask the agent after creating it from the template:

  • Can you give me information about [COMPANY]?

  • Can I have a rundown of the recent trends in [INDUSTRY TYPE]?

  • Who are the key individuals from [COMPANY]?

Customer Support Agent

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

Available for Pro subscription only.

🏷️ Sales Customer support -

Status
colourYellow
titleDATA SOURCE REQUIREDCustom instructions required
/
Status
colourBlueYellow
titletemplate
The Go No Go Agent RFP assists in decision-making on responding to RFPs
DATA 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 documentation.

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 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

    according to your needs

    • with your company’s product documentation. These data sources can be documents

    (RFP(s))

    • or external integrations

    (such as a website for example)

    • .

    • Then, you must add

    those

    • these data sources when configuring the agent with the

    Go No Go

    • Customer support Agent

    RFP

    • templatein Build > Agents.

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

...

Status
colourGreen
titleready to use

Here are some sample questions that you can ask the agent after creating it from the template:

  • What are the prerequisites to connect to [TOOL]?

  • What is the company policy regarding [TOPIC]?

  • Who do I have to contact in regards to [REQUEST]?

Customer Support Response Helper

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

Available for Pro subscription only.

🏷️ Customer support -

Status
colourYellow
titleCREDENTIALS 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
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.

Here are some sample questions that you can ask the agent:

  • Can you help me respond to [TICKET ID]?

Data Researcher

🏷️ Analysis -

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:

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
/ Data Researcher searches for information on the web to produce reports sourced in the format:

  • Intro

  • Section 1

  • Section 2

  • Section 3

  • Conclusion

Here are some sample questions that you can ask the agent:

  • Can you generate a report about AI agents?

  • Search for information about [COMPANY] on the web and build a report on it

  • Can you provide an overview of the evolution of AI in the last 10 years?

Usage example:

...

Decision Digest

🏷️ Productivity /

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.

Here are some sample questions that you can ask the agent after creating it from the template:

  • Use the IDA framework to extract key elements from this transcript [UPLOADED FILE]

  • IDA table from the transcript [UPLOADED FILE]

  • Please generate a record of actions, decisions, information from this meeting transcript [UPLOADED FILE]

Email Specialist For Customer Interaction

🏷️ Sales -

Status
colourGreen
titleready to use
/
Status
colourBlue
titletemplate

The 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.

...

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 the 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 - StatuscolourGreentitleready to useEmail Specialist For Customer Interaction automates and enhances communication during the first customer interaction by drafting, personalizing, and emailing responses to customer inquiries.

Here are some sample questions that you can ask the agent:

  • Can you help me write an email focusing on the initial interaction with [CUSTOMER] working at [COMPANY]?

  • Can you help me draft an initial email for [CUSTOMER] from [COMPANY]?

  • Please write an email to secure an introductory meeting with [CUSTOMER] from [COMPANY]

Usage example:

...

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 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 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 these 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.

Here are some sample questions that you can ask the agent after creating it from the template:

  • Can you analyze this RFP and tell me if I should respond to it? [UPLOADED FILE]

  • Should I respond to this RFP?[UPLOADED FILE]

  • Should I go on responding to this RFP? [UPLOADED FILE]

HR Officer

🏷️ HR -

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!

Sales expert

🏷️ Sales -

Status
colourYellow
titleCustom instructions required
/ 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.

Here are some sample questions that you can ask the agent:

  • What's the best way to set a recruitment?

  • How to conduct a performance review with an employee?

  • What strategies are used to attract top talent?

Usage example:

...

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.

Here are some sample questions that you can ask the agent:

  • Where was this picture taken? [UPLOADED IMAGE]

  • What does the image say? [UPLOADED IMAGE]

  • Compare these two images [UPLOADED IMAGE][UPLOADED IMAGE]

Usage example:

...

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:

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 these documents when configuring the agent with the Interactive RFP Agent templatein Build > Agents.

Info

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

Here are some sample questions that you can ask the agent after creating it from the template:

  • Can you fill this RFP? [UPLOADED FILE]

  • Can you reply to the RFP in sheet [SHEET NAME]? [UPLOADED FILE]

  • Can you give me the answers for this RFP? [UPLOADED FILE]

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 or by using the web.

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 these 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.

Here are some sample questions that you can ask the agent:

  • How to clear the cache in my browser

  • I want to archive my emails

  • How to add a signature to my emails?

Usage example:

...

Konverso Help

🏷️ Productivity -

Status
colourGreen
titleready to use

The Konverso Help agent is dedicated to answering your questions about Konverso’s AI Agent platform.

Note that this agent is not available as a template.

Here are some sample questions that you can ask the agent:

  • What are the key features of the platform?

  • Do you have any tutorials to help me get started?

  • How can I get an agent to use my own documents to help answer users' questions?

Usage example:

...

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.

Here are some sample questions that you can ask the agent:

  • Suggest three compelling subject lines for an email promoting our upcoming [EVENT TYPE] on [PRODUCT]

  • What would be an effective CTA for an email encouraging recipients to book a demo with us?

  • Draft an email that shows value to existing customers by promoting a new feature or update

Usage example:

...

Meeting Recap Specialist

🏷️ Productivity -

Status
colourGreen
titleready to use
/
Status
colourBlue
titletemplate

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

Here are some sample questions that you can ask the agent:

  • Can you please generate the meeting notes? [UPLOADED FILE]

  • What were the main topics discussed during the meeting?[UPLOADED FILE]

  • What decisions were made during the meeting? [UPLOADED FILE]

Usage example:

...

Plagiarism Checker

🏷️ Marketing -

Status
colourBlue
titletemplate

The Plagiarism Checker agent evaluates documents against external sources for potential plagiarism.

Here are some sample questions that you can ask the agent after creating it from the template:

  • Can you check this text for plagiarism: [TEXT]

  • Can you check the content of this document for plagiarism?[UPLOADED FILE]

  • Please check this text: [TEXT]

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.

Here are some sample questions that you can ask the agent:

  • Can you make a 5-slide presentation about [TOPIC]?

  • Can you suggest a plan for a presentation about [TOPIC]?

  • Here is the plan for my presentation: [PLAN]. Please generate it.

Usage example:

...

Prompt Expert

🏷️ Productivity -

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.

Here are some sample questions that you can ask the agent after creating it from the template:

  • Can you propose a prompt for [AGENT TYPE] AI agent?

  • Can you rewrite the instructions I created for [AGENT TYPE]: [TEXT]

  • I want to build an agent to help users [TASK TO DO]. Can you suggest instructions I could use for this agent?

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 these 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.

Here are some sample questions that you can ask the agent after creating it from the template:

  • What are [COMPANY]'s main customers?

  • What products does [COMPANY] offer?

  • Can you give me the details of [COMPANY]'s pricing plans?

Sales RFP Agent

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 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.

:

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

    these 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.

...

.

Here are some sample questions that you can ask the agent after creating it from the template:

  • Can you fill this RFP? [UPLOADED FILE]

  • Can you reply to the RFP in sheet [SHEET NAME]? [UPLOADED FILE]

  • Can you give me the answers for this RFP? [UPLOADED FILE]

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.

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.

Security officer

🏷️ IT Support -

Status
colourYellow
titleCustom instructions required
/
Status
DATA SOURCE REQUIRED
colourYellow
titleBlue
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:

    • 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 these data sources when configuring the agent with the Security Officer templatein Build > Agents.

Info

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

Here are some sample questions that you can ask the agent after creating it from the template:

  • What are the security policies of the company?

  • Who is responsible for enforcing security policies within the company?

  • How can I report a security issue?

Senior Data Researcher

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🏷️ Analysis -

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

Required set-up:

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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:

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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.

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Info

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

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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.

Here are some sample questions that you can ask the agent:

  • Can you generate a report about AI agents?

  • Search for information about [COMPANY] on the web and build a report on it

  • Can you provide an overview of the evolution of AI in the last 10 years?

Usage example:

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Service Catalog Clerk

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Available for Pro subscription only.

🏷️ IT Support -

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The Service catalog clerkCatalog Clerk perfectly knows the ServiceNow catalog and can recommend specific items.

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  1. Adding your own data source to the agent:

    • You must create a ServiceNow catalog data source.

    • Then, you must add this data source when configuring the agent with the Service catalog clerk Catalog Clerk templatein Build > Agents.

Info

Learn how to create a ServiceNow catalog data source by reading this documentation page: ServiceNow catalog.catalog.

Here are some sample questions that you can ask the agent after creating it from the template:

  • Can you recommend me items from the catalog?

  • I want to order a new company phone. Can you help me?

  • Can you help me onboarding a new employee?

Social Media Expert

🏷️ Marketing -

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The Social Media Expert crafts compelling, platform-specific posts for Twitter, Instagram, LinkedIn, or Facebook, tailored to engage the target audience effectively.

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engage the target audience effectively.

Here are some sample questions that you can ask the agent:

  • Can you create a post promoting [PRODUCT] on Instagram with a trendy and engaging tone?

  • Can you write a Facebook post on trends for [TOPIC] audience

  • Write a [EVENT TYPE] invite post for LinkedIn. The topic is [TOPIC].

Usage example:

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Spell Checker

🏷️ Productivity -

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The Spell checkerChecker checks for spelling mistakes, corrects grammar, and improves clarity in a text.

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text.

Here are some sample questions that you can ask the agent:

  • Is this sentence correct: [SENTENCE]?

  • Please correct this text: [TEXT]

  • Is there something wrong in the following text: [TEXT]

Usage example:

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Summarize My RFP

🏷️ Sales -

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Available for Pro subscription only.

The Summarize my My RFP agent summarizes received RFPs in various formats.

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formats.

Here are some sample questions that you can ask the agent:

  • Can you summarize the following RFP? [UPLOADED FILE]

  • Can you give me a summary of this RFP we received? [UPLOADED FILE]

  • Can you analyze this RFP and give me a rundown? [UPLOADED FILE]

Usage example:

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Summary Writer

🏷️ Productivity -

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The Summary writer summarizes text, responses, and conversations.
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The Summary Writer summarizes text, responses, and conversations.

Here are some sample questions that you can ask the agent:

  • Can you summarize our current conversation please?

  • Here is a PDF file. Summarize its content. [UPLOADED FILE]

  • Please summarize the following text: [TEXT]

Usage example:

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Ticket Manager

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Available for Pro subscription only.

🏷️ IT Support -

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The Ticket Manager can answer all your questions about ServiceNow tickets and even create them for you.

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  1. You must have a ServiceNow account that uses the same email address/username as the one connected to the Agentic platform.

  2. You must create ServiceNow credentials using this account within the platform.

Info

Visit this page to learn how to create ServiceNow credentials.

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learn how to create ServiceNow credentials.

Here are some sample questions that you can ask the agent after creating it from the template:

  • Can you create a ticket?

  • Can you list my tickets?

  • Can you update a ticket for me?

Translation Expert

🏷️ Productivity -

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The Translation expertExpert translates text accurately and efficiently between multiple languages, ensuring contextually appropriate, grammatically correct, and culturally sensitive translations., and culturally sensitive translations.

Here are some sample questions that you can ask the agent:

  • Can you translate "[SENTENCE]" from English to French?

  • Here is a text: [TEXT]. Can you translate it in German please?

  • What are the possible translations for "[WORD]" in Spanish?

Usage example:

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Trend Tracker

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Available for Pro subscription only.

🏷️ Marketing -

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The Trend Tracker helps monitor industry trends and assists users with trending topics and keywords.

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The Trend Tracker helps monitor industry trends and assists users with trending topics and keywords.

Here are some sample questions that you can ask the agent:

  • What are the top three trends in our industry this month and how are they impacting [INDUSTRY TYPE] businesses?

  • What content formats and topics are currently trending on social media in [INDUSTRY TYPE] industry?

  • Identify recent shifts in consumer behavior within [INDUSTRY TYPE] in [CONTINENT/COUNTRY]

Usage example:

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Web Searcher

🏷️ Productivity -

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The Web SearchSearcher agent replies to general questions and browses the web.

Here are some sample questions that you can ask the agent:

  • What does Konverso do?

  • What are the LLMs released in 2024?

  • What are the major recent news?

Usage example:

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