Pre-built agents
On this page, you will find the list of pre-built agents offered by the Agentic 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.
- 1 Categories
- 2 List of agents
- 2.1 Blog Expert
- 2.2 Calculus expert
- 2.3 Chart generator
- 2.4 ChatDocs
- 2.5 Confluence technical writer
- 2.6 Content Ideation Agent
- 2.7 Content reviewer
- 2.8 Customer prep meeting agent
- 2.9 Customer support agent
- 2.10 Customer support response helper
- 2.11 Data researcher
- 2.12 Decision Digest
- 2.13 Email specialist for customer interaction
- 2.14 Go No Go Agent RFP
- 2.15 HR officer
- 2.16 Image analyzer
- 2.17 Interactive RFP Agent
- 2.18 IT Expert
- 2.19 KonversoHelp
- 2.20 Marketing Email Specialist
- 2.21 Meeting Recap Specialist
- 2.22 Plagiarism Checker
- 2.23 PowerPoint creator
- 2.24 Prompt expert
- 2.25 Sales expert
- 2.26 Sales RFP agent
- 2.27 Security officer
- 2.28 Senior data researcher
- 2.29 Service catalog clerk
- 2.30 Social Media Expert
- 2.31 Spell checker
- 2.32 Summarize my RFP
- 2.33 Summary writer
- 2.34 Ticket Manager
- 2.35 Translation expert
- 2.36 Trend Tracker
- 2.37 Web Searcher
Categories
Our pre-built agents have been categorized to help you search for the ones you need in your daily work.
The pre-defined categories are the following:
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.
List of agents
Blog Expert
Marketing -ready to use / template
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.
Calculus expert
Productivity - ready to use / template
The Calculus expert helps in performing computations.
Chart generator
Available for Pro subscription only.
Analysis - ready to use / template
The Chart generator agent can generate graphs, such as line, bar, or pie charts.
ChatDocs
Productivity - ready to use / template
The ChatDocs agent creates Q&As based on any type of document.
Confluence technical writer
Available for Pro subscription only.
Knowledge - CREDENTIALS REQUIRED / template / ready to use
The Confluence technical writer helps documentation writers create and edit Confluence pages.
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.
Visit this page to learn how to create Atlassian credentials.
Content Ideation Agent
Marketing -ready to use / template
The Content Ideation Agent generates content ideas for various platforms like blogs, social media, or marketing campaigns.
Content reviewer
Knowledge -ready to use / template
The Content reviewer helps users with documentation writing tasks, including providing synonyms, definitions, and sentence rewriting.
Customer prep meeting agent
Sales -Custom instructions required / template
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
Customer support -Custom instructions required / DATA SOURCE required / template
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.
Then, you must add those data sources when configuring the agent with the Customer support agent template in Build > Agents.
Customer support response helper
Customer support -CREDENTIALS required / template / ready to use
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.
Data researcher
Analysis - ready to use / template
The Data 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 -ready to use / template
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 -ready to use / template
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
Sales -DATA SOURCE REQUIRED / template
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).
Then, you must add those data sources when configuring the agent with the Go No Go Agent RFP template in Build > Agents.
HR officer
HR - ready to use / template
The HR officer knows everything about HR procedures and can answer questions based on its knowledge and/or using information from the web.
Image analyzer
Productivity -ready to use / template
The Image analyzer agent specializes in the analysis of images.
Interactive RFP Agent
Sales -DATA SOURCE REQUIRED / template
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.
Then, you must add these documents when configuring the agent with the Interactive RFP Agent template in Build > Agents.
IT Expert
IT Support -DATA SOURCE REQUIRED / ready to use / template
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.
Then, you must add those data sources when configuring the agent with the IT Expert template in Build > Agents.
KonversoHelp
Productivity -ready to use
The KonversoHelp agent is dedicated to answering your questions about Konverso’s Agentic platform.
Marketing Email Specialist
Marketing -ready to use / template
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 -ready to use / template
The Meeting Recap Specialist provides comprehensive and accurate summaries of meetings.
Plagiarism Checker
Marketing -ready to use / template
The Plagiarism Checker agent evaluates documents against external sources for potential plagiarism
PowerPoint creator
Analysis - ready to use / template
The PowerPoint creator helps users create effective PowerPoint presentations.
Prompt expert
Productivity -ready to use / template
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 - Custom instructions required / DATA SOURCE REQUIRED / template
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 template in Build > Agents.
Sales RFP agent
Sales -DATA SOURCE REQUIRED / template
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.
Then, you must add those documents when configuring the agent with the Sales RFP agent template in Build > Agents.
Security officer
IT Support - Custom instructions required / DATA SOURCE REQUIRED / template
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.
Then, you must add those data sources when configuring the agent with the Security Officer template in Build > Agents.
Senior data researcher
Analysis - ready to use / template
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.
Service catalog clerk
IT Support - CREDENTIALS required /DATA SOURCE REQUIRED / template
The Service catalog clerk perfectly knows the ServiceNow catalog and can recommend specific items.
Required set-up:
You must have a ServiceNow account that uses the same email address/username as the one connected to the Agentic platform.
You must create ServiceNow credentials using this account within the platform.
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 template in Build > Agents.
Social Media Expert
Marketing -ready to use / template
The Social Media Expert crafts compelling, platform-specific posts for Twitter, Instagram, LinkedIn, or Facebook, tailored to engage the target audience effectively.
Spell checker
Productivity -ready to use / template
The Spell checker checks for spelling mistakes, corrects grammar, and improves clarity in a text.
Summarize my RFP
Sales -ready to use / template
The Summarize my RFP agent summarizes received RFPs in various formats.
Summary writer
Productivity - ready to use / template
The Summary writer summarizes text, responses, and conversations.
Ticket Manager
IT Support - CREDENTIALS required /ready to use / template
The Ticket Manager can answer all your questions about ServiceNow tickets and even create them for you.
Required set-up:
You must have a ServiceNow account that uses the same email address/username as the one connected to the Agentic platform.
You must create ServiceNow credentials using this account within the platform.
Translation expert
Productivity -ready to use / template
The Translation expert translates text accurately and efficiently between multiple languages, ensuring contextually appropriate, grammatically correct, and culturally sensitive translations.
Trend Tracker
Marketing -ready to use / template
The Trend Tracker helps monitor industry trends and assists users with trending topics and keywords.
Web Searcher
Productivity -ready to use / template
The Web Search agent replies to general questions and browses the web.