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.

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:

  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.

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:

  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 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:

  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.

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.):

  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 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:

  1. Upload your documents in Data sources > Documents.

  2. 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:

  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 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:

  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 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:

  1. Upload your documents in Data sources > Documents.

  2. 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:

  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 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:

  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.

  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 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:

  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.

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.