The AI Agent platform (also called Agentic platform) is a solution offered by Konverso that enables users to utilize and create LLM-powered agents to assist with various tasks, such as web searching or ITSM ticket management. It also allows integration with private data sources for personalized answers.

Pre-built agents are ready-to-use agents offered by the AI Agent platform, categorized into areas like Productivity, IT Support, HR, Marketing, and more. Some agents work out of the box, while others require configuration.

To chat with an agent, type "@" in the chat box or click the "Invoke an Agent" button, then select the agent you want to interact with. Type your question and click "Send" to start the conversation.

You can attach files to your messages by clicking the "Attach files" button. Supported file types include text, JSON, Python, Markdown, images, and more.

To create an agent using a template, go to the Build > Agents menu, click the Create an agent button, and select a template from the library. Customize the template as needed.

To build an agent from scratch, determine the agent's purpose, create a new agent by going to Build > Agents, clicking the Create an agent button, and selecting the From scratch option, provide general information, select data sources, add tools, and publish the agent.

Agents can leverage private or public data sources, such as documents, website pages, ServiceNow Catalog, Confluence wiki, or SharePoint content, to improve the quality of their answers.

When creating your agent, go to the Documents section, click Add Documents, select the documents you want to add, and click Add Documents once more. These documents can then be used by agents to retrieve specific information and provide personalized answers.

Choosing an LLM depends on the task type, context window, price, response time, stability, and verbosity. As such, you must first determine what criteria are the most important and then choose your model accordingly.

When writing instructions for agents, ensure they are clear and detailed, specify the desired output, and fine-tune instructions by testing.

Pre-built agents are ready-to-use agents offered by the Agentic platform, designed to assist with various tasks across different categories such as Productivity, IT Support, HR, Marketing, and more. They can be used out of the box or customized to fit specific needs.

Pre-built agents are categorized into Productivity, IT Support, HR, Marketing, Knowledge, Sales, Customer Support, Analysis, and Basic LLMs. Each category contains agents tailored to specific tasks within that domain.

While most pre-built agents work right out of the box, some may require configuration to connect to specific data sources or adjust settings to better fit your needs.

Yes, you can customize most pre-built agents by creating a new agent based on one of the available templates. After that, you can modify the settings, add or remove data sources, and adjust the responses to better meet your specific needs.

You can access pre-built agents by navigating to the Build > Agents section of the AI Agent platform, where you will find a library of available pre-built agents categorized by their functionality.

Categorizing pre-built agents helps users quickly find the agents they need for their daily work by organizing them into specific functional areas.

Yes, you can create your own agents by using pre-built agents as templates. This allows you to leverage existing functionality while tailoring the agent to your specific use case.

Examples of pre-built agents include the Blog Expert for content creation, Calculus Expert for computations, and Customer Support Agent for managing customer inquiries.

While pre-built agents are designed to be versatile, they may have limitations based on the specific tasks they are designed for. It is important to review the documentation to understand any constraints or recommended use cases.

Credentials are an authentication feature that allows agents to access data from external integrations in data sources. They are necessary for accessing third-party data securely.

The AI Agent platform supports creating credentials for various integrations, including ServiceNow, SharePoint - O365 user account, Atlassian, and SharePoint - Azure Entra ID app registration.

To create new credentials, navigate to Administration > Credentials & models and click the Add credentials button. You can then select the type of credentials you need to create, such as ServiceNow, SharePoint - O365 user account, or Atlassian.

Yes, you can manage existing credentials via the Administration > Credentials & models menu, where you can view, edit, or remove credentials.

Yes, once credentials are created, they can be used for multiple data sources that require the same authentication details.

Yes, when creating credentials, you can select who to share them with, such as Creator or Builders, to determine who can use them in data sources.

The AI Agent platform provides options to keep credentials private or share them with specific users, ensuring controlled access. Additionally, using service accounts and API keys enhances security.

To create SharePoint credentials, ensure you have a SharePoint site and account. Go to Administration > Credentials & models, click Add credentials, select the SharePoint - O365 user account card, and provide the required information like Tenant URL, username, and password.

Confluence users are part of a tenant with specific knowledge unavailable to others. Agents need credentials to access this data via an Atlassian Confluence data source.

Before creating Atlassian credentials, ensure you have an Atlassian tenant and an account with an API key. Then, navigate to Administration > Credentials & models, click Add credentials, select the Atlassian card, and enter the necessary details such as Connection URL, username, and API key.

Log in to your Atlassian tenant, go to Your profile and settings > Manage Account > Security, and create an API token under the API token section.

To create ServiceNow credentials, ensure you have a ServiceNow instance and account. Then, navigate to Administration > Credentials & models, click Add credentials, select the ServiceNow card, and provide the necessary details such as URL, username, and password.

These credentials allow access to a SharePoint tenant via an Azure application, providing an alternative to using standard SharePoint username and password credentials.

To create SharePoint - Azure Entra ID app registration credentials, you need to have a dedicated application in Microsoft Azure with the necessary permissions, and then provide the Tenant URL, Directory (tenant) ID, Application (client) ID, and Client Secret in the Agentic platform.

Google JSON Key credentials are used to access files on Google Drive through external integration. They require a service account JSON private key. Before creating these credentials, you need to configure a service account in Google Cloud and obtain the authentication file containing the private key in JSON format.

To enable the Google Drive API, go to the Google Cloud API library, search for the Google Drive API, and click "Enable" to ensure the API is ready for use.

To create a service account, navigate to Google Cloud's IAM & Admin section, select your project, and click "Create Service Account." Provide the necessary details, select the Editor or Viewer role, and complete the creation process.

In Google Cloud, Access the service account details, navigate to the "KEYS" tab, click "Add Key," and choose "Create new key" with the JSON type. The JSON file will be automatically downloaded.

To share folders, go to Google Drive, navigate to your folder, click the "More actions" icon, and select "Share." Specify the service account's email address and grant Editor access. Repeat this process for each file/folder you want to access.

Go to Administration > Credentials & models, click "Add credentials," select the Google JSON Key card, name your credentials, choose sharing options, select API call scopes, and provide the JSON private key content. Click "Add credentials" to finalize.

Data sources in the AI Agent platform allow agents to leverage private or public data to improve the quality of their answers by searching in designated data sources and retrieving the most relevant data to respond.

To add a new data source, navigate to Build > Data sources and select the main data source type:

• Documents: to add documents.

• External integrations: to create external integrations such as ServiceNow knowledge base and catalog, Atlassian Confluence, Microsoft SharePoint, or Website.

You can manage existing data sources by navigating to Build > Data sources > Documents or External integrations. Here, you can view, modify, or delete data sources as needed.

Yes, you can update or delete existing data sources by navigating to Build > Data sources > Documents or External integrations and using the available options to manage them.

Credentials are required to authenticate and access data from external integrations. They ensure secure access to data sources like Confluence, SharePoint, and ServiceNow.

Yes, you can configure multiple data sources for a single agent, allowing it to access a broader range of information.

To add documents as a data source, go to Build > Data sources > Documents, click the Upload documents button, drag and drop the files in the designated area, and click Upload to add them to your data source repository.

Supported file types include Microsoft Office files, OpenDocument files, images, PDFs, text files, and other file types like CSV and TSV.

The AI Agent platform supports various external integrations, including websites, Atlassian Confluence, Microsoft SharePoint, Google Drive, ServiceNow catalog, and ServiceNow knowledge base.

To add external integrations, go to Build > Data sources > External integrations, and select the type of integration, such as Website, Atlassian Confluence, or Microsoft SharePoint.

Before adding a SharePoint data source, ensure you have configured SharePoint credentials and have access to the SharePoint site and its content.

To create a Microsoft SharePoint data source, go to Build > Data sources > External integrations, click the Add external integration button, select the Microsoft SharePoint card, and provide the necessary information such as credentials, site path, and language.

Web crawling is an automated process to browse websites and index their pages for search purposes. The AI Agent platform uses the Scrapy web crawler to retrieve content from specified websites.

To add a website as a data source, navigate to Build > Data sources > External integrations, click the Add external integration button, select the Website card, and provide details such as the website URL, language, and URL filters.

Before creating a ServiceNow knowledge base data source, ensure you have configured ServiceNow credentials in Administration > Credentials.

To configure a ServiceNow knowledge base data source, navigate to Build > Data sources > External integrations, select the ServiceNow knowledge base card, and provide details such as credentials, language, SQL filter, and article identifier.

To add a ServiceNow catalog data source, navigate to Build > Data sources > External integrations, click the Add external integration button, select the ServiceNow catalog card, and provide the necessary information such as credentials, table name, and language.

To add an Atlassian Confluence data source, go to Build > Data sources > External integrations, select the Atlassian Confluence card, and provide necessary information like credentials, language, and CQL filter.

Yes, you can filter the content retrieved from a Confluence data source using a CQL (Confluence Query Language) filter to narrow down the data.

Before creating a Google Drive data source, ensure you have a Google Drive with files and Google JSON Key credentials in Administration > Credentials.

To create a Google Drive external integration, go to Build > Data sources > External integrations, click "Add external integration," select the Google Drive card, and provide the necessary information such as name, credentials, description, and language. Click "Add external integration" to complete the process.

Tools in the AI Agent platform allow agents to perform specific tasks, ranging from simple interactions like asking clarification questions to complex tasks like interacting with external APIs.

The platform provides tools for information retrieval, productivity, content creation, sales, and IT service management. Tools include calculators, web search, Confluence tools, and more.

No, adding tools to an agent is not mandatory. However, tools can enhance the agent's capabilities depending on the use case.

You can add tools to your agent by selecting the tools while building the agent.

For information retrieval, the recommended tools are Web search and Web page content, which help agents get the latest information from the web and answer user queries.

Tools like Calculator and Get weather can boost everyday productivity by allowing agents to perform calculations and retrieve weather information.

Tools for content creation and management include Confluence tools, PowerPoint tools, Chart generation, Excel - Create file + Excel - Write content, Word - Create file + Word - Write content, and Text - Create file + Text - Write content.

Tools like Excel - Fill RFP Sheet help agents process RFPs by retrieving data from Excel files and filling RFP documents.

For IT Service Management, tools like ServiceNow - Catalog item details + ServiceNow - Catalog item order, ServiceNow - Create ticket, ServiceNow - Update ticket, and ServiceNow - List tickets are available to manage ServiceNow catalog items and tickets.

The platform offers three user roles: User, Agent Builder, and Admin, each with different permissions and capabilities.

Users can access the Chat view to interact with agents, edit their profiles, and view privacy and security settings related to their accounts.

Agent Builders can create and edit agents, add and edit data sources, view available tools, manage credentials, view analytics, and access documentation and support.

Admins can manage the organization’s details and users, handle billing, and have access to all features available to Agent Builders.

You can set up your company’s profile by navigating to Administration > My organization > Account Details to modify company details, set a default timezone, and currency.

You can invite new users by sending a direct invitation with their information or by providing an invitation link. This is done via Administration > My organization > Users.

You can manage users by changing their roles, disabling accounts, logging out sessions, deleting users, or resending invitation emails through Administration > My organization > Users.

Admins can manage the current subscription by navigating to Administration > Billing. Here, you can view the current state of your subscription, update billing information, add a payment method, view invoice history, and cancel your subscription.

Yes, adding a payment method is mandatory if you wish to continue using the platform after the end of the free trial. If no payment method is added before this date, your subscription will be canceled.

You can update your billing information by going to Administration > Billing and selecting the option to update your billing details.

You can view your invoice history by accessing the billing section under Administration > Billing.

You can cancel your subscription by navigating to Administration > Billing and selecting the option to cancel your subscription.

If no payment method is added before the end of the free trial, your subscription will be automatically canceled.

Yes, new users can try the AI Agent Platform with a 14-day free trial of the Pro plan. After the trial, a payment method must be added to continue using the platform.