Agents

Profiles that define what each agent may do. They run the workflows assigned to them — no external agents are connected.

Operations Coordinatorstarter template

Turns decisions into owned tasks and keeps the queue moving.

tasksknowledge· Internal actions, drafts need approval · all businesses

Inquiry Assistantstarter template

Captures inquiries into CRM and drafts grounded replies.

crmknowledgedraftstasks· Draft only — never acts · all businesses

Document Analyststarter template

Extracts and validates fields from business documents.

knowledgerecordstasks· Draft only — never acts · all businesses

Meeting Assistantstarter template

Turns meeting notes into action items and summaries.

tasksdraftscalendar· Internal actions, drafts need approval · all businesses