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Pre-built Agents

AI for Work includes a set of pre-configured AI agents that can be easily customized and integrated into workflows. These agents help streamline operations and enhance productivity.

Currently, the following prebuilt agents are available:

Pre-Built API Agents

  • Zendesk - It helps us to fetch Zendesk tickets based on entities.
  • Slack - It helps us to send the response to Slack channels and threads.
  • O365 Calendar - It helps us to create calendar events, fetch calendar events based on filters, check colleagues' availability, and send quick messages in case of a delay in joining the meeting.
  • O365 Email - It can get emails based on user queries fetching entities, send responses as emails, set individual emails as context, and ask for follow-ups.
  • OneDrive - It can fetch files based on user queries and filters, set individual files as context, and ask followup questions.
  • Teams - It can fetch files based on user queries and filters, set individual files as context, and ask follow-up questions.
  • Jira - It can retrieve issues based on user queries using entity filters and effortlessly create Jira issues using AI intelligence derived from action items.
  • HubSpot - It helps in pulling deals based on user queries.
  • Google Calendar - It can create calendar events, fetch the events based on filters, check colleagues' availability, and send quick messages in case of a delay in joining meetings.
  • Gmail - It can get emails based on user queries fetching entities, send responses as emails, set individual emails as context, and ask for follow-ups.
  • Drive - It can fetch files based on user queries and filters, set individual files as context, and ask follow-up questions.

Publish a Pre-Built Agent

Administrators can publish the selected pre-built agents to be available for their users via the Agent Store.

Steps to publish a pre-built agent:

  1. Navigate to User Profile > Admin Console > AI Search or AI Agents > API Agents or Prompt Agents. You'll see a list of Pre-Built Agents, each marked with a "Prebuilt" label. api-agents

  2. To enable the Agent, Toggle the switch ON or click the ellipsis next to the specific agent. A pop-up window is displayed.
    enable-api-agents

  3. Provide the following details:

    • Published Version: Select the version of the agent you are publishing.
    • Publish to: Choose who will have access to the agent:
      • Admins: Restrict the agent to Admin users only.
      • Selected User groups/Users: Specify individual users or groups.
      • Everyone in the Account: Make the agent available to all users.

    • Actions: Choose what users can do with this agent:

      • Lookup: Users can search for existing items.
      • Creation: Users can create new items.

      For example: For a Jira agent, you can allow users to look up issues or also let them create new issues.

      publish-agent

  4. Click Publish. The agent is now available for the users to use in the Agent Store.
    agent-store

Users can open the Agent Store, click Connect for the Agent, and follow the on-screen instructions to Add Connection.
add-connection

Once the connection is added successfully, the agent can take users’ questions or queries using the Ask or Search Anything box on the AI for Work homepage.