Agents use cases
Put an agent on the work you already do
Brief it once. Talk to it from Slack, Teams, email or WhatsApp. It uses your tools and your docs, and you can inspect every run.
Agents
See an agent handle the work
A short brief before every call covering who you're meeting, what you agreed last time, and what you still owe them.
You're on with Acme at 11:00 for 30 minutes, a follow-up with Priya Shah. Here's the short version.
You're meeting Priya Shah, VP of Engineering. Pricing was agreed when you last spoke, on 12 March.
You still owe her the security document, and they're also talking to Contoso.
I've put a one-page brief in the thread. Want me to draft that security document before you join?
What teams use agents for
Meeting prep, CRM, research and support. Each has its own brief, tools and channel.
Meeting Assistant
A short brief before every call covering who you're meeting, what you agreed last time, and what you still owe them.
Account Manager
Tell it what happened after a call and it updates Salesforce or HubSpot for you. No CRM tabs.
Research Analyst
Ask about any company and get a short, sourced brief from the public web and your own files.
Support Agent
Reads each ticket, drafts a reply from your own help docs, and flags the ones that need a person.
Start from a ready-made agent
Clone a community agent, connect your tools, and talk to it from Slack, Teams, email or WhatsApp.
