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Pre-built Agents

Deploy configurable agent templates for common use cases.

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Overview

Pre-built agents are ready-to-deploy templates that can be customized for your organization. They provide:
  • Tested conversation flows
  • Common integration patterns
  • Configurable instructions
  • Quick deployment

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Available Agents

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Knowledge Assistant

General-purpose knowledge retrieval agent.
FeatureDescription
PurposeAnswer questions from connected knowledge sources
KnowledgeSearch AI, SharePoint, Confluence, Google Drive
CustomizationInstructions, tone, source filtering

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Meeting Scheduler

Calendar and scheduling assistant.
FeatureDescription
PurposeSchedule meetings and check availability
IntegrationsGoogle Calendar, Outlook, Calendly
CustomizationBooking rules, time zones, meeting types

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FAQ Bot

Frequently asked questions handler.
FeatureDescription
PurposeAnswer common questions with predefined responses
KnowledgeFAQ database, static content
CustomizationQuestions, answers, fallback behavior

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Onboarding Guide

New employee onboarding assistant.
FeatureDescription
PurposeGuide new hires through onboarding tasks
KnowledgeOnboarding checklists, company info
CustomizationTasks, timeline, department-specific content

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Expense Helper

Expense reporting assistance.
FeatureDescription
PurposeHelp with expense submission and policies
IntegrationsExpensify, Concur, SAP
CustomizationPolicy rules, approval workflows

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Using Pre-built Agents

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Installation

  1. Navigate to Pre-built Agents or Marketplace
  2. Browse available agents
  3. Select an agent to preview
  4. Click Install
  5. Configure settings for your organization

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Configuration

After installation, customize:
  • Name and description — Brand for your organization
  • Instructions — Modify default behavior
  • Knowledge sources — Connect your data
  • Integrations — Set up required connections
  • Guardrails — Add organization-specific rules

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Deployment

Deploy to channels:
  1. Go to agent settings
  2. Select Channels
  3. Enable desired channels (Teams, Slack, Web)
  4. Configure channel-specific settings
  5. Test and publish

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Customization Guide

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Modifying Instructions

Pre-built agents include default instructions you can extend: 
# Default instructions (provided)
You are a knowledge assistant that helps employees find information.

# Your additions
Additional context for our organization:
- We use Confluence for technical documentation
- JIRA for project tracking
- Slack for team communication

When answering questions about projects, always check JIRA first.

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Adding Knowledge Sources

Enhance agent knowledge:
  1. Go to agent Knowledge settings
  2. Click Add Source
  3. Select connector type
  4. Configure connection
  5. Set retrieval parameters

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Extending with Tools

Add custom integrations: 
Tools:
  - name: check_project_status
    description: Look up project status in JIRA
    api: jira_api
    action: get_project

  - name: create_task
    description: Create a new task
    api: jira_api
    action: create_issue