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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:

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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.
  • Microsoft 365 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.
  • Microsoft 365 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.
  • Microsoft OneDrive - It can fetch files based on user queries and filters, set individual files as context, and ask followup questions.
  • Microsoft 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.
  • Google Mail - It can get emails based on user queries fetching entities, send responses as emails, set individual emails as context, and ask for follow-ups.
  • Google Drive - It can fetch files based on user queries and filters, set individual files as context, and ask follow-up questions.

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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.
  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.
Users can open the Agent Store, click Connect for the Agent, and follow the on-screen instructions to 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 homepage.