AI-agents

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AI agents are intelligent assistants that take over some of the routine work involved in tasks:

  • They help to process requests faster.
  • Automatically extract data from unstructured messages.
  • Keep the task status up to date.
  • Simplify automation without having to configure scripts.

AI agents

  • Dataminer — extracts data from comments (forms, correspondence) of contacts and fills in the required task fields.
  • Summarizer — analyzes all comments in a task and maintains a summary of current agreements in a custom field.

How to set up

  • Create a new robot or open an existing one in the "Employees" — "Robots" section.
  • Activate the "AI agent" option.
  • Specify the agent type — its specialization.
  • Configure the fields it will work with.
  • (Optional) Add your instructions for more precise configuration.
  • Add the agent to a task, and it will start working.

Important


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