AI-agents: Difference between revisions
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*Simplify automation without having to configure scripts. | *Simplify automation without having to configure scripts. | ||
== AI agents == | == AI agents == | ||
*Dataminer — extracts data from comments (forms, correspondence) of [[Contacts|contacts]] and fills in the required task fields. | *[[AI-agent Dataminer|Dataminer]] — extracts data from comments (forms, correspondence) of [[Contacts|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. | *[[AI-agent Summarizer|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 == | |||
*AI agents use [[Planfix AI|AI credits]]. | |||
== Go To == | |||
*[[Planfix AI]] | |||
Latest revision as of 14:05, 16 July 2025
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
- AI agents use AI credits.