👤 For pipe admins
🔐 Available on all plans
🎯 For those who want to harness the power of artificial intelligence to enhance their processes with a digital workforce.
Using natural language, you can instruct these digital workers to analyze information, make decisions and perform complex actions within one or more pipes.
What this solves:
Automate complex tasks that require analysis and decision-making
Create specialized agents with their own unique knowledge bases
Orchestrate actions between different pipes intelligently and conditionally.
Step-by-step: How to create an AI Agent
Creating a new AI agent is divided into three main steps: Create, Knowledge and Behaviors.
Access the pipe where you want to create the agent. In the pipe header, next to the pipe's name, click the AI Agents button.
2. If you already have an agent created, this screen will list them. In this example, we have two agents already created: HR agent and Payroll agent.
To create a new agent, click the "New AI Agent" button on the right side of the screen.
3. In the Create section, enter a Name for your agent and a Description to help identify its main function.
ℹ️ Tip: The Description field is mandatory, as this information is used by the AI to improve its performance and results.
4. In the Knowledge section, add the context your agent needs to operate. This will be its source of truth. You can use two types of information sources:
Pipe: Connect the agent to information from cards in the current pipe or other pipes. This is ideal for giving it access to dynamic, operational data like customer histories, purchase orders or ticket statuses.
Documents: Attach files. This is ideal for providing static knowledge, such as internal policies, job descriptions, product manuals or technical articles.
ℹ️ Tip: While adding knowledge is not mandatory, it is highly recommended. Providing documents or pipe data gives your agent the necessary context to perform with greater accuracy.
5. In the Behaviors section, define the agent's trigger and action:
5.1. Set the event that will trigger the agent. For example, When a card enters a phase.
5.2. Write the instruction (prompt) for the agent to follow in natural language.
You can use / or click the + button to add dynamic information from Fields or Actions from your process.
ℹ️ Tip: You can create conditional instructions and even ask the agent to perform actions in other pipes.
Example prompt: “Analyze the candidate’s information /Resume. If the profile is a good match using the job description on your knowledge, Create a card in the 'interviews' pipe with the candidate's name and email, and Move card to Interviewing phase.”
6. After configuring all sections, click Save at the bottom of the screen to activate it and click "Back to agents" to return to the main screen with the list of agents in your pipe.
How to monitor your agent's activity
There are two ways to track what your digital worker is doing:
Card activities: For a quick view of the action's result, open the card where the trigger occurred and click the Activities tab. There you will see if the digital worker performed the task, such as updating a field or moving the card.
Automation logs: For a detailed, technical view, especially for investigating failures, access the logs. In your pipe's header, click Automations, then select the Logs tab. Here you can see the execution status of all automations, including digital workers.
Troubleshooting
The agent did not perform the expected action:
Symptom: The trigger event occurred (e.g., the card entered the phase), but nothing happened.
Solution: Go to Automations > Logs and look for your agent's execution record. Check for any error messages that might indicate the problem. Also, review your prompt in the settings to ensure the instructions are clear and the mentioned fields (
@field) exist and are filled.
The agent performed an incorrect action:
Symptom: The agent created a card with the wrong information or updated the wrong field.
Solution: Refine your prompt. Be more specific in your instructions. For example, instead of "update the card," say "fill the
@Candidate Statusfield with the value 'Approved'." Check the Card Activities to see exactly what the digital worker did.