⏩ Content Summary:

Imagine an AI-equipped agent acting as the guardian of your company’s knowledge. It can centralize information from various internal documents and organizational policies.

When employees have questions or need specific guidance, the agent delivers quick and accurate answers. This not only saves valuable time but also ensures that everyone has access to essential knowledge, enhancing efficiency and cohesion across the entire company.

Moreover, this same agent offers a feature that allows employees to automatically generate requests across different pipelines. This simplifies the request process and accelerates responses and solutions to employee needs.

In a dynamic work environment, this functionality is a valuable ally in maintaining uninterrupted operations and maximizing performance.

To access the AI Agent, click on your company name or profile image in the upper right corner.

Next, click AI Agents and then select New Agent. Give your AI agent a name and click Create AI agent.

First, customize the name, welcome message (which appears at the start of conversations), and custom instructions. You can specify the conversation tone, level of detail, and the type of information you want in the AI’s responses. Feel free to add any additional information that your AI Agent should consider.

The Skills tab. There, you will select the data source for your agent, that is, the place from where it will extract all the information.

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Train it with relevant data and allow your agent to learn and execute actions based on that data. You can train your AI Agent using internal documents, pipes and interfaces.

In the Channels tab, you can select presentation and interaction channels for your agent. Currently, you can add your agent to company portals in Pipefy, Slack and Microsoft Teams (Beta).

Once the AI agent is selected, the settings button gives access to general settings, skills and channels.

In the General tab, add a welcome message for your agent and define custom instructions, including tone of voice and level of detail. The more information you provide, the more accurate your agent will be.

When finished, click Update Agent

Clicking the name of the skill, you can see its details.

If you want to add a document, click Add a Document. Upload your file (currently supports .pdf files only), provide a name for your data source, and describe when the Agent should use it, and what the AI needs to extract from this document. Then click Add.

This content needs to be created:

We have 3 types of pipe skills now:

- Access to pipe forms

- Access to pipe data

- Access to cards by ID or Title

each one with its creation form

If you wish to add an interface, click Add an Interface. Select the interface, the table data source (pipe or database), give a name to your data source and provide a description of its content. Finally, click Add.

In the Channels tab, choose the presentation channel.

If you wish to add to a portal, click Add to a Pipefy Portal. Name the presentation channel and select the desired portal.

Finally, click Add Agent to Portal, and your AI agent will be added to the portal.

If you wish to add to Slack, click Add to Slack. You'll have to connect your Slack workspace with Pipefy.

Remember that your AI Agent is also accessible from the Settings area.

Your AI Agent is ready to address employee questions and efficiently create requests. Don’t wait! Leverage this powerful tool to enhance your employees’ experience and boost productivity within your company.

📌 Important: The AI Agent is currently in the Beta stage, and therefore cannot fill attachment fields in the initial card creation form at this time..