AI Agents are full-time digital employees. They have a name, a role, a manager, and access to the same tools your humans use — CRM, Catalog, Quotations, Calendar. They sign emails as themselves, schedule meetings on their own calendar, and report into a human teammate.
Four agent families
- Sales — discovery, qualification, meeting booking, follow-up.
- Support — answers product questions, troubleshoots, escalates to humans.
- Marketing — content drafts, social posts, campaign briefs, A/B tests.
- Operations — internal tasks: lead enrichment, data hygiene, report drafting.
What they're not
Not chatbots that only live in a chat widget. Not scripts that follow if-then rules. They reason, recover from misunderstandings, and ask for help when stuck — like a junior teammate.
Your first agent
/app/agents→ "New agent".- Pick family, give a name, write the role description in plain language.
- Connect channels (email mailbox, chat widget, voice number).
- Assign a human manager — the person the agent reports to.
- Launch.