Introduction to AI Agents
In Creatio.ai, an AI Agent is an independent entity that operate within Creatio.ai and helps automate complex user tasks. The task performed by an agent depends on its complexity, such as making email campaigns, and its area of specialization, such as service or sales support.
Work with AI Agents
All interaction in the Creatio.ai chat happens directly with agents that make decisions and complete tasks on behalf of the user.
An agent works only with its own skills and actions. However, Creatio can switch to a different agent automatically in the following cases:
- The goal, topic, or user query changes significantly.
- The request falls outside the current agent scope.
- The current agent cannot complete the task technically.
As a result, all chat interactions in Creatio.ai happen through the most relevant agent that adapts to the context of the user’s task. If no existing agent can handle the request, Creatio switches to a special Creatio.ai agent designed to answer general questions and help users navigate the system.
AI Agent structure
Each AI Agent in Creatio includes the following components:
- Agent title and description. Define its purpose and functionality.
- Status. Specify whether the agent is active.
- Prompt name and description. Include multiple key elements:
- Role. Defines what general knowledge the agent will have and how they will respond. For example: a friendly, experienced technical support manager with deep knowelege of B2B SAAS products.
- Agent instructions. Define the agent actions, typical tasks it handles, and general usage scenario. You can also provide daily tasks of general users with which agents can help or rules for data handling / available skills or actions.
- Limitations and restrictions. Specify what the agent must not do and any limitations in actions or data access.
- List of available AI Skills. Each skill solves a specific business task, such as generating a document or analyzing records. If you do not add a skill to any agent, Creatio cannot use it. To activate a skill, add it to the relevant agents.
- List of available actions. Low-level operations the agent can perform without calling a skill, such as changing a record, validating data, or reading a value from a lookup.
- List of available files.
As part of its functionality, an AI Agent can launch individual AI Skills to complete complex tasks or use actions to validate, check, or edit Creatio data.