AI Agents · Early access
AI agents for the work you do.
Build help around your knowledge and the job that needs doing. Use an agent yourself, help colleagues find answers, or give customers and end users guidance where they already need it.
Get Help.ai updates- Reusable instructions and knowledge
- Selected tools and connected accounts
- Private work or customer-facing help
An answer is often the beginning of the job.
A question may need a reference document, a few missing details, or an action in another system. An agent connects the conversation to that work, whether you are helping a client, supporting colleagues, or handling a task yourself.
Give each audience useful answers
Choose the knowledge and instructions appropriate to the people using the agent. Internal process guidance, customer product help, and your own reference work each need the right context.
Connect the tools the job requires
Choose from enabled tools and connect authorized accounts where needed. Give the agent the capabilities relevant to its role, with clear instructions about how to use them.
Keep people involved where it matters
Review tool results and respond to approval requests when they appear. For customer conversations, operators can take over with the context intact and return control when appropriate.
Build the agent around the work.
Define its job
Choose the questions it should answer, the information it can use, and the actions it is allowed to take.
Choose where people use it
Use an agent in your workspace for your own work and team questions. For customers or end users, configure a website widget, hosted page, or API deployment with the appropriate knowledge and tools.
Review the work it helps with
Look at the questions, answers, and actions. Improve the instructions where context is missing and keep a person involved when the request needs judgment.
One defined job. Useful help around it.
A private workspace helper and an agent your customers talk to can use the same building blocks. Define the responsibility, audience, and information each one needs.
Repeatable work assistance
Save the instructions, review criteria, and reference material you use regularly. Give recurring drafts, creative briefs, reviews, and questions a consistent starting point.
Team knowledge
Help colleagues find answers in shared reference material and understand the next step in an internal process.
Customer support
Let customers ask questions in a deployed conversation, get guidance from the knowledge you provide, and continue with a person when the request needs attention.
Service enquiries
Understand what the customer is looking for and collect the details needed for a relevant response.
Customer onboarding
Explain the process, gather required information, and help new customers through the next step.
Connected actions
Use supported tools and authorized account connections for the next step in the work. The available actions depend on your workspace configuration.
Define what the agent knows and can do.
Save the instructions and capabilities for a specific role. Use the agent privately in your workspace or through a supported deployment.
- Knowledge for the intended audience
- Organize documents, pages, and reference information, then select what fits the agent’s role. Review the context before using an internal agent with customers.
- Tools and integrations
- Select enabled tools, authorized connected accounts, and required credentials. Configure supported MCP connections when the job needs them.
- Operator conversations
- Keep your team’s response connected to the customer’s existing conversation and context.
- Conversation analytics
- Understand recurring questions, customer needs, form activity, and where the experience needs attention.
- Configured creative capabilities
- Workspace agent conversations can use enabled image, video, and text-to-speech options. Keep the creative brief and instructions alongside the task; generation depends on the available models and tools.
Questions about AI Agents
What can I build an agent for?
Choose a defined job, such as answering questions about your documents, helping colleagues with an internal process, or gathering client intake details. Set clear instructions, trusted knowledge, and boundaries for its actions.
When should I use an agent instead of AI Chat?
Use AI Chat when you want to work through an open-ended question. Use an agent when the same role benefits from saved instructions, selected knowledge, and configured tools across conversations.
Can agents help both my team and my customers?
Yes. Use workspace agents for your own work and internal questions, and configured deployments for customer or end-user conversations. Set the knowledge, instructions, and tools for the intended audience; different audiences may need different agent configurations.
Which actions and integrations can an agent use?
That depends on the enabled tool catalogue, available providers, and connections you authorize. Configure the tools for the job and review any approval request. An integration being listed does not mean every action or account is available.
Can a person take over?
Help.ai supports human participation in the same conversation. Your team can review the context, take over, and return control to the agent when appropriate.
How do agents work with AI Forms?
Agents provide the conversational help around a request. Forms organize the information your process needs. Together they connect a customer’s questions to structured details your team can use.
Build useful help for the people who need it.
Get Help.ai updates for agents you use yourself, share with your team, or deploy for customers.
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