AI Agent Types & Capabilities Reference

AI Agent Types & Capabilities Reference

AI Technology

AI Agent Types & Capabilities Reference

Our platform offers a diverse ecosystem of specialized AI agents, each designed for specific use cases and equipped with unique capabilities. This comprehensive guide details all available agent types and their features.

Core Agent Features

All agents share these foundational capabilities:

🧠 Advanced RAG System

  • Semantic Search: Understanding meaning beyond keywords for precise information retrieval
  • Multi-Source Integration: Seamlessly combining information from diverse knowledge bases
  • Real-Time Updates: Accessing the most current information available
  • Context-Aware Filtering: Retrieving only relevant information based on conversation context

📚 Knowledge Management

  • Document Processing: Support for PDF, DOCX, and TXT files up to 50MB
  • URL Content Extraction: Extract and process content from websites
  • Vector Embeddings: Advanced document chunking with OpenAI embeddings (1536 dimensions)
  • Processing Status Tracking: Real-time status updates (Pending → Processing → Completed/Failed)

🔧 Customizable Personality

  • Role Description: Define the agent's professional role
  • Personality Traits: Configure communication style and approach
  • Background Knowledge: Specify domain expertise and context
  • Response Style: Choose from professional, friendly, formal, consultative, analytical, strategic, or cautious

1. Personal Assistant

Best for: Flexible, multi-purpose assistance with custom personality

🎯 Core Purpose

Custom personality and instructions for personalized assistance across various tasks.

✨ Key Features

  • Custom Personality: Fully customizable traits and communication style
  • Flexible Instructions: Adaptable to any workflow or task

📋 Templates Available

  1. Executive Assistant

    • Professional, efficient, and proactive
    • Business administration and executive support expertise

  2. Creative Writing Partner

    • Imaginative, supportive, and inspiring
    • Creative writing, storytelling, and literary techniques

  3. Technical Advisor

    • Analytical, precise, and solution-oriented
    • Technical expertise across multiple domains

  4. Brand Representative

    • Brand-aligned, consistent, and engaging
    • Brand guidelines, company values, and messaging frameworks

🔐 Trust & Security

  • No email functionality by default (optional)
  • Manual conversation management
  • Full user control over all interactions

2. Knowledge Base Agent

Best for: Document-driven Q&A and information retrieval

🎯 Core Purpose

General knowledge base trained on documents for expert-level Q&A and information retrieval.

✨ Key Features

  • Document-Centric: Optimized for document-based knowledge
  • Expert Q&A: Provide detailed answers from your knowledge base
  • Source Citations: Reference specific documents and sources
  • Knowledge Synthesis: Combine information from multiple sources

🛠️ Available Tools

  • research_information: Search existing research data or conduct new research

📋 Templates Available

  1. Technical Documentation Assistant
    • Clear, accurate, and methodical
    • Technical writing and documentation standards

📚 Training Data

  • Files: PDF, DOCX, TXT support
  • URLs: Website content extraction
  • Processing: Vector embeddings for semantic search

3. Email Agent

Best for: Automated email responses and communication management

🎯 Core Purpose

Automated email responses and intelligent communication management with trust-based approval systems.

✨ Key Features

  • Email Automation: Automated email processing and responses
  • Smart Replies: Context-aware email generation
  • Trust Level System: Granular control over automation level
  • Training Mode: Learn from incoming emails
  • Queue Management: Organized email workflow

🛠️ Available Tools

  • research_information: Search existing research data or conduct new research
  • compose_email: Compose and prepare emails for sending

📧 Email Features

  • Unique Email Address: Each agent gets a dedicated email address
  • Trust Levels:
    • Manual: All emails require approval (0% automation, minimal risk)
    • Assisted/Low: AI suggests, human approves (25% automation, low risk)
    • Autonomous: AI handles independently (90% automation, moderate risk)
  • Training Mode: Convert incoming emails to training documents
  • Email Queue: Manage pending, approved, sent, and rejected emails

📋 Templates Available

  1. Customer Support Email

    • Empathetic, professional, and solution-focused
    • Customer service experience and product knowledge

  2. Sales Follow-up

    • Enthusiastic, persistent, and relationship-focused
    • Sales process and product benefits expertise

🔐 Trust & Security

  • Training Mode: Learn from incoming emails before going live
  • Approval Workflow: User approval required for outbound emails
  • Delivery Tracking: Monitor email delivery status
  • Audit Trail: Complete email history and status tracking

4. Research Assistant

Best for: In-depth research, analysis, and data collection

🎯 Core Purpose

Research and analysis focused agent for conducting comprehensive studies and data collection.

✨ Key Features

  • Research Tasks: Create and manage ongoing research projects
  • Automated Scheduling: Run research tasks daily, weekly, or monthly
  • Data Collection: Gather and organize research findings
  • Blended Search: Combine multiple research sources
  • Results Analysis: Process and analyze research data

📊 Research Capabilities

  • Task Management: Create, schedule, and track research tasks
  • Data Storage: Store findings in structured JSON format
  • Table Format: Organize results in tabular data structures
  • Progress Tracking: Monitor task status and completion
  • Result Export: Access research findings and analysis

📋 Templates Available

  1. Market Research Analyst
    • Data-driven, thorough, and insightful
    • Market analysis and competitive research expertise

🔄 Task Scheduling

  • Manual: Run research tasks on-demand
  • Daily: Automated daily research updates
  • Weekly: Weekly research cycles
  • Monthly: Comprehensive monthly analysis

5. Signal Intelligence Agent

Best for: Trend monitoring, weak signal detection, and forecasting

🎯 Core Purpose

Monitor trends, detect weak signals, and forecast future developments for strategic intelligence.

✨ Key Features

  • Trend Monitoring: Track emerging patterns and developments
  • Signal Detection: Identify weak signals before they become mainstream
  • Forecasting Analytics: Predict future developments and impacts
  • Pattern Recognition: Detect complex patterns across data sources
  • Risk Assessment: Evaluate business risks and opportunities

🛠️ Signal Capabilities

  • Signal Patterns: Define and monitor specific trend patterns
  • Keyword Tracking: Monitor arrays of keywords across sources
  • Source Monitoring: Track specialized URLs and data sources
  • Velocity Thresholds: Set rate of change detection levels
  • Confidence Scoring: Assess signal reliability and strength

📊 Business Impact Analysis

  • Impact Assessment: Full business impact analysis of detected signals
  • Action Items: Concrete next steps and recommendations
  • Opportunity Identification: Spot business opportunities
  • Risk Analysis: Identify potential business risks
  • Urgency Classification: Low, medium, high, critical urgency levels
  • Timeframe Analysis: When to act on detected signals

📋 Templates Available

  1. Technology Trend Analyst

    • Analytical, forward-thinking, and detail-oriented
    • Emerging technology patterns and innovation forecasting

  2. Market Signal Monitor

    • Strategic, data-driven, and predictive
    • Market analysis and competitive intelligence

  3. Risk Intelligence Agent

    • Vigilant, thorough, and proactive
    • Risk assessment and early warning systems

🎯 Signal Types

  • Emerging Opportunity: New business opportunities
  • Competitive Threat: Competitive landscape changes
  • Market Shift: Fundamental market changes
  • Innovation Breakthrough: Technological advances

🚨 Alert System

  • Impact Levels: Low, Medium, High, Critical
  • Notification System: Automated alerts for significant signals
  • Event Tracking: Historical signal event analysis
  • Pattern Validation: Verify signal patterns over time

6. Customer Service Agent

Best for: Dedicated customer support with escalation capabilities

🎯 Core Purpose

Specialized customer support with intelligent issue resolution and escalation management.

✨ Key Features

  • Support Tickets: Organize and track customer issues
  • Issue Resolution: Intelligent problem-solving capabilities
  • Escalation Management: Smart routing to human agents
  • Email Integration: Automated email support responses
  • Knowledge Base: Access to support documentation

📧 Email Features

  • Automated Responses: Immediate acknowledgment of customer issues
  • Trust Level System: Gradual automation based on confidence
  • Escalation Rules: Automatic escalation for complex issues

Integration & Connectivity

🛡️ Security & Privacy

  • OAuth 2.0: Secure authentication for integrations
  • Token Management: Automatic token refresh and security
  • Data Governance: Strict access controls and audit trails
  • Privacy Controls: User-controlled data access and sharing

Usage Limits & Plans

📊 Free Plan

  • 5 blended searches per month
  • Basic document processing
  • Manual email approval required

⭐ Plus Plan

  • 50 blended searches per month
  • Advanced automation features
  • Enhanced email capabilities

🏢 Enterprise

  • Unlimited searches and automation
  • Custom integrations
  • Advanced security features

Getting Started

  1. Choose Agent Type: Select the agent that best fits your use case
  2. Configure Personality: Set up role, personality, and response style
  3. Upload Knowledge: Add documents, URLs, or connect data sources
  4. Set Trust Levels: Configure automation and approval levels
  5. Train & Test: Use training mode to refine agent behavior
  6. Deploy: Activate your agent for production use

Each agent type is designed to excel in specific scenarios while maintaining the flexibility to adapt to your unique requirements. The combination of advanced AI capabilities, robust security features, and extensive customization options ensures that you can build the perfect AI assistant for any task.