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Agents

What it is

An Agent is an AI automation worker inside your Space. Agents respond to triggers (manual commands, schedules, webhooks, domain events) and take action: creating tasks, updating records, sending notifications, or chaining into other agents.

When to use it

Use agents to automate repetitive work. For example:

  • Run a daily summary of open tasks and email it to the team
  • When a company is created, automatically set up its onboarding tasks
  • When a task is closed, archive related records
  • Accept data from external systems via webhook and create Hub records
  • Generate reports or summaries on demand

Where to find it

In most Spaces, agents are accessible through a chat interface or command palette. Agents are configured in the Tenet admin space.

How it works

Using an Agent:

  1. Open the Agent chat (location depends on your Space).
  2. Type a prompt or command.
  3. The Agent processes it and returns a result.
  4. The Agent might create tasks, update records, or ask for clarification.

Agent Triggers (Skills):

Agents are triggered by Skills. A single Agent can have multiple Skills:

  • Manual — you invoke it through chat or a button
  • Scheduled — runs on a cron schedule (daily, weekly, monthly)
  • Webhook — triggered by an external system via HTTP
  • Event — triggered by a domain event (company created, employee added, etc.)

Agent Actions:

Once triggered, an Agent can:

  • Read records and data
  • Create tasks, comments, records
  • Update existing records
  • Send notifications
  • Trigger other agents
  • Call external APIs via connectors

Transparency:

When an Agent runs, it shows you what it did: which records it created, which tasks it assigned, which comments it left. You can always view the execution history.

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