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:
- Open the Agent chat (location depends on your Space).
- Type a prompt or command.
- The Agent processes it and returns a result.
- 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.
Related
- Setting Up an Agent — configuration guide
- Scheduled Prompts — recurring automations
- Webhook Skills — external system integrations
- Task Automation — event-driven task creation