Getting Started with AI Studio Follow

Salesmate AI Studio helps you create AI-powered agents that can assist your team with everyday sales, success, operations, and support work.

Agents can answer questions, work with your CRM data, complete structured tasks, and automate business processes through Smart Flow.

AI Studio is available across all plans.
 

Topics Covered

• What can you do with AI Studio?
• How to access AI Studio
• Agent Library
• Create an Agent from Scratch
• What are AI Studio Agents?
• Running an Agent
• Using Agents with Smart Flow

What can you do with AI Studio?

AI Studio allows you to create agents for different business use cases. Depending on how you want to use an agent, you can:

• Talk with Sandy: Ask questions, summarize CRM information, draft responses, and take approved actions through conversation.
• Run as a Task: Run an agent from a CRM record, list, or workspace action to complete structured business work.
• Run with Smart Flow: Connect a task agent to a Smart Flow so it can run automatically based on a trigger, schedule, or condition.

How to access AI Studio

To get started with AI Studio:

• Navigate to Skara AI Studio in Salesmate.

• On the AI Studio welcome screen, review the introduction to AI agents.
• Explore the available agent examples in the Agent Library.
• Choose whether you want to use an existing agent or create an agent from scratch.

You can use AI agents to support activities such as sales follow-ups, lead qualification, deal analysis, account reviews, and other CRM-related tasks.

Agent Library

The Agent Library provides ready-to-use examples of business agents.

You can browse the library to find an agent that matches your use case instead of creating one from scratch.

Examples may include:

• Account Summary Agent
• Churn Analysis Agent
• Lost Deal Analysis
• Company Research Agent

Select an agent from the library to review its configuration and use it as a starting point.

Create an Agent from Scratch

If you want to build your own agent, click on Create from scratch.

This allows you to configure an agent based on the business task you want it to perform.

You can define the agent's:

• Agent Instructions 
• Agent Skills
• Tools
• CRM Data Access 
• Knowledge Sources 
• User Inputs for Background Agents 
• Smart Flow automation 
• Run Owner and approvals
• User Access 
• Model Settings

The available configuration options may vary based on your permissions and the capabilities enabled for your workspace.

What are AI Studio Agents?

An  Agent is an AI-powered capability designed to perform a specific business job.

For example, you could create an agent that:

• Reviews a deal and identifies potential risks.
• Qualifies new leads.
• Summarizes customer information.
• Drafts a follow-up email.
• Reviews an account and identifies opportunities or risks.

AI Studio uses a few key concepts to help you create and manage agents:

• Skills: Reusable business expertise that helps an agent handle a specific type of task.
• CRM Data: The CRM information an agent is allowed to access.
• Knowledge: Approved business information an agent can use when completing a task.
• Actions: The tasks an agent can perform in Salesmate. Actions are controlled by the permissions and policies configured for the agent.

Running an Agent

When an agent runs, Salesmate creates a Run representing that execution.

A run contains information about the agent's execution, such as its status, inputs, processing steps, actions, and any errors that occurred.

Depending on the agent configuration, an action may require approval before it is performed.

Using Agents with Smart Flow

You can connect a task agent to a Smart Flow to automate its execution.

Smart Flow can start the agent based on:

• Trigger
• Schedule
• Condition

The Smart Flow provides the event or conditions that determine when the task agent should run.