Agent Library Follow

Salesmate's Team Agents feature helps you automate business workflows using AI agents. You can start with a prebuilt agent from the Agent Library or create a custom agent based on your requirements.

The Agent Library provides ready-made use cases for teams such as Sales and Customer Success, helping you get started with AI-powered CRM analysis and workflow automation.

To access the Agent Library,

• Navigate to Skara AI Studio from the left navigation menu.
• Select Team Agents.
• Click Browse Agents to explore the available agents.

• Head Over to the Agent Library 

The Agent Library contains prebuilt agents designed for different business use cases. You can browse the available agents, search by name, and filter agents by category.

Available categories include:

• All: View all available agents.
• Customer Success: Explore agents designed to support customer relationships and account management.
• Sales: Explore agents designed to assist with sales activities and deal analysis.

You can also search for a specific agent using the Search agent field.

Available Agents

The library includes the following example agents:

1. Account Summary Agent

Reviews an account's history across contacts, deals, activities, tickets, and chats to summarize the relationship, identify opportunities and risks, and recommend whom to contact next.

2. Churn Analysis Agent

Reviews lost deals and customer interactions to identify potential churn reasons and record relevant insights.

3. Company Research Agent

Researches companies to gather information such as company profiles, funding, and relevant news.

4. Deal Summary Agent

Summarizes information logged against an open deal, including its current status, overdue items, and potential risks.

5. Lost Deals Analysis

Analyzes lost deals over a selected period to identify where losses occur in the sales pipeline and highlight potential patterns.

6. Meeting Prep Agent

Helps prepare for upcoming meetings by reviewing attendees, account history, and other relevant information.

Use a Prebuilt Agent

To get started with an existing agent:

• Navigate to Skara AI Studio from the left navigation menu.
• Select Team Agents.
• Click Browse Agents 
• Find the agent you want to use.
• Click Use this Agent on the agent card.
• Review the agent's description, required CRM data, and required tools.
• Click Use this Agent to proceed with the setup.

• You can now modify the prompt and the agent setup based on your requirements; once done, hit Publish.