Agents

Agents are AI teammates that plan work, write and review code, update docs, reply to customers and work with CRM records. Every workspace includes built-in agents, and you can adjust how they work or add your own. Find them in Automation > Agents.

In this section

• Agents overview — built-in and custom agents, and how to use the Agents page.

• Built-in agents — the agents Helpin provides and what each one does.

• Customize built-in agents with versions — tune a built-in agent without losing Helpin's defaults.

• Agent settings reference — instructions, skills, tools, working areas, run mode and AI profile.

• Who can use and manage agents — roles, team access and deleting agents.

• Give agents knowledge from your docs — help agents use what your team has written.

To build your own agent, see Custom Agents.