Custom agent examples

These examples show how to put the custom agent settings together for common jobs. They're starting points, not ready-made templates: adjust the instructions and tools to fit your workspace. Tool names match what you see in the Tools picker. The tools you can choose depend on the modules and integrations enabled in your workspace.

To build one, follow Create a custom agent. You can also paste an example's description into Describe the agent you want and let Helpin draft the setup.

Deal researcher

Prepares a short brief before a sales call.

Setting	Value
Working areas	CRM deals, CRM companies
Tools	get_crm_deal, get_crm_company, list_crm_associations, web_search, fetch_url, add_deal_note
Run mode	Interactive

Instructions: "Research the company on this deal using its CRM record and public sources. Summarize what they do, recent news and likely needs in five bullet points. Add the summary as a deal note. Ask before you change anything else."

Start it with Run now and pick a deal, or use it in a flow.

Support conversation reviewer

Checks a conversation against your docs and suggests a reply for a person to send.

Setting	Value
Working areas	Support
Tools	get_support_conversation, list_conversation_messages, search_documents, read_document, draft_support_reply
Run mode	Interactive

Instructions: "Read the conversation, search our docs for the answer and draft a reply that cites the article you used. If the docs don't cover the question, say so and suggest what's missing."

Task triage helper

Tidies new tasks so they're ready for planning.

Setting	Value
Working areas	Tasks
Tools	get_task, list_tasks, list_pm_labels, update_task, add_task_comment
Run mode	Autonomous

Instructions: "Read the task. Rewrite unclear titles, add missing acceptance criteria to the description and apply existing labels only. Look for likely duplicates and mention them in a comment. Don't change the assignee or state."

This fits a flow that starts when a task enters a particular state. See Start a flow when a task changes state.

Workspace digest writer

Writes a weekly summary document.

Setting	Value
Working areas	Workspace
Tools	list_tasks, search_documents, read_document, create_document
Run mode	Autonomous

Instructions: "Summarize the tasks completed and the documents updated this week. Group the summary by team and create a new document in the Weekly updates collection."

Run it on a schedule with a flow. See Run a flow on a schedule.

Tips for your own agents

• Be explicit about limits. Say what the agent must not change, and when it should stop and ask.

• Match tools to the instructions. If the instructions say "add a note", include the tool that does it. Leave out tools the job doesn't need.

• Use skills for shared know-how. Attach a skill when several agents should follow the same guidance. See Skills and the skill catalog.

• Test interactively first. Switch to Autonomous once the results look right. See Run modes: autonomous and interactive.