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Getting Started
Workspace, Portals, and Apps
AI & Automations
Data management
User Access
- Add Users
  - Roles
- Log in flow
Customize Layouts
Security
Interactivity
- Feeds
- Mobile Responsiveness
Use Cases
Account Information
- Stacker Support Access
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AI & Automations

AI Agents (Beta)

Agent Triggers

PreviousSetting up your AI agent NextOperating Instructions

Last updated 8 days ago

This feature is currently in Beta. Please reach out to Support to find out more.

AI agents can be triggered by workflows, emails or through a chat on your detail pages.

App Chatbot
Email Recieved
External Chatbot
Record Created
Recurring Schedule

For example, you can place your chatbot on a detail page to allow users to ask questions or make updates to records while viewing information: