AI agents streamlines your internal processes by delivering instant, accurate answers drawn from your company’s existing knowledge base and connected resources. By automatically handling routine employee inquiries, it reduces the need for human intervention, saves valuable time, and ensures team members receive timely assistance 24/7, even outside business hours. This allows your staff to focus on higher-value tasks while maintaining a more efficient, responsive workplace.
Note: Every time you update information in the knowledge base, it will automatically update the AI agent’s knowledge.
How To Create an AI Agent
To create an AI agent, follow these steps:
Navigate to the General Settings by clicking on your avatar on the top right
Select Settings from the menu
Click AI agents from the panel to the left
Click Create agent
Select the knowledge bases the AI agent will have access to, which it will use to base its answers. Connect to the Knowledge Base that you have already created in Connecteam.
Note: Links to public websites will also be included in the agent’s knowledge. URLs like Google Drive and YouTube will not work.
Next, name your AI agent and describe what it's here to help with
Select the users and groups who will have access to the AI agent
Click Create
💡Tip: To add more than one AI agent, click Create agent in the top right corner to create a dedicated AI agent. For instance, you can create an AI agent to handle HR questions, IT inquiries, or to answer questions about your company's regulations and policies.
How It Will Appear on Your Employees' Mobile Devices
Once your employees enter their app and click on the chat icon at the bottom of their screen, they will see the AI agent, labeled as the AI agent in Orange. When they enter the chat, they can message their questions directly.
Here is an example of a company bot that is asked about work regulations and the answer the AI agent gave based on the selected data.
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