AI agents streamline 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 enables your staff to focus on higher-value tasks while maintaining a more efficient and 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.
Enter the AI Agents tab and 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.
Optionally, add real-life example questions to guide your team and help them know what to ask the agent.
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 mobile app and click on the chat icon at the bottom of their screen, they will see the AI agent chat, marked with an orange 'sparkle' icon. When they enter the chat, they can ask their questions directly.
💡Tip: by clicking on view sources, users can access the knowledge base from which the AI took the information.
Supported vs. Unsupported Content in the Knowledge Base
Below you can find a list of content types that the AI agent supports when pulling information from your Knowledge Base, and those that the agent does not support.
Supported Content | Content That is Not Supported |
Text objects: Any knowledge base text object is fully supported. | Any link that requires authentication (SSO/login, cookie/session-gated, IP allowlist, or VPN). |
Files (uploaded to the knowledge base): Supported file formats include: xlsx, xls, pdf, doc, docx, csv, jsonl, txt, md, html, json, xml, yaml, yml, jpg, jpeg, png, gif, webp, pptx, ppt | External file URLs (e.g., direct links to .pdf, .docx, etc.). Upload files into the knowledge base instead. |
Links (public only): Public web pages that start with http:// or https:// and do not require authentication, and are not from restricted hosts (see below).
Examples of supported links (must be public/no login) - Public company/Help Center pages - Public vendor docs - Public sections of vendor KBs/portals (when accessible without login) | Links from blacklisted domains, including: - Search engines (Google, Bing, Yahoo, etc.) - Video/Media streaming (YouTube, TikTok, Instagram, etc.) - Social media (Facebook, Twitter/X, LinkedIn, Reddit, etc.) - Temporary file-sharing (WeTransfer, SendGB, etc.) - Cloud storage with expiring/restricted links (Dropbox, OneDrive, iCloud, Mega, etc.) - News sites with paywalls/restrictions (NYTimes, WSJ, Bloomberg, etc.) Other non-relevant sites like e-commerce, entertainment, adult content, dating apps, etc. |
| Files without a valid extension or outside the whitelist. |
* AI Agents are available from the Expert plan, with the ability to create up to 20 agents, and is not available for the SBP plan *
Related Articles:
Need more guidance? 🙋 Our LIVE support team (at the bottom right corner of your screen) replies to ANY question.