AI Agents

AI Agent Setup

Configure, manage and monitor automation agents.

Create agents such as Rate Quote or Document Mapping agents and control when they run.

Open in Info-X

The screen

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What each number means

  1. 1
    AI Agent Setup

    Configure and monitor automation agents.

  2. 2
    Create Agent

    Add a new agent.

  3. 3
    Total Agents — 7

    Configured agents.

  4. 4
    Active Now — 6

    Running agents.

  5. 5
    Tasks Today — 0

    Tasks handled today.

  6. 6
    Success Rate — 66.3%

    Overall success.

  7. 7
    AI Agents / Document Mapping

    Tabs: agents list or document templates.

  8. 8
    Agent card

    Number, name (sam) and role (Rate Quote Agent).

  9. 9
    Edit / Delete

    Edit or remove the agent.

  10. 10
    Email inbox

    Mailbox the agent reads.

  11. 11
    Capabilities

    Skills like email-parser, rate-search, pdf-generator.

  12. 12
    Tasks / Success / Runtime

    618 tasks, 37.2% success, 456h runtime.

  13. 13
    Configure

    Edit agent settings.

  14. 14
    Pause

    Temporarily stop the agent.

  15. 15
    Document Mapping Enabled

    Agent uses mapped document templates.

Hover a number to highlight its explanation. Click the screenshot to zoom.

Key areas

1

Stats

Total Agents, Active Now, Tasks Today and Success Rate.

2

Agent list

Each agent with its type, number and status.

3

Create Agent

Start a new agent from a template.

How to use it

  1. 1Click Create Agent.
  2. 2Choose a type and name it.
  3. 3Configure inputs and activate.