Set up AI agents

SuperOffice’s AI agents work in the background and propose results for a person to approve. All agents live on the same Agents area and are activated and managed the same way. This page covers those shared steps once, then each agent has its own set-up page, for example Set up Lead Agent.

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Agent instances

One configured, running copy of an agent is called an instance. Some agents allow more than one: Lead Agent allows up to 3. Others, such as the Data Quality Agent and Duplicate Agent, allow only 1 instance per user. The limit counts inactive instances too: deactivating one does not free a slot, only deleting it does.

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Requirements

• Your organization must be on CRM Suite Plus or above.
• An administrator must enable AI functions in CRM global preferences before the Agents icon appears.

Only the instance’s owner (its creator) can edit its settings, activate or deactivate it, or delete it.

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Activate agent

1. Select Agents in the Navigator.
2. Select Browse agents in the upper-right corner of the Agents overview.
3. Use the search box or the category filters to find the agent you want.
4. Select Activate to open that agent’s set-up wizard and create your first instance.

When an agent has an instance, its card shows an N active link instead of Activate. Select it to see the agent’s active and inactive instances, and open any of them.

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Add instance

Agents that allow more than one instance show a + New instance button.

1. Select + New instance on the agent card or in the Browse agents list.
2. Complete the agent-specific set-up wizard.

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View instance details

Select About from the three-dots menu for a read-only summary, including display name, agent type, owner, activation date, schedule, and approvers.

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Edit settings

1. Select the edit (pencil) button in the instance header.
2. Make your changes in the set-up wizard.
3. Select Save changes. Changes apply from the next run.

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Mute notifications

Every user with access to the instance has their own Notify bell toggle. Muting only affects that person. The instance keeps running for everyone else.

1. Select the bell icon.
2. Select Mute notifications.

Select to turn notifications back on.

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Deactivate an instance

1. Select the Task menu ().
2. Select the Active toggle.
3. Select Deactivate.

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Delete an instance

1. First, deactivate the instance.
2. Select the three-dots menu and select Delete.
3. Select Delete.