Powered by CRM Help Centre

Folder

Agent Studio

9 published articles

Articles

9

Agent Studio for Multi-Agent Workflows

Agent Studio is visual builder for creating AI-powered agent workflows without code. It lets you combine AI responses, structured steps, routing logic, tools, and variables in one drag-and-drop canvas. Use Agent Studio to build…

›

How to Unpublish a Managed Agent

Unpublishing a Managed Agent lets you temporarily take its automated triggers out of production without losing the work you’ve already configured. Your agent’s triggers, apps, knowledge, and instructions remain in place while you continue…

›

How to Use Brand Voice and Brand Kit in Agent Studio

Maintain consistent branding across AI-generated content by applying Brand Voice and Brand Kit (Design Kit) directly within Agent Studio. These settings help your AI agents generate text, images, videos, and audio that reflect your…

›

How to Use Custom Values and Variables in Agent Studio

Use Custom Values and built-in variable sources to make your Agent Studio workflows dynamic, reusable, and scalable. Instead of manually typing business details or contact information into every node, you can insert smart placeholders…

›

Important Update: Agent Studio is Evolving

We're writing to let you know about an update to Agent Studio.As part of our ongoing commitment to delivering the best possible experience, we've introduced Managed Agents (formerly Super Agents)—our next-generation agent-building experience. Going…

›

Knowledge Base Retrieval Tester

The Knowledge Base Retrieval Tester helps you validate how well your Knowledge Base responds to test questions before it’s used in live AI experiences. It gives you a safe way to confirm that uploaded,…

›

MCP App Connectors for Managed Agents

Extend your Managed Agents with third-party integrations through Model Context Protocol (MCP) connectors.What You'll LearnMCP connectors allow Managed Agents to interact with external applications such as HubSpot, Notion, Make, Calendly, and more.Agents can authenticate,…

›

Skills Platform for AI Agents

AI Agents • Skills • Agent StudioSkills Platform for AI AgentsSkills Platform provides the shared capability layer AI Agents use to perform work across CRM data, communications, knowledge sources, workflows, and connected external tools.…

›