Asset and knowledge base scheduled AI Agents monitor records on a schedule and create follow-up work when something needs attention.
When to use these AI Agents
These AI Agents are helpful when your team has repeatable support work that can be described by categories, policies, fields, customer signals, or connected app data. Start with the support problem, then choose the AI Agent that best matches it.
What to prepare
Before hiring an AI Agent, confirm:
- The ticket categories or records the AI Agent should review.
- The fields, tags, statuses, policies, or integrations the AI Agent needs.
- Whether your team should review the AI Agent's work in Supervised Mode before allowing more automation.
- Who will monitor Hired Agents and Agent Activity Log after deployment.
How to choose
- Open Autopilot > Home.
- Search for the support task you want to improve.
- Review the AI Agent description and setup fields.
- Hire the AI Agent that best matches the support task.
- Monitor early results from Hired Agents and Agent Activity Log.