Agent Builder
Define agents around customers, leads, cases, workflows, and role rules so they can operate as governed, reusable work units.
This works best when agents start from real business objects and team responsibilities instead of being forced into generic assistant patterns.
How it works
Start from business objects, then define context, action boundaries, and operating goals so teams can bring agents into real work systems faster.
01
Instead of starting from a blank chat box, teams define agents around customers, leads, opportunities, service records, and tasks.
02
Teams can control what agents can read, what they can call, and how far they are allowed to move execution.
03
When agents exist as task units, revenue, service, and operations teams can create reusable patterns instead of rebuilding from scratch.
If you are evaluating how to configure agents around business objects, define action boundaries, and move them into live workflows, Agent Builder is the right starting page.
