Overview
The Ask Agent Team action allows you to send prompts to your existing AI Teams, giving you a set of varied responses according to how you set it up. This allows for AI Teams functionality, right from your automation - allowing the output to be referenced in later actions.
How to Use
Click Add Step and choose the Ask Agent Team action.
Select the Agent Team you want to use.
Select the Execution Mode.
Enter the input you want the Agent Team to process.
Select the Processing Type.
Enter the input for the Additional Prompt. (Custom Processing Type)
Add the appropriate fields to be extracted from output. (Custom Processing Type)
The output from this action can then be referenced in the actions after.
Action Settings
This is the list of fields that need to be set up for this action.
🏷️ Field | 🔤 Description |
Agent Team | The Agent Team that will process the prompt. |
Execution Mode | The execution mode the Agent Team will use. |
Input | The prompt you want the Agent Team to process. |
Processing Type | Configure what to extract from the conversation. Choose from custom or pre-built types. |
Additional Prompt (Custom Processing Type) | Give instructions about what you want to be extracted from the Team conversation. |
Execution Modes
Here are the available Execution Modes in this action. Each one will determine how the Agent Team processes the prompt.
Execution Mode | Function |
Auto | The action will automatically choose the most suitable agent(s) to process your prompt. |
Everyone | All AI agents from your team will process your prompt. |
Orchestrate | All AI agents from your team will work together to each provide a response. Unlike the other modes, the Agents will leverage on each other's responses and tools to give a more comprehensive response. |
Processing Types
Here are the different processing types you can choose from. This will determine what is extracted from the conversation.
Summary
This summarizes the AI conversation as if it were writing notes for a teammate who wasn’t present. The AI conversation is categorized into: a general summary, main objective, key suggestions and follow up actions.
Lead Qualification
This analyzes and score sales leads based on their potential. The AI conversation is categorized into: Qualification, Fit Score, Budget Match, Timeline, and Next action.
Custom
Add your own prompt to give instructions about what you want to be extracted from the Team conversation. Add the appropriate fields that you want to be extracted.
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