AI Agents
Agents list
The list of AI agents is available on the "Apps and Integrations" page, then under "AI Agents and MCP Connectors." The tabs allow you to view the list of AI agents or MCP connectors.
In the AI agent list, you will find two sections: one listing your agents (those you created) and the other listing agents created by other members of your team.
What can an agent do?
An AI agent has access to a list of tools, allowing it to interact directly with the content of your Cards space. These tools are the same as those used for MCP connectors.
The tools are as follows:
Trainings Tool: allows access to, creation of, and editing of training courses
Chapters Tool: access, creation of, modification, and deletion of chapters
Cards Tool: access, creation, modification, and deletion of content cards
Categories Tool: access, creation, and editing of training categories
Routines Tool: access, creation, and editing of routines (and listing of routine categories)
Steps Tool: access, creation, editing, and deletion of routine steps
Giphy Search Tool: search for GIFs on Giphy
Unsplash Search Tool: search for images on Unsplash
YouTube Search Tool: search for videos on YouTube
Image Upload Tool: upload an image to your media library from a URL.
For more granular permission control, you can create a custom role specific to your AI agent. This permission control applies to the Cards side, so no agent can override it.
For more information, see the "Custom Roles" documentation.
Create an agent
When you create an AI agent, you give it a first name, a last name, and a role.
The content created by this agent will then be easily identifiable in your content listings (the "author" column will display the agent's first and last name).
The role you choose must be a custom role. For more information, see the "Custom Roles" documentation. By assigning it a custom role, you can limit its actions on your content (for example, to only allow it to edit its own courses, and not those of other editors).
Several configuration settings are available in the right-hand column:
Agent Type: allows you to choose the agent's behavior
Custom Instructions: allows you to "prompt" the agent by giving it instructions that will be applied when you call upon it
Availability:
Private: only you can use the agent
Public: the agent can be used by other editors in your space.
Use an agent
To use an AI agent, click on the "AI" bubble in the bottom right corner. A panel will open on the side, allowing you to select the agent you want to use.
Once you've selected an agent, a chat window will appear, and you can chat directly with the AI agent. In this chat, in the top right corner, you can view your previous conversations and pick up where you left off.
The agent knows your first and last name, which allows it to know what content you've created. However, it currently cannot "see" which page you are on: you must therefore specify the name of the training course or its ID if you want the agent to interact with it.
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