> ## Documentation Index
> Fetch the complete documentation index at: https://docs.cassidyai.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Overview of Agents

> Agents are AI teammates that answer questions, complete tasks, and take action across your tools — grounded in your company's knowledge.

Agents are AI teammates that answer questions, complete tasks, and take action across your tools. They're grounded in your company's [Knowledge Base](/knowledge-base/overview), follow your guidelines, and work alongside your team — a sales rep who knows every deal, a support lead who's read every ticket, or an HR specialist who never forgets a policy.

Build Agents in minutes with natural language — no code, no technical skills required. Cassidy puts the power to build AI in the hands of the people who know the work.

<Frame>
  <img src="https://mintcdn.com/cassidy/B5ZY6MBk69zUNvGV/images/agents/agents-directory.png?fit=max&auto=format&n=B5ZY6MBk69zUNvGV&q=85&s=3cd6da4bea843a42748517a4426ebd62" alt="Agents directory showing folders and configured Agents organized by team" width="2972" height="1454" data-path="images/agents/agents-directory.png" />
</Frame>

## What makes an Agent

Every Agent is built from a combination of settings that define how it behaves, what it knows, and what it can do.

* **AI model** — Choose any foundation model as the base, including models from OpenAI, Anthropic, and Google. Switch as better ones arrive. See [Choose the right AI model](/guides/choose-ai-model) for guidance.
* **Instructions and goals** — Describe your Agent's purpose in plain language. Define what it does, who it helps, and what rules to follow.
* **[Knowledge Base](/knowledge-base/overview) search** — Agents pull from the same sources your best people use — documents, wikis, transcripts, and more. Responses cite the exact source so every answer is traceable.
* **[Connectors](/agents/connectors/overview)** — Chat with live data from tools like HubSpot, Salesforce, Airtable, and Snowflake. Connectors query records, pull structured data, and perform actions like updating a contact or creating a ticket.
* **[Capabilities](/agents/capabilities/overview)** — Agents go beyond chat. Give them skills like [web search](/agents/capabilities/web-search), [image generation](/agents/capabilities/image-generation), [artifacts](/agents/capabilities/artifacts), and [browser use](/agents/capabilities/browser-use).
* **[Advanced settings](/agents/advanced/code-execution-file-creation)** — Enable options like Code Execution & File Creation, which lets Agents analyze data, generate files, and handle large results from tools.
* **Brand voice** — Train Agents on your style guides and sample content so every response matches how your company communicates.
* **[Call Workflow](/agents/call-workflow)** — Trigger multi-step [Workflows](/workflows/overview) directly from a conversation to take action across your stack.
* **Deployments** — Deploy to [Slack](/integrations/slack/deploy-agent), [Microsoft Teams](/agents/deploy/microsoft-teams), [Google Chat](/agents/deploy/google-chat), [email](/agents/deploy/email), or [embed on your website](/agents/deploy/embed). Agents live inside the tools your team uses every day.

## Default Agents

Cassidy provides default Agents for each base AI model. These Agents are not trained on your organization's [Knowledge Base](/knowledge-base/overview) but are useful for general tasks that don't require company-specific context.

## How Agents work across Cassidy

Agents power multiple features throughout the platform:

<Tabs>
  <Tab title="Chat">
    In [Chat](/guides/chatting-with-an-agent), Agents let you quickly switch between different contexts — each Agent brings its own instructions, knowledge, and tools to the conversation.

    <Frame>
      <img src="https://mintcdn.com/cassidy/B5ZY6MBk69zUNvGV/images/agents/agents-chat-example.png?fit=max&auto=format&n=B5ZY6MBk69zUNvGV&q=85&s=2748ab6ed47ce85579400bcb258bbe0a" alt="Agent chat showing a sales enablement Agent answering questions with cited Knowledge Base sources" width="2124" height="1456" data-path="images/agents/agents-chat-example.png" />
    </Frame>
  </Tab>

  <Tab title="Workflows">
    In [Workflows](/workflows/overview), you can use the [Generate Text with Agent](/reference/actions/generate-text-with-agent) action to apply an Agent's full configuration — instructions, Knowledge Base access, brand voice, and capabilities — to a Workflow step.

    <Frame>
      <img src="https://mintcdn.com/cassidy/B5ZY6MBk69zUNvGV/images/agents/agents-workflow-example.png?fit=max&auto=format&n=B5ZY6MBk69zUNvGV&q=85&s=b85e0320eda9c983326e31570a0a8da7" alt="Workflow builder showing a Generate Text with Agent action configured with a Marketing Manager Agent" width="1034" height="714" data-path="images/agents/agents-workflow-example.png" />
    </Frame>
  </Tab>
</Tabs>

## Next steps

<CardGroup cols={2}>
  <Card title="Build and configure an Agent" icon="wrench" href="/agents/build-and-configure">
    Create your first Agent from scratch or from a template.
  </Card>

  <Card title="Agent knowledge" icon="book-open" href="/agents/knowledge">
    Connect your Agent to your Knowledge Base for accurate, cited answers.
  </Card>

  <Card title="Explore capabilities" icon="sparkles" href="/agents/capabilities/overview">
    Add web search, image generation, artifacts, and more.
  </Card>

  <Card title="Deploy your Agent" icon="rocket" href="/integrations/slack/deploy-agent">
    Make your Agent available in Slack, Teams, or on your website.
  </Card>
</CardGroup>
