AI Agents
Deploy intelligent autonomous assistants that automate CRM workflows and handle client interactions
The AI Agents module in InvestGlass enables you to deploy intelligent, autonomous assistants that automate complex CRM workflows, handle client interactions, and streamline repetitive tasks. Powered by advanced language models and integrated directly into the InvestGlass Swiss sovereign platform, AI Agents operate within your secure environment to enhance productivity without compromising data privacy.
What Are AI Agents?
AI Agents are configurable virtual assistants that can execute multi-step processes autonomously. They can read and interpret data from your CRM, generate responses, trigger automations, classify incoming requests, and provide intelligent recommendations to your team. Unlike simple chatbots, AI Agents in InvestGlass have access to your full data model and can perform actions across multiple modules.
How to Access AI Agents
- Log in to your InvestGlass instance.
2. Navigate to the left-hand sidebar menu.
3. Click on AI Agents to view and manage your configured agents.
4. Alternatively, access AI Agents through Settings > Company > Smart Agent.
Key Features
| Feature | Description |
|---|---|
| Workflow Automation | Automate multi-step CRM processes such as KYC checks, lead qualification, and follow-ups |
| Natural Language Processing | Understand and respond to client queries in natural language |
| Data Classification | Automatically categorise contacts, documents, and requests |
| Action Execution | Trigger actions across modules (create tasks, send emails, update records) |
| Contextual Awareness | Access contact history, portfolio data, and account information for informed responses |
| Custom Training | Configure agent behaviour with custom prompts and business rules |
Setting Up an AI Agent
- Navigate to AI Agents from the sidebar.
2. Click + New Agent to create a new AI Agent.
3. Define the agent's name, purpose, and scope of access.
4. Configure the agent's instructions and behavioural guidelines.
5. Set permissions to control which data and actions the agent can access.
6. Test the agent with sample queries before deploying.
7. Activate the agent and assign it to specific workflows or portals.
Use Cases
AI Agents excel at automating KYC document review, generating personalised client communications, routing support tickets to the correct queue, pre-filling forms based on existing data, and providing real-time compliance checks during onboarding processes.
Best Practices
Start with a narrow, well-defined scope for each agent and expand gradually. Always test agents thoroughly in a staging environment before production deployment. Monitor agent activity through the Audit Trail to ensure compliance and accuracy.
Related Modules
AI Agents integrate with Automation, Forms, Contacts, Queues, and the Client Portal. They can be triggered by automation rules or accessed directly through the portal interface.
Updated about 1 hour ago