You can add and remove AI agents to your Upsales operations, in just a few clicks.
- Click AI → AI Workspace → Agents:
- There are two ways to add AI agents. One way is to click the Org chart tab (1) and click Add agent (2):
- The second way is to click the Hire agents tab (1) and click Hire next to your preferred agent (2, 3):
- Click the hired AI agent and select a tab to configure settings:
- Identity: Add a name and role
- Mission: The agent's job description
- Context: Add any files, documents, or add notes for the agent to refer to (up to 50mb of items allowed)
- Memory: As you interact with the agent, these are stored for the agent to learn from. For example your tone of voice in communications and your main objectives with Upsales
- Routines: Any routines added that impact the agent's activity
- Permissions: Set the agent's level of autonomy, including access levels and monthly credit. Click Add something now to expand the permissions, by first selecting the activity (for example a to-do), and then its scope (for example, to create a to-do)
Chat: View the agent's profile and capabilities, and use the chatbox for conversations
Removing an AI agent
Click the Hire agents tab and click the Fire button: