Docs > AI Agents > Overview
AI Agents
Agents are custom AI assistants that live inside your workspaces. They know your data, understand your business context, and can answer questions, generate formulas, run queries, and trigger actions — 24/7.
Key Features
- Custom personality — define tone, language, and system prompt
- Context-aware — agents see all files, connectors, and schemas in their workspace
- 17+ templates — finance, sales, HR, marketing, and more
- Action levels — Read Only, Read & Generate, Read & Execute, Full Access