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What are agents?

Agents automate specific tasks and workflows. You define their instructions, what knowledge they can access, and which tools they can use. When an agent runs, either manually or through a trigger, it uses a large language model to interpret the instructions, retrieve relevant context from your company’s knowledge, and take actions in connected systems. For example, a discovery preparation agent can help sellers prepare for upcoming meetings. Every morning at 9 AM it checks your calendar for upcoming calls, gathers context from the CRM and web search, and sends a short briefing to Slack.

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Key features

Agent key features
  • Instructions (Runbook): Define how the agent works. Write step-by-step instructions that specify its persona, task, process, and output format.
  • Triggers: Run agents automatically on a schedule (for example every Monday at 9 AM) or in response to events, such as when a deal moves to a new stage in your CRM.
  • Tools and actions: Allow agents to interact with external applications and perform actions in systems like your CRM or email.
  • Knowledge: Control what information the agent can access. Select data sources, enable web search, or upload files to provide the right context.
  • Advanced settings: Enable additional capabilities such as Research, Sub-agents, Data Analysis, and Image Generation.

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How to find and use agents

Agent gallery in Realm
  • Browse the agent gallery: Navigate to the Agents section from the sidebar.
  • Use the @ keybind in Chat: Type @ to bring up a menu of available agents.
  • Pin favorite agents: Pin your favorite agents to the home page.
  • Organize with categories: Create categories such as Pre-Sales from Agent Categories in the bottom left of the agents gallery. You can then tag agents by opening them and adding a category at the bottom of the page.
Agent categories

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Creating agents

Creating an agent in Realm
There are three ways to create an agent: start from scratch, create with AI, or get started with a template.

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Create from scratch

Create an agent from scratch
Build an agent from the ground up. Define its name, instructions, knowledge, and tools.

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Create with AI

Create an agent with AI
Describe what you want the agent to do. Realm generates the initial instructions to help you get started faster. For example: “Prepare me for discovery calls in the next 24 hours by identifying relevant meetings in my Google Calendar and only including true discovery calls. For each, gather context from HubSpot and Slack, run a web search for recent company updates, and generate a concise prep brief with key context, past interactions, risks or opportunities, and suggested questions and next steps.”

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Start with a template

Start with an agent template
Choose a pre-built agent template and customize it for your task or workflow.