Agent Catalog
Email Agents
Send Status Update
Send a status report email to your team lead with project progress and metrics.
Schedule Client Meeting
Send a professional email to schedule a meeting with a client.
Send Opportunity Summary
Send an email with a summary of your active sales opportunities.
Dynamics 365
View My Opportunities
Retrieve all active sales opportunities assigned to you.
Create Lead
Create a new lead in Dynamics 365 with contact information.
Memory Agents
Save Daily Summary
Save a summary of today's activities to your personal memory.
Recall Previous Interactions
Retrieve context from your previous interactions with clients and projects.
Custom Agents
Process Documents
Process document files for analysis.
Auto-Answer Questions
Automatically answer questions from processed documents.
Opportunity Summary Email
×
Lead Follow-up
×
+
Your storytelling stage is empty. Drag agents from the catalog to create your workflow.
View My Opportunities
Retrieve all active sales opportunities assigned to you from Dynamics 365.
Configure
Run
Response
×
Send Opportunity Summary
Send an email with a summary of your active opportunities to your team.
Configure
Run
Response
×
Zoom In
Zoom Out
Reset View
Agent Configuration
×
Basic Information
Command
Connections
This agent receives input from View My Opportunities.
Processing your request...
Global Response