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Agents

What are Agents?

Updated over a month ago

Agents are specialized AI assistants within Coworker designed to handle specific types of tasks with expert-level knowledge and optimized workflows.

What Makes Agents Special

Unlike general AI tools, Coworker Agents are purpose-built for specific business functions and roles. Each Agent combines:

  • Domain Expertise: Deep understanding of specific business areas (sales, engineering, customer success, etc.)

  • Specialized Tools: Pre-configured access to the most relevant applications and data sources

  • Optimized Workflows: Proven processes and methodologies for consistent, high-quality results

  • Organizational Memory: Full access to OM1 for context-aware responses based on your company's history

How Agents Work

Agents operate through a sophisticated system that includes:

  • Specialized System Prompts: Each Agent has custom instructions tailored to their specific domain and use cases

  • Tool Integration: Direct access to relevant business applications (GitHub, Jira, Salesforce, Slack, etc.)

  • Planning & Execution: Structured approach to breaking down complex tasks into manageable steps

  • Quality Assurance: Built-in validation and error handling specific to their domain

Types of Agents Available

Sales & Revenue Agents

  • Sales Call Analysis: Analyze call recordings for coaching opportunities and deal insights

  • Pipeline Analytics: Review deal progression and identify bottlenecks

  • Deal Risk Assessment: Evaluate opportunity health and likelihood to close

  • Customer Handoff: Smooth transitions from sales to customer success

Engineering & Technical Agents

  • Code Research: Deep analysis of codebases and technical implementations

  • PR Review: Automated pull request analysis and feedback

  • Technical Documentation: Generate and maintain technical specs and guides

  • Bug Analysis: Investigate and document technical issues

Customer Success Agents

  • Customer History Analysis: Comprehensive customer relationship and interaction review

  • Health Scoring: Assess customer satisfaction and risk factors

  • Support Intelligence: Analyze support patterns and improvement opportunities

  • Onboarding Optimization: Streamline customer onboarding processes

Operations & Leadership Agents

  • Team Performance Analysis: Evaluate team productivity and identify improvement areas

  • Process Documentation: Create and maintain operational procedures

  • Strategic Insights: High-level analysis for leadership decision-making

  • Workflow Automation: Optimize and automate business processes

Agent Capabilities

All Agents share core capabilities while specializing in their domains:

  • Cross-Platform Integration: Work seamlessly across your connected business applications

  • Organizational Context: Leverage your company's complete data and history through OM1

  • Structured Output: Deliver consistent, professional results on Canvas

  • Real-time Collaboration: Allow you to review and edit work as it's being created

  • Source Attribution: Provide clickable links to all referenced materials and data

Benefits of Using Agents

  • Expertise on Demand: Access specialized knowledge without hiring additional experts

  • Consistent Quality: Standardized approaches ensure reliable, professional results

  • Time Savings: Automated workflows can save 8-10 hours per week per user

  • Reduced Errors: Built-in validation and domain expertise minimize mistakes

  • Scalable Intelligence: Handle increasing workloads without proportional resource increases

Getting Started with Agents

  1. Identify Your Needs: Determine which business function or task type you need help with

  2. Choose the Right Agent: Select the Agent that best matches your domain and requirements

  3. Provide Clear Context: Give the Agent specific details about what you need accomplished

  4. Review and Refine: Use Canvas to collaborate and improve the Agent's output

  5. Iterate and Learn: Agents improve with use and feedback

Agent vs. General Deep Work

While Coworker's general Deep Work mode can handle any task, Agents offer:

  • Faster Results: Pre-optimized for specific use cases

  • Better Quality: Domain expertise leads to more accurate and relevant outputs

  • Consistent Format: Standardized approaches for predictable results

  • Less Guidance Needed: Understand domain context automatically

Use Agents when you have recurring tasks in specific business areas, and use general Deep Work for novel or cross-functional projects.

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