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Document Agents
Manage your universal and custom document agents
Universal Document Agent
Protected
8 custom agents inherit from this template
Default configuration inherited by all custom agents. Changes cascade to agents that haven't overridden specific settings.
Custom Agents
Sales Proposal Agent
Proposals & Quotes
Active
Inherits from Universal • 1 override
Creates compelling sales proposals with product highlights, case studies, and pricing information.
Legal Contracts Agent
Legal Documents
Active
Inherits from Universal • 2 overrides
Generates legal contracts and agreements with proper terminology and compliance language.
Marketing Report Agent
Reports & Analytics
Active
Inherits from Universal • 1 override
Generates marketing reports with campaign analytics, performance metrics, and recommendations.
Training Materials Agent
Training & Onboarding
Active
Inherits from Universal • No overrides
Creates training materials with learning objectives, exercises, and assessment content.
ESG Report Agent
Sustainability
Draft
Inherits from Universal • 1 override
Builds ESG and sustainability reports with environmental metrics and compliance data.