AI Agents
Besides document processing, Workist offers three AI agents. They work with the same channels, master data and ERP connections as the rest of the Workbench and never see more data than their setup allows.
| Agent | What it does | Who uses it | Who sets it up |
|---|---|---|---|
| Worki | Chat assistant in the Workbench. Answers questions about documents, orders, master data and analytics, creates documents, generates Excel, Word and PDF files and runs tasks on a schedule. | Users with the Chat user role and Admins | Admins switch Worki on or off for the company. |
| Voice agents | Answer calls on a dedicated phone number. Answer questions from your master data and your ERP, connect callers to colleagues, book meetings and create orders or RFQs in your channels. | Your callers | Managers and Admins |
| Inbox agents | Handle customer emails that are not a document, such as price, availability or delivery date requests. Create a draft reply or an internal summary, shown in the Workist add-in for Outlook. | Employees whose mailbox is connected through the Smart Inbox | Managers and Admins |
The roles are described under Users, roles & teams.
Availability
| Agent | Plan requirement |
|---|---|
| Worki | Add-on Worki (chat agents). Without it, the Workbench shows a notice with a link to sales under Worki. |
| Voice agents | Add-on Voice agents. |
| Inbox agents | No separate activation in the Workbench: Managers and Admins can create inbox agents. Your Workist contact can tell you whether inbox agents are part of your plan. |
Your Workist contact enables add-ons for your company.
How the agents work together
- Documents land in your channels. Orders, RFQs and other documents an agent creates go through the same processing as a document received by email: extraction, checks and, if needed, assistance by your team.
- Worki uses inbox agents. If you pick an inbox agent's project in Worki, Worki also uses that agent's ERP connection and knowledge. Automations in Worki are also run by an inbox agent.
- Shared connections. A Microsoft SharePoint connection provides knowledge for Worki projects and inbox agents. Voice agents use the Microsoft Teams connection for forwarding, Teams messages and call summaries.
AI notice and data protection
The agents generate answers with AI. Answers can contain mistakes; check important information before you pass it on. Actions that change something in Worki only run after you confirm them.
Where Workist processes your data is described under General information. Voice agents involve additional providers, see Voice agents.