Custom agents
October 2026 · AI agents · Beta · Available
Overview
Released in beta in October 2026. This page describes what is available today. For step-by-step instructions, see Custom agents in the Help Center.
Review the four default agents built into Aitane and create custom agents of your own. Set the instructions, triggers, integrations and run mode, request and approve activation, and share agents with members. Running agents (Run now, chat, and automatic runs from triggers) will be rolled out in stages.
When this helps
When you want to design, around your own rules, the instructions for work you intend to hand to AI and what should set it in motion.
Product UI
A demo with fictional data. Some screens show features that will be rolled out in stages.
An interactive demo that reproduces the real screens. The animation above shows how a custom agent works in general; in the screen below you can try the list, creating an agent, configuring triggers and integrations, running it once, sharing, and switching which agent runs automatically. All data is fictional and nothing is sent anywhere.
How a custom agent works
Trigger → read context → draft → a person reviews → write back, then repeat.
Default agents and custom agents
Open "Custom agents" in the sidebar to see the four default agents that every workspace starts with (minutes, pre-meeting analysis, deal create/update, and task create/run) alongside the custom agents your workspace has created.
- You can review the settings of the default agents. Their name, type, instructions, triggers and status cannot be changed
- The list has All / Default / Custom tabs and can be narrowed by connection (Gmail, Outlook, Slack), creator, and search
- Pin the agents you use most to keep them at the front. Pins are stored per browser
From creation to activation
Choose "New agent", then start from an official template (Email outreach or Appointment setting) or create a blank agent. Workspace admins can create agents. A new agent starts as a draft and becomes active once a type is selected and it is activated.
- There are four statuses: Draft, Pending, Active and Paused. A member with edit access uses "Request activation", and an admin activates the agent or sends it back
- Admins can pause and reactivate an active agent, and delete agents that are no longer needed. Deletion cannot be undone
- The type is one of Minutes, Pre-meeting analysis, Deal management, Task management, Email outreach or Appointment setting, and can be changed only while the agent is a draft
- The box for asking the AI to create an agent is not available yet
Instructions and triggers
Write the overall policy for the agent in "Instructions". "Triggers" define what sets the agent in motion. The triggers you can choose depend on the type: Aitane (record created or updated, meeting linked, meeting ended, transcription completed, minutes draft created, manual), Slack (mention), email (received), and schedule.
- For record created or updated, choose the target (deals, companies, contacts, tasks or notes) and conditions on its fields
- For Slack triggers, choose public channels of a connected Slack workspace and keywords
- For schedules, set the repetition (every N days or weekly), run time, start date, end condition and time zone
- The settings are saved, but agents are not run from triggers yet (to be rolled out in stages)
Integrations and run mode
Under "Integrations", use toggles to choose which operations this agent may perform in each service, such as Aitane, Gmail, Outlook and Slack. The run mode is either Assist, which stops at drafts and proposals, or Agent, which runs without confirmation.
- Admins set the integrations and the "Execution user", the member whose permissions and service connections are used for automatic runs that have no target user
- For now these are saved as settings only; they take effect once running agents is available
Sharing and permissions
Admins open "Share" on a custom agent, choose general access from "Limited access", "Team" or everyone in the workspace, and decide between viewing and editing. Members can also be invited individually as "Can view" or "Can edit".
- The owner and members with edit access can change the name, type, instructions, triggers and run mode
- Workspace admins can view, edit, activate, pause and delete every custom agent
- Everyone in the workspace can view the default agents
Running agents (to be rolled out)
Running agents is not available yet. "Run now" on the detail screen cannot be pressed, sending a message in the chat shows "Agent execution is not connected yet.", and agents do not start automatically even when triggers are set.
- Run progress, confirmation of operations that need approval, and run history will be rolled out together with running agents
- Existing Aitane features such as minutes and pre-meeting analysis keep working as before, independently of these settings
How it works
- Review the four default agents: minutes, pre-meeting analysis, deal create/update, and task create/run
- Create your own agent from a template or from blank, and set its instructions, triggers, integrations and run mode
- Request activation, have an admin activate it, and share it with members, a team or the whole workspace
What it looks like in practice
Your team can agree on agent settings that follow your own way of working. Running agents will be rolled out in stages.