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Using Pre-Built Agents in TeamAI

The video explains how to use pre-built agents in Team AI, which are preset chat instructions that can access specific documentation .

Christopher Varner avatar
Written by Christopher Varner
Updated this week

Overview

Pre-built agents are specialized AI assistants configured with specific instructions and knowledge access designed for particular platforms, products, or domains. These agents provide targeted assistance without requiring you to manually search documentation or craft detailed prompts.

Learning Objectives:

  • Understand what pre-built agents are and how they differ from general AI assistants

  • Learn how to locate and access agents in your workspace

  • Discover effective ways to use agents in conversations

  • Explore Chrome extension integration for context-aware assistance

Prerequisites

You'll Need:

  • Access to your workspace

  • Basic understanding of the platform or domain you need assistance with

  • Optional: Chrome extension for in-context assistance


What Makes Pre-Built Agents Different

  1. Identify the key characteristics of specialized agents

    • Specialized instructions that guide conversation flow and response format

    • Tool access to capabilities like web search or data analysis

    • Document collections containing specific documentation and resources

    • Optimized responses for particular domains (e.g., Google Analytics 4, Google Ads)

Result: More accurate, contextual, and relevant assistance for specific platforms compared to general AI assistants.

Note: Agents can only provide information based on their configured knowledge sources.


Finding and Accessing Agents

Method 1: Using the Right Sidebar

  1. Navigate to the Agents tab located in the right-hand sidebar

    • Look for the sidebar tab labeled "Agents"

    • Use the search function to find relevant agents (e.g., search "GA4" for Google Analytics 4)

    • Click on an agent to initiate a conversation

Tip: The search function helps you quickly find agents for specific platforms or needs.

Method 2: Using the Left Sidebar

  1. Access agents through the main navigation

    • Browse available agents in the left-hand sidebar

    • Select the appropriate agent for your needs

    • A new chat session will open with the selected agent

Note: The left sidebar also provides access to custom agent creation options.


Working with Agents in Conversations

Starting an Effective Agent Conversation

  1. Begin your interaction with the agent

    • Click on your selected agent from either sidebar

    • A new chat session opens with the agent activated

    • Enter your query related to the agent's domain

    • Review the response provided

  2. Understand how agents process your queries

    • Agents apply specialized system prompts to interpret your question

    • They access relevant knowledge sources configured for their domain

    • Responses are tailored to the specific platform or topic

    • Agents often include context about which resources were consulted

Tip: For best results, use specific, clearly articulated questions about the agent's specialty area.


Best Practices for Agent Interactions

  1. Optimize your queries for better responses

    • Reference particular features, error messages, or workflows when applicable

    • Follow up with additional questions to clarify or expand on initial responses

    • Rephrase your question if the initial response doesn't address your needs

    • Be specific about what you're trying to accomplish

Result: More precise and helpful guidance tailored to your specific situation.


Chrome Extension Integration

Setting Up Context-Aware Assistance

  1. Install and configure the extension

    • Install the workspace Chrome extension from the Chrome Web Store

    • Navigate to a supported platform (e.g., Google Ads, Google Analytics)

    • Look for the agent icon that appears when a relevant agent is available

    • Click the icon to open the Chrome sidebar with the appropriate agent pre-loaded

Important: With the Chrome extension active, agents can read on-screen content including error messages, configuration settings, and interface elements for more contextual assistance.

Note: The extension currently works with select platforms. Check documentation for the current list of supported sites.


Understanding Agent Capabilities

Knowledge Scope and Limitations

  1. Recognize what agents can and cannot do

    • Agents access curated, authoritative knowledge sources specific to their domain

    • For the most current platform updates, agents work best when paired with official release notes

    • Complex or unique scenarios benefit from combining agent insights with subject matter expertise

Warning: For business-critical decisions, validate agent recommendations against official documentation.

Platform Integration Considerations

  1. Be aware of integration availability

    • Chrome extension functionality continues to expand to support additional platforms

    • Agents remain fully functional through the standard interface regardless of extension availability

    • Check the supported platforms list for current integration options

Common Applications

  1. Identify ideal scenarios for using pre-built agents

    • Technical troubleshooting: Resolving platform errors or configuration issues

    • Feature guidance: Learning how to use specific platform capabilities

    • Best practices: Getting recommendations for platform optimization

    • Documentation access: Quickly finding information without manual searches

Result: Significant time savings compared to manual documentation searches and support ticket submission.


Best Practices

  1. Use agents as your first resource for domain-specific questions before escalating to more time-intensive channels.

  2. Be specific in your questions to receive more accurate and relevant responses.

  3. Validate critical information through official channels for business-critical or compliance-sensitive decisions.

  4. Use the Chrome extension when available for context-aware assistance directly within supported platforms.

  5. Combine agent insights with your expertise for complex or unique scenarios.

Common Questions

Q: Can I create custom agents for internal tools or processes?
A: Yes. Custom agent development is available through the left-hand sidebar. Refer to the custom agent documentation for implementation guidance.

Q: Do agents have access to our organization's internal data?
A: Agents access only the knowledge sources they're configured to use. Most pre-built agents use public documentation. Custom agents can be configured with internal knowledge sources based on your requirements.

Q: Can multiple team members use the same agent concurrently?
A: Yes. Pre-built agents are available to all users and can be accessed simultaneously without conflicts.

Q: How does the Chrome extension handle sensitive information visible on screen?
A: The extension reads on-screen content to provide contextual assistance. Review your organization's data handling policies to ensure this capability aligns with security and compliance requirements.

Q: Are agent responses suitable for compliance-critical decisions?
A: Agent responses should be verified for business-critical or compliance-sensitive decisions. Treat agents as a first-line resource, but validate critical information through official channels.


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