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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 over a week ago

TeamAI pre-built agents are specialized AI assistants configured for specific platforms, products, or knowledge domains. This guide covers how to access and use these agents to obtain targeted assistance and improve workflow efficiency.

Overview: What are pre-built agents?

Pre-built agents are AI assistants with preconfigured system prompts and knowledge access designed for specific use cases.

Key characteristics:

  • Specialized instructions that guide conversation flow and response format

  • Tool access to capabilities like web search or data analysis

  • Document collections containing platform-specific documentation, support guides, or technical resources

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

Use case: When you need accurate, platform-specific information without manually searching documentation or crafting detailed prompts, agents provide a more efficient alternative.

Example: A Google Analytics 4 agent is configured to access only official GA4 documentation, ensuring responses are accurate and aligned with current platform specifications.


Locating and accessing agents

Agents can be accessed through two locations in the TeamAI interface.

Method 1: Right-hand sidebar

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

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

  3. Click on the agent to initiate a conversation

Method 2: Left-hand sidebar

  1. Browse available agents in the left-hand sidebar

  2. Select the appropriate agent for your needs

Note: The left sidebar also provides access to custom agent creation. For guidance on building custom agents, refer to the custom agent development documentation.


Using agents in conversations

To start working with an agent:

  1. Click on the selected agent from either sidebar

  2. A new chat session opens with the agent activated

  3. Enter your query related to the agent's domain

  4. Review the response

How agents process queries:

Agents apply their specialized system prompts to interpret your question and access relevant knowledge sources. Responses are tailored to the specific domain and often include context about which resources were consulted.

Best practices:

  • Use specific, clearly articulated questions

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

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

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


Chrome extension integration

The TeamAI Chrome extension enables context-aware agent assistance directly within supported platforms.

Setup and usage:

  1. Install the TeamAI Chrome extension from the Chrome Web Store

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

  3. Look for the TeamAI agent icon that appears when a relevant agent is available

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

Key capability: With the Chrome extension active, agents can read on-screen content including error messages, configuration settings, and interface elements. This enables more contextual and accurate assistance.

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

Agent capabilities and scope

Pre-built agents are designed to provide efficient, targeted assistance within their specialized domains. Understanding how they work helps you maximize their effectiveness.

Knowledge scope:

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

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

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

Platform integration:

  • Chrome extension functionality is continuously expanding to support additional platforms

  • Check the supported platforms list to see which integrations are currently available

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

Decision support best practices:

  • Use agents for rapid information gathering and initial guidance on technical questions

  • For business-critical decisions, validate agent recommendations against official vendor documentation as part of your standard review process

  • Compliance-sensitive workflows should follow your organization's established governance procedures, using agents as a research tool within that framework

Optimization tip: Agents perform best when used as your first resource for domain-specific questions, allowing you to quickly gather information before escalating to more time-intensive research or support channels.

Use cases and workflow integration

Common applications:

  • 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 documentation searches

Workflow efficiency: Agents reduce time spent on documentation searches and support ticket submission by providing immediate, targeted responses to platform-specific questions.


Summary

Pre-built agents provide specialized AI assistance configured for specific platforms and knowledge domains. By accessing relevant documentation and applying domain-specific instructions, agents deliver more accurate and contextual responses than general-purpose AI assistants.

Key capabilities:

  • Domain-specific knowledge access

  • Preconfigured for specialized tasks

  • Chrome extension integration for in-context assistance

  • Improved efficiency for platform-specific questions

Next steps: Explore available agents relevant to the platforms you use regularly. For more advanced use cases, refer to the custom agent development guide.


Frequently asked questions

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

Do agents have access to our organization's internal data?
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.

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

How does the Chrome extension handle sensitive information visible on screen?
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.

Are agent responses suitable for compliance-critical decisions?
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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