AI Agents
AI Agents are configurable automations in FunnelStory that run a series of steps: pull data from your workspace or connections, call an LLM where you need judgment or language, then take action (Slack, email, tasks, CRM updates, datasets, and more). You choose when they run — on a schedule, when events occur, when SQL returns matching rows, or only when someone starts a run manually or from chat.
Everything is grounded in your Customer Intelligence Graph — the same workspace data your team already trusts.
Get started
- AI Agents overview — how agents work, core concepts, and two ways to build
- Getting started — build your first agent end-to-end
- Triggers — when agents run
- Operations — step types
- Functions reference — what each
CALLcan do
Related
- Renari — the in-product AI copilot
- MCP Server — tool-based API for external AI assistants
- How FunnelStory works
- Customer Intelligence Graph
- Notifications overview — when to use built-in Slack/Teams vs agents