Agents

An Agent is a reusable, named analysis assistant. It is defined by a set of instructions that Veezoo follows every time the agent runs - for example, a "Weekly Sales Review" agent that opens your sales board, checks the latest numbers against targets, and highlights anything unusual.

Instead of typing the same analysis prompts again and again, you save them once as an agent and run it whenever you need it - or let Veezoo run it for you on a schedule.

Creating an Agent from a Chat Session

The easiest way to create an agent is from an existing chat session:

1. Analyze your data in the chat as you normally would - ask questions, open boards, drill into details.
2. Once you are happy with the analysis, click Save as Agent at the end of the latest text answer.
3. Veezoo generates the agent's instructions for you, based on what you did in the session. Review them, adjust the name and wording if you like, and save.

The agent then appears in your sidebar, ready to be run again at any time.

You can also create an agent from scratch: click New Agent in the sidebar and write the instructions yourself. Instructions are plain text - typically an analysis goal followed by the steps the agent should take (open a dashboard, ask specific questions, summarize findings, explore outliers it identifies, and so on).

Running an Agent

Select the agent in your sidebar and run it. The agent starts a new session and works through its instructions step by step, streaming its answers, charts and summaries just like a regular conversation. You can jump in at any point with follow-up questions.

Viewing and Editing Instructions

Open the agent's menu to view or change what it does:

• View Instructions shows the instructions if you only have view access.
• Edit lets you rename the agent and rewrite its instructions.
• Edit & Schedule Agent combines editing with schedule settings (see below).

Refining the instructions is the main way to make an agent more useful over time: make steps more precise where you want consistency, or keep them open-ended where you want the agent to explore.

Scheduling an Agent

Agents can run automatically on a schedule - daily, weekly or monthly, timezone aware - and deliver their results to Email, Slack or Microsoft Teams. Open the agent and click Add Schedule (or Edit & Schedule Agent), pick the frequency and the delivery channel, and save.

You can optionally add Send Conditions & Format as free text, which turns a schedule into an alert: for example, "Only send if revenue exceeds $10,000...". Veezoo still runs the agent on schedule, but only sends the results when the condition is met. You can also use this field to control how the results are formatted.

See Scheduling and Alerts for the full scheduling options.

Sharing Agents

Like boards and canvases, agents can be shared with your colleagues. Share an agent via its menu and choose who can access it; others can also discover shared agents under Browse Shared Items and subscribe to add them to their own sidebar.

Transform to VKL Agent

Creator users can turn an agent into code by clicking Transform to VKL Agent in the agent's menu. The agent then lives as a VKL file in your Knowledge Graph, which means it is version controlled, editable by all Creators in Veezoo Studio, available in development branches, and easy to share across tenants.

Before transforming, you can inspect the code that will be generated via VKL Agent (Preview). Note that after the transformation the agent belongs to the Knowledge Graph rather than to you personally, and it can only be edited via Studio.

For the agent declaration syntax and more details on agents as code, see the VKL Agents reference.