What your agents do
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An AI agent is a program that carries out tasks on your behalf without you needing to be involved in each step. Each agent specializes in one area of your business.
Types of agents
- Marketing agent: drafts social posts and email campaigns for you to review and publish — it doesn't post to social platforms on its own yet.
- Sales agent: drafts a follow-up the moment a new lead comes in, sends personalized outreach, qualifies prospects, books meetings, and keeps your CRM up to date.
- Operations agent: builds reports, processes data, tracks invoices, manages reminders, and handles repetitive admin work.
- Support agent: triages incoming customer questions by urgency, drafts a first reply for your approval, and escalates anything that needs a person.
- Personal agent: manages your calendar, triages your inbox, sends reminders, drafts messages, and gives you a daily briefing.
You get what you need
Which agents you have depends on your business and your answers during onboarding. Not everyone needs every agent.
Agent status
The Agents page in your dashboard shows every agent you have and what each one is currently working on. The status badge tells you whether an agent is ready:
- Configuring or Training — the agent is still being set up and cannot take work yet. This usually clears within a couple of minutes of onboarding finishing.
- Active — the agent is available. You get a notification the moment one flips over.
Adding or removing an agent
Agent configuration is handled by your Raileon team. Send us a request from your dashboard and we will sort it.
How agents do their work
Agents use the documents you share and the tools you connect. For example, a sales agent that is connected to your email and CRM can follow up with a lead, log the conversation, and book a meeting, all on its own. The more context and connections you give an agent, the more it can take off your plate.