AI Agents

With AI Agents, you can answer customers instantly, keep your team in the loop, and get things done faster.

Overview

AI Agents in ClearFeed act as intelligent helpers in Slack, offering accurate answers by tapping into your linked knowledge sources. They're fully configurable and understand context, so responses feel natural and helpful. Beyond Q&A, they can also take actions—like creating JIRA tickets or updating deals in HubSpot—right from the conversation.

Each AI Agent can be customized and configured at the Collection level, allowing teams to tailor the behavior, data access, and tool integration of the AI for different support workflows.

What is an AI Agent?

An AI Agent in ClearFeed is a smart assistant that operates within Slack to:

• ✅ Provide answers based on selected Knowledge Sources

• 🔧 Connect with CRM, Issue Management tools for action-taking capabilities

• 🤖 Interact autonomously or be manually invoked by users by tagging the bot in threads

How to Build and Use AI Agents?

You need to create knowledge sources in ClearFeed and/or connect to the required tools to enable the AI Agents to answer questions and take actions.

Add your Knowledge Sources

Knowledge Sources

Create AI Agents

Supported Integrations

Jira

View Supported Actions

• Find Jira ticket (via JQL query)

• Get Jira issue by key or ID

• Get Jira issue types

• Create Jira issue

• Assign Jira issue

• Add Jira comment

• Get Jira comments

• Update Jira issue

• Search Jira users

Zendesk

View Supported Actions

• Search Zendesk tickets

• Get Zendesk ticket

• Get Zendesk ticket with comments

• Add Zendesk ticket public comment

• Add Zendesk ticket internal note

• Get Zendesk ticket internal notes

• Get Zendesk ticket public comments

• Create Zendesk ticket

• Search Zendesk users by name

Notion

View Supported Actions

• Retrieve a block from Notion

• Retrieve the children of a block

• Append new children blocks to a specified parent block in Notion.

• Delete a block in Notion

• Update the content of a block in Notion based on its type.

• Retrieve a page from Notion

• Delete or archive a page in Notion

• Update properties of a page or an item in a Notion database

• Query a database in Notion

• Create a new database in Notion

• Retrieve a database in Notion

• Create a new item (page) in a Notion database

• Create a comment in Notion.

• Retrieve unresolved comments from a Notion page or block

• Search pages or databases by title in Notion

• List all users in the workspace

• Retrieve a specific user by ID

• Retrieve the bot user associated with the current token

HubSpot

View Supported Actions

• Search HubSpot deals

• Search HubSpot contacts

• Add note to HubSpot deal

• Add note to HubSpot contact

• Add note to HubSpot company

• Create HubSpot deal

• Update HubSpot deal

• Create HubSpot contact

• Get HubSpot pipelines

• Get HubSpot owners

• Search HubSpot companies

• Create HubSpot task

• Associate task with entity

• Update HubSpot task

• Search HubSpot tasks

• Create HubSpot ticket

• Associate ticket with entity

• Update HubSpot ticket

• Search HubSpot tickets

• Associate deal with entity

Okta

View Supported Actions

• List Okta users

• Create Okta user

• Get Okta user

• Update Okta user

• Suspend Okta user

• Unsuspend Okta user

• Activate Okta user

• Deactivate Okta user

• Unlock Okta user

• Reset Okta user password

• Expire Okta user password

• Reset Okta user factors

• Delete Okta user

• List Okta groups

• Create Okta group

• Assign user to Okta group

• Unassign user from Okta group

• List Okta group users

• Delete Okta group

• List Okta applications

• Assign user to Okta application

• Unassign user from Okta application

• Assign group to Okta application

• Unassign group from Okta application

• Delete Okta application

• Deactivate Okta application

• List Okta user groups

• List Okta devices

• List Okta user devices

• Get Okta device

• List Okta device users

JumpCloud

View Supported Actions

• List users in JumpCloud

• Create a user in JumpCloud

• Get a specific JumpCloud user

• Update a JumpCloud user

• Delete a JumpCloud user

• List groups in JumpCloud

• Create JumpCloud group

• Assign user to JumpCloud group

• Remove a user from a group

• List users in a JumpCloud group

• Delete JumpCloud group

• List devices assigned to a user

• List all devices

Asset Panda

View Supported Actions

• Get AssetPanda settings

• List all groups and their keys (Assets, Licenses, Employees, etc.)

• List AssetPanda objects

• Create a new employee record

• Assign a hardware asset to an employee

• Unassign and mark an asset as available

• Check availability of assets by type

• List all users/employees

• Get fields and their keys for a group

• Get all available statuses and IDs for a group

BambooHR

View Supported Actions

• List employees with basic info (name, job, dept, manager, contact)

• Get details for a specific employee

• Retrieve time off balances (vacation, sick, other)

• Retrieve time off requests (filter by date/status)

• Retrieve all time off types with IDs and details

• Create a new time off request

Kandji

View Supported Actions

• List all managed devices with details

• Get detailed info for a device

• Lock a managed device

• Shutdown a macOS device

• Restart a macOS device

• Reinstall agent on device

• Erase/wipe a device

• Unlock local user account

• Trigger check-in and refresh inventory

• Set the name of a managed device

Configure AI Agents

Use AI Agents

Pricing

ClearFeed’s AI Agent capabilities depend on your plan and whether you have the AI Pack add-on.

On the Professional and Enterprise plans, the AI Pack is included at no extra cost. You can create AI Agents that integrate with your tools, take automated actions, and provide answers to common questions using Knowledge Sources.

On the Starter plan, AI Agents, Knowledge Sources, and AI-powered Automations are not available unless you add the AI Pack. With the AI Pack, Starter customers unlock the ability to create and use AI Agents and Knowledge Sources. The add-on costs $20 per month per account and can be purchased during upgrade or at any later stage.

Starter customers can also request a one-time AI Pack trial, typically lasting 14 days. During the trial, all AI Pack features are enabled. After it ends, access to AI Agents and Knowledge Sources is revoked, and you will need to upgrade or purchase the AI Pack to continue using them.

Refer to this page for more detailed information on Pricing.

FAQs

1. Where can I use AI Agents? Answer: AI Agents work directly in Slack threads and conversations. You can either tag them manually or set them to respond automatically.

2. Can I customize my AI Agents? Answer: Yes. Each AI Agent can be configured at the Collection level, so different teams can tailor behavior, tool access, and Knowledge Sources to their needs.

3. What do I need to set up an AI Agent? Answer: To use an AI Agent, you’ll need to:

   • Add Knowledge Sources in ClearFeed

   • Connect the tools you want the AI Agent to take actions in (Jira, Zendesk, HubSpot, etc.)

   • Create and configure your AI Agent in the ClearFeed dashboard.

4. Which integrations are supported? Answer: AI Agents currently support: Jira, Zendesk, Notion, HubSpot, Okta, JumpCloud, Asset Panda, BambooHR, and Kandji.

5. Can AI Agents take actions or only answer questions? Answer: Both. They can provide context-aware answers and also take actions (e.g., create a ticket, update a record) in your connected tools.

6. Are AI Agents included in my plan? Answer:

   • Professional & Enterprise plans: Yes, AI Pack (and AI Agents) are included at no extra cost.

   • Starter plan: AI Agents are only available with the AI Pack add-on ($20/month per account).

   • Trial plan: All AI Pack features, including AI Agents, are available during the 14-day trial.

7. Can I try AI Agents before paying? Answer: Yes. Starter customers can request a one-time AI Pack trial (typically 14 days). After the trial ends, AI Agents and Knowledge Sources are disabled unless you upgrade or purchase the AI Pack.

8. What happens if my AI Pack trial expires? Answer:

   • AI Agents are downgraded and no longer function with Knowledge Sources.

   • Indexed Knowledge Sources are removed.

   • You can reactivate them anytime by purchasing the AI Pack or upgrading to Professional.

9. Will removing AI Pack delete my AI Agents? Answer: Yes, the AI agents are only available with an AI Pack so if you remove or don't opt for AI Pack, access to AI Agents will be revoked

10. How can I purchase AI Pack during my AI Pack trial or after my AI Pack trial expires? Answer: For purchasing the AI pack, go to AI Agents or Knowledge Sources, you will see an Upgrade button, click on it. Most of the details would be auto-populated based on the details submitted earlier. Refer here for more details.