AI Agents
Intelligent assistants that automatically answer questions and take actions
Overview
AI Agents in ClearFeed provide instant answers from your knowledge sources and can perform tasks in connected tools like Jira, Zendesk, and HubSpot. They can respond directly to customers or suggest answers privately to your support team - you choose the mode that fits your workflow.
Key capabilities:
Answer questions using your documentation, help center, and knowledge base
Create and update tickets in Jira, Zendesk, and other tools
Auto-classify and route support requests
Provide 24/7 coverage without adding headcount
Help many teams deflect a significant portion of common questions automatically
Each AI Agent is configured at the Collection level, allowing teams to tailor behavior, data access, and tool integrations for different support workflows.
Key Concepts
AI Agent: The intelligent assistant you configure to answer questions and take actions. Each agent has its own knowledge sources and settings.
Knowledge Source: Your documentation (Confluence, Notion, Google Drive, etc.) that the AI searches for answers.
Collection: A group of Slack channels with shared settings. Each Collection has one AI Agent configuration.
Conversation Mode: How the AI interacts:
Virtual Agent: AI responds directly to customers (public)
Agent Assistant: AI suggests answers to your team privately
Bot Interactions: Ability to tag
@clearfeedin messages to ask questions or trigger actions on-demand.
Supported Knowledge Sources
See the Knowledge Sources documentation for the full list and setup steps.
Knowledge SourcesSupported Integrations
AI Agents can connect to tools like Jira, Zendesk, Notion, HubSpot, Okta, JumpCloud, Asset Panda, BambooHR, Kandji, and more to take actions directly from Slack and workflows.
Jira
Zendesk
HubSpot
Okta
JumpCloud
Asset Panda
BambooHR
Kandji
Configure AI Agents
Use AI AgentsPricing
ClearFeed’s AI Agent capabilities depend on your plan and whether you have the AI Pack add-on.
Professional & 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 using Knowledge Sources.
Starter plan AI Agents, Knowledge Sources, and AI-powered Automations are available with the AI Pack add-on. The add-on costs $20 per month per account and can be purchased during upgrade or at any later stage.
Trial Starter customers can request a one-time AI Pack trial (typically 14 days). During the trial, all AI Pack features are enabled. After it ends, access to AI Agents and Knowledge Sources is revoked unless you upgrade or purchase the AI Pack.
Refer to the Pricing page for more details.
FAQs
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.
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.
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.
Which integrations are supported? Answer: AI Agents currently support: Jira, Zendesk, Notion, HubSpot, Okta, JumpCloud, Asset Panda, BambooHR, and Kandji.
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.
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.
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.
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.
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
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.
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