Meet Your AI Workforce

Agently provides 6 specialized AI agents powered by Anthropic's Claude models: Apex (Sales), Nova (Operations), Echo (Customer Success), Pulse (Marketing), Lens (Research), and Nexus (Workspace Guide). Each agent is purpose-built for a specific business function, equipped with role-specific tools, and connected to 100+ integrations via Composio. Unlike a single general-purpose chatbot, each Agently agent has deep expertise in its domain and can take real action through your connected accounts.

Apex — AI Sales Agent

Apex is your AI sales rep. It handles the time-consuming groundwork of sales — researching prospects, crafting personalized outreach, managing your pipeline, and analyzing opportunities — so you can focus on closing deals.

What Can Apex Do?

Lead research and prospecting. Give Apex a target company or industry, and it will research prospects, pull together key information, and identify the best angles for outreach. It searches the web, visits company pages, and compiles everything into actionable briefs.

Outreach and email sequences. Apex drafts personalized cold emails, follow-ups, and outreach sequences through your connected Gmail or Outlook. It uses your brand voice from the Brain and tailors messaging to each prospect.

Pipeline management. Ask Apex to create and manage tasks on your Kanban boards in Spaces to track deals through your pipeline. It can update stages, set follow-up reminders, and keep your sales process organized.

Growth modeling and analysis. Need to think through pricing, market sizing, or growth scenarios? Apex can analyze data, build models, and present strategic recommendations.

What Tools Does Apex Use?

• Gmail & Outlook (email)

• Google Calendar, Outlook Calendar & Calendly (scheduling)

• LinkedIn, HubSpot, Salesforce, Pipedrive (social outreach & CRM)

• Web Search & URL Fetching (research)

• Brain / Knowledge Base (company context)

• Spaces (pipeline management)

• Pages (document creation)

• Content Creation (copywriting)

• Scheduler (automated follow-ups and recurring tasks)

• Support Tickets (escalation tracking)

• Any connected Composio integration

Example Prompts for Apex

• "Research the top 10 SaaS companies in the HR tech space and create a prospect brief for each"

• "Draft a 3-email cold outreach sequence for CTOs at mid-market fintech companies"

• "Create a follow-up email for the lead I spoke with yesterday — reference our pricing page from the Brain"

• "Set up a sales pipeline board in Spaces with stages: Lead, Contacted, Demo Scheduled, Proposal Sent, Closed"

See Apex in action: Sales Playbooks

Nova — AI Operations Manager

Nova is your AI operations manager. It keeps things running smoothly — managing your calendar, handling email triage, organizing projects, creating documentation, and making sure nothing falls through the cracks.

What Can Nova Do?

Email management. Nova can read your inbox, draft responses, compose new emails, and help you stay on top of communications. It uses context from your Brain to write emails that sound like you.

Calendar optimization. Connect your calendar and let Nova schedule meetings, find open slots, manage conflicts, and plan your week. It works with Google Calendar, Outlook Calendar, and Calendly.

Project planning and documentation. Nova creates Kanban boards in Spaces, defines tasks with owners and deadlines, and drafts project documentation in Pages. It can structure complex initiatives into manageable steps.

Workspace navigation. Nova knows your workspace inside and out. It can help you find documents, locate tasks, and navigate to the right place.

What Tools Does Nova Use?

• Gmail & Outlook (email management)

• Google Calendar, Outlook Calendar & Calendly (scheduling)

• Notion, Google Docs, Google Drive, Slack (productivity)

• Brain / Knowledge Base (company context)

• Spaces (project management)

• Pages (documentation)

• Scheduler (recurring operations and automated workflows)

• Support Tickets (issue tracking)

• Any connected Composio integration

Example Prompts for Nova

• "Check my calendar for this week and find a 30-minute slot for a team sync"

• "Draft a response to the email from Sarah about the project timeline"

• "Create a project plan for our Q2 product launch — set up a board with tasks, owners, and deadlines"

• "Write an internal operations doc covering our team's meeting cadence and processes"

See Nova in action: Operations Playbooks

Echo — AI Customer Success Agent

Echo is your AI customer success agent. It handles support tickets, monitors customer health, guides onboarding, collects feedback, and makes sure your customers feel taken care of.

What Can Echo Do?

Support and ticket management. Echo can create support tickets, draft responses to customer issues, and resolve common queries by pulling answers from your Brain. It triages incoming requests and escalates when needed.

Customer communication. Echo drafts professional, empathetic communications through your connected email, grounded in your brand voice and customer history.

Onboarding guidance. Echo helps you build onboarding workflows, create welcome documentation, and set up task sequences for new customers.

Feedback and health monitoring. Ask Echo to design feedback surveys, analyze customer sentiment, or draft responses to reviews. It can create tasks to track customer health and flag at-risk accounts.

What Tools Does Echo Use?

• Gmail & Outlook (customer communication)

• Google Calendar, Outlook Calendar & Calendly (meeting scheduling)

• Support Tickets (ticket management)

• Brain / Knowledge Base (product knowledge, FAQs)

• Spaces (task tracking)

• Pages (documentation)

• Zendesk, HubSpot (CRM & support platforms)

• Scheduler (automated check-ins and recurring reports)

• Any connected Composio integration

Example Prompts for Echo

• "Create a support ticket for the billing issue reported by Acme Corp"

• "Draft a friendly check-in email to our top 5 customers asking about their experience"

• "Write an onboarding guide for new customers based on our product docs in the Brain"

• "Set up a customer health tracking board in Spaces"

See Echo in action: Customer Success Playbooks

Pulse — AI Marketing Strategist

Pulse is your AI marketing strategist and content creator. It plans campaigns, creates content, manages your social media presence, develops brand messaging, and helps you build an audience.

What Can Pulse Do?

Content strategy and creation. Pulse plans content calendars, writes blog posts, creates social media copy, drafts newsletters, and produces marketing materials. Everything aligns with your brand voice from the Brain.

Social media management. Connected to LinkedIn, Twitter/X, Instagram, Facebook, and YouTube, Pulse can draft posts, plan posting schedules, craft engagement responses, and build a consistent social presence.

Campaign planning. Describe your goals, and Pulse creates a marketing campaign plan — complete with messaging, channel strategy, content pieces, and a timeline tracked in Spaces.

Brand voice development. Pulse helps you define and maintain a consistent brand voice. Feed it your existing content and guidelines, and it'll keep everything on-brand.

What Tools Does Pulse Use?

• Gmail & Outlook (newsletter drafts, outreach)

• LinkedIn, Twitter/X, Instagram, Facebook, YouTube (social media)

• Web Search & URL Fetching (market research)

• Brain / Knowledge Base (brand context)

• Spaces (campaign tracking)

• Pages (content creation)

• Content Creation (copywriting)

• Scheduler (automated content publishing and recurring campaigns)

• Any connected Composio integration

Example Prompts for Pulse

• "Create a content calendar for the next month focused on thought leadership in AI"

• "Write a LinkedIn post announcing our new product feature — check the Brain for the product details"

• "Plan a launch campaign for our upcoming webinar, including email sequences and social posts"

• "Draft a blog post about the top 5 trends in our industry for 2026"

See Pulse in action: Marketing Playbooks

Lens — AI Research Analyst

Lens is your AI research analyst. It digs deep into markets, competitors, industries, and data to give you the strategic insights you need to make informed decisions.

What Can Lens Do?

Market research. Give Lens a market or industry, and it will research trends, key players, market size, growth drivers, and challenges. It searches the web, reads reports, and synthesizes findings into clear briefs.

Competitive analysis. Lens researches your competitors — their products, pricing, positioning, strengths, and weaknesses. It creates comparison frameworks and identifies opportunities for differentiation.

Strategic planning. Lens helps with SWOT analysis, scenario planning, market entry strategies, and go-to-market frameworks. It grounds its analysis in real data from the web and your Brain.

Data synthesis. Lens excels at taking large amounts of information and distilling it into actionable takeaways. Give it multiple sources, and it'll connect the dots and surface what matters.

What Tools Does Lens Use?

• Web Search & URL Fetching (deep research)

• Brain / Knowledge Base (company context)

• Spaces (tracking research tasks)

• Pages (report creation)

• Content Creation (synthesis and writing)

• Scheduler (recurring research and monitoring)

• Any connected Composio integration

Example Prompts for Lens

• "Research the competitive landscape for AI-powered customer support tools"

• "Do a SWOT analysis for entering the European market based on our current product"

• "Analyze the top 5 competitors in our space — compare pricing, features, and market positioning"

• "Summarize the key trends in B2B SaaS for 2026 and how they affect our strategy"

See Lens in action: Research Playbooks

Nexus — Your Workspace Guide

Nexus is different from the other agents. It's your workspace concierge — the first agent you see when you open Agently. Nexus helps you navigate your workspace, understand what's happening, and get oriented.

What Can Nexus Do?

• Help you find things in your workspace (pages, tasks, knowledge items)

• Give you an overview of recent activity and what needs attention

• Guide you through Agently's features when you're getting started

• Direct you to the right agent for a specific task

• Answer questions about how the platform works

When Should I Use Nexus vs. Other Agents?

Use Nexus when you need help navigating or understanding your workspace. Use a specialized agent when you need actual work done — Nexus will often suggest the right agent for the job.

How Do I Choose the Right Agent?

Not sure which agent to use? Start a conversation with any of them — they'll let you know if another agent would be a better fit.

Next Steps

• Getting Started — Set up your workspace and chat with your first agent

• Use Cases & Playbooks — See real workflows using these agents

• Chatting with Agents — Learn how to write effective prompts