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Opportunity Scout

Agent knowledge map

Aria - Opportunity Scout

Aria uses public business knowledge about opportunity scout workflows without exposing private prompts or customer workspace data.

Meet the AI workforce

Core workflow

How Aria uses public knowledge

  1. 01 Read approved context

    Public knowledge helps Aria support this step without exposing internal prompts or customer-specific data.

  2. 02 Prepare the work

    Public knowledge helps Aria support this step without exposing internal prompts or customer-specific data.

  3. 03 Show evidence

    Public knowledge helps Aria support this step without exposing internal prompts or customer-specific data.

  4. 04 Request approval

    Public knowledge helps Aria support this step without exposing internal prompts or customer-specific data.

  5. 05 Hand off cleanly

    Public knowledge helps Aria support this step without exposing internal prompts or customer-specific data.

Knowledge areas

Public knowledge used by Aria

AI Agents AI Agents for Business AI agents are software workers that use context, connected tools and structured workflows to help businesses complete work across sales, CRM, support, finance and operations.
Olivia, Ethan, Sophia
AI Agents AI Workforce An AI workforce is a team of specialized AI agents that work together across your business - helping with leads, CRM, inbox, proposals, tasks, support, marketing, finance and operations.
Olivia, Ethan, Sophia
AI Agents How AI Agents Use Tools Explain that Crewlee agents use connected tools and APIs instead of guessing.
draft Olivia, Ethan, Sophia
AI Agents Agent Memory Explain short-term context, workspace memory, entity memory and outcome learning.
planned Olivia, Ethan, Sophia
AI Agents Human Approval for AI Agents Explain how humans stay in control of sensitive actions.
draft Olivia, Ethan, Sophia
AI Agents AI Agent Quality Control Explain evidence, confidence, validation, feedback and evaluation.
draft Olivia, Ethan, Sophia
Data Quality Source of Truth for AI Agents Explain why agents need approved sources and live data.
draft Olivia, Ethan, Sophia
Data Quality Data Readiness for AI Agents Explain what data a company needs before agents can produce high-quality output.
draft Olivia, Ethan, Sophia
Data Quality Agent Readiness Score Explain how connected data improves agent quality.
planned Olivia, Ethan, Sophia
AI Agents Connected Tools for AI Agents Explain CRM, inbox, calendar, docs, finance and analytics connections.
planned Olivia, Ethan, Sophia
Data Quality Knowledge Base for AI Agents Explain how documents, brand guides and policies become useful AI context.
planned Olivia, Ethan, Sophia
AI Agents AI Agent Evidence Explain why every recommendation should show evidence, sources and missing data.
planned Olivia, Ethan, Sophia
AI Agents Confidence Scores for AI Agents Explain confidence levels and when human review is needed.
planned Olivia, Ethan, Sophia
AI Agents AI Agent Feedback Loop Explain how accepted/rejected suggestions improve future outputs.
planned Olivia, Ethan, Sophia
Operations Agent-Created Tasks Explain how AI agents create internal tasks safely.
planned Olivia, Ethan, Sophia
Research Research Brief Explain how a research task is framed.
planned Grace, Jack, Victor
Research Research to Action Explain turning research into business recommendations.
planned Grace, Ethan, Aria
Sales Opportunity Scoring Explain scoring tenders, grants, partnerships and projects.
planned Aria, Ethan, Emma
Sales Tender Analysis Explain reading and summarizing tender opportunities.
planned Aria, Grace, Sophia
Sales Grant Opportunities Explain how grant opportunities can be identified and evaluated.
planned Aria, Grace, Emma
Sales Partnership Opportunities Explain partnership signals and opportunity fit.
planned Aria, Lily, Ethan
Sales Opportunity Alerts Explain monitoring sources for relevant business opportunities.
planned Aria
AI Agents Agent Handoffs Explain how Crewlee agents pass work to each other.
draft Olivia, Ethan, Sophia

Data Aria needs before acting

  • Approved business context and source notes
  • Connected CRM, inbox, calendar, docs or finance data where relevant
  • Clear approval boundary for customer-facing or financial action
  • A record where the output can be reviewed later

Used by Crewlee agents

How this knowledge becomes agent work

These public agent cards explain roles at a high level. They do not expose internal prompts or private rules.

Inbox Manager Lucas

Lucas uses public business knowledge about inbox manager workflows without exposing private prompts or customer workspace data.

 Customer Success Ava

Ava uses public business knowledge about customer success workflows without exposing private prompts or customer workspace data.

 Meeting Coordinator Mia

Mia uses public business knowledge about meeting coordinator workflows without exposing private prompts or customer workspace data.

Build your AI crew with Crewlee

Start by connecting the public knowledge areas, data sources and approval boundaries that matter most.

Open Crewlee workspace Explore Knowledge Hub