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Agent knowledge map

Jake - Support Agent

Jake uses public business knowledge about support agent workflows without exposing private prompts or customer workspace data.

Meet the AI workforce

Core workflow

How Jake uses public knowledge

  1. 01 Read approved context

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

  2. 02 Prepare the work

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

  3. 03 Show evidence

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

  4. 04 Request approval

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

  5. 05 Hand off cleanly

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

Knowledge areas

Public knowledge used by Jake

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
Automation Email Reply Classification Explain how replies are classified into intent categories.
draft Lucas, Ethan, Ava
Automation Reply Drafting with AI Explain safe AI reply drafts with approval.
planned Lucas, Jake, Ava
Operations Agent-Created Tasks Explain how AI agents create internal tasks safely.
planned Olivia, Ethan, Sophia
Operations Customer Health Score Explain health signals, retention risk and customer success.
planned Ava, Emma, Jake
Operations Retention Risk Explain how early warning signs are detected.
planned Ava, Emma, Jake
Operations Customer Success Handoff Explain handoff from sales to success, support and finance.
planned Ava, Sophia, Jake
Support Support Ticket Classification Explain how customer issues are categorized and routed.
planned Jake, Ava, Zoe
Support Support Reply Drafting Explain safe AI support drafts using approved knowledge.
planned Jake, Ava
Support Knowledge Base Support Explain how approved help docs power support agents.
planned Jake
Support Support Escalation Explain when a support issue needs human or specialist escalation.
planned Jake, Ava, Zoe
Support Customer Issue Summaries Explain summarizing customer problems for faster resolution.
planned Jake, Ava
Research Document Analysis Explain how uploaded docs become structured insights.
planned Grace, Sophia, Jake
Support Support to Retention Explain how support signals become retention insights.
planned Jake, Ava, Emma
AI Agents Agent Handoffs Explain how Crewlee agents pass work to each other.
draft Olivia, Ethan, Sophia

Data Jake 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.

Lead Hunter Olivia

Olivia uses public business knowledge about lead hunter workflows without exposing private prompts or customer workspace data.

 Sales Coach Ethan

Ethan uses public business knowledge about sales coach workflows without exposing private prompts or customer workspace data.

 Proposal Specialist Sophia

Sophia uses public business knowledge about proposal specialist 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