Agent templates now available in Appsmith Agents

Appsmith Agents just made it even more straightforward to use AI on the job thanks to our newest feature — agent templates!

Our agentic AI platform already integrates with the data sources that customer-facing teams use every day, such as Salesforce, Zendesk, Jira, internal databases, and more. By pairing these data sources with a powerful LLM inside a Chrome extension, Appsmith Agents makes it easy for anyone to use AI to help with their work:

• exploring data
• asking questions
• automating routines that save you hours of effort.

(Learn more about Appsmith Agents in our launch blog and recorded livestream.)

Templates go a step further in setting up Appsmith Agents for your business. With templates, you can instantly create a custom agent to handle the tasks you do inside your favorite tools and databases every day. No more worrying about the perfect settings: Simply install one of our turnkey templates for a set of pre-packaged system instructions, queries, and function calls designed to work seamlessly with your connected system.

Once installed, you have the power to use Appsmith Agents’ chat interface to handle all the actions you would normally take with your data in the run of a workday: searching for information, updating records, tagging colleagues — you name it. You can even customize your templates with company data by syncing them with your internal files using our one-click retrieval-augmented generation pipeline.

Many SaaS platforms offer native AI agents you can use to interact with them — for a price. But add-on charges for every software tool you use isn’t affordable or sustainable. With Appsmith Agents, one low subscription fee unlocks context-aware agents for every data tool in your operation.

Not only that, but Appsmith Agents maintains a contextual understanding of all your data and data sources — so you can use them to combine information in ways that siloed, platform-native agents can never do.

Today, we have the following agent templates ready to go…

• Salesforce
• Zendesk
• Jira
• Notion

… and we’re building out more templates to deploy in the coming days. Now, a user-friendly chat interface streamlines the following tasks (and anything else you can do through your SaaS tools’ APIs):

With our Salesforce Agent…

• Research accounts
• Find all contacts associated with an account
• Draft personalized emails

With our Zendesk Agent…

• Suggest ticket resolution
• File a bug
• Draft a reply to issuer
• Provide answers from the knowledge base
• Show a modal to file a bug in Jira

With our Jira Agent…

• Create new tasks or issues
• Update tasks or issues
• Get the status of projects
• Get information about tasks or projects

With our Notion Agent…

• Summarize the content of cards
• Create new cards
• Update cards with input from AI

What other templates do you want to see? Connect with us on Intercom inside Appsmith Agents or by email to let us know. Ready to get started? Sign up for a free trial of Appsmith Agents at https://appsmith.com/ai.