Workly comes with specialised AI agents designed for different business functions. Each agent is trained to help with specific types of work, going beyond general-purpose AI assistance.
Available AI agents
Accountant Agent
Helps with accounting and financial tasks — budgeting, expense tracking, financial summaries, and invoice management.
Leadership Agent
Assists with leadership and management tasks — team updates, OKR tracking, meeting preparation, and decision frameworks.
Product Agent
Helps with product management — feature prioritisation, user story writing, sprint planning, and competitive analysis.
RFP Agent
Specialised in Request for Proposal (RFP) responses — drafting proposals, answering questionnaires, and compiling submission documents.
Support Agent
Assists with customer support tasks — drafting responses, categorising tickets, escalation handling, and FAQ generation.
Access AI agents
Go to the Agents page from the sidebar to see all available agents and integrations. The agents section shows each agent with its specialisation and capabilities.
Connect integrations to agents
When you connect services like Gmail, Drive, Calendar, Figma, and Slack from the Agents page, Workly AI and all specialised agents can access these services. This means agents can pull data from your connected tools when helping you.
Contact for custom agents
Need a specialised agent for your unique workflow? Use the Contact Us option on the Agents page to request custom AI agents tailored to your business needs.
Frequently asked questions
What AI agents does Workly have?
Workly has specialised agents for Accounting, Leadership, Product Management, RFP responses, and Customer Support. Each agent is designed for specific business functions.
Can AI agents access my connected services?
Yes, when you connect services like Gmail, Drive, Calendar, Figma, and Slack from the Agents page, all AI agents can access these services to help you more effectively.
