Agents & Actions

Agents are AI-powered assistants you build and deploy. Each agent has a persona, knowledge base, and set of actions it can perform. Deploy agents on phone calls, email responses, web chat, or internal workflows.

Agent Types

Type	What It Is	Use Case
Agent	AI assistant with custom persona and capabilities	Customer-facing calls, email handling, chat support
Twin	Agent cloned from a real person’s LinkedIn profile and writing style	Outbound outreach that sounds like a specific team member

Creating an Agent

1. Go to Agents → Create Agent
2. Configure the agent:
   • Name - display name for the agent
   • Role - what the agent does (SDR, support, researcher, etc.)
   • Persona - personality settings:
     • Formality - casual to formal tone
     • Conciseness - detailed to direct responses
     • Assertiveness - gentle to assertive approach
   • Instructions - custom behavior guidelines
3. Set up identity:
   • Phone number - assign a number for calls
   • Voice - choose from preset voices or clone a voice
   • Calendar - connect for meeting scheduling
4. Attach actions and knowledge collections
5. Click Save

Creating a Twin

Twins replicate a real person’s communication style:

1. Click Create Twin
2. Enter the person’s LinkedIn URL
3. graph8 extracts their profile, writing style, and background
4. Upload additional writing samples (emails, posts) for better style matching
5. The twin generates outreach that sounds like that person

Actions

Actions are the capabilities you give your agents. Each action defines one thing an agent can do.

Action Types

Type	How It Runs	Example
LLM	AI generates a response using a prompt template	Research a company, draft an email, score a lead
API	Calls an external API endpoint	Look up data in your CRM, check inventory, send a notification
Script	Runs custom code	Transform data, calculate scores, format output
Workflow	Executes a multi-step workflow (see below)	Lead qualification pipeline, content distribution

Built-In Action Templates

graph8 includes 15+ pre-built action templates:

• Company Research - deep dive on a target company
• Contact Dossier - compile everything known about a person
• Competitor Analysis - analyze competitive positioning
• Keywords Research - discover relevant keywords
• FAQ Generation - create FAQ from knowledge base
• Content creation - generate social posts, emails, summaries

Attach actions to agents so they can use them during conversations and workflows.

Approval Gates

Actions can require human approval before executing. Enable Requires Approval on any action, and the agent pauses to ask for confirmation before running it. Approve or reject from the execution history.

Workflows

Workflows chain multiple actions into automated multi-step processes using a visual builder.

Building a Workflow

1. Go to Agents → Workflows
2. Click Create Workflow or start from a template
3. Build your workflow using three modes:
   • Visual - drag-and-drop node canvas (ReactFlow)
   • Simple - linear step-by-step list
   • Code - JSON editor for advanced configuration
4. Connect nodes to define the flow
5. Test with sample data
6. Save and attach to an agent

Node Types

Node	What It Does
Start	Entry point - defines trigger and input data
Action	Executes an LLM, API, or script action
Agent	Hands off to another agent
Tool	Calls an MCP server tool
Condition	Branches based on data conditions
Loop	Repeats over a list of items
Transform	Transforms data between steps
State	Stores intermediate state
Human	Pauses for human approval
Handoff	Transfers to a human or another system
End	Completes the workflow

Workflow Templates

Start from pre-built templates:

• Lead Qualification - score and route incoming leads
• Content to Social Media - repurpose content across platforms
• Custom templates you save from your own workflows

Knowledge Collections

Knowledge collections give your agents access to your company’s documents and data.

1. Go to Agents → Collections
2. Create a collection (e.g., “Product Docs”, “Case Studies”)
3. Upload files - PDFs, documents, spreadsheets
4. Organize with folders
5. Attach collections to agents

Agents search their attached collections when answering questions, ensuring responses are grounded in your actual content.

MCP Servers

Connect external tool servers using the Model Context Protocol (MCP):

1. Go to Agents → MCP Servers
2. Click Create Server
3. Configure connection:
   • SSE - connect to a remote server via URL
   • Stdio - connect to a local process
4. Test the connection
5. graph8 caches available tools for offline reference

MCP tools appear as Tool nodes in the workflow builder and are available to agents during conversations.

Agent Chat

Test and interact with agents in real time:

1. Open an agent’s detail page
2. Click the Chat tab
3. Type a message - the agent responds using its persona, actions, and knowledge
4. Watch tool executions in the side panel as the agent works

Chat sessions are saved with full history and can be resumed later.

Agent Analytics

Track agent performance:

• Call analytics - inbound call results, duration, outcomes
• Activity feed - chronological log of all agent actions
• Execution history - action-by-action results with inputs and outputs

Tip

Start with a focused agent that does one thing well (e.g., “Meeting Scheduler” or “Lead Qualifier”). Add capabilities gradually as you refine its persona and knowledge base. Use the approval gate on high-stakes actions until you trust the agent’s judgment.

Related

• Voice Agents → - Phone-specific agent deployment
• Workflows → - Detailed workflow builder guide
• Web Chat → - Deploy agents on your website
• Copilot → - Built-in AI assistant