Agents in Auto Appy
In Auto Appy, an agent is a worker that does one job for you. Every workflow is an agent; some agents also use AI to decide their steps. Thinking of them as a team makes it easy to see who does what.
Create an agent
Section titled “Create an agent”-
Click New agent (on Home or Agents).
Open New agentautoappy.com/agents/new -
Pick a job on the left, or click Start from scratch.
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Choose how it works (below). Auto Appy suggests the best fit for the job and explains when to pick something else.
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Give it a Name, a Job, in a few words and a Character. The character is only a look; it never changes access.
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Click Create and open the workflow editor (Routine), or the matching button for other kinds.
How an agent can work
Section titled “How an agent can work”| Method | Use it when | Built in |
|---|---|---|
| Routine | You know the exact steps, and the work happens between your apps. | Workflow editor |
| AI action | Each case needs judgement, such as reading a lead and deciding who should call. | AI agent builder |
| Guided chat | Customers chat with it on WhatsApp, following your questions and buttons. | Auto Appy AI (static flow editor) |
| AI chat | Customers chat with it, and it answers in its own words from your sources. | Auto Appy AI (bot settings) |
| Specialist | One focused job: something in, a result out (for example a call recording to notes). | Auto Appy AI (tool form) |
Autonomous agents are shown as Coming later.
AI action agents
Section titled “AI action agents”An AI action agent is a workflow with an AI Agent step. You choose the model, the instructions, and the tools it may use (Google Sheets, Calendar, Gmail, Drive, Slack, other app actions, or remote MCP servers). It can remember each conversation. The editor shows AI agents · Beta, with Configure agent and Test agent buttons.
Your agents
Section titled “Your agents”Agents lists them all. Filter by build method, sort by Last modified, or search. Each row shows the build method, runs and status; the panel on the right shows its details and Open workflow editor. The row’s ⋯ menu has Open editor, Rename workflow, Status, Export as JSON and Delete.
Your team, as a company
Section titled “Your team, as a company”Company arranges agents on floors, one per department or customer journey (for example Front desk), with filters for Needs you, Working and Quiet. New agents wait in the café until you give them a desk. 3D World shows the same building in 3D: take the tour, walk the floors, and click a robot to open its workflow.