# Agents

## What are AI Agents?

**AI Agents** are autonomous, task-oriented entities within Blockbrain that can reason, plan, and act across your connected systems and our predefined tools.\
Rather than being simple connectors, they use contextual understanding and your organization's knowledge to perform meaningful actions - such as analyzing information, coordinating workflows, or drafting communications - based on your intent.

AI Agents operate securely on your behalf, using authorized integrations to execute tasks in external tools (like sending emails, updating records, or scheduling events) while maintaining full transparency and control.

They combine three key abilities:

* **Understanding** - Interpreting context, goals, and available data
* **Reasoning** - Deciding what needs to be done and how to do it
* **Acting** - Executing tasks through your connected systems

## What are Tools and Connectors?

**Connectors** provide the secure infrastructure that links Blockbrain to external services and data sources - handling authentication, permissions, and communication with APIs.

**Tools** define specific capabilities available through those connections - for example, accessing files, managing tasks, or sending messages.

AI Agents use these **Tools and Connectors** to interact intelligently with your systems — turning static integrations into dynamic, context-aware actions.

## Usage

### Before You Start

Make sure you have:

* [x] A Blockbrain account with AI Agent access
* [x] An account in the external system you want to connect to
* [x] Permission to connect third-party applications (check with your IT team if unsure)

### How to Connect an AI Agent

#### Step 1: Open the AI Model Selection

1. Start a new chat in Blockbrain
2. Look for the **AI Models selection** dropdown in the **top left of your chat interface**
3. Click **"Show detailed AI model list"**

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#### Step 2: Choose Your Agent

1. Choose Agents (Alpha)
2. Click on the agent you want to use:
   * **SharePoint Agent** - for files and documents
   * **Outlook Agent** - for email and calendar

<div data-with-frame="true"><figure><img src="https://3232460952-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FIabFtGTeQzwfWCzp8vd6%2Fuploads%2FFn6cW63aiLtpSJ5La24V%2FRandall%20copy.jpg?alt=media&#x26;token=52537505-fbb2-4646-8905-e9bdc93a2a38" alt=""><figcaption></figcaption></figure></div>

#### Step 3: Configure the Agent

1. Click **"Configure"** under the Status column (if it's already connected it will say "Available")
2. Click the **"Connect"** button (if you want to no longer use it, click "Disconnect")
3. A sign-in window will open

<div data-with-frame="true"><figure><img src="https://3232460952-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FIabFtGTeQzwfWCzp8vd6%2Fuploads%2FrGy6P2DJDsS3KqlcuwZP%2FScreenshot%202025-10-24%20at%2011.14.25.png?alt=media&#x26;token=dab0ee22-9bc5-45d9-b782-d2df81100392" alt=""><figcaption></figcaption></figure></div>

#### Step 4: Sign In with Microsoft

1. Enter your credentials or connect with your existing ones
2. Review the permissions Blockbrain is requesting
3. Click **"Accept"** to grant access
4. The window will close automatically

#### Step 5: Start Using Your Agent

Once your agent is connected, it can securely act on your behalf within the permissions you’ve granted.

You can now:

* **Access and explore your connected data** - such as documents, messages, or records from your linked systems.
* **Ask questions** about your content - for example, retrieving relevant information, summaries, or insights from your files and communications.
* **Request actions** - like sending a message, creating a task, scheduling an event, or updating information in your connected apps.

### What Happens After Connection?

Once your agent is connected:

* **Instant Access:** Blockbrain can immediately interact with your authorized services and data sources.
* **Respecting Your Permissions:** The agent only accesses the information your account normally has permission to view or modify - *nothing more*.
* **Secure by Design:** Authentication is handled via secure and encrypted tokens. Your username and password are never stored.
* **Persistent Availability:** The connection stays active, allowing the agent to assist you seamlessly in future sessions without repeated logins.

## Need Help?

Choose the specific agent guide for detailed instructions:

* [atlassian-agent](https://docs.en.theblockbrain.ai/for-users/agents/atlassian-agent "mention") - Connect to your Jira & Confluence
* [excel-agent](https://docs.en.theblockbrain.ai/for-users/agents/excel-agent "mention") - Connect to your workbooks and worksheets
* [ms-teams-agent](https://docs.en.theblockbrain.ai/for-users/agents/ms-teams-agent "mention") - Connect to your channels and MS Teams meetings
* [sharepoint-agent](https://docs.en.theblockbrain.ai/for-users/agents/sharepoint-agent "mention") - Connect to your files and documents
* [outlook-agent](https://docs.en.theblockbrain.ai/for-users/agents/outlook-agent "mention") - Connect to your email and calendar
* [knowledge-management-agent](https://docs.en.theblockbrain.ai/for-users/agents/knowledge-management-agent "mention") - Connect to your knowledge bases

## Troubleshooting

**Can't see AI Agents in the model list?**

* Contact your administrator - they may need to enable AI Agents for your organization together with the Customer Success Manager of Blockbrain

**Microsoft sign-in not working?**

* Check your internet connection
* Try clearing your browser cache
* Contact your IT support if you're getting permission errors

**Agent showing as "Not Connected"?**

* Click "Configure" again and repeat the connection process
* Make sure you completed the external sign-in successfully