Agents
AI Agents help you connect Blockbrain with your applications, such as SharePoint and Outlook.
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:
How to Connect an AI Agent
Step 1: Open the AI Model Selection
Start a new chat in Blockbrain
Look for the AI Models selection dropdown in the top left of your chat interface
Click "Show detailed AI model list"
Step 2: Choose Your Agent
Choose Agents (Alpha)
Click on the agent you want to use:
SharePoint Agent - for files and documents
Outlook Agent - for email and calenda
Step 3: Configure the Agent
Click "Configure" under the Status column (if it's already connected it will say "Available")
Click the "Connect" button (if you want to no longer use it, click "Disconnect")
A sign-in window will open
Step 4: Sign In with Microsoft
Enter your credentials or connect with your existing ones
Review the permissions Blockbrain is requesting
Click "Accept" to grant access
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:
SharePoint Agent - Connect to your files and documents
Outlook Agent - Connect to your email and calendar
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
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