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Agents in Slant are automated workflows that help you streamline repetitive tasks and enhance your client interactions. Using AI, agents work in the background, scheduling meetings, drafting emails, prepping agendas, and more. You can browse for pre-built agents in the marketplace, then customize them to fit your business needs. Some agents may run automatically based on a certain event, while others may be triggered manually by running a command in the chat.

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How agents work

Agents have 3 main components:

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1. Triggers

Agents are activated by triggers, or a specific event that triggers the agent to run. Some agents might be triggered by running the command in the contact chat, while others might occur automatically when a meeting finishes or

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2. Goals

Goals are the actions that the agent will take. For example, an agent might have a goal to draft an email to a client, or to create a task for a meeting. Agents will gather information about the client, meeting, or task, then use AI to analyze the data before performing the goal.

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3. Prompts

Prompts are the instructions that the agent will follow to perform the goal. You can edit the prompt to give more specific instructions for your business processes. For example, if the goal is to draft an email, you can provide specific instructions for what types of information should be included in the email draft.

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Built-in agents

Slant comes with several pre-built agents designed for common financial advisor workflows:
  • Generate meeting notes - Creates comprehensive meeting summaries automatically.
  • Generate meeting tasks - Extracts action items and creates follow-up tasks.
  • Household AI summary - Generates comprehensive client summaries.
However, you can turn off and on the agents that make the most sense for your business.
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