Access the marketplace
1
Open Automations
Navigate to Automations in the sidebar.
2
Select Agents
Click Agents to see your installed agents.
3
Browse marketplace
Click Browse marketplace to see available agents.
Marketplace categories
Agents are organized by what they help you accomplish:Client intelligence
Agents that help you understand and serve clients better:- Meeting prep — Summarize client history, recent communications, and open items before meetings
- Relationship insights — Surface important changes and patterns across your book
Communication
Agents that assist with outreach and follow-up:- Email drafting — Create personalized emails based on context and history
- Follow-up reminders — Identify clients who need attention
Data management
Agents that keep your data organized:- Email categorization — Sort incoming emails by type and urgency
- Contact enrichment — Research and complete contact profiles
- Duplicate detection — Find and flag potential duplicate records
Workflow assistance
Agents that support your daily operations:- Task prioritization — Suggest which tasks to focus on
- Schedule optimization — Identify gaps and opportunities in your calendar
Preview an agent
Before installing, preview what an agent does:1
Click the agent
Select an agent from the marketplace listing.
2
Review description
Read what the agent does and when it runs.
3
Check requirements
See what data or integrations the agent needs.
4
View actions
Understand what actions the agent can take.
Install an agent
1
Click Install
From the agent preview, click Install.
2
Configure settings
Set any required options (like which records it should work with).
3
Enable the agent
Toggle the agent on to start using it.
Agent trust levels
Marketplace agents come from different sources:| Source | Description | Verification |
|---|---|---|
| System | Built by Slant | Fully tested, always available |
| Slant verified | Created by Slant team | Reviewed and maintained by Slant |
| Community | Shared by other users | Use at your discretion |
Manage installed agents
View your agents
Navigate to Automations → Agents to see all installed agents and their status.Enable or disable
Toggle agents on or off without uninstalling. Disabled agents don’t run but retain their configuration.Configure settings
Click any installed agent to adjust its settings:- When it should run (triggers)
- What records it applies to (scope)
- What actions it can take (permissions)
Uninstall
Remove an agent you no longer need:1
Select the agent
Navigate to Automations → Agents and click the agent.
2
Click Uninstall
Click Uninstall in the agent settings.
3
Confirm
Confirm removal. Run history is preserved for reference.
Request new agents
If you have an automation need not covered by existing agents:- Feature requests — Contact support with your use case
- Custom development — Ask about building custom agents for your firm