Platform · AI Agents

AI agents that work
inside your processes.

Describe the agent you want and let AI build it, or design it yourself on a visual canvas — the model, instructions, tools, output and the rules every answer must pass. Test it, see that it's ready, then let it run on triggers and schedules, call your workflows and APIs, and answer plain-English questions about your data.

Grounded on your own entities, permissions and tools — never a generic chatbot.
Readiness 100%
4 / 4 rules passed
app.processo.io / agents

Agent Builder

Design, test and ship AI agents

Search agents…
I
invoice_readerREASONING

Reads supplier invoices from email and drafts bills.

O
order_routerORCHESTRATOR

Hands new orders to the stock, billing and approval agents.

L
lead_scorerREFLEX

Scores every new lead the moment it's created.

S
support_botREASONING

Answers order questions on WhatsApp. Never promises refunds.

invoice_readerREASONING Looks good DesignCanvas Save
↻ retry ×2 if a rule fails
Input Email + PDF

with attachment

Model Anthropic

guardrails on

Output bill

6 fields · line items

Tools 3 actions

2 read · 1 write

Rules 4 checks

totals must add up

checked against tool results
TEST "Process the attached invoice INV-2041.pdf" Run
Agent configuration

Define exactly how each agent thinks and acts.

An agent is a saved configuration, not a black box. You pick the language model, write the system instructions that shape its behavior, and grant it a precise set of tools — your workflows, queries and connectors. Nothing more. It only ever sees the entities and rows your permissions allow. Use Simple mode for the essentials, or Advanced to see every setting.

Your choice of model

Anthropic Claude, OpenAI, Google Gemini or AWS Bedrock, using your own API keys from the secrets manager. Set temperature and output limits, and write the instructions and guardrails the agent must follow.

Three kinds of agent

Reasoning agents loop through their tools until the job is done. Reflex agents run their tools once and answer — fast and predictable. Orchestrators plan across your other agents and tools, then write one answer.

Scoped tool access

Attach workflows, saved queries and connector actions. Each is labelled read only, destructive or safe to repeat, and the agent can only call what you've explicitly granted.

Memory & permissions

Conversations carry context across turns, and every action respects your RBAC and row-level access.

Finance Copilot · Configuration
Model provider
AnthropicOpenAIGeminiAWS Bedrock
API key & settings
secret: finance_llm_key temp 0.2
Instructions
You are a finance assistant. Answer using only the
Invoices, Customers and Payments entities. Always show
amounts in USD and flag anything overdue > 30 days.
Tools & actions
query_invoicesREAD ONLY aging_reportREAD ONLY set_invoice_statusSAFE TO REPEAT
Runs on
Conversation On record create Daily 9:00 schedule
AI agent builder new agent
Read supplier invoices from our accounts inbox and draft a bill for each one. Never pay anything — just draft.
Here's invoice_reader. Review the changes before you apply them:
tool email.read_message · read only
tool create_bill · writes data
output bill { supplier, invoice_no, date, lines[], total }
rule total = sum of line amounts
rule no negative amounts
Assumed: bills are created as drafts in the Bills entity, never approved.
⚠ This agent can change data through create_bill.
Apply changesDiscard
AI agent builder

Describe the agent. AI builds it.

Say what the agent should do in plain English. The builder drafts the whole configuration — model, instructions, tools, output and rules — and checks it before you see it. Ask for changes the same way.

See every change first. Edits arrive as a diff you apply or discard — nothing is saved until you press Save.

Asks instead of guessing. It asks clarifying questions when your request is vague, and lists the assumptions it made.

Flags anything that writes. You're warned whenever an agent can change data through one of its tools.

Or start from a template. Read documents into data, coordinate other agents, or run one quick pass — then fine-tune by hand.

Trust before you ship

Check every answer. Test every agent.

Rules catch bad answers before they reach your data, the test panel shows you exactly how the agent behaves, and a readiness score tells you what's still missing.

Validation rules

Rules check each answer against your output shape. When one fails, the model gets your retry message and tries again. Rules are suggested for you from the output schema.

Total = sum of line amountsError
Amounts are never negativeError
Currency is one of USD, EUR, GBPWarning
Suggested from your output schema

Test panel

Run the agent with a message, parameters and file attachments, keep the conversation going, and get a pass/fail scorecard against every rule.

Total = sum of line amountsPass
Amounts are never negativePass
Currency is one of USD, EUR, GBPPass
Passed after 1 retry · INV-2041.pdf

Health & readiness

Live checks flag errors and warnings as you build, and a readiness score shows what's done and what's left before you rely on it.

Readiness86%
Name & description Model Instructions Tools Structured output Rules Retries
How it works

From a question to a real action — in one loop.

Agents follow an agentic loop: understand the request, decide which tool to call, run it against your data, then reason over the result to answer or act.

1

Trigger

A user message, a workflow event (create / edit / status change), or a scheduled job wakes the agent.

2

Plan

The model reads your instructions and decides which of its granted tools and workflows to call.

3

Act

It executes the tool — a saved query, a workflow, or a connector like WhatsApp or Stripe — within permissions.

4

Respond

Results are reasoned over and returned as a clear answer, a table or a chart — or kick off the next step.

Natural-language queries

Ask your data anything. Get answers, not dashboards.

Agents translate plain English into queries over your entities, then render the result the way a human would want to see it. No SQL, no report builder, no waiting on analysts.

Grounded on your model. Questions resolve against your real entities, fields and relationships — answers are specific, not hallucinated.

Tables & charts on demand. "Break revenue down by region" returns a chart; "list overdue invoices" returns a table — automatically.

Follow-ups keep context. "Now just the ones over $20k" refines the previous answer without repeating yourself.

Respects access. Each user only ever queries the rows and fields their permissions and hierarchy allow.

app.processo.io/agents/revenue-analyst
Agent Assistant Revenue Analyst
Break revenue down by region for last quarter
Assistant10:42 AM 8.6s
Thinking
West leads at $412k — up 18% on the prior quarter:
Revenue by region · last quarter$ recognized
412k
318k
276k
203k
141k
WestEastCentralSouthIntl
Send this breakdown to the regional heads.
Question 1 of 1
Which channels should this breakdown go out on? *
Email
WhatsApp
SMS
Slack / Teams
Select all that apply
Back Submit answers
Ask something…
Agentic actions

They don't just answer — they get things done.

Because agents call your real workflows and connectors, they can take action on the result, end to end.

Reach out

Send a WhatsApp template, an email, or a Slack message — fired straight from a workflow the agent triggers.

Update records

Create or edit records, change a status, or move an item through your process — every write checked against permissions.

Call external systems

Hit REST APIs, charge through Stripe, read from entities — using secrets from the secrets manager.

Run on a schedule

Wake every morning to chase overdue invoices, summarize yesterday's tickets, or post a daily pipeline digest to Slack.

React to events

Trigger on create, edit or status change — a new lead, a stuck ticket, a high-risk order — and act within seconds.

Converse two-way

Hold a real conversation in the inbox — text, images, audio, documents — keeping context across the whole thread.

In the wild

One platform, agents for every process.

Collections agent

Runs daily, finds invoices overdue more than 30 days, and sends each customer a WhatsApp reminder with the amount and due date.

Support triage agent

On every new ticket, classifies priority, suggests a category, and routes high-severity issues to the on-call queue.

Sales copilot

Answers "which deals slipped this month?" with a table, then drafts follow-up emails for the reps who own them.

Works with

Agents are wired into the rest of Processo.

Ship your first agent

Give your processes an AI teammate.

Describe it or design it, grant a few tools, test it — and let it answer questions and run on your business while you sleep. No code, no infrastructure.

Build an agent → See pricing