What an agent is
- Instructions — The system prompt. Defines behavior, tone, and expertise.
- MCP servers — Tools from integrations (Google Drive, Gmail, Slack, Salesforce, and many more). You select which servers the agent can use; it discovers and calls tools as needed. See MCPs for details.
- Resources (optional) — Datastores, filestores, and knowledge bases. You grant read/write/delete per resource.
- Workflows (optional) — Existing workflows the agent can invoke for multi-step processes.
Where you can use agents
- Web chat — In the Pinkfish app
- Slack — Connect an agent to a Slack workspace
- Microsoft Teams — Connect an agent to a Teams tenant
- API — Use agent API keys for programmatic access. See Agent Management.
Agent types
- Chat — Standalone conversational agent
- Workflow — Agent bound to a specific workflow
Key capabilities
- Custom instructions — Define behavior and tone
- MCP tools — Access tools from 100+ integrations; authenticate once in Integrations, agents use your connections
- Workflow orchestration — Attach workflows for specialized processes
- Sharing — Share agents with your org via ACLs (integrations do not share; recipients connect their own)
Agent Memory
Agent Memory
Store and recall user preferences and context across conversations and
sessions.
Getting started
- Navigate to Agents → Create New Agent
- Instructions — Name, description, and system prompt
- MCP servers — Select which servers (and thus tools) the agent can use
- Resources (optional) — Add datastores, filestores, or knowledge bases
- Workflows (optional) — Attach workflows from your library
- Save and share — Deploy with your team

