Agents

Agents handle recurring tasks and tasks that require multiple resources. In addition to answering questions, an agent can use knowledge bases, skills, and tools to retrieve business information or perform actions based on the task objective.

In MOI, creating an agent starts with a conversation. Describe the problem you want to solve, and the system organizes the task objectives, generates an agent plan, and recommends relevant data and capabilities. The agent is created only after you confirm the plan.

Create and use an agent

Describe your requirements

Describe who the agent serves, what it should do, and the expected result. For example:

Create a contract review agent.
It should identify payment, delivery, breach, and renewal risks,
and list the relevant clauses, risk levels, and recommended changes.

If the task requires specific information or external actions, include that in the conversation. For example, ask the agent to search a contract knowledge base or send the review result to WeCom.

Confirm the plan

The system generates an agent plan from the conversation. The plan includes the agent’s purpose, task rules, system prompt, and recommended knowledge bases, skills, and tools.

The plan does not take effect immediately. You can add requirements or adjust the recommended resources. The system creates the agent after you confirm the final plan.

Use the agent

After creation, switch to the new agent and ask a question or submit a task. The agent uses its configured knowledge bases, skills, and tools as needed and returns answers, files, or other task results.

If the result does not meet your needs, add more instructions or update the agent configuration and start a new conversation.

Continue using the agent

After confirming that the agent meets your needs, use it for similar tasks. To make it available to other users, publish the appropriate version to WeCom or another supported platform.

Knowledge bases, skills, and tools

These capabilities serve different purposes:

Capability

Purpose

Examples

Knowledge base

Provides business knowledge that the agent can retrieve when answering questions

Product documents, policies, contract templates

Skill

Defines the method, steps, and output requirements for a type of task

Contract review, financial analysis, meeting minutes

Tool

Lets the agent query external systems or perform actions

Query a database, send a message, create a ticket

The system can recommend these capabilities when generating the plan. After the agent is created, you can bind or unbind them under Agent configuration.