Categories
Agents are grouped into five categories:
- Document processing — extraction, classification, and review of contracts, invoices, and forms.
- Customer operations — ticket triage, response drafting, and routing.
- Finance — reconciliation, invoice matching, and expense review.
- Compliance — policy checks, audit preparation, and regulatory monitoring.
- Data — enrichment, deduplication, and migration assistance.
Lifecycle
| Status | Meaning |
|---|---|
deploying |
Created but has not processed an operation yet |
active |
Processing operations normally |
paused |
Manually stopped; rejects new operations |
error |
A connected integration is failing; needs attention |
An agent moves from deploying to active automatically on its first successful operation.
Limits
The number of agents you can deploy depends on your plan: Pro allows 3, Business 20, and Custom is unlimited. Hitting the limit returns a 402 from the API with an upgrade prompt.