Using Agents Across the Organization

Agents in Doti are the core intelligence units that know how to search, reason, and communicate based on your company’s unique data and needs. They can be tailored per use case, department, tone, or even persona - making them powerful, reusable assistants for any team.

This guide explains how to structure agent usage across your organization, starting with the Default Agent and expanding to custom agents as needed.

The Default Agent

Every Doti workspace comes with a built-in Default Agent.

What is it?

  • The Default Agent is the organization-wide assistant.

  • Available to all users, in Slack, the Chrome Extension, and the Portal.

  • It is the fallback agent when no specific agent is selected.

  • Subject to source-level permissions - users will only see what they have access to.

How to Configure It

Admins can customize:

  • Instructions: Set the tone, search strategy, and formatting.

  • Connected Collections: Choose which data the agent uses.

  • Persona: Define how the agent should speak and behave.

🧠 Best Practice: Configure the Default Agent as a generalist - one that can answer 80% of typical company questions across systems like Slack, Drive, Confluence, Salesforce, and Zendesk.

Creating Use-Case Specific Agents

While the Default Agent is powerful, specialized agents help drive higher precision, better formatting, and team-specific workflows.

Why Create Additional Agents?

  • Tailor responses to a team’s language or use case

  • Define custom workflows (e.g. customer prep, bug triage)

  • Restrict access to certain teams or knowledge domains

  • Inject personality or structure for different interaction modes

Examples of Custom Agents

Agent Name
Purpose

Customer Prep Agent

Prepares meeting briefs by summarizing customer history, opportunities, and insights

Weekly Digest Agent

Gathers weekly updates from Slack, Confluence, and Gong for leadership

Debugging Agent

Analyzes bug reports, suggests root causes, and pulls from support docs

Marketing Assistant

Extracts product updates, win stories, and drafts headlines from internal data

Legal Agent

Reviews legal content and answers policy-related queries in a formal tone

✨ You can even create “Agents per region,” “Agents per department,” or “Agents per customer tier.”

Where Can Agents Be Used?

Interface
How Agents Work

Slack

Users can switch agents before asking a question, or just use the Default Agent

Chrome Extension

Easily select any agent from the dropdown and start interacting

Portal

Full access to all available agents with chat, history, and diagnostics

API

Trigger specific agents via API, respecting its connected resources and instructions

Keeping Agents Evolving

As needs change, admins and creators can:

  • Update agent instructions

  • Add/remove collections

  • Adjust tone, formatting, or tool usage

  • Clone and evolve existing agents for new use cases

🛠 Changes to an agent take effect immediately - no redeployment needed.

Summary

  • Start with a well-configured Default Agent as your generalist.

  • Create specific agents for structured workflows and department needs.

  • Use agent instructions to control tone, reasoning steps, formatting, and search scope.

  • Assign agents thoughtfully: public for broad use, private for personal tasks, or scoped per team.

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