What is an Agent?

What Are Agents in Doti?

Agents are at the heart of Doti’s evolution - from an enterprise search platform to an intelligent, goal-driven system. With Agentic AI, Doti is no longer just about retrieving information. It’s about reasoning, acting, and delivering outcomes.

From Search to Agent

Doti has started as a connective layer across your knowledge stack - allowing you to securely and quickly search across tools like Slack, Notion, Google, Confluence, and more.

But enterprise search, no matter how fast or secure, has limitations. It can only surface content that is directly related to the user's query. It cannot take action, form a plan, or complete tasks.

Agents change this entirely.

Instead of just asking:

“Where is the AS3123 support ticket?”

You can now ask:

“Take support ticket AS3123, find similar tickets from the past, identify helpful articles, and write a response to the customer.”

That’s a multi-step process. That’s a job for an Agent.

So, What Is a Doti Agent?

A Doti Agent is:

• Not a chatbot.

• Not just a search engine.

• Not just a workflow.

• But a goal-driven, autonomous system that understands instructions and acts on them.

An Agent Can:

• Understand user intent

• Plan what steps to take

• Perform multi-step, sequential searches

• Loop through and compare documents

• Connect to multiple data types (DBs, CRMs, internal docs, web, etc.)

• Generate tailored outputs from synthesized knowledge

• Stay grounded in access control and organizational knowledge security

Example: Enterprise Search vs. Agent

The Agent Workflow

Here’s how a Doti Agent operates:

1. Intent Detection: Understand the user’s objective, not just their words.

2. Planning: Create a path forward - whether it requires search, synthesis, or generation.

3. Multi-modal Access: Use real-time sources (like a CRM), metadata layers, and document databases.

4. Synthesis: Piece together fragmented data to form a holistic answer.

5. Output: Draft emails, prepare briefs, analyze context, propose actions.

Why It Matters

With Agentic AI, you can now assign objectives, not just ask questions.

It’s the difference between:

“Find the onboarding guide”

And:

“Prepare a complete onboarding plan for a new customer, using past playbooks, key action items, and relevant documentation”

Agentic AI, In Practice

Agents allow you to unlock endless possibilities, creating tailor made 'assistants' that can retrieve and reason across your knowledge to solve all types of use-cases:

• Sales: Live call assistance, up-to-date product data, deal closing help

• Customer Success: Ticket resolution, onboarding workflows

• Product: Documentation recall, release notes drafting

• IT & Ops: Onboarding, system analysis, reduction of repetitive requests

• Marketing: Cross-channel coordination, redundant content elimination

• Leadership: Cross-org visibility, strategic briefing, productivity boosts

A Foundation for the Future

This isn’t just a feature. It’s a platform evolution.

Doti Agents are the foundation for a future where enterprise intelligence is proactive, personalized, and profoundly more capable.