Agents

Agents are AI assistants specialized for specific tasks and domains.

What Are Agents?

An agent is an AI assistant with defined instructions, model configuration, optional integration access, optional skills, and optional knowledge bases. Each agent is tuned for a particular domain — from writing code to managing CRM data to analyzing revenue.

The default Insulin agent acts as your chief of staff: a general-purpose assistant that can help with a wide range of marketplace operations. It is built in and cannot be edited or deleted, unlike the catalog and custom agents you install or create.

Agent Catalog

Insulin includes a catalog of pre-built agents organized by category. Install a catalog agent from Marketplace to add it to your workspace.

Development

Productivity

Data

Analytics

Sales

Business

Security

Selecting an Agent

To start a conversation with a specific agent:

1. Click New Conversation or click the agent name at the top of the current chat
2. Browse or search your installed and shared agent list
3. Select the agent to start the conversation

You can switch agents mid-conversation if needed.

Creating a Custom Agent

Build your own agent tailored to your team’s needs:

1. Navigate to the Agents section in the sidebar
2. Click Create Agent
3. Configure the following:

The Default model dropdown is populated from the LLM providers your workspace has connected — bring-your-own-key (BYOK) providers such as Anthropic, OpenAI, DeepSeek, Kimi, MiniMax, Qwen, and Antigravity. You can also connect open-source model aggregators — OpenRouter, Baseten, DeepInfra, Fireworks AI, and Together AI — each of which serves a large catalog of models. Because an aggregator can expose hundreds of models, the Default model picker is searchable and grouped by provider, with verified models listed first. The Ownership you choose controls whether Suger’s hosted models are offered too: an Organization agent can use the Suger-hosted default, but a Personal (only you) agent must pick one of your own connected BYOK providers — the Suger-hosted models are not listed for it. If you switch an agent’s Ownership to Personal, a saved default that is no longer available is cleared, and a Personal agent can’t be saved with a Suger-hosted default until you choose a BYOK model. If a saved default later becomes unavailable — its provider was disconnected or the model was retired — the picker marks it ” — unavailable” with a hint to reconnect the provider or choose another model; the agent never silently switches to a different model.

User-Level vs Org-Level Agents

When creating an agent, you choose the ownership level:

• User-level — Private to you. Any user can create user-level agents.
• Org-level — Belongs to the organization. Only org admins can create org-level agents.

Integrations and Knowledge Bases

Agents do not automatically receive every connection your organization has configured. Their runtime access depends on the agent’s ownership level:

Custom agents can also attach knowledge bases. A custom agent searches the knowledge bases configured on it, while the built-in Insulin assistant searches the ones you own by default and lets you narrow that to an explicit set — including organization knowledge bases shared with you — from its own panel. See Knowledge Bases to create one and fill it with files, websites, or synced connectors, and Choosing which knowledge bases Insulin uses for the Insulin selection.

Each attached knowledge base has an access mode:

Asking an agent about its own integrations

An agent can inspect the connections it has been given, so you can ask about them in plain language instead of opening Settings and guessing. There is no control to switch on — every agent has these abilities automatically:

• List its integrations — which connected systems it can reach, whether each one is user- or organization-level, and when it was connected.
• Get the details of one integration — the same record for a single connection, read from what the agent already has loaded rather than by calling the provider.
• Check whether an integration is working — a live probe that refreshes an expired OAuth sign-in if it can, then reports the connection healthy or unhealthy along with the reason it failed.
• List the actions an integration supports — the provider actions it exposes, each with a description and whether it is read-only, plus non-secret connection details such as an account id or base URL. Credentials are never returned.

Because “is it attached?” and “does it still work?” are answered separately, an agent now tells not connected apart from connected but failing. Ask “why can’t you update Salesforce?” and it can distinguish an integration that was never added to its allowlist from one that is on the allowlist but whose credential has stopped working — instead of reporting a live-but-erroring connection as disconnected and sending you to reconnect something that is already connected.

Sharing Agents

Only Organization agents can be shared. Personal (user-level) agents are private to you, and their Share button is disabled.

Share an Organization agent with specific teammates using role-based access control. Each shared user is assigned one of the following roles (see Roles and Permissions for the full model):

To share an agent:

1. Open the agent’s settings
2. Click Share
3. Add team members and assign roles

When a teammate opens an agent shared with them, its settings show an owner-and-role banner, and anyone below Editor (a USER/Member) sees the configuration read-only. See Working with a Shared Resource.

Org-Wide Sharing

Instead of inviting people one at a time, you can share an Organization agent with your entire organization. Org-wide sharing grants either EDITOR or USER (never ADMIN); everyone in the organization then gets that role automatically without an individual invite.

Transferring Ownership

If you need to hand off an agent to another team member, you can transfer ownership from the agent’s settings. The new owner receives full ownership and control of the agent.

Agents in Channels and Jobs

Agents can be reused across Insulin:

• Add agents to Channels when multiple people and agents need to collaborate in a shared thread.
• Assign agents to Jobs when work should run manually, on a schedule, or from an event.
• Use agents with Custom Apps when a workflow needs both an AI builder and an interactive UI.