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
| Agent | Description |
|---|---|
| API Designer | Design and review API schemas and contracts |
| Code Reviewer | Review code for quality, security, and best practices |
| Debug Detective | Diagnose and troubleshoot bugs and errors |
| DevOps Assistant | Help with CI/CD pipelines, infrastructure, and deployments |
| GitHub Engineer | Work with GitHub repositories, pull requests, issues, and code reviews |
Productivity
| Agent | Description |
|---|---|
| ClickUp Project Manager | Manage ClickUp tasks, projects, and workflows |
| Gmail Assistant | Read, draft, and manage Gmail messages |
| Google Calendar Assistant | Manage Google Calendar events and scheduling |
| Google Drive Assistant | Search, organize, and manage Google Drive files |
| Outlook Assistant | Read, draft, and manage Outlook email and calendar |
| Teams Coordinator | Coordinate across Microsoft Teams channels and conversations |
| Technical Writer | Draft and improve technical documentation |
Data
| Agent | Description |
|---|---|
| BigQuery Analyst | Query and analyze data in Google BigQuery |
| GCS Curator | Manage files and data in Google Cloud Storage |
Analytics
| Agent | Description |
|---|---|
| Data Analyst | Analyze datasets, generate insights, and create visualizations |
Sales
| Agent | Description |
|---|---|
| Gong Sales Coach | Review sales calls and get coaching recommendations |
| HubSpot CRM Assistant | Manage contacts, deals, and pipelines in HubSpot |
| Salesforce CRM Assistant | Manage leads, opportunities, and accounts in Salesforce |
Business
| Agent | Description |
|---|---|
| Product Strategist | Help with product planning, prioritization, and roadmap decisions |
Security
| Agent | Description |
|---|---|
| Security Auditor | Identify security vulnerabilities and recommend fixes |
Selecting an Agent
To start a conversation with a specific agent:
- Click New Conversation or click the agent name at the top of the current chat
- Browse or search your installed and shared agent list
- 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:
- Navigate to the Agents section in the sidebar
- Click Create Agent
- Configure the following:
| Field | Description |
|---|---|
| Icon | An avatar image that identifies the agent in lists and chat |
| Name | A descriptive name for the agent |
| Ownership | Choose Personal (only you) or Organization (shareable). The Organization option is disabled for members who are not org admins |
| Default model | The model the agent uses by default, chosen from the models your connected LLM providers make available (see below) |
| Knowledge bases | Optional knowledge bases the agent can search, each attached in Read or Edit mode (see Integrations and Knowledge Bases) |
| Integrations | Optional allowlist of connected systems the agent can use |
| System prompt | Instructions that define the agent’s behavior, personality, and constraints |
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. 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.
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:
| Agent type | Integration access |
|---|---|
| User-level | Uses user-level integrations selected for that agent. |
| Org-level | Uses organization-level integrations selected for that agent. |
| System | Uses allowed user-scope integrations for the current user. |
Custom agents can also attach knowledge bases. The built-in Insulin assistant can discover knowledge bases available to the current user, while custom agents use the knowledge base IDs explicitly configured on the agent. See Knowledge Bases to create one and fill it with files, websites, or synced connectors.
Each attached knowledge base has an access mode:
| Mode | What the agent can do |
|---|---|
| Read | Retrieve and search the knowledge base for grounded context only |
| Edit | Retrieve, plus create, update, and deprecate files in the knowledge base (never delete) |
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):
| Role | Permissions |
|---|---|
| ADMIN | Edit agent configuration and manage sharing (invite/revoke members, assign roles) |
| EDITOR | Edit the agent’s configuration (system prompt, default model, knowledge bases, and — for org admins — the integration allowlist) |
| USER | Use the agent in conversations |
To share an agent:
- Open the agent’s settings
- Click Share
- Add team members and assign roles
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.