Ashby Agents

ashby agents can assist with taking actions on candidates and answering questions you may have about your pipeline, all in one place prerequisites and permissions agents provide information based on the user's permissions each user can only get information on jobs and candidates they already have access to elevated access users and organization admins can create and use personal agents only organization admins can create and edit shared agents limited access users do not have access to the ai agent options ashby agents are available on all plans foundations legacy plus plus enterprise ✅ ✅ ✅ ✅ ashby assistant versus custom agents the ashby assistant and custom agents are both ai agents the ashby assistant is the default agent that opens when you click ashby ai this agent has no custom instructions and works best for ad hoc, one off tasks custom agents can be created by users in your ashby account you and other users create custom natural language instructions for your custom agent to follow these are best for repeatable workflows in your organization enabling ashby assistant and custom agents if you have auto enable new features toggled on for your organization, you can skip the steps below to enable ashby assistant and custom agents navigate to admin > organization setup > opt in features if you have not yet opted in to ai features, toggle on enable ai features you will be prompted to read and agree to ashby's ai terms before any ai features can be enabled toggle on custom agents the custom agents tile in opt in features accessing the ashby assistant you can access ai agents via the top navigation bar in your ashby account click ashby ai to the left of your user avatar to get started what can ashby agents and the assistant do? data sources they can read the ashby assistant and custom agents can read and pull information to answer questions on the following areas of ashby candidates interview plans jobs applications interviews feedback forms interview transcripts upcoming interviews openings actions they can take the ashby assistant and custom agents can take the following actions on your behalf you have final confirmation before any action is taken create candidates add candidate notes change application stages consider candidates for jobs draft and send emails to candidates fill forms asking the ashby assistant a question the ashby assistant and agents generate responses, summaries, and recommendations based on the information available to them (see data sources docid 2zuvvixdetej4odp 5job above) ai generated content may be inaccurate and should be reviewed before use on the ai agent page, type your question or instructions in the ask the assistant field once you've entered your question, click the arrow button to submit your request the ashby assistant takes a moment to think, then responds if any action is to be taken (for example, adding a candidate), you are asked to approve the action before it is taken in the example below, click create candidate to confirm the action the ashby assistant should take if the suggested action isn't correct, click reject the agent does not take the proposed action and you can provide further instruction once an action has been taken, click the arrows to the right of each action to view the details for example, in a considered for job action, you can see the job title and candidate name listed in the dropdown with further details once all actions are complete, you are prompted for any further requests to start a new conversation, click + new chat custom agents you can create your own agents, either personal or shared across the organization, to help with repeatable actions these agents can also be tagged into questions with the ashby assistant the agent setup options and settings are in the bottom left corner of the ai agent page my agents click this to view your personal agents and set up new personal agents shared agents click this to view your organization's agents and set up new shared agents the my agents and shared agents options for custom agents creating a custom agent to create a new agent, navigate to the my agents or shared agents page, then click + add x agent from here, a wizard guides you through the steps add the agent's name and a short description for reference determine the triggers you can currently at mention the agent when asking a question on the main ai agent page click continue add instructions for the agent in natural language these are used every time the agent is triggered click create agent to confirm your settings and create your agent using a custom agent with the ashby assistant when asking a question or providing instructions to the ashby assistant, at mention your agent using the name you specified during the creation process once the appropriate agent has been selected from the list, it displays above your prompt a chat with the ashby agent using a custom agent alternatively, click use agent to view the full list of agents and add one to your prompt a chat with the ashby agent with the use agent button highlighted only one agent can be added to a request at a time disabling an active agent to disable an agent click the my agents or shared agents tab click on the agent in question click disable the option to disable a custom agent within the agent's settings you can re enable disabled agents by selecting the agent in your my agents or shared agents list and clicking enable in the panel showing the agent details converting personal agents to shared agents only organization admins can convert a personal agent to a shared agent if an agent is configured under my agents and you'd like to share it, click on the agent, then click more and convert to shared agent the more option within an agent's settings it is not currently possible to convert a shared agent back to a personal agent asking agents questions via slack if you use the slack integration, you can ask agents questions and request actions directly from the ashby apps channel for more on this, check out using ashby agents in slack docid\ z3id z7kseanuamptofjg