AI Agents Overview

AI Agents are reusable analysis configurations for work you do more than once. Instead of repeating your preferred methodology, business definitions, validation checks, and presentation choices in every chat, configure them once and apply the Agent when you need it.

Why Use AI Agents?

Agents help you:

• Start faster with your preferred analysis approach already in place
• Stay consistent across recurring reports and related questions
• Preserve business meaning for metrics, terminology, joins, calendars, and known caveats
• Build in quality checks so important validation steps are not forgotten
• Reuse reference material such as methodologies, definitions, and reporting guides
• Shape deliverables with default answer depth, output preferences, chart behavior, and branding
• Share repeatable workflows with a team without rewriting instructions
• Power recurring Tasks with the same Lead and specialist configuration

An Agent provides durable guidance, but it does not lock the conversation. Your latest request and Better Analyst's platform and safety constraints take priority.

How Agents Work

Select one Agent for a focused workflow or combine up to five. The first selected Agent is the Lead. It sets the primary approach and default presentation preferences. Additional Agents act as specialists and contribute guidance when it is relevant to the task.

The selected configuration is saved with the chat. This keeps the chat's Agent behavior stable even if the saved Agent is edited or removed later. Start a new chat when you want the newest published version.

Types of Agents

Starter Agents

Better Analyst starters cover common jobs such as revenue analysis, metric diagnostics, forecasting, operations, marketing performance, and data quality. Use a starter immediately, or open its details and create a customized copy.

Personal Agents

Personal Agents belong to your personal workspace. They are useful for your own recurring responsibilities, preferences, and business context.

Team Agents

Team Agents are available to members of the active team workspace. Use them to standardize definitions, review methods, and deliverable expectations across collaborators.

Agents and Brand Kits

An Agent can:

• Use a specific Brand Kit
• Produce unbranded results

A fixed Agent Brand Kit applies when that Agent is the Lead. You can still choose a different kit—or no branding—for a particular chat.

Learn more about Brand Kit selection and overrides.

Reference Files

Paid plans can attach up to five reference files to an Agent. Use them for reusable guidance such as methodologies, definitions, examples, and best practices. Chat uploads and connected data remain the primary sources for the analysis itself.

You can upload a new reference file or choose an eligible file from the active workspace's library. Add short usage guidance when the Agent should consult a file for a particular kind of request.

Agents and Tasks

After saving an Agent, use its Tasks section to review Tasks where it participates or start a new Task with that Agent as the Lead. Lead output settings drive the recurring result; specialists contribute relevant guidance.

Common Uses

• Weekly revenue and margin reviews
• Funnel and campaign analysis
• Forecasting and scenario planning
• Operational performance monitoring
• Data-quality validation
• Leadership-ready reporting
• Company-specific metric interpretation

Next Steps

• Create an AI Agent
• Use one or more Agents in a chat
• Create recurring Tasks
• Set up a Brand Kit