Back to Playbooks
Operations Agent Playbook

What the Operations Agent is built for

The Operations Agent is available as a demo today. Here’s what it’s built for, and how to see it in action.

1

What it’s designed to do

The Operations Agent is being built to take on repetitive, multi-step internal workflows — updating records, generating reports, moving data between systems, and routing approvals — connected to tools like your CRM, Google Workspace, Slack, and Notion.

2

See it as a demo

It’s the newest agent in SmartOps Copilot. You can see it in your dashboard today — its Overview, Connected Systems, Workflows, Actions, and Monitor tabs — and walk through how it’s designed to work with our team in a live demo.

3

Get started

Get your Support and Sales agents set up — see their playbooks below — and request a demo to see the Operations Agent and discuss the workflows you need.

See the Operations Agent in action

Request a demo, or start with the Support and Sales agent playbooks.