AI agents

Nine agents behind one gateway. They prepare texts and conclusions; nothing leaves without a human's approval. The analytical models — RFM, stages, engagement, ICP fit, attribution — are not generative AI: they compute numbers on your data inside the installation, without a language model.

AgentWhat it doesTasksWhere in the product
Hypothesis generatorProposes working hypotheses for a segment: whom, with which offer, through which channels, and how to tell it worked.Formulate hypotheses for the campaign goal; pick channels only from the available ones; set success metricsSegments → Hypotheses
Company briefA summary for the manager: what is happening at the client, who decides, the next action, the risks.Highlight signals; propose next steps; draft an email; name the risksAccount card → Brief
Company dossierA note from CRM data and the company's website: what it does, what it sells, history, how to open the conversation.Describe the company; list the products named on the site; suggest conversation topicsAccount card → Dossier
Campaign emailsSeveral email variants for a goal, tone and segment — for mailings and playbooks.Subject and body variants of a given length; an explanation of the tonePlaybooks and campaigns
Personal email to a decision makerAn email to one person for their role and interests, not a mailing with a name inserted.Address the role's tasks; account for the company's activity and signalsContact card
Segment from textTurns a plain-language request into segment rules.Parse the request; build rules only from allowed fields; ask when unclearSegments → From text
Chart explanationOne sentence on what the chart shows, hypotheses and an action for the week.Describe the trend; up to three hypotheses; state confidence; correlations only, never causesAnalytics
External signal filterDecides whether a publication about a company — news, a tender, a vacancy — is worth showing to the manager.Drop the irrelevant; give the reason in one sentence; when in doubt, showExternal signals
Company initiativesFrom the signals, works out the client's initiatives and links them to the supplier's products.Identify initiatives; link them to products from a closed list; each with references to signalsAccount card → Signals

How they work

No personal data reaches the model

The gateway stops a request that contains an email or a phone; names are replaced by pseudonyms and substituted only when an email is sent.

A schema-checked answer or a refusal

Every answer is validated against a schema and a content validator; a bad one gets up to three attempts and a fallback provider; an invented answer is never shown.

Conclusions rest on facts

The brief and the initiatives cite facts and signals from the catalogue; a reference to a non-existent fact invalidates the answer.

AI does nothing on its own

An email goes out only after a human approves it; rights to AI actions depend on the user's role.

Budget and journal

The cost is reserved before the call and the organisation's limit is checked; every call records provider, model, template version, tokens, cost and the facts on input.

Quality is tested, not assumed

Reference cases, comparison of template versions and expert review of answers.

Models

YandexGPTGigaChatvLLMOllamallama.cppOpenAI-compatible
  • In the cloud service — YandexGPT and GigaChat.
  • In a customer installation the administrator connects a model on the AI providers screen: a model in your network or a cloud one, at your discretion; an address outside the perimeter is enabled only with the administrator's explicit acknowledgement, logged with who and when.
  • Without a connected model all nine agents plainly answer that AI is not connected; the rest of the product works.
  • For production load we recommend models of 7B and up: small ones hold the answer format worse, and the gateway then honestly refuses.
AI agents in ABM Персона: what they do and how they work