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Don't just manage work. Deploy AI Agents that deliver it.

Kroolo AI Agents prioritize performance over simple conversation. They understand your specific business context to draft plans, route tasks, and automate high-quality deliverables directly inside your workspace.

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The Strategic Alignment Agent
Running in your workspace
LIVE
“Analyze the attached RFP document and create a project board with a structured list of tasks and subtasks.”
Reads the RFP and the brief
Builds the board, tasks and subtasks
Finds resource bottlenecks
Needs your approval
Share this workload plan with the team?
ApproveEdit
Sales Agent
Prebuilt role
Marketing Agent
Prebuilt role
Product Agent
Prebuilt role
The Squad

Meet your new AI Team.

Use pre-built agents or build your own from scratch.

Project Management
The Strategic Alignment Agent
Your Project Agent eliminates manual oversight by instantly generating structured project outlines, identifying cross-project risks, and balancing team capacity across the entire portfolio.
Example output
Project outlineCross-project risksTeam capacity
Sales
The Sales Agent
Sent to your CRM. Writes Calls, Drafts personalized cold email outreach, sends, and follows up.
Example output
Subject: A quick idea for your Q4 pipeline
Hi Maya, I noticed your team is expanding…
Marketing
The Marketing Agent
Generates plans & blog posts, Email copies, SEO descriptions, social posts you'd need.
Example output
Blog: 5 ways to launch faster
SEO description · social caption · email copy
Product
The Product Agent
Type in: "PRD for feature X." Agent creates a detailed spec document, formats it, and adds to board.
Example output
PRD: Feature X
Problem · user stories · scope · added to board
HR
The HR Agent
Answers employee questions on comp directly by reading policy docs.
Example output
Q: How is compensation reviewed?
A: From the comp policy, section 2…
Data
The Data Agent
Writes advanced SQL queries that run and returns insights to non-tech users.
Example output
SELECT team, COUNT(*)
FROM tasks GROUP BY team;

Role-based agents as listed on kroolo.com/ai/ai-agent. Example outputs are illustrative.

Agents at work

Outcomes first, then the work.

Each agent is built around a result your team cares about. Here is how three of them get it done, inside the tools you already use.

Strategic alignment

See cross-project risk before it becomes a delay.

The Project Agent reads every program, drafts structured outlines, flags risks that cut across projects and balances capacity across the portfolio.

JiraAsanaSlackMS Teams
Project Agent · running
Reads plans, tasks and dependencies
Which deals will slip this quarter?
Kroolo AI
4 deals ($84k) have no activity in 14 days.
Finds 3 cross-project risks
Rebalances team capacity
Posts a summary to the channel
Sales Agent · running
Researches the account
Drafts a personal email
Sends it and logs it to the CRM
Follows up if there is no reply
Summarise open risks this week
Kroolo AI
2 risks are high: vendor delay and budget.
Outreach and follow-up

Turn a prospect list into personal outreach, sent from your CRM.

The Sales Agent drafts personalised cold emails, sends them from your CRM, logs the calls and follows up until there is a reply.

SalesforceHubSpotGmailOutlook
Insights for everyone

Ask a question in plain language and get the answer, not a query.

The Data Agent writes and runs the SQL for you, then returns the insight in plain language so non-technical teams can self-serve.

Google DriveNotionSlackZendesk
Data Agent · running
Understands the question
Show payments by supplier class
Kroolo AI
Median payment is 41 days; 3 suppliers are late.
Writes the query
Runs it on your data
Explains the result
Build, train, equip

From idea to working agent in five moves.

The Build

Design your perfect employee.

No code required. Just define the role, set the instructions, and choose their expertise.

New agent
No code required
Create with AI
Name Copywriter Agent
Instructions
You are an expert Copywriter. Use a friendly tone.
START FROM A TEMPLATE
SEOEmail MarketingProject Management
PERSONA AND TONE
FormalFriendlyWitty
Create from Scratch
Name your agent, upload an icon, and write natural language instructions. "You are an expert Copywriter. Use a friendly tone."
Draft PRD for feature XDone
Assign new bugs to triageDone
Weekly status digestRunning
Pre-Built Templates
Start fast with 50+ templates for SEO, Email Marketing, and Project Management.
NameValue
Acme IndustriesAnn HoActive
Paragon LabsClive BakerReview
Pioneer DynamicsKate WilsonActive
Create with AI
Don't want to type? Just tell Kroolo: 'Make me an agent that writes SQL queries.' We handle the rest.
Review Q3 launch planDone
Sign off budgetIn review
Brief the design teamTo do
Persona & Tone
Adjust the personality. Make your Legal Agent "Formal" and your Marketing Agent "Witty."
Connect your dataDone
Build the viewDone
Share with the teamNext
Real-world use case

From RFP to plan, hands-free.

RFP document
Uploaded
Agent reads it
Understands context
Board created
Tasks and subtasks
Bottlenecks found
Resource risks
Workload plan
For a team of 5
Prompt
“Analyze the attached RFP document and create a project board with a structured list of tasks and subtasks. Based on these tasks, identify potential resource bottlenecks and suggest a workload distribution plan for a team of 5.”
You stay in control

Every run visible, every action owned.

Humans retain meaningful control over consequential decisions, with clear override paths. Every action has a named owner, an audit trail, and a chain of responsibility.

NIST AI RMFISO/IEC 42001EU AI ActGDPRSOC 2 / ISO 27001
Read the Responsible AI Framework
Agent runsAudit trail on
AgentTaskStatusWhen
Strategic AlignmentBuild board from RFPNeeds approvalJust now
Sales AgentFollow up with leadsDone2 min ago
HR AgentAnswer leave questionDone9 min ago
Data AgentWeekly task reportEscalated20 min ago
Source-Backed
Every decision Kroolo makes links back to your original docs or chats for complete accountability and trust.
Human-in-the-Loop
Kroolo acts as your team's most capable assistant, not a replacement. You stay in control with built-in guardrails.
Safe & Secure
Built for the organization from the ground up. Predictable workflows designed to meet strict business security standards.
Configure your agents

Skills, tools, harness, governance, evaluation. Configured once, governed always.

Every agent is set up in five layers, so it runs inside the guardrails you define and you can prove how it behaved.

Skills
Teach the agent what to do: reusable skills for the jobs your team repeats.
Tools
Connect the systems it can read and act on, with permission-aware access.
Harness
Set the model, context and guardrails the agent runs inside.
Governance
Approval tiers, named owners and a full audit trail for every action.
Evaluation
Test agents on real scenarios before and after release, and track quality over time.
A
Agent configuration
The Product Agent
Skills
PRD writing, spec formatting
Tools
Jira, Slack and Drive connected, read and write scoped
Harness
Model: Claude, with context limited to the product workspace
Governance
Human approval for consequential actions, audit trail on
Evaluation
Scenario tests passed before release
Ready to run in a governed way
Production-grade agents

Built for production, not for demos.

Most agent projects over-invest in prompts and under-invest in evaluation and tool design. Kroolo agents are designed around ten criteria that enterprise buyers can check.

01
Task scope
A narrow, explicit job with a set autonomy level.
  • Clear success criteria and a "must not do" list
  • Suggest only, act with approval, or act freely
  • Defined per agent, not one agent for everything
02
Model and reasoning
The right model for each step, with a plan-act-observe loop.
  • Cheaper models for extraction, stronger ones for planning
  • Plans, acts, checks results, revises
  • Stop conditions so runs never loop
03
Tools
Small, typed tools with the least privilege needed.
  • Read and write access set separately
  • Errors the agent can act on, not stack traces
  • Reusable connectors, including MCP
04
Skills
Packaged know-how, loaded only when the job needs it.
  • Reusable procedures for repeat work
  • Loaded on demand, so context stays lean
  • Versioned, owned and reviewed
05
Context and memory
Agents see only what the user is allowed to see.
  • Permission-aware retrieval from your data
  • Short-term, long-term and task memory
  • Compaction for long-running work
06
Evaluation
Quality measured before release and after every change.
  • Golden test set built from real tasks
  • Trajectory checks, not only final answers
  • Regression runs and live monitoring
07
Safety and governance
Control stays with people on every consequential step.
  • Human approval for payments, deletions and external sends
  • Defences against prompt injection
  • RBAC, audit logs, data residency, clear escalation
08
Observability
Every run can be traced, replayed and capped.
  • Full trace of steps, tool calls and spend
  • Cost budgets, timeouts, retries, fallbacks
  • Scheduled and background runs
09
User experience
You can see what the agent is doing and correct it.
  • Visible task list and actions
  • Editable output, easy correction
  • Questions only when a wrong guess is costly
10
Deployment
Agents work where your teams already are.
  • In the workspace, by API and by public link
  • Chat tools your teams already use
  • Open standards, including MCP
Scored before every release
Each agent is rated from 1 (absent) to 5 (mature) on all ten areas, with evidence. Nothing ships to enterprise customers with a score below 3 on evaluation or governance.
Cleared for release
Scope and autonomy
Tool design and permissions
Skills packaged and versioned
Permission-aware context
Golden set and regression runs
Trajectory and groundedness
Human approval and injection defences
Audit logs and data residency
Tracing, cost and fallbacks
User experience and transparency
Agent workflows

When one agent is not enough, they work as a team.

Chain agents into workflows. Each one hands its output to the next, and people approve the steps that matter.

Strategic Alignment Agent
Reads the brief, builds the plan
Draft PRD for feature XDone
Assign new bugs to triageDone
Weekly status digestRunning
Product Agent
Writes the PRD and spec
Human approval
A person signs off before the next step.
Revenue by regionThis year
EMEA
APAC
AMER
LATAM
Engineering Agent
Breaks it into sprint tickets
QA Agent
Drafts the test plan
Project boardPRDSprint ticketsTest plan

FAQs on Kroolo AI Agents

What is the difference between a pre-built agent and a custom agent in Kroolo?
Pre-built agents are ready-to-use assistants designed for specific roles like Digital Marketing, Sales, or Project Management. Custom agents allow you to build an assistant from scratch or via templates, tailoring the name, icon, and specific instructions to fit your unique business playbooks.
How do Kroolo AI Agents actually "execute" work rather than just chatting?
Agents work inside your workspace with access to the projects, docs and conversations each user is already permitted to see. They can generate project plans and task breakdowns, summarize and answer questions about documents, draft updates and use the tools you connect to them, within the permissions you set for each agent.
How does the "Knowledge Base" feature make agents more accurate?
You train an agent on your own documents, URLs and media, and can link it to live projects, so its answers draw on your company's knowledge instead of generic text. AI output is designed to accelerate work, so review it before relying on it for important decisions.
How do I "train" an agent to follow my company's specific tone?
Set the tone in the agent's instructions and persona, for example "You are an expert Copywriter. Use a friendly tone.", and add command rules such as "Always format answers in Markdown" or "Never mention competitor X".
How do I modify an agent if its outputs aren't meeting my expectations?
Edit the agent's instructions, command rules or knowledge sources, or switch its model with the model selector. AI-generated output should be reviewed before you rely on it or share it.
How do we know an agent is accurate before it goes live?
Each agent is tested against a golden set of real tasks, including edge cases and past failures. We check task success, tool-call accuracy, groundedness, cost and number of steps, and re-run the tests whenever a prompt, model, tool or skill changes.
Can an agent take irreversible actions on its own?
Not unless you allow it. Payments, deletions and external sends need human approval, and you set each agent's autonomy level: suggest only, act with approval, or act freely. Every action is logged to an audit trail.