AI Agents is a self-service automation builder built directly into LoftOS. It lets platform admins create, configure, and manage automated workflows — without any involvement from the Customer Success team.

AI Agents work on a simple concept: "If this happens (Trigger), then do that (Action)."

Trigger: A platform event or scheduled time that starts the workflow (e.g., a user joining a group)
Action: What happens automatically when the trigger fires (e.g., assign a role to that user)

To get started, navigate to Admin → Tools → AI Agents.

🤖 Working with Agents

An Agent is a single named automation rule with one trigger (and optional conditions) plus one or more actions. You can create as many agents as your platform needs.

Creating an Agent

Go to Admin → Tools → AI Agents
Click "Add Agent" and give it a descriptive name
Open the Workflow tab to configure the trigger and actions
Click Activate when you're ready for the agent to go live

Managing Agents

From the AI Agents overview you can:

Activate / Deactivate any agent at any time without deleting it
Clone an existing agent to use as a starting point for a similar workflow
View the Activity Feed for each agent to see recent executions and their outcomes

⚙️ Triggers

Each agent has exactly one trigger. The following triggers are available:

Trigger	Description	Use Cases
New registration	A new user registers on the platform	Welcome workflows, onboarding role assignment
New login	A user logs in to the platform	Session-based access grants, returning user workflows
New group member	A user joins a group	Automatic role assignment, welcome workflows
New event participation	A user participates in an event	Event-specific permissions, attendee management
New user role	A new role is assigned to a user	Role-based workflows, access control
New user type	A new user type is assigned to a user	User type-based workflows, segmentation
New organization connection	An organization is linked to a module entry	Partnership workflows, verification processes
New entry	A new entry is created in a custom module	Entry review workflows, notifications
Entry updated	An existing entry is updated in a custom module	Change tracking, approval workflows
Attribute value updated	A specific attribute of an entry changes its value	React to status changes, data quality workflows
New document	A document is uploaded to the platform	Document review workflows, notifications
New user label	A label is assigned to a user	Label-based segmentation and follow-up workflows
New event speaker	A user is added as a speaker to an event	Speaker onboarding, speaker-specific access and communication
On schedule	Fires on a recurring schedule (e.g., daily, weekly). Can run with or without a linked module — no module selection is required for purely time-based automations	Periodic reminders, time-based access grants

Trigger Conditions

You can add one or more conditions to any trigger to narrow down exactly when the agent fires. Conditions let you filter by user attributes, organization properties, group membership, and more — so the agent only runs for the right audience.

Conditions are available for all triggers, including User Login via URL, User Registration via URL, and Schedule triggers, giving you fine-grained control over every automation.

⚡ Actions

When a trigger fires, the agent executes all configured actions in order. You can add multiple actions to a single agent.

Action	Description
Assign Role to User	Assigns a predefined user role (e.g., "Premium Member", "Event Attendee")
Unassign Role from User	Removes a role from the user — the counterpart to role assignment
Update User Type	Changes the user type of the triggering user
Attach Label to Organization	Applies a specific label to an organization for filtering and identification
Send Email	Sends a custom email to the user who triggered the automation, with full rich-text and @mention support
Send Message	Sends a direct chat message to the user, with support for @mentions
Add Entry	Creates a new entry in a module (Users, Organizations, or custom modules), with a dedicated input for every attribute type — including images and files
Update Entry	Updates attributes of the entry that triggered the agent (available for entry-based triggers)
Set User Labels	Assigns one or more labels to the triggering user
Ask AI	Sends a custom prompt to an AI model and uses the generated content in your workflow — for example, to fill entry attributes via a subsequent Add/Update Entry action
Create Image (AI)	Generates an image from a custom prompt
Create File (AI)	Generates a document (PDF or HTML) from a custom prompt

Every action can be given a custom name, making complex multi-step agents easier to read and maintain.

Output Folder

Files generated by AI actions (images, PDFs, HTML documents) are collected in the agent's Output section, so you can browse and download everything an agent has produced in one place.

Not every action is available for every trigger — the action picker only offers actions that make sense for the selected trigger (e.g., Update Entry requires an entry-based trigger).

💡 Entries created or updated through the Ask AI action are marked as "Generated with AI", so admins can always tell AI-written content apart.

📊 Activity Monitoring

Every agent logs all of its executions. Open any agent and navigate to the Activity tab to see:

The date and time of each execution
The trigger event that started the agent
The outcome status of each action
Action details: a rich description of what each action did — for example, which role was assigned or which message was sent

This gives you full visibility into whether your automations are running as expected.

Test Run

You can trigger a Test Run for any agent from the agent settings panel. This lets you verify the agent's workflow and see what actions would fire, without waiting for a real trigger event.

🚀 Benefits

AI Agents help you:

Save Time: Reduce repetitive manual admin tasks
Improve User Experience: Deliver immediate, personalized access and content
Increase Engagement: Create seamless, dynamic user journeys
Scale Operations: Handle growing communities without growing admin effort
Segment Users: Automatically organize members based on their behavior

💭 Need More Options?

If you need triggers or actions that aren't currently available, reach out to your Customer Success Manager. We continuously expand AI Agents capabilities based on customer needs.

🤖 AI Agents