AI Agents

210+ AI Agents across 24 business domains — from Finance and HR to Manufacturing and Logistics. Agents run on schedule, react to events, or await your approval before acting.

XBuddy’s AI Agent layer provides autonomous intelligence across your entire operation. Each agent is purpose-built for a specific business task: monitoring KPIs, detecting anomalies, drafting recommendations, sending reminders, or executing actions — all within your tenant’s data boundary.

How Agents Work

Trigger Types

Trigger	Description	Example
Scheduled	Runs on a cron schedule (daily, weekly, monthly)	Cash flow forecast every morning at 7:00 AM
Event-driven	Fires when a specific record event occurs	Deal moved to “Proposal Sent” → Quote Followup Agent
Manual	Triggered by a user on demand from the agent panel	Run Lead Scorer now
Hybrid	Scheduled baseline + event top-up	Budget Variance: daily digest + instant alert on breach

Autonomy Levels

Each agent can be configured at three autonomy levels from Settings → Automation → Agents:

Level	Behavior	Best for
Notify	Agent analyzes and posts to AI Feed / Suggestions queue — no automatic action	Sensitive decisions (financial postings, contract changes)
Semi-auto	Agent proposes action; user approves from Suggestions queue before execution	Moderate-risk actions (email sends, status changes)
Autonomous	Agent acts immediately and logs to AI Feed	High-frequency, low-risk tasks (tagging, reminders, scoring)

Output Structure

Every agent run produces a structured report card visible in Automation → AI Feed:

status        completed | skipped | error
summary       Human-readable summary (EN/VI based on tenant locale)
actionsTaken  List of entities touched: { entityType, entityId, entityLabel, entityUrl, description }
outputs       Named output blocks: { generatedAt, dataContext, dataSentToAI? }
tokensUsed    AI token consumption for this run

dataContext shows the basis of analysis (record count, date range, method) — visible as “Analysis Basis” in the UI so you can verify what data the agent used.

AI Proactive Layer

The Proactive Layer is XBuddy’s cross-domain intelligence surface. It lives under Automation in the main nav and has four views:

Scenarios

Pre-built agent playbooks tuned for common business situations (cash-flow crunch, sales pipeline risk, payroll anomaly, etc.). Each scenario bundles 2–5 agents that run together and cross-reference findings.

Browse available scenarios at Automation → Scenarios
Enable a scenario → all bundled agents activate with recommended autonomy defaults
Customize individual agent autonomy after enabling

Feed

Real-time stream of everything agents have done or recommended. Filterable by domain, agent, date, and status. Each entry links directly to the affected entity.

Navigate to Automation → Feed
Color-coded by action type: created (green), alerted (amber), updated (blue), skipped (grey)

Suggestions

Pending AI recommendations waiting for your review. Suggestions are generated when agents run in Notify or Semi-auto mode.

Navigate to Automation → Suggestions
Each card shows: what the agent recommends, why, affected entity, confidence score
Actions: Approve (execute), Dismiss, Snooze (resurface in N days)
Bulk approve/dismiss supported

Insights

Cross-domain trend summaries generated weekly (or on demand). Insights synthesize findings from multiple agents into an executive-level narrative with charts.

Navigate to Automation → Insights
Covers: financial health, sales pipeline, workforce risk, operational efficiency
Downloadable as PDF

AiContextPanel

Inline suggestion panel that appears on entity detail pages (Deal, Invoice, Employee, etc.) showing relevant agent findings without leaving the page. Click any item to expand or act on it.

Managing Agents

Enable / Disable

Go to Settings → Automation → Agents. Toggle any agent on or off. Disabling an agent stops future runs but preserves historical output.

Configure Autonomy

Per-agent autonomy override takes precedence over domain defaults. Set at Settings → Automation → Agents → [Agent Name] → Autonomy.

Review Run History

Automation → Feed → filter by agent code. Each run shows: start time, duration, records processed, actions taken, tokens used, status.

Approve / Reject Suggestions

From Automation → Suggestions or directly from the AiContextPanel on any entity page.

Complete Agent Catalog

Finance

Agent	Code	Trigger	What it does
Invoice Collector	`invoice_collector`	Scheduled (daily)	Identifies overdue AR, sends payment reminders, escalates to dunning
Cash Flow Forecaster	`cashflow_forecaster`	Scheduled (daily)	30/60/90-day cash flow projection from AR, AP, and bank balances
Budget Variance Alert	`budget_variance_alert`	Scheduled (daily)	Flags cost centers exceeding budget thresholds
Tax Compliance Auditor	`tax_compliance_agent`	Scheduled (weekly)	Checks VAT filing deadlines and missing tax entries
Financial Close Assistant	`financial_close_assistant`	Scheduled (monthly)	Generates period-close checklist, tracks completion status
Fixed Asset Depreciation Monitor	`fixed_asset_depreciation_agent`	Scheduled (monthly)	Runs depreciation calculations, flags unposted entries
Accounts Payable Optimizer	`accounts_payable_optimizer`	Scheduled (weekly)	Recommends early-payment discounts, flags late AP
AR Aging Intelligence	`ar_aging_intelligence`	Scheduled (weekly)	Stratifies AR by aging bucket, identifies high-risk receivables
Asset Lifecycle Advisor	`asset_lifecycle_advisor`	Scheduled (monthly)	Recommends disposal or renewal for aging assets
Asset Expiry Alert	`asset_expiry_alert`	Event-driven	Alerts when warranty, insurance, or license expiry approaches
Bank Reconciliation Assistant	`bank_reconciliation_assistant`	Scheduled (daily)	Matches bank transactions to journal entries, flags unreconciled items
Budget Forecasting	`budget_forecasting`	Scheduled (weekly)	Projects end-of-period budget utilization by department
Consolidation Reconciliation	`consolidation_reconciliation`	Scheduled (monthly)	Validates inter-company eliminations for group consolidation
Cost Center Variance Agent	`cost_center_variance_agent`	Scheduled (weekly)	Variance analysis by cost center vs. prior period and budget
Dunning Effectiveness Monitor	`dunning_effectiveness_monitor`	Scheduled (weekly)	Tracks collection rate per dunning level, recommends escalation
Expense Anomaly Detector	`expense_anomaly`	Event-driven	Detects unusual expense claims (outliers, policy violations)
FX Revaluation Agent	`fx_revaluation_agent`	Scheduled (monthly)	Calculates unrealized FX gains/losses on open foreign-currency balances
Maintenance Cost Analyst	`maintenance_cost_analyst`	Scheduled (monthly)	Tracks maintenance spend vs. asset value and budget
Recurring Billing Health Monitor	`recurring_billing_health_monitor`	Scheduled (weekly)	Monitors subscription renewal rates and failed billing cycles
Retainer Utilization Advisor	`retainer_utilization_advisor`	Scheduled (weekly)	Alerts on over/under-utilized retainer contracts
Asset Cost Center Depreciation Analyzer	`asset_cost_center_depreciation_analyzer`	Scheduled (monthly)	Allocates depreciation expense across cost centers
Asset Depreciation Intelligence	`asset_depreciation_intelligence`	Scheduled (monthly)	Analyzes depreciation rates against asset utilization
Asset Depreciation Monitor	`asset_depreciation_monitor`	Scheduled (monthly)	Monitors depreciation schedules for accounting policy compliance
Three-Way Match Exception Handler	`three_way_match_exception_handler`	Event-driven	Resolves PO/GR/Invoice mismatches automatically where rules permit

Accounting

Agent	Code	Trigger	What it does
Journal Copilot	`journal_copilot`	Manual	Suggests debit/credit entries from a transaction description
Payment Reconciliation Agent	`payment_reconciliation_agent`	Scheduled (daily)	Matches payments to invoices/bills across AR and AP
Period Close Status Agent	`period_close_status_agent`	Scheduled (daily during close)	Tracks period-close checklist completion, nudges owners
KPI Alert Agent	`kpi_alert_agent`	Scheduled (daily)	Monitors financial KPIs (gross margin, DSO, DPO) against targets
VAT Filing Assistant	`vat_filing_assistant`	Scheduled (weekly)	Checks VAT return readiness, flags missing invoices
Journal Entry Validator	`journal_entry_validator`	Event-driven	Audits new journal entries for balance, account validity, and policy
Accrual Recommendation Agent	`accrual_recommendation_agent`	Scheduled (monthly)	Identifies expenses incurred but not yet recorded as accruals
Accounting Anomaly Detection	`anomaly_detection`	Scheduled (daily)	Flags statistical outliers in journal entries and account balances
COGS Variance Analyzer	`cogs_variance_analyzer`	Scheduled (weekly)	Compares COGS to revenue trend, flags margin compression
FX Revaluation Agent	`fx_revaluation_agent`	Scheduled (monthly)	Posts unrealized FX gain/loss entries
Recurring Journal Monitor	`recurring_journal_monitor`	Scheduled (monthly)	Ensures all recurring journal templates ran successfully
TT99/2025 Compliance Checker	`tt99_compliance_checker`	Scheduled (weekly)	Validates accounting entries against Vietnam Circular 99/2025

CRM

Agent	Code	Trigger	What it does
Contact Enricher	`contact_enricher`	Event-driven	Enriches new contacts with company info and social profiles
Contact Auto-Labeler	`contact_auto_labeler`	Scheduled (daily)	Tags contacts by behavior, industry, and engagement score
Contact Financials Insight	`contact_financials_insight`	Scheduled (weekly)	Summarizes payment history and AR exposure per contact
Deal Coach	`deal_coach`	Scheduled (daily)	Recommends next actions for stalled deals based on stage age
Lead Scorer	`lead_scorer`	Event-driven	Scores leads on fit and engagement; updates CRM score field
Customer Health Monitor	`customer_health`	Scheduled (weekly)	Computes health score from activity, NPS, and revenue signals
Pricing Optimizer	`pricing_optimizer`	Event-driven	Suggests optimal pricing for a new quote based on win/loss history
Quote Followup Agent	`quote_followup`	Scheduled (daily)	Reminds reps of expiring quotes; drafts follow-up email
Segment Suggester	`segment_suggester`	Scheduled (weekly)	Recommends new contact segments from behavioral clustering
Upsell Opportunity Detector	`upsell_opportunity_detector`	Scheduled (weekly)	Identifies expansion signals in existing accounts
Pipeline Health Checker	`deal_coach`	Scheduled (weekly)	Cross-pipeline health: win rate, avg deal age, stage conversion

Customer Success

Agent	Code	Trigger	What it does
Contact Timeline Summarizer	`contact_timeline_summarizer`	Manual	Generates a narrative summary of a customer’s journey
Lifecycle Transition Agent	`lifecycle_transition_agent`	Event-driven	Suggests lifecycle stage transitions based on engagement signals
NPS Followup Agent	`nps_followup_agent`	Event-driven	Drafts personalized follow-up for detractors and passives
Expansion Signal Detector	`expansion_signal_detector`	Scheduled (weekly)	Identifies customers ready for upsell or cross-sell
Health Score Trend	`health_score_trend`	Scheduled (weekly)	Tracks health score momentum; alerts on declining accounts
Contract Renewal Risk	`contract_renewal_risk`	Scheduled (weekly)	Predicts renewal risk 60–90 days ahead
Onboarding Milestone Tracker	`onboarding_milestone_tracker`	Scheduled (daily)	Monitors onboarding progress; nudges overdue milestones

Sales

Agent	Code	Trigger	What it does
Campaign Attribution Analyst	`campaign_attribution_analyst`	Scheduled (weekly)	Maps revenue outcomes back to originating campaigns
Commission Calculator Agent	`commission_calculator_agent`	Scheduled (monthly)	Calculates rep commissions from closed deals and sales rules
POS Daily Reconciliation	`pos_daily_reconciliation_agent`	Scheduled (daily)	Reconciles POS cash drawers to system totals; flags discrepancies
POS Peak Staffing Advisor	`pos_peak_staffing_advisor`	Scheduled (weekly)	Recommends staffing levels for forecast peak hours
POS Sales Analyst	`pos_sales_analyst`	Scheduled (daily)	Analyzes POS sales by product, time, and terminal
POS Shrinkage Detector	`pos_shrinkage_detector`	Scheduled (daily)	Identifies inventory shrinkage patterns at POS
Product Sales Intelligence	`product_sales_intelligence`	Scheduled (weekly)	Ranks products by margin, velocity, and return rate
Quotation Pipeline Intelligence	`quotation_pipeline_intelligence`	Scheduled (weekly)	Conversion funnel analysis from RFQ to closed order
Sales Order Health Monitor	`sales_order_health_monitor`	Scheduled (daily)	Flags delayed fulfillment, credit holds, and partial deliveries

HR & People

Agent	Code	Trigger	What it does
Application Evaluator	`application_evaluator`	Event-driven	Scores job applications against role criteria
Coaching Effectiveness Report	`coaching_effectiveness_report`	Scheduled (monthly)	Measures coaching ROI via performance delta
Coaching Progress Analyzer	`coaching_progress_analyzer`	Scheduled (weekly)	Tracks milestone completion per coaching plan
Coaching Session Nudge	`coaching_session_nudge`	Scheduled (daily)	Reminds coaches and coachees of upcoming/overdue sessions
CV Parser	`cv_parser`	Event-driven	Extracts structured data from uploaded resumes
Employee Engagement Monitor	`employee_engagement_monitor`	Scheduled (weekly)	Aggregates pulse survey scores; flags disengagement signals
Interview Question Generator	`interview_question_generator`	Manual	Generates role-specific interview questions from JD
Knowledge Gap Detector	`knowledge_gap_detector`	Scheduled (weekly)	Identifies skill gaps from performance reviews and LMS data
Learning Gap Agent	`learning_gap_agent`	Scheduled (weekly)	Recommends training courses for identified skill gaps
Leave Pattern Analyst	`leave_pattern_analyst`	Scheduled (monthly)	Analyzes leave trends; flags burnout risk and abuse patterns
Onboarding Experience Agent	`onboarding_experience_agent`	Scheduled (weekly)	Monitors new-hire onboarding checklist completion
Payroll Anomaly Agent	`payroll_anomaly_agent`	Scheduled (monthly)	Detects salary outliers, duplicate entries, and calculation errors
Performance Coach	`performance_coach`	Scheduled (weekly)	Suggests coaching actions for underperforming employees
Recruitment Screener	`recruitment_screener`	Event-driven	Ranks applicants for hiring manager review
Retention Risk Predictor	`retention_risk_predictor`	Scheduled (weekly)	Predicts flight risk from engagement, tenure, and compensation data
Succession Planning Agent	`succession_planning_agent`	Scheduled (quarterly)	Identifies high-potential employees for succession roles
Talent Pool Matcher	`talent_pool_matcher`	Event-driven	Matches open roles to internal talent pool
Workforce Planning Agent	`workforce_planning_agent`	Scheduled (monthly)	Projects headcount needs from pipeline and capacity models

Payroll

Agent	Code	Trigger	What it does
BHXH Reconciliation	`bhxh_reconciliation`	Scheduled (monthly)	Validates BHXH (social insurance) declarations against payroll data
Overtime Compliance Monitor	`overtime_compliance_monitor`	Scheduled (weekly)	Flags overtime exceeding Vietnam Labor Code limits
Payroll Cost Variance Monitor	`payroll_cost_variance_monitor`	Scheduled (monthly)	Compares payroll cost to prior period and budget
Payroll Readiness Checker	`payroll_readiness_checker`	Scheduled (monthly)	Checks all inputs are complete before payroll run
PIT Compliance Checker	`pit_compliance_checker`	Scheduled (monthly)	Validates personal income tax deductions per Vietnam PIT rules
Salary Band Drift Monitor	`salary_band_drift_monitor`	Scheduled (quarterly)	Identifies salaries drifting outside approved grade bands

Performance & OKR

Agent	Code	Trigger	What it does
Calibration Bias Detector	`calibration_bias_detector`	Scheduled (per cycle)	Detects rating distribution bias in calibration sessions
IDP Milestone Tracker	`idp_milestone_tracker`	Scheduled (weekly)	Tracks Individual Development Plan milestone completion
KPI Variance Monitor	`kpi_variance_monitor`	Scheduled (weekly)	Flags KPIs deviating from trajectory
Nine-Box Classifier	`nine_box_classifier`	Scheduled (per cycle)	Auto-classifies employees on the 9-box performance/potential grid
Pulse Survey Analyzer	`pulse_survey_analyzer`	Scheduled (weekly)	Analyzes pulse survey responses for sentiment themes
Review Completion Monitor	`review_completion_monitor`	Scheduled (daily during cycle)	Tracks review completion rate; nudges overdue reviewers
OKR Alignment Validator	`okr_alignment_validator`	Scheduled (weekly)	Checks company–team–individual OKR alignment
OKR Check-in Nudger	`okr_checkin_nudger`	Scheduled (weekly)	Reminds owners to log progress on overdue key results
OKR Cycle Risk Predictor	`okr_cycle_risk_predictor`	Scheduled (weekly)	Predicts which OKRs will miss target by end of cycle
OKR Cycle Summarizer	`okr_cycle_summarizer`	Scheduled (end of cycle)	Generates narrative cycle summary with wins and misses
OKR Health Scorer	`okr_health_scorer`	Scheduled (weekly)	Composite health score across all active OKR trees
OKR Progress Tracker	`okr_progress_tracker`	Scheduled (daily)	Updates key result progress from linked metric sources

Learning Management (LMS)

Agent	Code	Trigger	What it does
Learning Effectiveness Agent	`learning_effectiveness_agent`	Scheduled (monthly)	Measures training ROI from assessment scores and performance delta
Training Completion Monitor	`training_completion_monitor`	Scheduled (weekly)	Tracks course completion rates; nudges overdue learners

Inventory

Agent	Code	Trigger	What it does
Dead Stock Detector	`dead_stock_detector`	Scheduled (weekly)	Identifies items with zero movement over configurable period
Discrepancy Explainer	`discrepancy_explainer`	Event-driven	Explains root cause of stock count discrepancies
Expiring Lots Alert	`expiring_lots_alert`	Scheduled (daily)	Alerts on lots expiring within threshold window
Item Description Generator	`item_description_generator`	Manual	Generates product descriptions from SKU attributes
Reorder Intelligence Agent	`reorder_intelligence_agent`	Scheduled (daily)	Recommends reorder points based on demand history and lead time
RMA Aging Monitor	`rma_aging_monitor`	Scheduled (weekly)	Tracks return merchandise authorizations pending resolution
Smart Reorder Calculator	`smart_reorder_calculator`	Scheduled (weekly)	Calculates optimal reorder quantities (EOQ model)
Stockout Risk Predictor	`stockout_risk_predictor`	Scheduled (daily)	Predicts items likely to stock out within 7/14/30 days
Supplier Performance Digest	`supplier_performance_digest`	Scheduled (monthly)	Scorecard: on-time delivery, quality, lead time per supplier
Three-Way Match Monitor	`three_way_match_monitor`	Event-driven	Validates PO/GR/Invoice match on receipt of goods

Supply Chain / Procurement

Agent	Code	Trigger	What it does
Contract Expiry Monitor	`contract_expiry_monitor`	Scheduled (daily)	Alerts on vendor contracts expiring within threshold
Goods Receipt Validator	`goods_receipt_validator`	Event-driven	Validates received quantities and quality vs. PO
Inventory Turnover Analyst	`inventory_turnover_analyst`	Scheduled (monthly)	Inventory turnover ratio by category and warehouse
PO Cycle Time Monitor	`po_cycle_time_monitor`	Scheduled (weekly)	Tracks PO approval-to-receipt cycle time
Procurement Budget Tracker	`procurement_budget_tracker`	Scheduled (weekly)	Spend vs. procurement budget by category
Reorder Trigger Agent	`reorder_trigger_agent`	Event-driven	Auto-creates purchase requisitions when reorder point is hit
RFQ Quote Scoring Advisor	`rfq_quote_scoring_advisor`	Event-driven	Scores vendor quotes on price, lead time, and quality
RFQ Response Analyzer	`rfq_response_analyzer`	Event-driven	Analyzes and compares vendor responses on an RFQ
Stockout Risk Predictor (SC)	`stockout_risk_predictor`	Scheduled (daily)	Supply chain view of stockout risk including in-transit stock
Three-Way Match Monitor (SC)	`three_way_match_monitor`	Event-driven	SC-level PO/GR/Invoice matching with tolerance rules
Vendor Risk Assessor	`vendor_risk_assessor`	Scheduled (monthly)	Assesses vendor financial and operational risk
Vendor Scorecard Agent	`vendor_scorecard_agent`	Scheduled (monthly)	Generates vendor scorecards from delivery and quality data

Manufacturing

Agent	Code	Trigger	What it does
BOM Cost Analyzer	`bom_cost_analyzer`	Scheduled (weekly)	Analyzes Bill of Materials cost vs. target cost
Inspection Pass Rate Monitor	`inspection_pass_rate_monitor`	Scheduled (weekly)	Tracks first-pass inspection rates by product and line
Material Shortage Predictor	`material_shortage_predictor`	Scheduled (daily)	Predicts material shortages for production orders
NCR Escalation Agent	`ncr_escalation_agent`	Event-driven	Escalates non-conformance reports exceeding SLA
NCR Trend Analyzer	`ncr_trend_analyzer`	Scheduled (weekly)	Identifies defect patterns in non-conformance data
Production Capacity Planner	`production_capacity_planner`	Scheduled (weekly)	Capacity utilization forecast vs. production schedule
Quality Defect Analyst	`quality_defect_analyst`	Scheduled (weekly)	Pareto analysis of defect types by line, shift, and material
SPC Control Limit Monitor	`spc_control_limit_monitor`	Event-driven	Alerts when process measurements exceed statistical control limits
Supplier Quality Audit Tracker	`supplier_quality_audit_tracker`	Scheduled (monthly)	Tracks supplier audit schedules and CAPA closure
Work Order Delay Monitor	`work_order_delay_monitor`	Scheduled (daily)	Identifies work orders behind schedule; recommends replanning

Field Service

Agent	Code	Trigger	What it does
Checklist Compliance Monitor	`checklist_compliance_monitor`	Scheduled (daily)	Verifies service checklists completed before job closure
Contract Renewal Predictor	`contract_renewal_predictor`	Scheduled (weekly)	Predicts service contract renewal probability
Customer Satisfaction Monitor	`customer_satisfaction_monitor`	Scheduled (weekly)	Tracks CSAT scores; alerts on declining accounts
Failure Code Analyzer	`failure_code_analyzer`	Scheduled (weekly)	Identifies recurring failure codes by asset type
First Fix Rate Monitor	`first_fix_rate_monitor`	Scheduled (weekly)	Tracks and benchmarks first-fix resolution rate
Parts Availability Agent	`parts_availability_agent`	Event-driven	Checks parts availability before dispatching technician
Revenue Leakage Detector	`revenue_leakage_detector`	Scheduled (weekly)	Identifies unbilled completed service jobs
SLA Breach Predictor	`sla_breach_predictor`	Scheduled (hourly)	Predicts jobs likely to breach SLA; triggers re-priority
Smart Dispatch Recommender	`smart_dispatch_recommender`	Event-driven	Recommends best-fit technician for a new job
Technician Skill Gap Analyzer	`technician_skill_gap_analyzer`	Scheduled (monthly)	Identifies skill gaps from job failure patterns
Technician Utilization Optimizer	`technician_utilization_optimizer`	Scheduled (weekly)	Rebalances workload across technician capacity

Quality

Agent	Code	Trigger	What it does
NCR Escalation Agent	`ncr_escalation_agent`	Event-driven	Escalates non-conformance reports to management
Inspection Pass Rate Monitor	`inspection_pass_rate_monitor`	Scheduled (weekly)	Tracks quality gate pass rates across inspection points
SPC Control Limit Monitor	`spc_control_limit_monitor`	Event-driven	Statistical process control: alerts on out-of-control signals

Logistics

Agent	Code	Trigger	What it does
Carrier Performance Monitor	`carrier_performance_monitor`	Scheduled (weekly)	On-time delivery rates, damage rates per carrier
Delivery Exception Handler	`delivery_exception_handler`	Event-driven	Triages delivery exceptions; notifies customer if SLA at risk
Preventive Maintenance Scheduler	`preventive_maintenance_scheduler`	Scheduled (weekly)	Schedules vehicle maintenance based on mileage and time
Return Rate Analyst	`return_rate_analyst`	Scheduled (monthly)	Analyzes return reasons by product, route, and customer
Service Contract Renewal Agent	`service_contract_renewal_agent`	Scheduled (weekly)	Alerts on expiring logistics service contracts
Shipment Delay Predictor	`shipment_delay_predictor`	Event-driven	Predicts delay risk based on carrier, route, and weather signals
SLA Compliance Monitor	`sla_compliance_monitor`	Scheduled (daily)	Tracks on-time delivery vs. SLA commitments
Technician Utilization Agent	`technician_utilization_agent`	Scheduled (weekly)	Driver and logistics staff utilization vs. capacity

Distribution

Agent	Code	Trigger	What it does
Distribution Route Optimizer	`distribution_route_optimizer`	Scheduled (daily)	Optimizes delivery routes based on orders and vehicle capacity
Distributor Performance Agent	`distributor_performance_agent`	Scheduled (monthly)	Scorecard for distributor sell-through, returns, and compliance
Van Sales Reconciliation	`van_sales_reconciliation`	Scheduled (daily)	Reconciles van sales to loaded stock; flags cash variances

Operations & Projects

Agent	Code	Trigger	What it does
Approval Auto Classifier	`approval_auto_classifier`	Event-driven	Routes approval requests to correct approver based on rules
Approval Rejection Analyzer	`approval_rejection_analyzer`	Scheduled (weekly)	Analyzes rejection patterns; recommends policy changes
Approval SLA Enforcer	`approval_sla_enforcer`	Scheduled (hourly)	Escalates approvals breaching SLA
Approver Availability Optimizer	`approver_availability_optimizer`	Event-driven	Re-routes approvals when primary approver is unavailable
Delegation Optimizer	`delegation_optimizer`	Scheduled (daily)	Suggests optimal approval delegation for upcoming leave
Milestone Deadline Forecaster	`milestone_deadline_forecaster`	Scheduled (daily)	Predicts project milestone delivery dates
Project Budget Guardian	`project_budget_guardian`	Scheduled (weekly)	Tracks project spend vs. approved budget
Project Risk Monitor	`project_risk_monitor`	Scheduled (daily)	Assesses project risk from schedule, budget, and dependency signals
Resource Capacity Balancer	`resource_capacity_balancer`	Scheduled (weekly)	Rebalances resource assignments across over/under-loaded projects
Task Bottleneck Detector	`task_bottleneck_detector`	Scheduled (daily)	Identifies tasks blocking downstream work
Task Overdue Risk Predictor	`task_overdue_risk_predictor`	Scheduled (daily)	Predicts tasks likely to miss deadline
Task Smart Assigner	`task_smart_assigner`	Event-driven	Recommends best assignee based on skill, load, and availability
Task Velocity Coach	`task_velocity_coach`	Scheduled (weekly)	Coaches teams on sprint velocity improvement
Time Log Compliance Monitor	`time_log_compliance_monitor`	Scheduled (daily)	Flags missing time entries for billable projects
Vendor Performance Agent	`vendor_performance_agent`	Scheduled (monthly)	Vendor KPI scorecard: delivery, quality, responsiveness
Workflow Bottleneck Analyzer	`workflow_bottleneck_analyzer`	Scheduled (weekly)	Identifies high-latency steps in automation workflows

Analytics

Agent	Code	Trigger	What it does
Data Freshness Guardian	`data_freshness_guardian`	Scheduled (hourly)	Monitors data pipeline freshness; alerts on stale datasets
KPI Regression Detector	`kpi_regression_detector`	Scheduled (daily)	Detects statistical regression in tracked KPI series
Report Delivery Monitor	`report_delivery_monitor`	Scheduled (daily)	Verifies scheduled reports were delivered successfully

Knowledge & Documents

Agent	Code	Trigger	What it does
Document Compliance Auditor	`document_compliance_auditor`	Scheduled (weekly)	Checks documents for mandatory fields and review sign-offs
Knowledge Coverage Agent	`knowledge_coverage_agent`	Scheduled (weekly)	Identifies topic gaps in the knowledge base
Search Gap Analyzer	`search_gap_analyzer`	Scheduled (weekly)	Finds search queries with no results; suggests new articles
Stale Content Detector	`stale_content_detector`	Scheduled (weekly)	Flags articles not reviewed within their review cycle

Marketing

Agent	Code	Trigger	What it does
Campaign Performance Analyzer	`campaign_performance_analyzer`	Scheduled (weekly)	ROI, CPL, and conversion analysis per campaign
Content Performance Tracker	`content_performance_tracker`	Scheduled (weekly)	Engagement and lead-gen performance of content assets
Hot Lead Nurture Agent	`hot_lead_nurture_agent`	Event-driven	Triggers nurture sequence when lead score exceeds threshold
Lead Scorer (Marketing)	`lead_scorer_marketing`	Event-driven	Scores marketing leads independently of CRM pipeline
Marketing Channel Optimizer	`marketing_channel_optimizer`	Scheduled (weekly)	Recommends budget reallocation across channels

Communications

Agent	Code	Trigger	What it does
Conversation Auto Classifier	`conversation_auto_classifier`	Event-driven	Auto-tags inbound conversations by topic and urgency
SLA Breach Notifier	`sla_breach_notifier`	Scheduled (hourly)	Alerts when conversation SLA response time is at risk

Contract Management

Agent	Code	Trigger	What it does
Contract Risk Analyzer	`contract_risk_analyzer`	Manual / Scheduled	Analyzes contract text for risky clauses and non-standard terms
Contract Expiry Monitor	`contract_expiry_monitor`	Scheduled (daily)	Alerts contract owners 90/60/30 days before expiry
Contract Clause Advisor	`contract_clause_advisor`	Manual	Suggests missing standard clauses based on contract type
Contract Signature Chaser	`contract_signature_chaser`	Scheduled (daily)	Sends reminders to pending signatories
NDA Auto Screener	`nda_auto_screener`	Event-driven	Screens NDAs for standard deviations; flags for legal review

E-Signatures

Agent	Code	Trigger	What it does
Signature Bulk Scheduler	`signature_bulk_scheduler`	Scheduled (daily)	Batches outgoing signature requests to reduce recipient fatigue
Signature Expiry Risk	`signature_expiry_risk`	Scheduled (daily)	Alerts on signature requests approaching expiry without completion

F&B Vertical

Agent	Code	Trigger	What it does
Food Cost Monitor	`fnb_food_cost_monitor`	Scheduled (daily)	Tracks actual food cost % vs. menu engineering targets
Kitchen Throughput Agent	`fnb_kitchen_throughput`	Scheduled (daily)	Analyzes kitchen output vs. table turns and covers
Waste Reduction Agent	`fnb_waste_reduction_agent`	Scheduled (weekly)	Identifies high-waste items; recommends prep adjustments

Service Management

Agent	Code	Trigger	What it does
Contract Renewal Agent	`contract_renewal`	Scheduled (weekly)	Alerts on expiring service contracts
SLA Breach Predictor	`sla_breach_predictor`	Scheduled (hourly)	Predicts service jobs likely to breach SLA
Utilization Optimizer	`utilization_optimizer`	Scheduled (weekly)	Optimizes technician and resource utilization

General

Agent	Code	Trigger	What it does
Weekly Business Digest	`weekly_digest`	Scheduled (weekly)	Cross-domain narrative summary: wins, risks, recommendations

Token & Credit Usage

AI Agents consume AI Credits from your organization’s credit pool. Credits are shared across all agents in your tenant.

Credit Pool

Plan	Monthly Credits	Overage Rate
Starter	50,000	$0.02 / 1K
Growth	200,000	$0.015 / 1K
Professional	1,000,000	$0.01 / 1K
Enterprise	Custom	Custom

Monitor usage at Settings → Billing → AI Usage.

Agent Cost Tiers

Tier	Credits per Run	Examples
Lightweight	50–200	Nudgers, monitors, alerts (no AI model call)
Standard	200–1,000	Analyzers, reconciliation, forecasters
Heavy	1,000–5,000	AI-assisted drafts, CV parsing, contract analysis

Model Pricing (per 1M tokens)

Model	Input	Output
Claude Haiku 4.5	$0.80	$4.00
Claude Sonnet 4.6	$3.00	$15.00
GPT-4o mini	$0.15	$0.60
GPT-4o	$2.50	$10.00
Gemini Flash 2.0	$0.10	$0.40

XBuddy automatically selects the cost-optimal model for each agent task. You can pin a specific model per agent at Settings → Automation → Agents → [Agent] → Model Override.

Permissions

Permission	Who needs it
`ai_agents:read`	View agent runs and Feed
`ai_agents:manage`	Enable/disable agents, configure autonomy
`ai_suggestions:read`	View Suggestions queue
`ai_suggestions:review`	Approve or dismiss suggestions
`ai_suggestions:manage`	Bulk actions, policy changes

FAQ

Can I disable a specific agent without affecting others?
Yes. Go to Settings → Automation → Agents, find the agent, and toggle it off. This stops future runs but preserves historical output.

Will agents act automatically on my data?
Only agents configured at Autonomous autonomy level act without approval. Agents on Notify or Semi-auto post to the Suggestions queue and wait for your approval.

How do I see what an agent did?
Go to Automation → Feed and filter by agent. Each run entry shows records touched, actions taken, and the full output report card.

Can agents access data from other tenants?
No. Every agent query runs inside withTenantContext — strictly isolated to your schema. Cross-tenant data access is architecturally impossible.

What happens if an agent errors?
Failed runs are logged to Automation → Feed with status error and a diagnostic message. The platform retries scheduled agents on the next cycle. You can manually re-run from the agent detail page.

Can I build custom agents?
Custom agent development is available on the Enterprise plan via the Agent SDK. Contact your account team for access.

Analytics Workflows & Automation