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Agent library overview

Agent library overview

Built-in agents you can launch on demand — Prospect Research, AI Page Builder, RFQ Generator, and more.

Reviewed OperatorVertiqa 1.54+

The agent library is a catalog of focused helpers you launch when you need a specific job done. An agent can research a prospect, prepare a draft, or organize information, then return the result to the right place in Vertiqa for you to review.

Pipeline Pack AI generation also uses the Agent Library foundation. It creates a draft for review in Settings instead of publishing a live pack automatically.

What does an agent do for me?

You provide the record and instructions. The agent gathers the permitted context, completes its named task, and returns a result with the evidence available for that workflow. It does not become the owner of the customer relationship or make open-ended decisions for your business.

Use the agent card description to check the job it performs and the record it works on before you launch it. For a broader product explanation, see AI Assistant.

What do I review?

Review names, dates, source evidence, claims, pricing, and recipient details before you use an agent result. Drafts are starting points: you remain responsible for anything sent to a customer, published publicly, or treated as a business commitment.

If an agent cannot find enough evidence, revise the input or complete the work manually. Do not turn an uncertain output into a factual claim.

What's on the page

A grid of agent cards. Each card carries:

  • Icon and name of the agent.
  • A short description of what it does.
  • Entity scope badge — what record type the agent operates on or produces (e.g. Account, Page, RFQ).
  • Launch action — opens the workflow for that agent.

How agents differ from goals

  • A goal runs continuously in the background, watching records and producing proposals over time.
  • An agent in the library runs on demand when you launch it. You give it inputs, it returns a result.

Use a goal when you want ongoing surveillance. Use a library agent when you want a one-off output right now.

Available agents

  • Prospect Research — runs against an account to gather context for outbound. Result attaches to the account.
  • AI Page Builder — drafts a landing page from a brief. Hands off to the page builder for editing and publish.
  • RFQ Generator — produces a formal RFQ on demand. See Use the RFQ generator.
  • AI Pipeline Pack — creates a Pipeline Pack draft from a business process prompt, then hands it to the builder for review and publish.

Tip

If you launch the same library agent over and over for the same trigger, that's a sign it should be a goal instead — the goal will run it automatically when the condition occurs.

Learn more about the AI assistant →