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Getting Started with Enterpret Agent

Updated by Vaishnavi

Enterpret Agent helps you investigate customer feedback and turn the results into useful work, such as a report, presentation, or CSV. Start a Session to ask a question, review the Agent's progress, and refine the result with follow-ups.

If you previously used Wisdom, Enterpret Agent extends that analysis workflow with Sessions, tools, and file outputs. The features and navigation available to you depend on your organization.

Start your first Session

  1. Open a new Session. Choose Ask Agent, or open Agent and select New session, depending on your navigation. If Agent is unavailable, contact your Enterpret team.

  2. Choose a model when the picker is available. Select from the models shown in your Session controls before you begin. The control also shows whether you can change the model as you work.

  3. Ask a focused question. Include the product or topic, customer segment, time period, and output you need. For feedback analysis, make sure the relevant sources have been connected and ingested.

  4. Follow the work. The Session shows progress and tool activity. Respond when the Agent asks for information or approval, and use follow-ups to refine the population, time period, or format.

Example requests

  • “Summarize the recurring mobile onboarding issues in feedback from the past 90 days. Link the supporting evidence.”

  • “What feature requests appear most often in enterprise-customer feedback this quarter? Explain what is being counted.”

  • “Compare checkout feedback this month with last month and show the main changes.”

Follow up with requests such as “Break that down by customer segment,” “Show me the source examples,” or “Turn this into a report with source links.” Restate an important constraint if the scope changes.

Add Skills, connected tools, or files

The plus menu can offer Attachments, Skills, Connectors, and Manage rules. Use the options available to your Session:

  • Skills: type / and select a Skill from the available list, then describe the task. You can also describe the workflow in plain language. See Skills for reusable workflows.

  • Connectors: connect the accounts you want the Agent to use. Available tools depend on the connection, your access in the external service, and your organization's settings. See Connectors for setup.

  • Attachments: add supported data files, documents, PDFs, or images through the uploader. Follow the supported-format and size limits it shows.

Check the answer and create an output

Open linked counts and citations to inspect the supporting evidence. Check the population, filters, time window, and source wording before using an important number or quote. Generated answers can be inaccurate or incomplete.

Ask for a PDF report, slide deck, HTML dashboard, chart, or CSV when you need a file. Ask the Agent to retain source links, then preview or download the generated file and review it before sharing.

For models, approval modes, file limits, sharing, and a more detailed evidence checklist, see Enterpret Agent Sessions: controls, sharing, and answer verification.

Return to a Session or set up recurring work

Sessions are saved automatically. Reopen one from Sessions to review earlier messages and add follow-ups when the Session allows them. Check the Share control before sharing its link.

For recurring work, open Automations and choose from the scheduled or signal-based types available to your organization. Configure delivery when you want results sent to Slack or email. See What are Agent Automations? and Scheduled Agent Automations for setup.

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