What it is and what it is for
The Creator Agent writes quotes, letters and certificates on your own document template. It takes facts from your knowledge bases, Relations AI and your company profile. It files the finished PDF in the workspace. The Creator Agent is included from the Corporate plan. Only administrators can create or change it.
How it works
- Open Document AI → Creator Agent and click Create Creator Agent.
- In the Template tab, pick a template, for example From starter, and the Target Workspace.
- In the Knowledge tab, pick your knowledge bases. Add price lists as Pinned articles. Click Create Creator Agent.
- Select the agent and choose Actions → Create document.
- In the Request field, describe customer, items and quantities. Click Create preview.
- Answer open questions, then click Create document.
Good to know
- The agent never invents prices or quantities. If a source is missing, it asks.
- The watermarked preview saves nothing. The AI run and the created document are paid features.
- In the Tier & approval tab you can choose direct creation. Documents are then created and charged without review, also via API and MCP.
- Under Documents you can use Actions → Agents & workflows → Create with Creator Agent. The selected document serves as the basis.
- Phone and chat agents (Conversation AI) can create quotes from your price list. Set this on the agent under Quotes.