One example is an AI phone agent that can be set up to autonomously make calls when triggered. This could be used in event planning projects, for instance. Here, said Lereya, a Monday agent can be directed to call prospective meeting attendees on their phones to confirm attendance. The results — including how many people an attendee plans to bring with them — are then uploaded to a Monday board, potentially saving significant time compared with manual calls and data entry.

Natural language agent creation

Custom agents are created via natural language prompts in Monday’s agent builder tool. A breakdown of the agent’s logic is then presented. In the case of the RSVP phone agent, this would include its purpose, capabilities (for example, to engage attendees in a friendly and professional manner, confirm attendance, record and summarize response, and deal with objections with patience), and the conversational style of the AI voice bot. It’s then possible to tweak settings, including the ability to edit the text script, or speech speed, for instance.

Another example is a service agent that answers customer inquiries, tapping into a company’s knowledge base.