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Jitterbit AI agents in Jitterbit Marketplace

Overview

Jitterbit's pre-built AI agents, provided through Jitterbit Marketplace, can be used to autonomously achieve your goals without direct human oversight. They can make decisions, learn from data, and adapt to dynamic situations in ways that go beyond a set of scripted responses. Jitterbit provides two types of AI agents: Licensed and Learning. See the instructions below to get started.

Licensed Agents

Jitterbit offers the following AI agents that can be added to your license:

  • Account Intelligence Agent: Monitors open Salesforce tasks and reports, processes meeting notes from Gmail into Salesforce records, and delivers prioritized daily task digests via Slack and email.
  • Competitive Pricing Agent: Analyzes competitor pricing across marketplaces using AI, helping you make data-driven pricing decisions and stay competitive.
  • Competitor Intel Agent: Automates market intelligence gathering by monitoring industry trends and competitor updates using OpenAI web search, and delivers structured email briefings to configured recipients.
  • CRM Contact Agent: Manages Salesforce contact records through a conversational interface, helping sales teams find, create, and update contacts more efficiently.
  • Document Compliance Agent (AWS): Automates compliance-focused document processing by extracting text from PDF files using Amazon Textract optical character recognition (OCR) and applying Amazon Bedrock AI to detect and remove personally identifiable information.
  • Document Compliance Agent (Azure): Automates compliance-focused document processing by extracting text from PDF files using Azure Document Intelligence optical character recognition (OCR) and applying Azure AI Foundry to detect and remove personally identifiable information.
  • Document Compliance Agent (Google): Automates compliance-focused document processing by extracting text from PDF files using Google Document AI optical character recognition (OCR) and applying Google Vertex AI to detect and remove personally identifiable information.
  • HR Agent: Manages internal HR workflows such as employee onboarding, training administration, IT requests, and software provisioning.
  • Knowledge Agent: Enables your organization's internal team to get intelligent answers from your organization's internal data by interacting with a Knowledge Agent chatbot.
  • Lead Ops Agent: Automates lead enrichment by retrieving HubSpot form submissions, updating matching Salesforce lead records, and augmenting lead data using ZoomInfo.
  • Meeting Notes Agent: Automatically processes Gemini meeting notes from Gmail, generates AI-powered summaries and per-attendee action items, creates Salesforce Tasks and Events, and delivers personalized Slack notifications to meeting attendees.
  • QBR Deck Agent: Automates the creation of quarterly business review (QBR) presentation decks in Google Slides by gathering customer data from Salesforce, NetSuite, and product usage APIs, and generating AI-powered summaries and insights.
  • Sales Agent: Enables your organization's internal Sales team to quickly get answers about real-time sales orders, pricing, and customer data by interacting with a Sales Agent chatbot.
  • Sales Quote Agent: Orchestrates the end-to-end quote creation process in Salesforce through a conversational interface, applying uplift percentages, proration, and multi-year renewal logic to generate quotes and quote PDFs.
  • Security Alert Agent: Reduces redundant security alerts and accelerates threat response by automatically receiving, analyzing, and routing security events from Wazuh and Tenable via Slack and email notifications.
  • Security RFI Agent: Automates the end-to-end processing of Security Request for Information (RFI) requests by receiving questionnaires via Slack, drafting AI-powered answers from internal knowledge bases, and delivering submission-ready Word and Excel documents.
  • Sentiment Analysis Agent: Evaluates customer sentiment in Salesforce support cases, helping you understand customer satisfaction trends and identify cases that need attention.

Learning Agents

Jitterbit offers the following agents to all customers to help you learn AI agent development:

  • Reactive Agent: A basic AI agent that responds to user queries using a large language model (LLM) without memory or advanced tools.
  • Contextual Agent: A basic AI agent that builds upon the Reactive Agent by storing conversation history and maintaining context across multiple interactions.
  • Salesforce Q&A Agent: A basic AI agent that builds upon the Contextual Agent by adding a specific tool to address particular questions regarding Salesforce account details.
  • GitHub Agent with MCP: A basic AI agent that leverages the Model Context Protocol (MCP) to execute tools on an MCP server and act as a chatbot assistant.
  • Fine-Tuned LLM Agent: A basic AI agent that includes a fine-tuning utility to customize an OpenAI model with your data and a conversational agent that uses your fine-tuned model.
  • Composite Agent: A basic AI agent that uses an LLM to analyze user queries and route them to the appropriate specialized agent.

You can design custom AI agents yourself using the Jitterbit Harmony platform, or our professional services team can design, test, and deploy AI agents for you that are specifically designed to solve your core automation and orchestration needs. Refer to the documentation under How to build AI agents to get started designing or contact us through our Jitterbit AI web page to learn more about our agentic AI services.

Get started with AI agents

To access Jitterbit's AI agents:

  1. Log in to the Harmony portal at https://login.jitterbit.com and open Marketplace.

  2. In the Filters pane under Type, select AI Agent. The available AI agents are displayed.

  3. Click the AI agent's Documentation link to open its documentation in a separate tab. Keep the tab open to refer back to after starting the project.

  4. Depending on whether you have already purchased an AI agent, one of these actions will be displayed for it:

    • Get this agent: Click to open an information dialog, then click Submit to have a representative contact you about purchasing the AI agent.
    • Start Project: Click to open a configuration dialog to download customizations files (if applicable) and create the AI agent as a Studio project.

  5. After clicking Start Project, complete the configuration dialog(s), then click Create Project.

  6. Once the progress dialog indicates the project is created, use the dialog link Go to Studio or open the project directly from the Studio Projects page.

  7. Follow the instructions to configure the AI agent provided via the Documentation link or accessed directly on this documentation website. Jitterbit AI agent documentation can be found under this documentation page using the page tree.