App Agent Agent

A Loop AI agent is a purpose-built specialist loaded with domain-specific skills, knowledge, and frameworks for a particular business function — not a general-purpose chatbot. Each agent knows which deliverables it produces, which questions to ask before starting, and when to hand work off to a different specialist.

Loop agents come pre-loaded with role-specific methodologies (like MEDDPICC for sales or Dunford positioning for PMM) and connect to your workspace knowledge — documents, brand guidelines, CRM data, past deliverables — so outputs are grounded in your organization’s actual context rather than generic examples. They also know when to route to a different specialist and hand off with the relevant context.

Open a chat with the agent and describe your task in plain language — what you need, who it’s for, and any relevant context. Most agents load related documents from your workspace automatically when you @mention them. If the agent needs more information before producing a useful output, it asks one focused question rather than a long intake form.

Your workspace documents, brand guidelines, CRM data, and deliverables are scoped to your organization and never shared with other organizations on the platform. Agents read your data to produce relevant output but do not modify external systems (like your CRM) without explicit action from you.

Yes — you can fork any agent into your workspace to adjust its knowledge collection, variable defaults, and behavior. The fork is private to your organization and inherits updates to the underlying skills. You can link your own documents, templates, and brand guidelines so the agent’s outputs match your team’s format and context.