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What are AI agents?

AI agents are custom assistants you create inside your Gainable apps. They can answer questions, look up data, perform actions, and guide users through a conversational chat interface called the copilot.
Build agents vs custom agents: Gainable uses build agents (Planner, Build, Validation, Conversation) to create your app. The agents described here are different. They are custom AI assistants that live inside your finished app and help your users.

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What can AI agents do?

Customer Support

Answer questions using knowledge bases and look up order or account data

Data Analysis

Query your app data, filter results, and surface insights through conversation

Guided Workflows

Walk users through processes with conversation starters and step-by-step guidance

Knowledge Assistant

Reference uploaded documents like policies, playbooks, and product catalogs

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How it works end to end

1

Build your app

Create your application with data models, views, and features as you normally would.
2

Create an agent

Describe the assistant you want. The Agent Builder creates it with a name, instructions, and personality.
3

Connect to data

Your agent automatically gets access to your app’s data through an MCP Server — it can query, update, and insert records.
4

Add knowledge

Upload documents (PDFs, guides, policies) the agent can reference when answering questions.
5

Embed a copilot

Place the <wy-copilot> chat interface on any page so users can interact with the agent.

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Agent capabilities

CapabilityDescription
ChatNatural language conversation with your users
Data access (MCP)Read, update, and insert data through a powerful MCP Server
Knowledge basesReference uploaded documents (RAG)
Web searchSearch the web for additional context when enabled
Conversation startersPre-defined prompts that help users get started
DatasetsConnect external sources and bring data into your app via datasets

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Prompt examples

You can request agents and copilots in plain English: 
Create an AI agent called "Sales Coach" that helps reps
find deals, check pipeline status, and get selling tips.
Give it access to the deals and contacts data.
Add a copilot to the deals page.

Add an AI assistant to the support page that can look up
customer orders and answer questions from our FAQ document.

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Learn more

Creating agents

Define your agent’s name, instructions, and personality

Data access

Connect agents to your app data via MCP

Knowledge bases

Upload documents for your agent to reference

Copilot

Embed the chat interface in your app

Datasets

Group external data sources and attach them to your app