---
title: Agents
slug: reports/agents
description: Use agents in Unaric Reports to automate report generation and distribution based on triggers and schedules.
image: https://archbee-image-uploads.s3.amazonaws.com/10Nod6Ww95R3dPr0k0TCJ/ClCexm4VTBfRJ3DSfTWPe_unaric-reports3.png
icon: {"faIcon":"fa-solid fa-robot"}
docTags: 
createdAt: 2026-01-24T02:30:02.991Z
---

Agents are AI-powered virtual assistants designed to help you analyse, interpret, and extract actionable insights from your Salesforce reports. Agents can process Salesforce data via reports across various objects (Leads, Opportunities, Cases, Accounts, Custom Objects, etc.) and provide meaningful summaries, trend detection, performance evaluations, and predictive analytics.

Agents are versatile and can run on data from any Salesforce object, whether standard (like leads and opportunities) or custom. Moreover, agents can be tied to solutions.

## Use cases

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### Compare sales performance

Sales teams can use agents to automatically compare data between multiple reports, such as summarizing the specific differences between this month’s and last month’s closed opportunities. A **comparison agent **can deliver sales managers scheduled emails that spots trends in deal velocity or win rates, helping the team understand why certain performances fluctuated between periods.
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:::ExpandableHeading
### Optimize marketing campaigns

Marketing teams can deploy agents to analyze report data and provide meaningful insights regarding campaign effectiveness or lead quality. For instance, an agent can be set up to summarize key trends for Lead records or external data like Google Analytics, providing natural language recommendations on which channels (e.g., specific browsers or regions) are driving the most traffic and how to optimize them.
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:::ExpandableHeading
### Monitor account health 

Operations and customer success teams can run agents in real time from a Salesforce Account record using a custom button. The agent analyzes related records such as cases, uses account data like industry as input variables, and displays a summary of priority issues and maintenance needs.
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## Add an agent

1. Go to the **Agents** tab. If the tab doesn't appear, go to **Configure > Settings** and confirm the **Disable AI **option is unchecked. 
2. Click the **Add** button (:FontAwesome[]{icon="fa-solid fa-plus"} icon).
3. Provide a name and prompt for the agent. You do not need to provide technical instructions; instead, you describe what you want the AI to do, such as *summarize key trends* or *analyze common reasons for escalations*. Below **Example prompts**, you will find different example prompts are oriented toward different use cases. You can also use [agent variables](docId\:KGenI9stM-9vD8AiLQFvc).
4. Optionally, you can determine a max number of words per response.
5. Check **Use Assistant **for a slower but more detailed agent analysis. 
6. Click **Save** to finish.

### Agent variables

Prompts can include dynamic variables that pull specific data points (like an account's industry) from a report to provide highly contextualized analysis for a specific record. You can use any of the following variables within your prompt:

- **Reports**: For reports tied to a Solution, you can reference them using the report name surrounded by single quotes. For example, if you have a Solution that includes two Case reports, one named 'Cases - This Month' and the other named 'Cases - Last Month', you could use the following prompt to compare them: *Summarize the differences between 'Cases - This Month' and 'Cases - Last Month'.*
- **Burst Report Variables**: You can use any of the fields from your Burst report as a variable in your prompt. For example, if your Burst report is on Account and you have 'Industry' as a field on that report, you can include that field using the variable \{\{Industry}}: *Please analyze this report to spot trends. The data represents Salesforce Cases on an Account in the \{\{Industry}} industry. Limit your response to 100 words or less.*

## Integrate agents into solutions

Once the agent is created, you must add it to a Solution to make it functional. In the solution builder’s items page, you select the agent to analyse the data from your chosen reports. This allows the agent's insights to be automatically included in scheduled emails, merged into HTML templates, or displayed in real-time within Salesforce.