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AI Agents

 

Overview

Agents are AI-powered assistants that help users analyze contracts, generate summaries, flag risks, and streamline review workflows. The Agents module includes Access Level settings that give organizations control over how Agents are created, managed, and distributed across users.

 

Out-of-the-Box Agents

Our platform comes equipped with powerful, ready-to-use AI Agents. These pre-configured Agents leverage advanced language models to automate common tasks and generate insights. The following AI Agents are available inside the GenAI Assist feature within the Pramata Platform.

Agent Type Agent Name Agent Purpose
CRM Assist

 		 Account Summary Analyzes contracts to generate a concise summary of contracting events, including what products were sold and associated pricing.
Account Review Memo Automatically generates a concise MS Word memo summarizing all contracts associated with an account, aligning cross-functional teams for renewals and key milestones.
AI Drafting Assistant Guides users through intelligent questionnaires to generate contract first drafts by leveraging previously signed agreements from the selected account and optional organizational playbooks, ensuring consistency with established precedents and best practices.
Account Assist


 		 Summarize Key Clauses Instantly summarizes key clauses from contract families, including any amendments from any counterparty.
Summarize Products & Pricing Summarizes product and pricing details across orders and transactional documents, consolidating information for a comprehensive overview.
AI Drafting Assistant Guides users through intelligent questionnaires to generate contract first drafts by leveraging previously signed agreements from the selected account and optional organizational playbooks, ensuring consistency with established precedents and best practices.
Account Review Memo Automatically generates a concise MS Word memo summarizing all contracts associated with an account, aligning cross-functional teams for renewals and key milestones.
Contract Request Assist

 		 Summarize Key Clauses Instantly summarizes key clauses from contract families, including any amendments from any counterparty.
Summarize Products & Pricing Summarizes product and pricing details across orders and transactional documents, consolidating information for a comprehensive overview.
AI Drafting Assistant Guides users through intelligent questionnaires to generate contract first drafts by analyzing Contract Request details, leveraging past agreements and optional organizational playbooks, to produce consistent first drafts aligned with existing terms.
Report Assist DE Designer Analyzes tagged clause data in a report to intelligently design or refine Data Element definitions for Contract AI Model terms. Given a report and an optional business use case, it examines language patterns across tagged clauses and either reuses existing data elements, updates their definitions, or proposes entirely new ones

 

Agent Access Levels

Two distinct access levels determine what a user can see and do within the Agents sub-module. Access is configured per user profile under User Management → Profiles → AI Design Studio.

Capability Limited Access Full Access
Best for Most users building Agents for their own workflow or team Administrators and power users who govern the agent ecosystem
Create, edit, clone, and share own Agents ✓ ✓
View Agents shared with them (read + clone only) ✓ ✓
View Pramata system agents (clone only) ✓ ✓
Tabs visible My Agents, Shared With Me, Pramata Agents My Agents, Shared With Me, Pramata Agents, All Custom Agents
View, edit, re-share, unshare, or deactivate any agent in the organization - ✓
Manage orphaned agents when an owner leaves the organization - ✓

 

Managing Agents

The Agents sub-module is organized into tabs that display agents based on your access level. Each tab provides a distinct scope of visibility and available actions.

Tab Limited Access Full Access User Description Available Actions
My Agents ✓ ✓ Agents created and owned by you. This is the default location for new Agents and cloned Agents. Create, Edit, Clone, Deactivate, Share
Shared With Me ✓ ✓ Agents created by others and shared with you, your profile, or all users. View, Clone, Deactivate (for self)
All Custom Agents - ✓ All personal agents created by any user in the organization. Full Access only. View, Edit, Clone, Re-share, Unshare, Deactivate
Pramata Agents ✓ ✓

Contains Pramata’s "Out-of-the-Box" Agents.

  • Full Access users can deactivate these for the organization.
  • Pramata Super Admins can edit.

View, Clone;

Full Access: also Deactivate

 

Creating Custom AI Agents

While our Out-of-the-Box Agents cover many common scenarios, you may need additional functionality for your specific needs. The AI Design Studio allows you to create Custom Agents tailored to your specific requirements. Here's how to build your own Agent:

  1. Navigate to the AI Design Studio module, then to the Agents section.
  2. Click the Add New Agent button.
  3. Configure Basic Settings: In the Agent Builder pop-up screen, configure the following basic settings:
    1. Name: Enter a unique identifier for your experience
    2. LLM Configuration: Select the appropriate Large Language Model configuration from the dropdown menu
    3. Agent Types: Choose where your Agents will be available. To know more about Agent Types, see this article.
      • Account Assist
      • Contract Request Assist
      • CRM Assist
      • Report Assist
      • Word Add-in
      • Drafting Assist
      • Playbook Creator
      • Custom Agentic Solutions
  4. Configure Agent Type-Specific Settings: Based on your Agent Type selection, configure the following settings as applicable:
    1. Persist to Key Terms (Applicable Agent Types: Account Assist, Custom Agentic Solution) -   Select Yes to permanently save agent output results to custom key terms (non-commercial terms) defined in ECAI, integrating AI-generated insights directly into your workflows.
    2. Agent Mode (Applicable Agent Types: Account Assist, Custom Agentic Solution) - Specify how documents must be processed by choosing any one of the following modes:
      • DOC-AT-A-TIME: Processes each filtered document individually, one after another.
      • ALL-DOCS: Processes all filtered documents together, grouped by account.
      • DOC-FAMILY-AT-A-TIME: Process each filtered document along with its document family — including the parent document belonging to a different account — one family at a time.
    3. Account Type (Applicable Agent Types: Account Assist, Contract Request Assist, CRM Assist) - Specify the type of account.
    4. Message to be displayed before starting experience (Applicable to all Agent Types) - Message displayed when experience start.
    5. Template used to generate document (Applicable Agent Types: Account Assist, Contract Request Assist, CRM Assist) - Template for document generation
    6. Report Name (Applicable Agent Types: Reports) - Name of the associated report.
  5. Configure Prompts: Create one or two prompts for your experience:
    1. Click the Add New Prompt button.
    2. Configure Prompt Settings:
      1. Name: Select an existing Prompt name. Alternatively, create a new prompt by typing a new prompt name in the field and select Add <prompt name> from the dropdown menu. The new prompt will be added to your prompt library.
      2. Final Prompt: Toggle ON if this is the final prompt in the sequence.
      3. Context Mode: Choose between:
        • ALL-DOCS: Process all contracts at once
        • DOC-AT-A-TIME: Process selected contracts sequentially
      4. In the Prompt Text: Enter the specific AI instruction (For example: “Summarize the {{MASTER}} {{ORDER}} contracts selected”). Learn more about Pramata Prompt Variables here.
      5. Click Save to store the prompt configuration.
  6. Click Create to save and activate your experience.

Important Notes

  • In a multi-prompt configuration, prompts work in a sequential chain.
  • Prompts can be reordered by dragging and dropping to customize the processing sequence.
  • The order of prompts determines how your data is processed: non final prompt's generate results that serve as input for the Final Prompt.
  • Only one prompt can be designated as the Final Prompt.

agent mode.png

 

Sharing Agents

Agents you create in the My Agents tab are only visible to you by default. To make an Agent available to others, you must explicitly share it. Sharing behavior varies based on the Agent type.

Standard Sharing

For most agent types, you can share an Agent with one or more of the following audience types:

  • All Users — The Agent becomes available to everyone who has platform access.
  • Specific Profiles — Select one or more user profiles to target a group.
  • Specific Users — Select individual users by name.

Once an agent is shared, it will appear in the recipient's Shared With Me tab. Users who do not have access to the AI Design Studio can still use shared agents within the the AI Assist panel wherever the Agent is applicable.

Note: When sharing, already-shared audience groups appear as disabled in the sharing modal to prevent duplicate entries. Pramata internal users are not listed as sharing targets when a customer user is sharing — and vice versa.

Special Sharing Behavior by Agent Type

Contract Request Form Assist

Agents of this type are automatically shared with all users who have access to the contract request form as soon as the Agent is created. You cannot manually control sharing for this Agent type, and the sharing toggle will be pre-enabled and locked.

Report Assist

Agents of this type are tied to a specific report. Sharing behavior works as follows:

  • By default, any user who has access to the associated report can interact with the agent within that Report's AI panel — even without explicit sharing.
  • If you choose to share the Agent, it will be shared with all users who have access to that report. You cannot share it with a custom subset of users.
  • You can unshare the Agent at any time to restrict access back to report-level defaults.

Ownership, Deactivation & Clones

Ownership - The creator of an agent is always its owner. Ownership does not transfer when an Agent is shared. If an Agent owner leaves the organization, a Full Access user can locate the orphaned agent in the All Custom Agents tab, clone it, delete the original, and reshare under their own ownership.

Deactivation - Deactivation behavior differs depending on who deactivates the Agent and from which tab:

  • Creator or Full Access user deactivates from My Agents / All Custom Agents - The Agent is silently removed from all recipients' Shared With Me views
  • A recipient deactivates from Shared With Me - The Agent is hidden only for that user. All other recipients are unaffected.

Reactivating an agent does not automatically re-share it with previous recipients.

Clones - Cloned agents are fully independent from the source Agent. If the source Agent is later updated, a badge will appear on the clone indicating the source has been updated since cloning. There are no notifications sent when a source agent is deactivated or unshared.

How to Modify a Pramata or Shared Agent

Since Pramata and Shared Agents cannot be edited directly, follow these steps to create a customized version:

  1. Navigate to the Pramata Agents or Shared With Me tab and locate the Agent you want to modify.
  2. Click Clone. A copy of the Agent will be created in your My Agents tab.
  3. Go to the My Agents tab and click Edit on the cloned agent.
  4. Make your changes and click Save.
  5. If you want this customized agent to replace the original for all users: share your updated agent with everyone, then return to the System or Shared tab and deactivate the original.

Note: Deactivating the original system Agent while sharing your cloned version prevents users from seeing two Agents with the same name.

Sharing Agents with CRM Users

Agents can be shared with CRM integration users independently of platform user access, managed through the CRM Integration Users profile.

When sharing an Agent, a category for CRM users is listed in the audience selector. You can share with:

  • Specific CRM users — by name
  • CRM Integration Users profile — all users mapped to this profile in the CRM

Any Agent shared with the CRM Integration Users profile will appear in the AI Assist panel within the CRM experience. Administrators can also disable the AI Assist chat feature entirely for CRM users through the Profile settings, regardless of what Agents have been shared.

Frequently Asked Questions

Q: Can I edit a Pramata Agent directly?

A: No. Pramata Agents can be viewed and cloned by all users. Full Access users can deactivate them for the organization.
 

Q: What is the difference between deactivating from My Agents vs. Shared With Me?

A: Deactivating from My Agents (or All Custom Agents if you are a Full Access user) removes the Agent for all recipients. Deactivating from Shared With Me only hides the Agent for you — other users are unaffected.
 

Q: How do I manage Agents if the original creator leaves the company?

A: Full Access users can navigate to the All Custom Agents tab to find orphaned Agents. From there, they can clone the Agent, delete the original, and reshare it under their own ownership. This prevents Agents from becoming inaccessible when creators leave.
 

Q: Can two Agents have the same name?

A: Yes. There is no uniqueness check on Agent names. If you clone a system Agent and share it alongside the original, users may see two Agents with the same name. To avoid confusion, deactivate the original after sharing your customized version.
 

Q: How do I configure a user's access level?

A: Navigate to Profiles in the User Management module. Select the user's profile and locate the Agents sub-module. Toggle between Limited Access and Full Access as appropriate. Changes take effect on the user's next login.