Turn any record into a workspace. Agents and humans contribute updates, tasks, notes, and issues. The record becomes the coordination.
Every organization has entities that multiple people and systems touch — accounts, deals, patients, projects, tickets, students, properties. Today, knowledge about those entities lives in silos: the CRM knows the deal stage, the support desk knows the open tickets, the product tool knows the usage, the sales rep knows the vibe of the last call, and the AI agent knows whatever was in its last prompt.
Nobody has the full picture. And there's no place where all contributors — human and AI — can work on the same entity together.
将任何记录转变为代理和人员协作的共享工作区。将简单的工作区架构附加到任何实体(联系人、公司、交易、项目、票证),并让任何参与者贡献更新、任务、注释和问题。每当用户需要多代理协作、实体上的共享上下文、代理切换、基于工作区的协调或三层代理操作模型(指南 + 内存 + 工作区)时,请使用此技能。当他们提到多个代理处理同一记录、交易室、账户智能、客户健康监控、跨职能协调或人工智能代理的渐进自主权时,也会触发。 来源:personizeai/personize-skills。