Agents built for Service teams

From ticket follow-ups to account health monitoring, monday agents keep every customer conversation moving so nothing slips through. Pick a ready-made agent or create your own.

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Drafted 18 Briefs
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Generated 15 assets
Contract Renewal Agent

Contract Renewal Agent

Contract Renewal Agent
2554

I'll manage your renewals for you, tracking key dates and the actions they need.

QBR Prep Agent

QBR Prep Agent

QBR Prep Agent
3626

I will prepare a full quarterly business review package, health score, and outreach email for every account you own.

Seat Expansion Agent

Seat Expansion Agent

Seat Expansion Agent
4606

I will spot accounts that have outgrown their license and prompt timely expansion conversations.

SLA Monitor

SLA Monitor

SLA Monitor
4587

I'll watch your response and resolve times and alert you when an SLA is at risk.

Voice of customer agent

Voice of customer agent

Voice of customer agent
4405

I'll analyze customer feedback and identify your highest-priority product opportunities.

Support Signal Agent

Support Signal Agent

Support Signal Agent
6874

I'll monitor support tickets for a specific product area and deliver a daily leadership-ready trend report.

Account Health Agent

Account Health Agent

Account Health Agent
3327

I will monitor your accounts, flag renewal risks, and send your team a weekly brief backed by direct citations.

Ticket Follow-Up Agent

Ticket Follow-Up Agent

Ticket Follow-Up Agent
5160

I'll keep you updated on the tickets you have open so nothing waiting on your response slips through.

Feedback Digest Agent

Feedback Digest Agent

Feedback Digest Agent
7762

I will turn your raw customer feedback into a clear, themed summary so your team can see what people are actually saying without reading every entry.

Strategy Agent
Exec
Strategy

Identifies growth and efficiency opportunities and generates structured action plans with clear next steps and impact.

Org Health Agent
Exec
Analytics

Scans company data to detect revenue risks, cost leaks, and underperforming initiatives in real time.

Operator Agent
Exec
Productivity

Prepares agendas, summarizes context, and tracks decisions and follow-ups so leaders stay focused on priorities.

Scheduling Agent
HR
Ops

Coordinates interviews by syncing availability. Handles booking, reminders, and rescheduling without manual effort.

Screening Agent
HR
Recruiting

Evaluates applications against role criteria, filters non-fits, and highlights top candidates for faster hiring decisions.

Sourcing Agent
HR
Recruiting

Sources and ranks candidates across channels. Initiates personalized outreach and improves based on recruiter feedback.

Incident Agent
IT
Incident

Detects and classifies incidents, alerts the right teams, and tracks resolution. Ensures post-mortems are completed and learnings captured.

Knowledge Agent
IT
Knowledge

Audits content quality, identifies gaps from ticket trends, and updates knowledge base articles using real resolution data.

Triage Agent
IT
Support

Classifies, prioritizes, and routes tickets automatically. Sets SLAs and resolves common issues using knowledge base data.

Drafting Agent
Legal
Docs

Uses templates and past documents to generate accurate drafts. Applies company policies to produce documents ready for legal review.

Legal Intake
Legal
Ops

Captures requests, asks follow-ups, flags duplicates, and routes work automatically. Surfaces existing answers to reduce repetitive requests.

Spec Agent
Product
Execution

Converts product decisions into detailed specs with requirements, edge cases, and acceptance criteria so teams can execute without ambiguity.

Feedback Agent
Product
Insights

Synthesizes feedback from support, sales, and usage data. Identifies patterns and recommends what to build next with clear evidence.

Page Optimization
Marketing
CRO

Analyzes user behavior, identifies drop-offs, and deploys improvements to increase conversions. Continuously tests and applies learnings across pages.

Content Agent
Marketing
Content

Generates and adapts content for different channels and audiences. Learns from engagement signals to refine messaging and improve performance over time.

Performance Marketing
Marketing
Paid
Growth

Plans, launches, and optimizes campaigns across channels. Allocates budget dynamically and connects performance to revenue data so teams can scale what drives pipeline.

FAQs

  • An AI agent for customer service is an autonomous system that handles ticket follow-ups, account health monitoring, support signal analysis, and customer feedback synthesis - so customer service teams can focus on complex issues and relationships rather than queue management. On monday.com, you can use the built-in agent creator to start from a ready-made agent or create an agent from a prompt in minutes.

  • Yes. monday.com's AI agent builder is a no-code agent platform designed for people without programming experience. Describe what you want the agent to do, and it configures a custom AI agent tailored to your customer service team - no coding required. It's an AI assistant builder that works for anyone, not just developers.

  • An automation follows a fixed if-this-then-that rule. An AI agent reasons through a task, decides what to do next, and can handle exceptions along the way. monday agents combine both: they act autonomously while still following the guardrails and permissions you set.

  • monday.com's AI agent platform works from cross-functional context - so a customer service agent can surface support signals from ticket boards, connect account health data from your CRM, and send a Slack alert to the right team member, all without switching tools. Combined with audit logs and scoped permissions, your team stays in control of every action.

  • Connect with one click to tools like Slack and monday notetaker, or reach your CRM, help desk, or ticketing platform through monday MCP and open APIs. Your agents work within monday.com's existing permission model - you control exactly what each agent can read, write, and act on - so nothing runs outside the boundaries you set.

  • Yes. monday agents work as AI co-workers alongside your team inside the same workspace, handing off work to each other and to people - so an account health agent can flag a renewal risk and pass it directly to a customer outreach agent, without anyone coordinating the handoff manually.

  • monday agents are available on all paid plans, starting at $9 per seat per month. Each agent action runs on AI credits, which are included with your plan and can be topped up as your team scales. Visit monday.com/pricing for current plan details.

  • Yes, you can assign, review, and manage monday agents from the monday.com app on iOS and Android, so your agents stay accessible wherever your team works.