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Education 8 min read
How to Use AI Agents in XIntelliSync (Beginner's Guide)
"150+ AI agents. You only need to know how to ask."
150+ AI agents. Eight categories. You don't need to know how they work internally — you just need to know which ones to activate and what data they need. This guide covers the basics.
Navigating the Agent Catalog
Open Agents in your sidebar to see the full catalog. Agents are organised by category:
- Finance Automation — invoicing, expenses, payroll, BAS, reconciliation
- Finance Analytics — cash flow forecasting, margin analysis, benchmarking
- CRM Automation — lead scoring, follow-ups, deal tracking
- CRM Analytics — customer insights, pipeline analysis, conversion tracking
- Operations Automation — inventory, scheduling, compliance, workflows
- Operations Analytics — efficiency metrics, resource optimisation
- Strategic Intelligence — market analysis, competitive positioning
- Executive Intelligence — business health scoring, KPI tracking
Running Your First Agent
Select an agent from the catalog and click "Run". The agent analyses your business data and returns structured results — insights, recommendations, and actions. Results are stored in your agent execution history.
Agents use your real business data. The more data in XIntelliSync (invoices, expenses, customers, transactions), the more valuable the insights.
Which Agents to Start With
For new users, these agents provide immediate value:
- Cash Flow Forecast Agent — 30-day visibility into incoming and outgoing cash
- Expense Categorisation Agent — automatically categorise uncategorised expenses
- Invoice Follow-Up Agent — identify overdue invoices and draft reminder sequences
- Business Health Agent — overall health score based on your financial data