Agent Builder

Q1. What is an AI Agent?

• Juan’s AI Agent allows you to send emails to perform accounting and finance tasks for your organizations. All actions taken by your agent are recorded as your own in Juan.

• Agent tasks follow your user permissions and execute actions on your behalf.

Q2. How do I set up my AI Agent?

• Head over to Settings > Agent Builder and set the following according to your preferences:

  • Name

  • Email

    • Create an agent's email using letters (a-z), numbers (0-9), and the plus (+) symbol.

    • Using the plus (+) symbol is a good way to differentiate agents per organization, for example: myagent+greengrocery@sendjuan.com

  • Tone

    • Friendly

    • Formal

    • Focused

  • Skill Level

    • Assistant

    • Analyst (Growth Plan only)

    • Associate (Coming soon)

  • Memory

    • Predefined

    • Progressive (Growth Plan only)

  • Preferred Language

Q3. What tasks can the AI Agent perform?

• The AI Agent can perform the following functions for paid organizations:

  • Bookmarks

    • Create, review, and manage bookmarks.

  • Chart of Accounts

    • Create, update, and search accounts and types.

  • Contacts & Items

    • Create, update, and search contacts and items.

  • Currency Management

    • Add, update, and retrieve currencies and exchange rates.

  • Draft Transactions

    • Create draft invoices, bills, and journals.

  • Juan Magic (Invoices & Bills)

    • Autofill invoice and bill drafts from emails or attachments.

  • Reports & Data Exports

    • Generate balance sheets, P&L, cash flow, and other reports.

  • Tax Profiles

    • Create tax profiles.

  • Direct Cash Transactions

    • Record direct cash inflows, outflows, or transfers.

    • Note: Only available for organizations under Growth Plan.

  • Updates, Voids, & Deletes

    • Modify or void transactions, contacts, or accounts.

    • Note: Only available for organizations under Growth Plan.

Q4. How does the agent receive instructions?

• Send tasks via email to your agent's assigned email address.

• Use the ‘To’ field for direct actions and replies.

• Use ‘Cc’ to keep the agent informed but it will only respond to your verified email.

Q5. Can the AI Agent reply to emails with other recipients?

• No, it only responds to your verified email for security reasons.

Q6. What happens when I update my agent's email?

• Updating your agent’s email cancels all ongoing actions and the previous email will be unavailable for up to 72 hours.

Q7. What happens if I cancel or downgrade my organization plan?

• Your agent will be deactivated and its email will be released.

Q8. Why am I not receiving responses from my agent?

• Ensure you've included instructions in the ‘To’ field and the email body.

• Make sure the agent's email is in your email contacts.

• Whitelist @sendjuan.com (@sendjuan.com), and check spam or other folders.

Q9. Why can’t I add new instructions to the AI Agent?

• Only organizations under the Growth Plan can add new instructions and turn off specific workflows.