Agent Suite is where you set up and manage the agents that work in your organization. Go to Agent Suite in the main sidebar to find the following:
Overview: your starting point for adding agents to your team.
Agent Stack: build agents that understand and act across your data and workflows.
Connectors: connect Juan to Claude, ChatGPT, Copilot, and more with a single link. See [AI Connectors].
Email Agent: send emails to create entries, update your records, and run reports. See [Email Agent].
Clio Chat: use chat to review, update, and complete your accounting work in Juan.
Jots: review the judgments your agents made.
Agents are grouped into Your Agents, which covers Agent Stack and Connectors, and Juan Agents, which covers Email Agent and Clio Chat.
Agent Suite is available to organizations under a paid plan.
Click the Agent Suite icon at the lower left of the main sidebar.
