Introduction
A Duvo agent is your automated teammate—a smart assistant that handles repetitive business tasks across your systems and tools without human intervention. Unlike traditional automation that follows rigid, pre-programmed rules, Duvo agents understand your goals and adapt to different situations.
What Can Duvo Agents Do?
Duvo agents excel at cross-system workflows that move data and actions between multiple tools like CRMs, email, spreadsheets, and ERP systems. They handle repetitive processes you do the same way every time, such as processing orders, generating reports, or onboarding customers. Agents are perfect for data gathering and routing—collecting information from various sources and sending it to the right people or systems. They manage scheduled maintenance tasks that need to happen daily, weekly, or monthly, and handle form filling and data entry by navigating systems and inputting information accurately. They also provide monitoring and alerting by watching for specific conditions and notifying the right people when action is needed.Key Components of a Duvo Agent
Every Duvo agent operates as if it were you performing the task, using your logins and access to work seamlessly across your systems.| Component | Description |
|---|---|
| AOP (Agent Operating Procedure) | Defines what the agent does, when it acts, and how it handles different situations. These are the detailed rules that guide your agent’s behavior and decision-making. |
| Connections | Allow the agent to access your systems on your behalf. For example, if the agent needs to send an email, it uses your email logins to compose and send it as if you wrote it yourself. All logins are stored securely and encrypted. |
| My Logins | When you make your logins available to Duvo via our secure vault, the agent can log into your systems (email, ERP, CRM, spreadsheets, or any other tool) just as you would. |
| Files | Provide the agent with reference information it needs to complete tasks. You can upload documents, conversion tables, pricing guides, company policies, standard operating procedures, or any other reference materials the agent should consult. For example, if your agent needs to apply different shipping rates based on zones, you can add a rate table to the files for the agent to reference. |
| Browser automation | Enables the agent to work with any web-based system, even those without traditional API connections. This is particularly valuable for internal business systems, legacy applications, or specialized tools that are critical to your operations but still require manual interaction. The agent can navigate these systems through the browser just like you would—clicking, typing, and filling out forms. |
| Human-in-the-loop controls | Provide approval points where you review and authorize actions before the agent executes them. You decide which actions require your oversight and which can run automatically. |
| Audit trail | Provides complete logs of everything your agent does, ensuring transparency and compliance. You can always see exactly what actions were taken, when, and using which logins. |
Viewing Your Agents
The main Agents page shows all your agents and folders. Use the toggle in the top-right of the page to switch between grid view and list view — your preference is saved automatically.- Grid view: Displays each agent as a card showing its name, connections, and schedule status at a glance.
- List view: Shows agents in a compact table format, making it easier to scan and compare a large number of agents.