Custom Agents: Overview

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Overview

Merlin AI enables your team to build and deploy custom AI agents within MoEngage, eliminating the need for coding or engineering support. These agents automate repetitive, time-consuming campaign tasks, allowing your team to focus on strategy.

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Use Cases

Common use cases for Custom Agents include:

• Quality Control (QC): Auditing campaign drafts for errors or inconsistencies.
• Localization: Executing bulk language translations.
• Data Analysis: Acting as an automated marketing analyst to process campaign data.
• Campaign Drafting: Generating new campaign drafts based on creative briefs.
• Performance Auditing: Reviewing past campaign metrics to surface top and bottom performers.

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Advantages of Custom Agents

Integrating Custom Agents into your marketing strategy provides the following advantages:

• Automate Workflows: Execute routine, cross-campaign tasks (e.g., QA, drafting, localization) to eliminate manual effort.
• Native Integration: Process live campaign and segment data directly within MoEngage, bypassing third-party AI security risks.
• Intuitive Configuration: Define agent behaviors using plain text, leveraging predefined templates or the Merlin Agent Builder for custom use cases.
• Secure Execution: Enforce strict read/write boundaries. Write-enabled agents are restricted to drafting and cannot auto-publish campaigns.
• Workspace Collaboration: Share agent configurations publicly with your team while maintaining isolated, private session histories for each user.
• Asynchronous Execution: Run complex, data-heavy tasks in the background without keeping the active session window open.
• Persistent Memory: Pause and resume workflows seamlessly. Each session retains the full context of prior prompts, tool outputs, and attached files.

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Scope and Capabilities

Each Custom Agent is designed for a specific, single-purpose task. The scope of an agent’s capabilities is strictly defined by the tools and permissions you assign to it during configuration. Depending on these assigned tools, agents can perform various automated actions. For more information, refer to Available Tools.

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Navigating the Custom Agents Dashboard

When you navigate to AI Agents > Custom Agents from the left menu, you land on the Custom agents dashboard. This centralized page allows you to create,search, manage, and execute all Custom Agents available within your MoEngage environment.

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Dashboard Interface Elements

The dashboard is designed to help you quickly locate and evaluate agents using the following interface features:

• Search Bar: Use the Search by usecase input field to quickly find an agent by typing keywords related to its name or function.
• Filters: Toggle between the following tabs to refine the list of displayed agents:
  • My agents: Displays only the agents where you are the designated creator.
  • Public agents: Displays agents created by other teammates that have been set to Public visibility.
  • Draft: Displays agents that are currently under construction and have not yet been published for general use.
  • Live: Displays fully published agents that are ready for production execution.
• Sorting Dropdown: Organizes the displayed agent cards based on criteria such as Newest first.
• Agent Cards: Each card represents an individual agent and provides an immediate summary of its configuration. This includes the agent’s name, status, total number of runs, a brief description, a list of assigned tool capabilities (e.g., Read_campaign_data), and the timestamp of its last execution.
• Run Button (▶): Located in the top-right corner of Live agent cards, allowing you to initiate a task immediately from the dashboard.
• + New custom agent: The primary action button used to initiate the builder and create a new agent.

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FAQ

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Next Steps

Now that you understand the core concepts and capabilities of Custom Agents, explore the following guides to begin implementing them in your workspace:

• Create and Manage Custom Agents
• Run and Manage Agent Sessions