Published at: 2026-09-17
ShareAgent overview
ShareAgent is the unified conversational workbench of ShareCRM AI PaaS (main Agent). It discovers and invokes SubAgents across your enterprise to complete complex CRM operations through natural language.
Interface Overview
The ShareAgent front-end uses a left panel + center chat + right details workbench layout:
- Left panel: Start new tasks and find past conversations.
- Center chat: Talk with ShareAgent and confirm execution results.
- Right details: View CRM objects, generated files, and task results.
Input Box and Mode Selection
Use the input box to enter natural language requests. You can also upload files, use voice input on mobile, or type
/ to select a Skill.- Skill mode: Type
/in the input box to open the available Skill list. Select a Skill to use it. The list shows Skills you created and Skills that admins bound to ShareAgent in Setup.
- Agent mode: Use this when you know which SubAgent to call, such as the sales assistant, meeting assistant, BI assistant, or knowledge base assistant.
How It Works
ShareAgent runs on an Agent Loop architecture. After it receives your instruction, it plans, executes, and evaluates results automatically. It supports multi-turn conversations and complex task breakdown.
Quick Start
Run a Basic Conversation
- Open ShareAgent and click New Conversation.
- Enter a clear request in the input box, such as “Generate an account brief for account xx.”
- Click send and wait for ShareAgent to identify the intent and process it.
- Review the returned account card, analysis result, or file output.
- If the action writes to CRM, review the fields first, then click Create, Save, or Cancel.
- After execution ends, follow up with another request, such as “Change the focus to questions for tomorrow’s visit.”
Recommended Prompts to Try First
Quick start tip: State the “object + goal + output format + next action” clearly. For example: Generate a PDF account brief for an account.
Basic Configuration
Personalization
Personalization defines the ShareAgent name, address, role, communication style, tone, proactivity, and output format. After you configure it, ShareAgent matches your work habits more closely when it answers, asks follow-up questions, and generates content.
- Name: Set an easy-to-recognize name for your ShareAgent.
- Settings: Describe the role, communication style, and output preferences you want it to use.
- Suggested approach: State your role, the business you handle often, and your preferred answer length and format.
Usage
Usage shows your current remaining quota and consumption. Complex tasks, document generation, automated tasks, and heavy file processing may consume more quota. If your quota runs low, reduce the task scope based on system prompts or contact your admin.
Personal Knowledge Space (Planned, Coming Soon)
- Go to Personal Knowledge Space in settings.
- Turn on the personal knowledge space.
- Select an available knowledge base, such as “My Knowledge.”
- Switch to Local Documents and click Local Upload.
- Add files and confirm the upload. Future conversations can use these materials to answer.
Memory Management
Memory helps ShareAgent keep track of your identity, preferences, and recent tasks over time. Common memory types include identity memory, system memory, and UserAgent memory. You can view, edit, or delete some memories to prevent outdated preferences from affecting results.
| Memory Type | Description |
|---|---|
| Identity memory | Role, work style, communication preferences |
| System memory | Current tasks, short-term context, long-term stored information |
| UserAgent memory | Business preferences, tool strategies, common terms, and recent temporary notes |
