public_documentation-specialists_introduction

Specialists in Evie’s ecosystem are AI-driven components designed to execute specific business tasks by integrating information from Evie’s Library, search tools, world knowledge, and the Data Constellation. Each specialist follows a structured workflow—gathering, processing, and acting on data—while adapting to context through configurable retrievers, agents, tasks, and tools.

Specialists in Evie’s ecosystem are AI-driven components designed to execute specific business tasks by integrating information from Evie’s Library, search tools, world knowledge, and the Data Constellation. Each specialist operates through a four-step process: information gathering via retrievers, processing based on its algorithm, task execution using provided inputs, and returning results in conversational, stored, or workflow-integrated formats.

Core Components

A specialist’s functionality relies on four key elements. Retrievers pull data from Evie’s Library, with access levels tailored to context (e.g., public-facing specialists use only public data, while HR specialists access internal HR catalogs). Configuration options (e.g., tone, language, web search permissions) define behavior, while agents (like RAG or Sales Development Representatives) perform specialized roles. Tasks (e.g., answering questions, enriching CRM data) and tools (e.g., Wikipedia search, form-filling) extend capabilities, ensuring adaptability to specific business needs.

Conversational Capabilities

Specialists support interactive sessions, with each conversation logged for traceability. These records allow users to audit reasoning, identify gaps (e.g., missing Library information), and refine future interactions. For example, if a user’s question lacks an answer, the Library can be updated to address the gap in subsequent exchanges.

Specialist Types

The RAG Specialist answers questions using retrieved data, enabling applications like public-facing marketing assistants or internal HR support. The Sales Development First Contact Specialist acts as a website’s primary interface, capturing leads by conversing in natural language and storing interaction histories. The CRM Enrichment Specialist automates data updates, pulling public company/contact details into Evie’s Data Constellation.

Flexibility and Customization

Specialists balance pre-configured options with fine-tuning capabilities. Users can adjust settings (e.g., retriever scope, agent behavior) or modify individual agents, tasks, or tools for granular control. This dual-layer approach ensures adaptability across industries, from customer support to database management.

Underlying these features is a structured data model linking sessions, interactions, and specialists, enabling detailed performance analysis and iterative improvement.