Enterprise Agent:
Agent for all your business needs
Connect your files and tools to ask questions, uncover insights, build reports, and create dashboards.
What it does
What Enterprise Agent can do
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Plan and act
Turn your prompt into a multi-task plan.
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Search everything
Instantly search your entire company knowledge.
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Read your files
Analyze documents, PDFs and spreadsheets.
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Run code
Write and execute code in a secure environment.
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Reach your tools
Interact with any platform using MCPs.
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Work on a schedule
Run recurring tasks on autopilot.
Trusted by teams at 10,000+ organizations
Meet the organizations beating the AI curve with CustomGPT.ai
“We adopted Plan & Act agents as soon as they launched, and we’re already running three: one answers resident questions, one turns records our staff used to read manually into ready-to-use data, and one supports appraisers through full property reviews. For a county assessor’s office, that’s a major leap — and we’re just getting started.”
Security
Security and data handling
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Isolated by default
Runs in an isolated cloud environment.
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You choose its reach
You control which systems it can reach.
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Credentials stay encrypted
Your credentials stay encrypted, and securely access any file your agent generates.
Data Use & Responsibility
Frequently asked questions
What is an Enterprise Agent?
An Enterprise Agent is a CustomGPT.ai agent running in Plan & Act mode. Unlike a standard agent that only answers questions, it breaks down a request into steps and executes them end to end. It reads your files, runs calculations, pulls live data from your existing systems, and delivers a finished output in a single response. No code required to build or deploy. Learn more
What kinds of tasks can it complete end to end?
Whole tasks, not just answers, across a range of teams. Accounting teams consolidate quarterly P&L statements into one report with year-over-year trends. Legal teams compare contract versions and get a summary of every material change. Support leads turn a week of tickets into a categorized summary. Procurement teams compare vendor bids side by side. Universities give students rubric-based feedback on their essays. It reads the source material in full, does the work, and reviews its own output before handing it back.
Can it work from my own files, my knowledge base, and outside systems together, without me copying information between tools?
Yes, and that’s where most of the value shows up. It can pull a record from an external system, check it against an uploaded file or your knowledge base, and produce the output, all in one pass instead of three separate tools and manual handoffs. For example, it can take an RFP a prospect just sent you, match each requirement against your library of past proposals, and draft a tailored response in one sequence. Learn more
Can it hand me a finished deliverable, or just an answer in the chat?
A finished deliverable. When the output is too large or structured for a chat window, it creates a downloadable file or builds an interactive dashboard you can filter and explore, right in the conversation.
Can it pull live data from the tools my team already uses?
Yes. With Make External Connections enabled, the agent can interact with any platform using MCPs, plus 100+ pre-configured integrations including HubSpot, Pipedrive, Zendesk, Freshdesk, Intercom, Jira, Asana, ClickUp, Stripe, and GitHub. Anything not on that list connects through a Custom API or MCP connector. Learn more
Is this only for internal teams, or can I deploy it for customers too?
Both. An Enterprise Agent is something you deploy, not just use: on your website as an embedded widget, behind a share link, behind a login for a specific group, or inside your product under your own brand.
How is this different from the agent I already have on CustomGPT.ai?
Your current agent answers from what it knows and can read an attached file or reach a few outside systems. Plan & Act adds a planning step: the agent breaks a request into steps and works through them in sequence, adapting as it goes. Generating a downloadable file, building a live dashboard, and chaining several tools together in one response are things a regular agent can’t do.
How is this different from ChatGPT, Claude, or Copilot?
Those are personal assistants designed for one person in one chat window, inside someone else’s product. An Enterprise Agent is infrastructure you own. It answers from your knowledge base with citations back to your source documents, follows the persona and guardrails you set, and can be deployed to your customers under your own brand. You are not locked to a single AI provider either. Learn more
Does it finish the job on its own, or do I have to keep steering it?
It plans the steps and works through them on its own, you don’t prompt it turn by turn. It only stops when it genuinely doesn’t have what it needs, a missing file, a needed clarification, and it tells you rather than guessing or delivering an incorrect result with confidence.
Do I need a developer to set this up?
No. Turn on Plan & Act from Personalize > Intelligence, or from the three-dot menu next to your agent under Actions. Connecting a platform means selecting it from a list and entering an API key. Learn more
Will it stay on-brand and follow the rules I set?
Yes. Your persona and guardrails stay active for the entire task. The planning step operates inside the rules you set as the builder, it can’t override them, and neither can instructions from your end users.
Is it safe to connect it to my business systems?
Yes. API keys are encrypted at rest in a vault, and the agent never touches them directly. It works with a short-lived temporary key instead, swapped in through a secure background process, so exposing it mid-conversation couldn’t expose your real credentials. Learn more
Can I cap how much my end users can use it?
Yes. On Enterprise you can set per-user query-credit limits, daily or monthly, for an individual, a role, or guests on a public deployment, under My Profile > Teams > Usage Limits. When someone hits their limit, the agent stops responding until it resets, with a notice you can word yourself. Learn more
Which plans include Enterprise Agents, and what does it cost to run?
Standard, Premium, and Enterprise all include it. Running it costs credits based on what the agent actually does, planning the task, checking it’s complete, and running any actions. See the full credit breakdown
What file types can it read and create?
It reads pdf, docx, doc, odt, txt, jpg, jpeg, png, webp, xlsx, xls, csv, tsv, json, md, and pptx in full, not a sample, and creates md, txt, pdf, docx, csv, html, and more.
Can it analyze how another one of my CustomGPT.ai agents is being used?
Yes. Connect an Enterprise Agent to another agent through an MCP server with read-only permissions, and ask it to turn that agent’s usage and conversations into a custom dashboard or report, without exporting data or building the analysis yourself. Learn more