IQ Agents are AI teammates that work inside your Whatagraph account. Each agent is grounded in your unified, cross-channel data, not raw platform APIs, so it can build reports, answer questions about your data, fix broken sources, onboard new clients, and run recurring checks on your behalf. You give an agent a task in plain language, and it carries the work out for you. Agents can also connect to the tools you already use, like Slack or your CRM, to take action beyond Whatagraph.
How IQ Agents work
Every agent works the same way, whatever its job: you describe a task in plain language, and it plans and carries out the steps for you.
You might say "build a Google Ads performance report for [client name]," or "find any broken sources and fix them." The agent interprets the request, determines the steps, and completes them using the same governed data layer that powers your reports. Agents don't just answer questions. They take action: building widgets, creating reports, editing in bulk, connecting sources, and setting up automations.
They can also work on a schedule. Rather than asking every time, you can have an agent check account health each morning, refresh a set of reports before a client call, or watch for issues and flag them, all without you being there.
Note: When an agent is about to make a change that affects a report, widget, source group, or blend, it shows an impact warning and asks you to confirm first. Actions inside Whatagraph keep a human in the loop.
The pre-made agents
Whatagraph ships with a set of pre-made agents, giving you a starting point without having to build anything. Each one is scoped to a specific job, such as building reports, onboarding clients, fixing broken sources, or blending channels.
If you're not sure where to begin, start with the Compass agent: it answers general questions about the platform and routes you to the right agent for the task. For a full breakdown of every pre-made agent and what it does, see Meet the pre-made IQ Agents.
Building your own agents
The pre-made agents cover common jobs, but they aren't the limit. You can build agents for your own workflows.
Step 1. Open the IQ Agents area from the left-hand navigation.
Step 2. Select "Create Agent", and describe what you want in natural language: what it should do, and which reports, sources, or clients it should work with.
Step 3. The Agent Builder configures the agent's scope and the tools it's allowed to use, then shows you a draft to review.
Step 4. Save the agent when you're happy with it. It now appears in your agents' list and can be run like any other.
Tip: We also recommend duplicating one of the pre-made agents and making changes according to your own needs.
Connecting agents to external tools
Agents aren't limited to Whatagraph. Through MCP, an agent can connect to tools you already use, such as Slack, Notion, a CRM, or a custom MCP server, and use them as part of a task. For example, an agent can send a Slack message the moment a source breaks, or update a record in a connected CRM.
Connectors are enabled per agent in the Agent Builder, and only someone who can edit an agent can turn one on. For how to connect a tool and manage its access, see How to connect external tools to your IQ Agents with MCP.
What you can use IQ Agents for
These are the jobs teams most commonly hand to IQ Agents:.
Onboard new clients from your templates — connect the source, apply tags, and build the report into the right Space from a single prompt.
Build reports and dashboards — describe the report you want and have an agent lay out the tabs and widgets.
Bulk-edit across many reports — apply one change everywhere, such as replacing a deprecated metric across an entire portfolio.
Diagnose and fix issues — find broken widgets, blends, and disconnected sources, and repair them.
Answer data questions and write summaries — get the number you need, or have an agent draft a narrative summary straight into a comment widget.
Migrate and unify data — bring data from another tool into a consistent schema so it reports alongside everything else.
Act in your other tools — send a Slack alert when something breaks, or update a record in a connected CRM.
Run market and AI-visibility research — track how a brand shows up across AI answer engines and pull the findings into a report.
Keep accounts healthy on a schedule — audit set-up, pace performance, and surface problems before a client does.
Who can use IQ Agents?
IQ Agents are available to admins and managers. Editors don't have access. Check the following guide about the user roles for more information.