AI Agent Builder

Automate B2B social with the Agent Builder

Design custom AI agents to handle approvals, prioritize social conversations, and surface buying signals without code.

Automate B2B social with the Agent Builder

AI is redefining how B2B social gets done

It automates workflows, improves productivity, and is quickly becoming a core part of marketing.

78%

Organizations using AI
in at least one function

McKinsey
75%

Adoption of AI
in marketing workflows

Salesforce
~6

Hours per week saved
using AI tools

HubSpot

AI built for how your team works

Flexible by design, custom agents adapt to your workflows, automating execution across content creation, engagement, advocacy, and more. What you can do with them:Automate repetitive work across your systems and processes, so your team can stay focused on strategy and execution.

A grid of social media post drafts for Facebook and LinkedIn inside the Oktopost interface, displaying a 'Ready to post' badge and promotional imagery regarding B2B advocacy.

Turn existing work into ready-to-publish social content

Eliminate manual re-entry into multiple systems by automatically transforming approved content from tools like Asana, Smartsheet, Monday.com, Frontify, and Slack into social posts.

Oktopost 'My Approvals' content dashboard with a visual flowchart connecting a 'Trigger: New Approval Item' to an 'AI Action' box next to team collaboration notes.

Scale approval workflows without slowing down execution

Automate approvals either in regulated industries or for high-volume advocacy programs, ensuring every post follows governance rules while still moving quickly.

Oktopost social inbox tracking active engagement threads, accented by a blue notification bell icon and a floating Slackbot window prompting a review link to Salesforce.

Route social conversations to the right teams instantly

Use Inbox intelligence to detect, classify, and prioritize incoming social conversations, then automatically route them to the right team or owner so every message reaches the right hands without manual triage.

An Oktopost conversational AI prompt reading 'Ask anything' positioned above an architectural diagram that maps an AI Agent workflow to an OpenAI Chat Model, Simple Memory, and an MCP Client.

Connect AI directly into your social execution layer

Leverage the Oktopost Model Context Protocol (MCP) to enable direct AI-to-Oktopost integration. AI systems can trigger, manage, and orchestrate structured social actions inside governed workflows, bridging strategy, content, and execution in real time.

Automation that fits your processes

Spend less time managing workflows

Automate repetitive work across your systems and processes, so your team can stay focused on strategy, authenticity, and execution.

Spend less time managing workflows Spend less time managing workflows
Oktopost 'My Approvals' dashboard showing a LinkedIn post draft, team collaboration notes, and a Brand Guidelines checklist for brand voice and compliance rules for the AI agent builder social media.
Approvals automation

Clear the queue without lowering the bar

As posts enter review, the agent checks them against brand voice, compliance, and campaign rules, auto-approving clean posts and routing only what needs a human eye.

Dominic Yacoubian

“The AI available in Oktopost is a significant enabler for us. Without it, we would not be able to scale our advocacy program, as we simply couldn’t achieve this manually. Also, it’s significantly improving how our advocates engage with content, as well as the efficiency of our approval workflows.”

Dominic Yacoubian
Dominic Yacoubian
VP, Head of Digital Marketing EMEA, AllianceBernstein
Oktopost analytics dashboard showing social media engagement metrics and line charts, with overlay notifications for Microsoft Teams and Slack providing automated performance insights that can be provided using AI agent builder social media.
Analytics intelligence

Start the week with answers instead of spreadsheets

On your schedule, the agent checks your Oktopost dashboards, highlights changes in reach or engagement, and delivers a quick summary in Slack or Teams.

Oktopost social media Inbox showing LinkedIn engagement triage with a 'High Intent' lead label and a Slackbot notification summarizing weekly activity which is made possible by the Oktopost AI agent builder social media.
Conversation triage

Catch buying signals in social replies before they go cold

The agent reads inbound comments and DMs, categorizes each by intent, and routes support questions, partnership asks, and sales signals to the right team. High-intent replies trigger a Slack alert to sales with the account context from Salesforce attached.

Integrations

Connect Oktopost to the systems
your team already runs on

Move beyond siloed tools with a connected orchestration layer across your entire martech stack.

Connect Oktopost to the systems <br />
your team already runs on Connect Oktopost to the systems <br />
your team already runs on

Everything you need to build, deploy, and monitor AI agents

See all the capabilities Oktopost provides to automate your social operations with AI.

Visual canvas

Drag, drop, and connect triggers, actions, and logic in one view, no code.

Trigger library

Start agents from post events, schedules, inbound replies, or webhooks.

Set your own rules

Create customized instructions for your agent, fully flexible to your use case.

Conditional branching

Route work down different paths based on content, intent, or data.

Analytics reader

Agents read your Oktopost dashboards and turn reports into summaries.

Audit trails

Full record of every agent run, decision, and output for compliance review.

Integration connectors

Connect your agent to any system with out-of-the-box and custom integrations, including two-way sync with Salesforce, Marketo, HubSpot, Slack, and Teams.

Ready to turn social operations into an AI orchestration layer?

See how custom agents handle execution and route signals, decisions, and approval workflows across systems, so your team can focus on strategy.

Frequently Asked Questions

What is Agent Builder?

Agent Builder is a visual workspace for creating automated workflows using custom agents. It helps your team automate repetitive tasks and move work forward without manual handoffs.

What kinds of actions can a custom agent perform?

Agents can handle AI-powered actions, apply filters, send HTTP requests, and connect with other systems to automate tasks across your workflow.

Can agents analyze Oktopost reports and dashboards?

Yes. Agents can read Oktopost analytics, including post performance, campaign metrics, advocacy program data, conversation volume, and engagement trends. You can instruct an agent to pull a weekly campaign report, flag posts that underperformed against benchmarks, or summarize advocacy activity for leadership. Agents access the same data your team sees in the Oktopost dashboards and can act on it automatically.

How do I build and manage custom agents?

Agents are created and managed in a visual editor, no code required. This makes it easy to map out workflows, update steps, and see how everything connects. You can save your custom agents as drafts while building, then activate them when they’re ready.

How is agent-based automation different from approval rules?

Approval rules apply static logic: if X, then Y. Agents use AI to interpret context, weigh multiple factors, and make judgment calls on tasks like reviewing brand voice, prioritizing inbox conversations, or routing leads based on intent. Rules are still useful for deterministic steps, but agents handle the fuzzy decisions your team currently makes manually. You can combine both inside a single workflow.

Is the Agent Builder available on all Oktopost plans?

The AI Agent Builder is available to all customers on Enterprise plans. Enterprise customers get access to the full visual canvas, all 18+ trigger events, every AI action node, and unlimited agent runs. Reach out to your account manager or request a demo to see the builder in action.