Skip to Content
🎉 Scout Docs 2.0 is here!
Getting StartedCore Concepts

Core Concepts

The building blocks of Scout. Here’s what you need to know.


Agents

AI assistants that take action across your tools. Give an agent a goal, it figures out the steps.

In Scout: Create in Studio → Agents. Connect your tools, write instructions, and let it run.

What makes them different:

ChatbotsScout Agents
Answer questionsTake action
Wait for instructionsFigure out the steps
Single conversationRemember context across sessions
One toolConnect to all your tools

Example: “Research our top 5 competitors and summarize their pricing.”

The agent finds competitors, searches for pricing, handles incomplete data, and delivers a summary—all without step-by-step instructions.


Collections & Tables

Structured data storage for your agents. Think of it as building your AI’s personal library.

Collections are top-level containers. Tables store structured data within collections.

In Scout: Create in Collections. Define schemas with columns like text, number, select, datetime, relation.

What you can do:

  • Store documents, customer data, product info
  • Let agents search and retrieve information
  • Sync from external sources (websites, Notion, Google Drive)

Example: Upload your product catalog. Agents can answer customer questions about specs, pricing, availability.


Drive

File storage for documents, images, and assets your agents need.

In Scout: Upload in Drive. Organize into folders. Agents read and write files.

Use cases:

  • Upload PDFs for agents to analyze
  • Store images for processing
  • Share assets across workflows

Skills

Capabilities you give your agents—what they can do.

In Scout: Browse Scout Skills  for pre-built capabilities. Create custom skills for your specific needs.

Built-in capabilities:

  • Search the web
  • Read and write to databases
  • Send messages (Slack, email, SMS)
  • Make API calls
  • Run code
  • Process documents

Custom skills: Wrap your own APIs, connect internal tools, or build entirely new capabilities.


Syncs

Import data from external sources automatically.

In Scout: Configure in Syncs. Set up once, stay updated.

Supported sources:

  • Websites (crawl and scrape)
  • Sitemap (bulk page import)
  • Notion (pages and databases)
  • Google Drive (docs, sheets, slides)
  • Microsoft 365 (SharePoint, OneDrive)
  • Laserfiche (enterprise documents)

How it works: Point Syncs at your source, map fields to your Collection tables, and we keep it updated.


Observability

See what your agents are doing. Every action logged, every decision traceable.

Activity Logs:

  • When agents ran
  • What they completed
  • How long each step took
  • Success or failure

Execution Traces:

  • Which tools were called and when
  • What decisions were made
  • Why the agent chose an approach

Tool Usage:

  • Reads: Documents, databases, APIs queried
  • Writes: What was created, updated, sent
  • External calls: Third-party services contacted

This is how you build trust. Not mystery—visibility.


Workflows

Automated sequences triggered by events or schedules. No code required.

In Scout: Build in Studio → Workflows. Connect blocks to create logic flows.

Triggers:

  • Webhooks from external services
  • Schedules (cron)
  • Events (agent completes, file uploaded)
  • Native integrations (Calendar, Email, Slack)

Blocks (the building blocks):

  • Action Blocks — API calls, data storage, notifications
  • Agent Blocks — Run AI agents within workflows
  • Condition Blocks — Branch logic (if/else)
  • Transform Blocks — Modify and restructure data

Example: New lead from website → Research company → Enrich CRM record → Draft outreach → Notify sales rep.


Key Terms

TermWhat It Means
AgentAI assistant that takes action across tools
WorkflowAutomated sequence triggered by events or schedules
CollectionTop-level data container
TableStructured data within a Collection
DatabaseCollections + Tables (your AI’s personal library)
DriveFile storage for documents and assets
SkillA capability you give an agent
SyncAutomatic data import from external sources
InstructionsNatural language “programming” for agents
ContextData, files, and history agents work with

Next Steps

Last updated on