1. Understanding agents

Quote extractor

The Quote Extractor is an agent that analyzes content and documents to extract meaningful quotes with proper attribution and context, making it easy to reference and cite key statements.

After you enter content or upload documents, the agent:

  • Identifies and extracts notable quotes.

  • Generates structured output with quotes, sources, speakers, and location information.

When to use

Use the Quote Extractor for the following business scenarios:

  • Extracting key statements from reports, articles, or transcripts.

  • Preparing quotes for presentations, blogs, or marketing content.

  • Ensuring accurate attribution and traceability of sources

Edit the configuration

Before running this agent, review and update its configuration to control how it generates content.

The configuration determines what the agent produces and how it behaves, so you can align it with your brand, audience, and use case.

Before you begin

Make sure you have a Builder License assigned to your user account. This license is required to edit agents.

To edit the configuration:

  1. In the navigation menu, click Agentic and then, in the left sidebar, click Agents.

  2. On the Agents page, find Quote Extractor and then click Edit .

  3. Review and configure the settings on the following tabs:

    • Overview - view the agent's basic information, how it works, and inputs required to run it.

    • Parameters - define guidance that shapes how content is generated. For example, you can specify target audiences, channels, languages, and formats.

    • Schemas - define structured JSON output formats. For example, you can add schemas for blog posts, email content, or social media posts.

      • Document Quotes Schema - a predefined brief schema is provided. You can edit or add properties such as quote text, source, and location, to match your desired format.

    • HTML Templates - define how generated content is formatted and displayed in previews. Templates typically correspond to the defined schemas.

    • Workflow - view the agent’s execution workflow, including all processing steps. This tab is read-only.

  4. Click Save Changes and then click Back to agents.

  5. Run the agent.

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