Fido AI Agents — Team Guide

🤖 Meet the Agents

📊

Collections Agent

#collection-agent

DPD analysis, roll rates, dialer campaigns, staffing optimization, collections SOPs & dashboards

📈

Marketing Agent

#marketing-agent

Campaign analytics, ROAS/UAC, ad creatives, keyword research, competitor scanning, growth metrics

🎧

Support Agent

#support-agent

Customer lookups, Fido Score investigations, support ticket analysis, escalation guidance

🚀

Product Agent

#product-agent

Jira roadmap reviews, sprint velocity, delivery tracking, PRDs, feature specs, competitive analysis

🇿🇦

South Africa Agent

#south-africa-discussion

SA market entry, regulatory compliance (NCR/NCA/POPIA), affordability modeling, integration planning

📋 Basic Rules

📢 Always @mention the bot — The agents only respond when tagged. Type @Collections Agent, @Marketing Agent, etc. at the start of your message.

💬 Use the designated channel only — Each agent lives in its own channel. Don't try to reach them in other channels.

🚫 No DMs — The agents don't respond to direct messages. This is a security measure. Always use the channel.

🧵 Use threads for follow-ups — Reply in the thread to continue a conversation. The agent remembers context within a thread.

⏳ Be patient — Complex queries (dashboards, Snowflake queries, Jira analysis) can take 30–90 seconds. The agent will react with an emoji while processing.

✅ Best Practices

Be specific with your requests

❌ Bad: "Show me collections data"
✅ Good: "@Collections Agent What's the DPD 1-7 contact rate for Ghana this week vs last week?"

Include date ranges

❌ Bad: "@Marketing Agent How are our campaigns doing?"
✅ Good: "@Marketing Agent Compare Google Ads ROAS for Feb 1-14 vs Feb 15-28"

Ask for the format you want

✅ "@Support Agent Look up Fido Score for user ID 68d26cc0... — show me score history and MoMo features"

✅ "@Product Agent Generate a sprint velocity dashboard for ENG and MRD, last 4 sprints"

✅ "@Collections Agent Create a CSV of all loans DPD 31-60 with zero contact attempts"

Use threads for multi-step analysis

Start a question, then drill down in the thread:

You: "@Collections Agent What's our recovery rate this month?"
Agent: "Recovery rate for Feb: 67.2%, down from 71.8% in Jan..."
You (in thread): "Break that down by DPD bucket"
You (in thread): "Now compare Ghana vs Uganda"

⚠️ What Agents Can't Do

🔒 No production changes — They can query data but can't modify production databases, loan records, or customer accounts.

📧 No external messaging — They won't send emails, post to other channels, or message customers on your behalf.

🔑 No credentials — Don't ask for API keys, tokens, or passwords. They won't share them.

🎯 No off-topic requests — They're scoped to their domain. The Collections Agent won't help with marketing questions.

🧠 Fido Chat — For Deeper Work

For longer, more complex analysis, use Fido Chat — Fido's internal ChatGPT-like product built on LibreChat.

💬 Full conversation UI — Chat interface with history, file uploads, and long-form back-and-forth. Better for multi-step analysis that needs iteration.

🔧 Same tools & data access — Connected to Snowflake, Jira, and the same MCP tools as the Slack agents.

📊 Best for — Deep-dive analysis, building dashboards iteratively, exploring data with many follow-ups, drafting documents.

Rule of thumb:
• Quick question or data lookup → Slack agent (@mention in channel)
• Deep analysis, multi-step exploration, long reports → Fido Chat

💡 Pro Tips

🎯 One question per message — Split multiple questions into separate messages. Focused requests get better results.

📊 Ask for dashboards — The agents can generate interactive HTML dashboards with charts. Just ask: "Create a dashboard showing..."

📥 Request exports — Need data in a spreadsheet? Ask for a CSV or Google Sheet. The agent will share it in the thread.

🔄 Iterate — Not happy with the output? Tell the agent what to change in the thread. "Make the chart bigger", "Add a column for X", "Filter out Y".

🐛 Report issues — If something looks wrong, say so in the thread. The agent will investigate.

🔍 Quick Reference

Agent	Channel	Example Questions
📊 Collections	`#collection-agent`	DPD breakdown? Recovery rates? Dialer contact rate? Agent performance?
📈 Marketing	`#marketing-agent`	Google Ads ROAS? Campaign comparison? Create ad copy? Keyword analysis?
🎧 Support	`#support-agent`	Look up customer? Fido Score check? Support ticket trends? Escalation help?
🚀 Product	`#product-agent`	Sprint velocity? Roadmap review? Ticket status? Delivery metrics?
🇿🇦 South Africa	`#south-africa-discussion`	NCR requirements? Affordability model? SA competitor landscape? Integration status?