Overview
Welcome
What Agent Hero is, the words it uses, and your first useful result in five minutes.
Agent Hero gives your team AI agents that do real work. An agent holds your documents, connects to the systems you already use, and acts on them in chat. It reads the invoice, fills the Excel file and drafts the email.
You stay in control. Each agent works inside your workspace and sees only what you give it. It edits notes, Excel files and PDFs on its own. It asks before it writes to a connected app like Xero, saves a new skill or sets up a schedule. You decide how much it may do without asking.
What you can do
- Ask questions across PDFs, Excel files and notes at once
- Get real notes, Excel files and PDF reports back
- Keep running records in a Book, with your approval on every change
- Act on live data in Xero, Outlook or OneDrive
- Split work into tasks with their own documents and chat
- Save your procedures as skills it follows every time
- Share an agent with teammates as Viewer, Editor or Full
Your first result
Turn one document into a finished Excel file with your Personal Assistant. No setup needed.
In a workspace where only admins create agents, members may have no Personal Assistant. Start in an agent shared with you instead.
- 1
Sign in
Open your team's Agent Hero link and sign in. Agent Hero opens your Personal Assistant. See Sign in.
- 2
Add a document
The Computer panel on the right opens on the Documents tab. Drag a PDF, Word, Excel or PowerPoint file onto that list. Once it appears there, the agent can read it.
- 3
Ask for something useful
In the chat, type into Ask anything...:
Read the PDF I just uploaded and build me an Excel file summarising it. One row per line item, with totals.
Press Enter. The agent narrates as it reads the PDF and builds the Excel file.
- 4
Let it work
New chats start in Auto-accept edits, so the agent edits notes, Excel files and PDFs in your workspace without asking.
It stops with an approval card before it writes to a connected app, saves a new skill or sets up a schedule. It also stops when it has a question. Click Allow or Deny. See Approvals.
- 5
Open the result
The Excel file appears as a card in chat and in the Documents list. Click it to open it beside the chat. Download as XLSX in the ⋯ menu saves a copy you can edit in Excel.
Not quite right? Reply in the same chat, like "make column B currency".
The chip by the message box, such as $12.40 left, shows what you can still spend, unless your workspace has no spending limit. Each reply's ⋯ menu shows what that turn cost. See Billing.
The words we use
| Word | Meaning |
|---|---|
| Workspace | Your company's space, with its own agents and billing |
| Agent | A worker with documents, skills, connections and a chat |
| Personal Assistant | Your own agent, private to you |
| Task | A small agent inside an agent, with its own chat and documents |
| Document | A note, PDF, Book, Excel, Word or PowerPoint file, image, audio, video or code |
| Book | Tables the agent keeps for one job, with your approval on changes |
| Skill | A saved procedure the agent follows |
| Connector | A link to a system such as Xero, Outlook or OneDrive |
| Subscription | One agent reading another's content without copying it |
| Turn | One request and all the work it causes |
| Approval | A card that waits for your OK, or asks you a question |
| Credits | Your workspace's prepaid AI balance, topped up by admins |
Check its work
An agent runs on an AI model. The model predicts the most likely answer. It does not look things up, so it does its best work from your own documents.
Sometimes it writes something fluent and wrong, like a date that was never in the document. Check these against the source:
- Numbers, dates, totals and deadlines
- Quotes from a contract or other document
- Anything the agent could not actually see
Ask it to show its work: "Where exactly in the document is that?"
Check anything with your name or money on it before it goes out.
Where to next
Point everyone at this page. Point whoever manages billing at Billing and Members & roles.