Agents
Create & organize agents
Create agents and keep the menu tidy as they multiply.
Create an agent
- 1
Open the dialog
Click New Agent at the top of the menu, or the ＋ in the collapsed menu strip.
- 2
Name it
A name and a face are filled in for you. Type your own Agent name if you like.
- 3
Add a role and a face
Add a Role (optional), such as "Bookkeeper". Click the avatar to choose a different face.
- 4
Create
Click Create. The new agent appears in your menu. Click it to open it.
The new agent starts empty. Add documents, tasks and skills, or connect a system.
If New Agent is missing, your workspace admin has turned on Only org admins can create agents. Ask an admin to share an agent with you. You can still create tasks inside agents you can edit.
How the menu is grouped
The Agents group starts with your Personal Assistant, then your own and shared agents. A pending invitation sits right after your Personal Assistant, with Join. See Collaborators.
Connector Agents comes next. Global Agents comes last.
The menu floats over your work. Pin menu keeps it open as a column, and Unpin menu puts it back.
Keep the list tidy
Drag agents to put your daily ones on top. Only the Personal Assistant is fixed first. To clear status marks, choose Mark all read from a row's ⋯ menu.
Archive or delete
Archive hides an agent and keeps its documents. Choose Archive from the row menu or the agent's ⋯ menu. Settings → Archive lists archived agents, with Restore.
Only the owner can archive or delete an agent. The Personal Assistant can be renamed but never archived or deleted.
Deleting an agent removes it and its documents. Archive anything that held real work.
On an agent shared with you, Archive only hides it from your list. To give up access, use Leave in its ⋯ menu. The owner can share it with you again.
On an agent from the Agents Library, Archive uninstalls it. Its content and tasks are archived and can be restored. Installed agents have no Delete.
Rename and reorder
Use Rename and Edit role in the row menu, or Edit name & role in the agent's ⋯ menu. Let the structure follow how the work settles.
Create as many agents as the work needs. The Starter plan limits members, not agents. See Billing.