Overview

Open an agent’s Overview to check its model, capabilities, knowledge, and recent use before starting a conversation or changing its configuration.

Identity and Actions

The header shows the agent’s name, description, model, reasoning level when set, AI connection, and access scope. Available actions let you add it to favorites, Start chat, or open Configuration to edit it.

Editing requires both permission to edit agents and write access to this agent. Starting a chat requires chat permission. A missing action does not mean the agent has lost its configuration; the available controls depend on your access.

Capabilities

Capabilities groups the agent’s enabled planning, Todo tracking, and background-agent settings with its System Tools, shared Connections, your assigned private Connections, and Sub-Agents.

Use this section to check whether the agent has the capability needed for your request. For example, file creation needs an available Sandbox, while access to a mailbox needs the appropriate Connection. Resource details are shown only when your permissions allow them.

Knowledge

Knowledge brings together assigned Data collections, Memory collections and pages, Graphs, and Skills. Open an available resource link to inspect the source or configuration.

An assignment identifies a source the agent can use. It does not prove that ingestion is complete or that the source covers your question. Check Data processing, Memory, or Graphs when a needed source is missing or unavailable.

Recent Activity

Feedbacks and Conversations summarize the last 30 days. Use View more to open the corresponding detail when you need to investigate a response or usage pattern.

Review the actual conversation and tool results before changing the prompt. The Overview is a summary of configuration and activity, not a test of the agent’s answers.