Work with Agents
Agents are prepared assistants with a role, model configuration, prompts, data access, tools, interfaces, analytics, conversations, feedback, and history. Use them when the answer should follow a known operating pattern instead of a one-off chat.
Choose The Right Agent
Use the agent that already matches the job. Check the name, description, access level, model, tools, data collections, and whether it is intended for internal chat, public chat, widget use, or automated work.
Do not ask a general agent to do work that depends on a specialized tool or private data collection. If the agent cannot see the source, it will either ask for more context or produce a weaker answer.
What To Check Before Trusting Output
- Source: did the agent use the right file, data collection, memory page, or conversation?
- Tool use: did it call the expected tool, and did that call succeed?
- Scope: is the answer inside the agent's configured purpose?
- External action: did you approve the final action before it changed another system?
- Review: should the result become a Task for someone else to approve?
Agent Pages In The Product
| Page | Use it for |
|---|---|
| Overview | Understand what the agent is for and whether it is the right choice. |
| Configuration | Review core setup such as model, data, tools, and access policy. |
| Interfaces | Public chat, web widget, authenticated widget, and external exposure settings. |
| Prompts | See or manage the agent instructions and reusable prompt versions. |
| Analytics | Review usage and behavior trends for the agent. |
| Evolution | Inspect or apply prompt improvements from feedback. |
| Conversations | Review conversations created with this agent. |
| Feedbacks | Inspect ratings, comments, and feedback message context. |
| History | Audit changes made to agent configuration and related records. |
Common Agent Jobs
- Draft customer replies from approved support knowledge.
- Create tasks, tickets, or CRM notes after user confirmation.
- Summarize meeting recordings and extract owners.
- Answer from a data collection without inventing missing policy details.
- Run website assistant or widget flows through the agent interface.
If The Agent Is Wrong
Do not keep retrying the same vague prompt. Add the missing source, switch to the correct agent, check Tool Executions, or create a Task for review with the failed output attached.