Agents & automation

Building an agent

Create and configure an agent — give it a purpose, the knowledge and skills it needs, and let it report back to your Dashboard.

Beyond the agents that come built in, you can create your own — set up to do a specific kind of work, the way you want it done.

What you configure

Give it a name and a purpose

Describe what the agent is for. A clear, specific purpose is what makes an agent useful — the narrower the job, the better the results.

Choose what it works on

Point the agent at the material and scope it should operate over, so its work is grounded in the right context rather than your whole workspace.

Give it the right skills

Attach the skills the agent should draw on. Skills are how an agent applies a consistent, expert approach to its work.

Decide when it runs

Some agents run on a schedule so they stay on top of recurring work; others you start when you need them. Choose what fits the job.

Running and reviewing

Once configured, an agent does its work and reports results to the Dashboard, where finished output shows under Recently done and anything needing your input waits under For you. You can review what it produced, respond to approvals, and adjust the agent's setup over time.

Exact configuration options vary by the kind of agent you're setting up. The essentials — purpose, what it works on, its skills, and when it runs — apply across the board.

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