Agents are available in beta for Professional, Business and Enterprise workspaces. Admins can enable this feature for their workspace in Settings.
Overview
Meet Agents, your autonomous assistants to help you complete tasks in the background. Prompt your instructions and agents can do anything from continuously monitor feedback, generate shareable docs, notify via email or your team on Slack, and with more tools to come!How agents work
Agents (currently in beta) can:- Analyze content across folders, projects and channels and summarize insights
- Summarize insight as a doc, or send an email and Slack notification
Creating an agent
- Create an agent from the
+ Newmenu or in a folder or project, and give it a name. - Configure when to run
- Choose to run daily or weekly, and select the day of the week.
- Prompt instructions
- Start writing to instruct the agent, or type / or click on the @ menu to explicitly reference tools, include context or mention someone.
- If you’re asking the agent to write a doc, you can also include the doc structure in your prompt.
- Use explicit tool calls. Selecting
Create docfrom the menu is more explicit than just typing create doc. It helps the agent know exactly what to execute. - Specify context by referencing a folder, project or channel. This helps the agent focus on relevant sources when searching and analyzing information.
- Finally, select an avatar to represent your agent.
Example prompts
The Synthesizer- Summarize insights from Continuous research and Project Genesis , email to @David Smith and Send to #team-playlist The Briefer
- Analyze calls from Sales folder, include highlights and send a summary each week. The format should be a heading for each prospect organization (e.g. Acme Co.), recap of the conversation, their use cases and the outcome of the calls. Write the summary in a short and concise manner and Send to #sales The Tracker
- Create doc to summarize insights from the Churn reason channel and Customer Success call notes. Keep track of competitor mentions, then email me @David Smith and post updates to Send to #churn-analysis
Testing an agent
You can test your prompt anytime in the agent dialog. Testing doesn’t save anything permanently, it’s just a way to preview how your prompt would work.- At the bottom of the agent dialog, select
Testto test your agent. - This opens up a chat window and the agent will start “thinking”. This may take a couple minutes. Depending on your prompt, the test will run the full workflow.
- If you’ve asked to
Create doc, you will see a preview of that output in the chat response - If you’ve asked for an
Emailnotification, you will receive a test email. - Testing Slack notifications aren’t supported in testing yet and will only run once the agent is created or updated. You can also ask follow-up questions in chat and test how the agent handles the prompt.
Edit or view an agent
Depending on your permissions, you can view or edit agents you’ve created or have access to.- To edit an agent you’ve created, go to Your work or the Browse page.
- Select the agent to open the edit dialog. If you only have view-only permissions, you can see who created the agent but won’t be able to make changes.
Delete an agent
- To delete any agents you’ve created, you can access them from
Your WorkorBrowsepage. - From there, click
Move to trash. The deleted agent will be available to restore in workspace trash for up to 30 days.
Permissions and sharing
Manage and change permissions for each agent by selecting the ⋯ menu onYour Work or Browsepage → Share in the list view. You can manage permissions here, or copy the link to share your agent.