Agents
Ask your workspace a question or hand a task to an agent. The copilot reads your data and acts with your approval. Configurable agents run on demand or on a schedule, inside your space, without you.
Overview
The copilot lives in the top bar. It is wired to all your workspace data and can answer questions or perform actions, but every change goes through your approval right in the chat.
The Agents hub manages automations. You create a reusable agent: a name, instructions, the tools it is allowed to use, a mode (suggest in read-only, or act), and an optional schedule (on demand, hourly, daily, weekly).
Everything runs on a single run primitive. Each execution, copilot, background agent, Inbox reply, composed agent, lands in the same Activity feed with its trace, its tools and its usage. An external AI can also, via the API, hand a task to an agent and poll for the result.
What the module does
Copilot in the top bar
The global chat is reachable everywhere from the topbar button. It reads your data live and can act, with an approval prompt shown in the chat before every change.
Configurable agents
A reusable agent carries its own instructions, allowed tool list and mode. In suggest mode it analyzes without changing anything; in act mode it performs safe actions directly.
Automatic scheduling
You pick a clear frequency: on demand, hourly, daily, weekly. The agent re-runs itself at the chosen interval, and its next run is shown on its page.
Your rights, never more
An agent acts with your own permissions and only sees your workspace. It can never delete data. The copilot asks for your approval before any change; an act-mode agent performs safe actions with no deletion possible.
Unified activity
Every execution is traced in one place: what the agent did, the tools called, the result and the usage. You can cancel a running job.
How to use it
- 01
Open the copilot
From the top bar button, you ask your question or request an action.
- 02
Create an agent
On /agents, you give a name, instructions, allowed tools and a mode.
- 03
Give it a schedule
On demand, hourly, daily or weekly. It runs on its own.
- 04
Watch the activity
Every run shows up in Activity with its full trace. You can cancel if needed.