How to work with the agent
The agent works as a doer, not a search box: it pulls data from your connected services and files, does the work and hands back a result — a spreadsheet, a report, a letter, a message.
This guide is about phrasing tasks so you get what you need on the first try.
The first 10 minutes
Connect a service you use every day
Go to Integrations: marketplace, CRM, email, bank, telephony, accounting — wherever you normally export numbers by hand.
Ask for a report you already make yourself
Not "what can you do", but "assemble what I assemble every Monday". You will see the result on your own data straight away.
Build a sales report for last week: revenue and margin per product, plus the 10 biggest drops. Deliver it as an Excel file, one row per product.
Look at what comes back
The agent replies in the chat and attaches a file — spreadsheet, document, deck — that you can forward as is.
If you need it regularly, say so
One sentence turns the report into a scheduled task that arrives on its own.
About the question “what can you do”
It is the most common first question and the least useful one: the answer is a list of capabilities that leads nowhere. One real task of yours says more about the product than any description.
What to know right away
- New topic — new chat. The agent re-reads the whole conversation at every step, so a sales report and a supplier contract do not belong in one chat. See Chats and context.
- Send exports as files. Spreadsheets, documents, PDFs, photos: a file lands in the working environment and the agent computes over every row. A short fragment is fine to paste. See Files and results.
- Name the service with
@. A connection alone does not tell the agent which account this task needs. See Connected services. - Make changes in small groups. Edits go straight into your service, so "all the cards" is worth replacing with a condition and a limit. See Changes in your services.
- Standing rules go to memory. Say "remember: …" and the agent will apply it in new chats. See Agent memory.
- Repeating work becomes a task. If you are copying the same request a second time, put it on a schedule. See Scheduled tasks.
- A site with no integration — through the browser on your computer. A supplier portal, a government service, an internal admin panel: the agent opens them on your screen. See Browser on your computer.
Cheat sheet
- New topic — new chat.
- In the request: what to take, what to do, in what form to deliver, for what period.
- Exports as files, short fragments as text.
- Service via
@. - Standing rules as "remember: …".
- Anything regular as "create a task: … every Monday at 10:00".
- Corrections should be pointed, not "redo everything"; changes in a service start as a list, then a small group.
- Make your first task a real one, not "what can you do".
Next: how to phrase a task so you do not have to rephrase it.
Frequently asked questions
How do I start working with the agent?
Connect one service you use daily and ask for a report you normally assemble by hand. A finished file tells you more than a list of features.
What should I ask the agent first?
Your own working task, not "what can you do". For example: "Calculate revenue and margin per product for June, compare with May and show the 10 biggest drops. Deliver as a spreadsheet."