Create an agent
Go to Agents in the sidebar and click Create Agent. Give it a name, an optional description, and link one or more datastores. At least one datastore is required — this is what the agent searches when answering questions.Chat
Open an agent to start a conversation. Type a question and the agent retrieves relevant chunks from its linked datastores, then generates an answer grounded in your documents. Previous conversations appear in the left sidebar, sorted by most recent. Click any conversation to resume it, or click New Conversation to start fresh. You can rename or delete conversations from the context menu.Citations
Every response includes numbered citations that reference specific passages in your documents. Click a citation number to open a side panel with the full context:- Document name — the source file.
- Page number — where the passage appears.
- Excerpt — the quoted text.
- Relevance score — how closely the passage matched your query.
Snippets
Save a question as a reusable snippet by clicking the bookmark icon that appears when you hover over a user message. Give it a title, an optional description, and optionally scope it to a specific datastore. To use a snippet, click the snippets icon in the chat input bar. Snippets are organized into folders — one for workspace-level snippets and one per linked datastore. Click a snippet to insert it and send automatically.Share an agent
Workspace admins can share agents in two ways:- Share via link — toggle on link sharing to generate a shareable URL. Anyone with the link and agent access can open the agent. You can regenerate the link at any time to invalidate the previous one.
- Share with team members — select individual workspace members to grant access.