Using the Platform
Use this section when you are creating, configuring, and working with agents in the product.
The daily workflow
Most agent work follows this loop:
- Create or choose an agent.
- Give it a clear goal, files, and context.
- Review the plan or first deliverable.
- Approve sensitive requests when needed.
- Connect only the tools, apps, channels, and credentials required for the job.
- Use the timeline to inspect progress and steer future work.
- Manage usage, ownership, and access as the work grows.
Find the right workflow
- Workspaces And Navigation: select the right scope and find settings.
- Agent Settings: change behavior, access, and integrations.
- Schedules And Reminders: create, verify, change, or stop timed work.
- Broadcast To Agents: send one instruction to several agents and check delivery.
- Agent Lifecycle: stop, pause, retire, or restore an agent.
- Email Settings: connect Gmail, Outlook, or a manual mailbox.
- Troubleshooting: diagnose blocked work and uncertain results.
Key guides
- Chat And Timeline: messages, tool activity, files, pending requests, and stop controls.
- Planning And Deliverables: how plans appear and how to steer larger work.
- Peer Linking: connect agents so they can coordinate, message each other, and hand off work.
- Approvals And Requests: human input, secrets, contact access, and agent creation requests.
- Review Before Send: inspect, edit, approve, or discard external email before delivery.
- Company Templates: browse and use reusable internal company setups.
- Tools And Apps: built-ins, connected apps, MCP servers, system skills, and custom tools.
- Google Sheets: connect Drive so an agent can read, create, update, format, and chart selected spreadsheets.
- Discord: connect an agent to Discord so selected channels can wake it and receive replies.
- Apollo: connect Apollo.io so an agent can source leads, enrich records, and work with Apollo contacts.
- Inbound Webhooks: create webhook URLs that let external systems trigger an agent.
- Files And Workspaces: upload, reuse, download, and organize files.
- Export Agents: create a portable migration ZIP and use it to rebuild an agent on another platform.
- Secrets And Credentials: provide sensitive values through controlled storage instead of chat.
- Meta Agent: use one agent to set up and manage others.
For workspace-level controls, see Admin and Teams.