Use Chat to build workflows, research a topic, generate files, query tables, schedule jobs, and act through connected integrations. Reference the workspace resources you want Agent Serve to use.
What You Can Do
| Area | What Agent Serve can do |
|---|---|
| Workflows | Build, edit, run, debug, deploy, and organize workflows |
| Research | Search the web, read pages, crawl sites, produce research reports |
| Files & Documents | Upload, create, edit, and generate documents, presentations, and images |
| Tables | Create, query, update, and export workspace tables |
| Automation & Configuration | Schedule jobs, take immediate actions, connect integrations, manage tools |
| Knowledge Bases | Create knowledge bases, add documents, and query content in plain language |
How It Works
Agent Serve can find workspace resources by name and inspect the details it needs. Reference a resource explicitly when you want to direct its attention:
- "Run the invoice workflow"
- "Add a row to the leads table"
- "Deploy the summarizer as a chat"
No configuration, no context-setting. Just describe what you want:
- "Build a lead enrichment workflow that scores inbound signups and writes the results to the leads table"
- "Research our top 5 competitors and save a battle card for each one"
- "Schedule a daily job that checks for new high-fit prospects and posts them to #outbound in Slack"
- "Create a workflow that takes a contract PDF, extracts the key terms, and emails a summary to legal"
For complex tasks, Agent Serve delegates to specialized subagents automatically. You'll see them appear as collapsible sections in the chat while they work — building, researching, writing files, executing actions.
Adding Context
Bring any workspace object into the conversation via the + menu, @-mentions, or drag-and-drop from the sidebar. Agent Serve also opens resources automatically when it creates or modifies them.
| What to add | How it appears |
|---|---|
| Workflow | Interactive workflow builder in the resource panel |
| Table | Full table editor in the resource panel |
| File | File viewer with editor, split, and preview modes |
| Knowledge Base | Knowledge base management UI |
| Folder | Folder contents |
| Chat | A previous Chat conversation |
Layout
Chat has two panes. On the left: the chat thread, where your messages and Agent Serve's responses appear. On the right: the resource panel, where workflows, tables, files, and knowledge bases open as tabs. The panel is resizable; tabs are draggable and closeable.
Models and Effort
The two controls on the right of the composer set how Chat thinks:
- Model — Brain Auto picks a model for each message. Choose a specific Brain model to pin it, or open More models for the rest.
- Effort — Auto lets Chat decide how much reasoning each message needs. Choose Fixed to hold it at the level you set on the slider between Faster and Smarter.
Each reply shows the model and effort it used under the message.