Agent Serve plugins

Agent Serve publishes seven plugins in Discover. Each one creates the tables it needs at install, and is limited by a monthly budget you can change on Manage.

Call prep

A one-page brief before a customer call: key figures from your semantic model, open deals and recent activity from your pipeline table, notes from earlier calls, and talking points, risks, and questions — each citing the fact it uses.

• Pages: Prepare, Briefs
• Chat command: /prep account* date — opens the brief for an account, for a call on that date (today and tomorrow work too).
• Menu actions: Prepare a call brief on a row of your pipeline table; Open this brief on a saved brief.
• Resource: Pipeline table — the table with your opportunities (suggested name pipeline_opportunities).
• Settings: Model, and Activity window (days) — how far back to look, 30 to 365 days (default 180).
• Creates: the call_briefs and call_notes tables.
• Budget: $30 a month.

Content repurposer

Turn one source — a file, a page, or pasted text — into LinkedIn posts, X threads, newsletters, blog summaries, and one-pagers, saved to Files.

• Pages: Repurpose, Library
• Chat command: /repurpose file
• Menu action: Repurpose this file on text, Markdown, and HTML files.
• Settings: Default tone (professional, friendly, bold, or plain), and Model.
• Creates: the repurposed_content table.
• Budget: $30 a month.

Contract triage

Check a contract against your NDA or MSA playbook. It scores the risk from 0 to 100, shows every clause beside the playbook's position, suggests redlines, exports a review memo to Files, and can Send to legal — handing the contract to its Legal review Relay.

• Pages: Triage, Reviews, Playbooks
• Chat commands: /triage-contract file* playbook and /contract-playbook playbook
• Menu actions: Triage contract on PDF, Word, Markdown, and text files; Open this review on a saved review.
• Settings: Default playbook (nda or msa).
• Creates: the contract_reviews and contract_playbooks tables, and the Legal review Relay. The Relay works on Assist — it decides each flagged clause (accept, counter, or escalate) and asks before anything else — takes up to 2 jobs at once and 40 a day, and has a Weekly review backlog routine on Mondays at 09:00 UTC, off until you turn it on. Choose Publish now at install to put it to work straight away.
• Budget: $40 a month.

Doc Q&A

Ask questions about your documents and get answers that quote where they came from. Pin a brief of a document to keep it.

• Pages: Ask, Brief
• Chat commands: /ask-docs question* files*, /summarize-doc file*, and /doc-brief
• Menu action: Ask about this file on PDF, Word, Markdown, text, CSV, and JSON files.
• Resource (optional): Knowledge base — to also search a knowledge base (suggested name "Company docs").
• Creates: the doc_briefs table.
• Budget: $30 a month.

File briefs

Short, plain briefs of your files — on demand from any file, and for every new file in your Inbox folder.

• Page: Briefs
• Chat command: /brief file — opens your briefs, or finds one by file name.
• Menu action: Summarise this file on Markdown, text, CSV, and JSON files. The brief appears right there.
• Trigger: Log every file uploaded to Inbox, ready for a brief — runs in the background once an admin approves it, with a $5 monthly background cap by default.
• Skill: brief-writing, so Chat and Relays write briefs the same way.
• Settings: Brief style (Plain, Bullet points, or Executive summary) and Longest brief (3 to 12 lines, default 5).
• Creates: the file_briefs table. It only reads files.
• Budget: $20 a month.

SQL explainer

Paste a query to read it in plain English, step by step in the order the database runs it, with a safety and performance review and a suggested rewrite shown side by side.

• Pages: Explain, History
• Chat command: /explain-sql sql* dialect
• Menu action: Explain this query on a query cell in a workbook.
• Resource (optional): Sample table — a table to try the query on (20 rows).
• Settings: Default dialect — PostgreSQL, Snowflake, BigQuery, MySQL, SQL Server, or Standard SQL.
• Creates: the sql_reviews table.
• Budget: $20 a month.

Variance explainer

Explain why a metric moved between two periods: the change, a breakdown by up to three dimensions shown as a waterfall chart, and a written explanation with every figure cited.

• Pages: Explain, Saved
• Chat command: /explain metric* grain compare
• Menu actions: Explain this change on a dashboard panel; Open this explanation on a saved explanation.
• Settings: Model.
• Uses: your semantic model for metric definitions.
• Creates: the variance_explanations table.
• Budget: $20 a month.