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AI Agents

One agent for each kind of work.

You pick an agent in the AI Assistant panel before you send a message. Each one carries a different set of tools, and that set is the whole of what it can do — so picking the right one is most of getting the right answer.

Document Agent

Create, update, duplicate, find and move jobs, deliverables and other documents. Writes briefs from a job type's template, edits custom fields, changes teams.

"Create a job for the Northwind spring campaign"

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Workflow Agent

Inspect and configure workflows — stages, transitions, actions, roles, motives, teams and mappings.

"Show me the workflow for Deliverables"

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Workspace Agent

Build and change workspaces and dashboards — components, layout, filters, data sources — and edit the files behind them when a change needs code.

"Add a kanban panel to this workspace"

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Writing Agent

Rewrite, shorten, translate or change the tone of any text. This is the agent behind AI Actions in the editor toolbar.

"Rewrite this in a more professional tone"

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Getting a better answer

  • Say what you want to end up with, not which button you think it needs.
  • Name the client, project, job or workspace when you know it — that is what saves a round of questions.
  • Leave the workspace or document context switch on when your request is about what is on screen.
  • Attach the email, spreadsheet or image the request came from instead of retyping it.
  • Read the approval card before approving. It lists exactly what is about to be written.

These four are the agents Skills Workflow ships

Your agency can add its own on top of them, with their own instructions, tools and knowledge. See Add your own skills, agents and tools.