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This is where work gets done

Agents are the main way to use AI Suite. You describe what you want in plain English; the Core Agent plans the steps, uses tools when needed, and can hand you a finished document, spreadsheet, or PDF — not only a chat reply. Let’s do one task together.

Step by step

1

Open Agents

Click Agents in the menu on the left. You’ll see your sessions on the left, the chat in the middle, and space for a file preview on the right.
The Agents tab showing sessions, chat, and the Core Agent

The Agents tab — where you chat with the Core Agent and collect files it creates.

2

Start a new chat

Click + (new tab or new chat) so you have a clean session for this task.
3

Ask for a deliverable

Type something concrete. Try copying this:
Write a friendly one-page project brief for a coffee shop loyalty program. Include Goal, Audience, Key Message, and Next Steps. Give me a document I can download.
Name the outcome (a downloadable document) and the sections you want. Clear outcomes get better results. More tips in Writing good prompts.
4

Watch it work

The Agent may show steps as it goes — drafting, formatting, creating a file. That is normal.
An agent run showing steps it performed

The Agent working through steps on your task.

5

Open and download the file

When a file is ready, it appears in the preview panel on the right. Read it, then use copy or download.
A generated file in the preview panel next to the chat

A file the Agent created, open in the preview panel.

6

Ask for changes

Stay in the same session and refine:
Make the Key Message shorter and add a simple timeline for the next two weeks.
The Agent remembers the brief and updates the file.

Try these starter tasks

Document

“Summarize these notes into a one-page status update I can download: [paste notes]”

Spreadsheet

“Turn this list into a spreadsheet with columns Name, Owner, and Due date: [paste list]”

PDF

“Create a short PDF handout of our return policy in plain language: [paste policy]”

Plan

“Draft a 5-step launch checklist as a document I can share with the team.”

Common questions

No. You can’t break the platform by chatting with an Agent. If the result isn’t right, ask again in clearer words.
Use plain Chat for quick Q&A with no file or tools needed. For real deliverables, stay in Agents.

Next step

Meet the Agent

Understand what the Core Agent can do — and why it’s the center of AI Suite.