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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.

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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.

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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.”

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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.

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Next step

Meet the Agent

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