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Agent Details Screen

The agent screen opens when you click an agent in the list. It lets you chat with the agent, and the “Agent Details” panel shows the agent’s configuration and run history.

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Accessing the Details Screen

1

Open Agent List

Select “Agents” from the side menu.
2

Select Agent

Click the agent card you want to view. The agent screen opens; click the panel icon in the header to open the “Agent Details” panel.

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Displayed Information

The “Agent Details” panel displays the following sections:

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Basic Information

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Instructions

The AI instructions configured for the agent are displayed.

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Available Tools

The “Available Tools” section lists the connector tools the agent can use.

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Available Files

The “Available Files” section lists the files the agent references (“No files available” when there are none).

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Schedules and Run History

The “Schedules” section lists the tasks that run this agent, and “Run History” lists past runs. Run history can be exported with “Download CSV” (run metadata plus the conversation transcript).

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Actions from Details Screen

You can perform the following actions from the details screen:

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Using the Agent

1

Send a Message

Type a message in the chat input of the agent screen. Agents with an “Initial User Message” show a “Start Agent” button instead of the input; click it to start.
2

Chat Continues

The conversation continues with this agent’s settings applied. Past conversations with the agent are listed in the “Agent Details” panel and can be resumed with “Take Over Chat”.

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Editing the Agent

Members can edit only the agents they created. Workspace owners can edit any agent.
1

Select 'Edit'

Open the menu (⋮) in the header and select “Edit”. The menu also contains “Delete”.
2

Agent Builder Opens

You can edit settings in Agent Builder.

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Publishing Settings

The “Publish” button is shown only to users who can edit the agent.
For more details, see Publishing Agents.