Table of Content

Features

Chatting with Agents

Conversations are the primary way you interact with your Agently workforce. Each conversation is a direct channel between you and one of Agently's 6 AI agents, powered by Anthropic's Claude models. You describe what you need in plain language, and the agent uses its tools, your Brain knowledge base, and 100+ connected integrations to deliver. Agently offers two chat modes — Fast for quick tasks and Smart for deep analysis with extended thinking.

How Do I Start a Conversation?

There are two ways to start chatting:

From the Workforce page. Click Workforce in the sidebar to see all available agents. Click on any agent to open a new conversation.

From the sidebar. If you've chatted with an agent before, your recent conversations appear in the sidebar under each agent. Click one to continue, or start a new one.

Each conversation is independent — agents don't carry context between separate conversations, so keep related requests in the same thread.

How Do I Write Effective Prompts?

Agents work best when you're specific about what you want. Here are three key principles:

Be clear about the outcome you need.

  • Instead of: "Help me with sales"

  • Try: "Research Acme Corp and draft a cold outreach email to their VP of Engineering, focusing on how our product can help their dev team"

Provide context.

  • Reference specific items with @mentions

  • Mention relevant details: timelines, audience, tone, constraints

  • Upload attachments when the agent needs to see something specific

Break complex tasks into steps.
For large projects, work through things step by step rather than asking for everything at once. This lets you review and course-correct as you go.

What Is the Difference Between Fast Mode and Smart Mode?

Every conversation has a mode toggle at the bottom of the chat input:

Fast Mode

  • Quick, efficient responses in a few seconds

  • Best for: drafting emails, creating tasks, answering questions, simple lookups

  • Lower credit usage

Smart Mode

  • Extended thinking with deeper analysis

  • Best for: strategic planning, detailed research, nuanced writing, multi-step analysis

  • Higher credit usage — the agent "thinks" before responding, considering multiple angles

When should I switch to Smart mode?

  • You need the agent to consider trade-offs or weigh multiple options

  • The task requires deep analysis or synthesis of multiple sources

  • You want thoroughness rather than speed

  • Fast mode responses weren't hitting the depth you needed

How Do @Mentions Work in Chat?

Type @ in the message input to reference items from your workspace:

  • Pages — Reference a specific document so the agent can read and use its content

  • Knowledge Items — Point the agent to specific items in your Brain

  • Tasks — Reference a task from your Spaces for context

When you @mention something, the agent gets direct access to that item's content — it doesn't need to search for it. This is faster and more precise than describing something and hoping the agent finds it.

Example:
"Draft a follow-up email to the client based on @Meeting Notes from Jan 15 and reference the pricing in @Product Pricing 2026"

Can I Upload Files in Chat?

Yes. Click the attachment icon (or drag and drop) to upload files directly into the conversation:

  • Documents (PDF, DOCX, TXT) — The agent will extract and read the text content

  • Images (PNG, JPG, etc.) — The agent can view and analyze images

Attachments are useful when you need the agent to work with something that isn't already in your Brain — a contract you just received, a screenshot of a competitor's page, or a report someone emailed you.

What Are Tool Action Indicators?

When an agent uses a tool, you'll see an indicator in the chat showing what it's doing:

  • Searching Brain — Looking through your knowledge base

  • Sending Email — Drafting and sending via Gmail/Outlook

  • Creating Task — Adding a task to a Kanban board in Spaces

  • Searching Web — Researching something online

  • Reading Calendar — Checking your schedule

  • Creating Page — Drafting a document in Pages

These indicators keep you informed and transparent. For actions that modify external systems (like sending an email), the agent will typically show you a draft and ask for confirmation first.

How Do I Manage Conversations?

Conversation History

All conversations are saved automatically. Return to any previous conversation from the sidebar to pick up where you left off.

Deleting Conversations

Delete a conversation to permanently remove it and all its messages.

Starting Fresh

If a conversation has gone off track, start a new conversation with the same agent rather than trying to redirect an existing one.

Tips for Getting the Most Out of Agent Conversations

  1. Keep related work in one conversation — Context from earlier messages helps the agent give better responses later in the thread

  2. Use Smart mode for important work — The extra thinking time pays off for strategic tasks

  3. Reference your Brain — The more knowledge you've added, the better agent responses will be

  4. Be specific about format — If you want bullet points, a table, a formal email, or casual copy — say so

  5. Iterate — Treat agents like collaborators. Review their output, give feedback, and ask for revisions

  6. Use @mentions liberally — Direct references are always better than hoping the agent finds the right context

Related Pages

Brain

Inbox & Notifications