Table of Content

Features

Pages

Pages is Agently's built-in block-based document editor, similar to Notion. Create, edit, and share rich documents — from internal notes and meeting recaps to public-facing blog posts and gated lead magnets. Pages support templates, comments, reactions, and public sharing with optional email/Discord/custom-link gates for lead capture. Your AI agents can create Pages too, making them a natural output format for content, reports, and documentation.

What Are Pages in Agently?

Pages are documents that live inside your Agently workspace. They use a block-based rich text editor (similar to Notion) that supports formatted text, headings, lists, images, embeds, and more.

Pages serve double duty:

  • Internal docs — Meeting notes, process documentation, project briefs, brainstorms

  • External content — Blog posts, landing pages, gated resources that you can share publicly

Your AI agents can also create and edit Pages, making them a natural output format for content creation tasks.

How Do I Create and Edit a Page?

Creating a Page

  1. Click Pages in the sidebar

  2. Click New Page

  3. Start typing — the editor supports markdown shortcuts for fast formatting

What Does the Editor Support?

The block-based editor supports:

  • Headings (H1, H2, H3)

  • Paragraphs with inline formatting (bold, italic, underline, strikethrough)

  • Bullet lists and numbered lists

  • Checklists (to-do items)

  • Code blocks

  • Quotes

  • Images and media embeds

  • Tables

  • Dividers

Type / to open the block menu and see all available block types.

How Do Page Templates Work?

Start faster with document templates. Instead of creating pages from scratch, use pre-built templates for common document types:

  • Project briefs

  • Meeting notes

  • Blog posts

  • SOPs and process docs

  • Custom templates your team creates

How Do I Use a Template?

  1. Click New Page

  2. Select From Template

  3. Choose a template from the gallery

  4. Customize it for your needs

Templates save time and ensure consistency across your workspace.

Can I Comment on and React to Pages?

Yes. Pages support team collaboration through comments and reactions.

Comments

Leave comments on pages to discuss content with your team:

  • Click on any section to add a comment

  • Tag team members for their input

  • Resolve comments when the feedback has been addressed

Reactions

React to pages with emojis to give quick feedback — useful for content approvals, acknowledging updates, or signaling agreement without cluttering the comments.

How Do I Organize Pages?

Folders

Create folders to organize your pages by topic, project, or team:

  • Marketing Content

  • Meeting Notes

  • Product Documentation

  • Client Deliverables

Drag and drop pages between folders to reorganize.

The Pages sidebar shows your folder structure and all pages within the current workspace. Click any page to open it instantly.

How Do I Share a Page Publicly?

Any page can be shared with a public link, making it accessible to anyone — even people without an Agently account.

How to Share

  1. Open the page you want to share

  2. Click the Share button

  3. Toggle sharing On

  4. Copy the generated share link

The page is now live at a public URL. Anyone with the link can view it. Toggle sharing off at any time to revoke access.

What Are Gated Pages?

Gated pages require visitors to complete an action before they can view the content. This turns your pages into lead magnets and audience builders.

What Gate Types Are Available?

Email Gate — Visitors enter their email address to access the page. You collect the emails as leads.

Discord Gate — Visitors must join your Discord server to unlock access.

Custom Link Gate — Visitors must click through to a custom URL (your website, a signup page, a social profile) before gaining access.

How Do I Set Up a Gate?

  1. Open the page

  2. Go to Share settings

  3. Configure the gate type and details

  4. Share the link — visitors will see the gate before the content

How Do I View Collected Leads?

For email-gated pages, you can view all collected emails in the gate settings. This gives you a built-in lead capture mechanism without needing external tools.

Can I Import Content Into Pages?

From Notion

If you use Notion, you can import pages directly:

  1. Connect your Notion account in Settings > Integrations

  2. Go to Pages and click Import from Notion

  3. Browse and select the Notion pages you want to import

  4. Pages are created in Agently with the content preserved

From Documents

Upload documents to create pages from their content:

  1. Click Import Document

  2. Upload a PDF, DOCX, or other supported file

  3. Agently extracts the text and creates a page

Can AI Agents Create Pages?

Yes. When you ask an agent to create content, it often outputs the result as a Page:

  • "Pulse, write a blog post about the future of AI in customer support" → Creates a Page

  • "Nova, document our team's weekly standup process" → Creates a Page

  • "Lens, create a competitive analysis report for our top 3 competitors" → Creates a Page

You can then edit, format, share, or gate the page as you see fit.

Tips for Using Pages Effectively

  1. Use pages as shared workspace memory — Meeting notes, decisions, and plans are all searchable by agents when stored as pages

  2. Gate your best content — Turn valuable content (industry reports, guides, templates) into lead magnets with email gates

  3. Let agents draft, you edit — Agents are great first-drafters. Have them create the page, then refine the voice and details yourself

  4. Organize early — Create a folder structure before you have 50 pages to sort through

  5. Reference pages in chat — Use @mentions to point agents at specific pages when you need them to use that content