Use AI Agents
Open AI Agents
Select AI Agents in the navigation or open /ai-agents. The page shows active assistants available to your account. It does not show inactive assistants or assistants restricted to other roles.
Find the right assistant
The page shows active assistants allowed for your account and orders them alphabetically. Use the assistant directory to:
- select All, Connected, or Document to filter the available assistants;
- read the count on each filter;
- use Search assistants to find an assistant by name, description, or type; and
- open an assistant card to start a conversation.
Choose a Document assistant when you need answers grounded in its configured knowledge. Choose a Connected assistant when its external service matches the task shown on its card.
Use the administration links when they are shown
Users with the relevant administrative access can see quick links above the directory:
| Link | Purpose |
|---|---|
| Manage assistants | Create, configure, activate, restrict, or delete assistants. |
| Knowledge base | Add and process the documents used for grounded answers. |
| AI authentication | Configure provider connections, models, and default model bindings. |
| Analytics | Review AI question, knowledge-base, and security activity. |
These links are permission-aware. A regular user can use the assistant directory without seeing administration links.
Start and continue a conversation
- Open the assistant card.
- Ask a clear question and include the relevant business context.
- Read the response and any citations or source links shown.
- Continue in the same conversation when the next question depends on the earlier answer.
Do not enter passwords, access tokens, or other secrets into a conversation.
When the directory is empty
No assistants yet means no active assistant is available to your role. Contact your administrator and state what type of help you need. No assistants found means the current search or filter has no match; select Clear filters or clear search. A loading state means the directory is still being retrieved. If loading fails, use Retry before reporting the problem.
The conversation guides below explain citations, uploads, feedback, history, sharing, language, and per-session settings in more detail.