Agent User Guide

Agent is a browser‑based AI assistant that lets you work with your organization’s data, documents, and external systems through a chat interface. It combines large language models (LLMs) with your internal data and documents so you can ask questions, analyze data, generate content, and automate tasks in a single, secure environment.

This page gives a high‑level picture of how Agent is organized and links to more detailed topics.

Agent revolves around three core ideas:

• Chat – Your main workspace for interacting with the AI.

• Context – The information Agent can use: uploaded files (“Resources”) and connected systems (“Sources”).

• Automation & Specialization – Reusable setups for recurring tasks (Instructions, Workflows, Chatbots, Multi‑Chatbots).

The Chat view is where you interact with Agent via text or voice, choose models, and apply Instructions that define tone, role, and level of detail. From here you can also invoke specialized actions such as /analyze, /translate, /reason, and /process-file.

Agent can use two kinds of context:

• Resources – Files you upload (and optionally group) for use in chats.

• Sources – External systems configured by you or your administrators (e.g. Index, Web, SharePoint).

See: Agent - Sources and Resources panelPreview, Agent - Uploading FilesPreview, Agent - Managing FilesPreview, Agent - SourcesPreview, Agent - Supported file formatsPreview.

Agent supports several ways to capture and reuse work:

• Instructions – Reusable behavioral profiles for the assistant (role, tone, depth).

• Workflows – Multi‑step Task chains for running structured processes on files and sources.

• Chatbots – Standalone assistants with their own configuration and knowledge base.

• Multi‑Chatbots – Bots that route questions to multiple specialized Chatbots based on routing rules.

Access to Agent and its features depends on how your organization’s Agent is deployed (SaaS, Azure Marketplace, or Index‑integrated). Administrators control user accounts, roles, available Sources, and retention policies.

See: Agent - Creating a user accountPreview, Agent - SettingsPreview, Agent - "Subscription access problem" messagePreview.

• If you want to understand how to chat and upload files, start with Agent - ChattingPreview and Agent - Uploading FilesPreview .

• If you want to connect external systems, see Agent - SourcesPreview and the specific source types.

• If you want to standardize or automate tasks, see Agent - InstructionsPreview, Agent - WorkflowsPreview, Agent - ChatbotsPreview, and Agent - Multi ChatbotsPreview.