Agents overview

What agents are and how to use them by purpose

An agent is a conversation partner that bundles skills, connectors, and knowledge. Create several in a workspace and switch between them by purpose.

What an agent has

Component	Description
Model	The Claude model that generates responses (Opus 4.8 / Sonnet 4.6 / Haiku 4.5)
System prompt	Instructions for behavior, tone, and constraints
Skills	Attached playbooks and instructions
Connectors	Attached external service integrations (jinba-flow, MCP)
Knowledge	Attached reference material
Memory	What the AI has learned from conversations with this agent (shared by everyone who uses it)

Agent list

Open the workspace’s agent catalog from “Agents” in the sidebar.

• View toggle — grid / list
• Sort — recently used / creation date / name
• Search — filter by name
• Pinning — pin frequently used agents for quick access from the sidebar

Agent detail page

Selecting an agent opens its detail page, organized into tabs:

Tab	Contents
Chat	Start a new chat with this agent. Also lists past chats
Skills	Attach or create skills
Connectors	Attach connectors or create agent-specific connections
Knowledge	Attach knowledge or register agent-specific material
Memory	View and manage agent memory
Activity	Recent chats using this agent
Settings	Name, description, model, system prompt, avatar, version history, archive, and delete

Permissions

• An agent’s settings can be changed by its creator, a workspace owner, or members granted “Can edit” permission when the agent was shared
• Members with “Use only” permission can chat with the agent but cannot change its settings

Next steps

Create an agent

Setting the name, model, and system prompt — with auto-generation

Attach resources

How to attach skills, connectors, and knowledge

Share

Configuring sharing scope and permissions

Operate and manage

Version history, archiving, and deletion