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Getting Started

Send your first message, upload a file, and see the agent work through a task in real time.

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Opening the Agent

The Operator Agent is accessible from the main navigation inside any project. Click on the agent section to open the chat interface.

💡 The agent is available on paid plans. Free users will not see the agent in new projects.

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Your First Conversation

  1. Type a message in the composer at the bottom of the screen. Describe what you need — for example: "Summarise the key figures from this quarterly report" or "Draft an email to the supplier about the delayed shipment."

  2. Hit send. The agent begins working immediately.

  3. Watch it work. The agent narrates what it's doing in real time — you'll see status messages describing each step, plus skill cards and tool cards appearing as they're invoked.

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Uploading Files

You can upload files by:

  • Dragging and dropping files directly into the chat

  • Using the attach button in the composer

Supported file types include:

  • Documents — PDF, Word (.docx), PowerPoint (.pptx)

  • Spreadsheets — CSV, Excel (.xlsx)

  • Images — PNG, JPG, and other common formats

  • Email files — EML

  • Other text formats — JSON, XML, plain text

The agent processes uploaded files in a secure cloud sandbox. It can read PDFs visually (not just as extracted text), parse spreadsheets, and extract data from images.

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Understanding the Interface

While the agent is working, you'll see several elements in the chat:

  • Narration — Short status messages describing what the agent is currently doing, similar to how Claude or ChatGPT show thinking steps.

  • Skill cards — When the agent uses a skill, a card appears showing the skill name and its progress. Cards appear immediately in a loading state and update in place as they complete.

  • Todo list — For complex tasks, the agent maintains a visible checklist showing its plan and progress through each step.

  • Artefacts — Generated files and outputs appear in a sidebar panel where you can preview and download them.

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Tips for Your First Session

  • Be specific. The more context you give, the better the result. Instead of "Process this file", try "Extract all order line items from this PDF and create a CSV with columns for SKU, quantity, and unit price."

  • Upload files with your message. The agent works best when it has the data it needs upfront.

  • Follow up naturally. You can ask the agent to refine, adjust, or build on its previous output within the same session.

  • Check the narration. If the agent seems stuck or headed in the wrong direction, the narration shows you what it's doing so you can redirect it.

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