Side Panel
Streamline your workflow without leaving the chat. Stay organized, work faster — all from the Sidebar.
Last updated
Streamline your workflow without leaving the chat. Stay organized, work faster — all from the Sidebar.
Last updated
Click the Side Panel toggle button on the right side of the chat screen to easily open/close the panel.
Open Agent Builder from the Sidebar.
Select an existing agent using the dropdown menu at the top
In the edit view, update any of the following:
Name: The display name of your agent.
Description: A short summary of what the agent does.
Instructions: The system-level instructions that define your agent’s behavior, tone, task focus, etc.
Model selection: Choose the AI model your agent will run on
Capabilities:
🧮 Run Code: Allows the agent to execute Python code using a code interpreter (if enabled).
🖼 Upload File Context (OCR): Let the agent extracting data from scanned documents or images using optical character recognition (OCR).
🔍 File Search: Enable agent to search through uploaded files and respond with relevant content.
Artifacts & Custom Prompt Mode
🧩 Enable Artifacts: When enabled, the agent can output structured artifacts like code blocks, tasks, or rich results.
⚙️ Include shadcn/ui instructions: Internal flag often used for UI-driven instructions – toggle if your app needs UI guidance. (Optional for most users)
✍️ Custom Prompt Mode: Lets you customize how prompts are formatted or sent to the model. Keep enabled for agents with tailored instruct-style workflows.
Add Tools
Click “Add Tools” under the Tools + Actions section.
Browse the available tools.
Click the green “Add +” button to enable a tool.
Add Action
Connect your agent to external APIs for more advanced, dynamic behavior via OpenAPI schemas.
Click “Add Actions” under Tools + Actions.
Fill in the following fields:
Authentication: Choose method (optional, based on API type).
Schema: Paste your OpenAPI schema here.
Privacy Policy URL: Link to your API's privacy page (required for trust & security).
Click Create to add the API action.
Advanced Setting
🧩 Max Agent Steps: Controlled by the system to limit how many steps the agent can take in a single task.
🔗 Agent Chain (Mixture-of-Agents): Let multiple agents work together in sequence to solve complex tasks.
Search quickly using the “Filter prompts by name” bar.
Click “Create Prompt” to add a new one. See detailed guide on creating prompts.
Click Manage to open the Prompt Library, where you can view, edit, organize, or delete your saved prompts.
Enable to automatically run a prompt as soon as it’s selected.
Uploaded files will appear in the Attach Files panel, listed by Name and Date.
Use the Filter files... search box to quickly find a specific file.
In chat, go to the message you want to bookmark.
Open the Sidebar by clicking the toggle icon on the right side of the chat screen.
Click on Bookmarks.
Click “New Bookmark”
Your saved bookmark will appear in the list with its title and details.
Filter Bookmarks
Open the Sidebar by clicking the toggle icon on the right side of the chat.
Go to the Bookmarks tab.
Use the "Filter bookmarks..." search bar.
Type a keyword, title, or phrase to instantly narrow down your saved bookmarks.
Instantly close the sidebar to focus on chat.