Builder overview
What building an agent involves, the mental model to hold, and how the pieces connect.
Quick setup vs Advanced setup
Two front doors to the same setup — a fast, template-driven Quick path and a fully explicit Advanced path.
Create a Workstream
Create the client / isolation boundary everything else hangs off, and provision many at once.
Agents
Creating an agent
Create an agent, what naming it does behind the scenes, and the fields that matter.
Inviting members and setting access
Give people access to a client, scoped so they see only what they should.
Setting Doc Store access
Grant which workstreams and agents can reach a Doc Store — the access matrix behind what an agent can read.
Connectors
Connecting a data source
Link a source (Google Drive, SharePoint, File Upload, S3) and sync its files into a client’s Doc Store.
Sync settings and filters
Control what a sync brings in and when — one-time vs scheduled, and include/exclude filters.
Data
Create a Data Store table
Add a structured table an agent can query, define its columns, and choose its scope.
Scheduling
Schedule and publish
Set how often an agent runs and make it live for the people who use it.
Testing an agent
Run an agent on a client before publishing, so you can catch problems early.
Skills
Instructions and skills
How to tell an agent how to work and what it’s allowed to do — and why capability isn’t access.
Skills vs plugins
Both extend what an agent can do; how they differ and when you’d reach for each.