Two modes
The agent operates in one of two modes depending on what you are doing.| Mode | When it runs | What it does |
|---|---|---|
| Discovery | You start a brand new chat with no page yet | Gathers context, asks clarifying questions, and drafts a new page |
| Edit | You open the chat on an existing page | Refines what is already there based on your instructions |
Starting a chat from scratch
Open Knowledge Hub -> + Add -> New Page (or go straight to /knowledge/chat/new). The page opens in Discovery mode.
What the agent can do
The agent has four tools it can reach for during a conversation:Search Knowledge Hub
Runs hybrid keyword and semantic search across every source and page in your workspace that you can see. Used when you ask about something the workspace already knows.
Read a source
Pulls the full extracted text of a specific source. The agent uses this after search when it needs the details.
Web search
Searches the open web. The agent uses this when a question is not covered in your sources.
Fetch a URL
Reads a specific web page. Useful when you drop a link into the chat and want the agent to pull it in.
Attaching files and links
Below the chat input you can attach files, pages, or sources directly to a message. Attached content is sent to the agent as context for that turn. This is the fastest way to say “use this document to answer” without making the agent search for it. Images are sent as visual input - the agent can look at screenshots, diagrams, and photos. PDFs and text files are extracted and sent as markdown.Drafts, not publishes
The agent always writes into the draft version. Nothing is visible to your workspace until you click Publish. This means you can experiment freely. When you do publish, the change type is recorded asAI Generation in the version history, so you can tell which versions were human-written and which came from a chat.