Open the agent
Click the icon to open the side panel: the icon appears to the right of the document when the panel is closed, or in the top tabs when the panel is already open. You can select the AI model, enter your instruction and attach files or images. Each document keeps the history of your conversations. You can resume a conversation, start a new one or delete one at any time.Use notes with the agent
From the notes list, click on a note to access AI actions:- Merge into document — sends the note directly to the agent with a merge instruction.
- Add to AI context — adds the note to the context without triggering the agent. Useful to accumulate several notes before sending an instruction.
Review proposals
Once the agent is done, it presents its changes inside the document. You can:- Accept all or reject all in one click.
- Navigate change by change using the arrows in the centre bar (bottom of the document) and accept or reject each change individually.
Use cases
- Merge field notes into a meeting report
- Reformat a document to match a standard structure
- Proofread and improve writing
- Generate a summary from multiple notes