This feature is available starting from the Team plan.
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.Context window
Each conversation has a context window — the amount of information the AI can take into account at once. It grows as the conversation, referenced documents and notes accumulate, and it depends on your plan:
An indicator near the chat input shows how full the context window is. When it
is full, the conversation can no longer accept new messages — start a new chat
to continue, or upgrade to a plan with a higher context window.
Add documents to the context
You can reference other documents directly in the chat to give the agent more context. In the chat input, click Add document or type@ to search and pick any document from your workspace. The agent can then read its content when processing your instruction.
Search across your workspace
Ask AI⋅there to find information when the answer isn’t in the currently open document — for example “find the safety clause from last month’s report” or “what did the site visit note say about drainage?”. The agent searches your other reports and notes and reads the relevant ones before answering. Search results are shown as sources at the end of the agent’s answer, with a link to each report or note it used.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