Agents

Run an agent

Open the Run agent modal to start an agent on demand. The modal shows your agent’s default inputs, source documents, and context, and lets you add files directly from your computer before you click Run.

Start the run

In the Agents panel, select an agent and click Run. The Run agent modal opens with the description Provide this run’s inputs. Agent defaults are included automatically.

Choose source documents

The Source documents section lists files and folders already selected for the run. Click Add documents or Add or edit documents to open the document picker. The picker shows the label Choose files or folders to include in this run.

In the document picker, you can also upload files directly from your computer. New uploads merge into the current selection rather than replacing it.

Review inputs and context

The Inputs section displays the agent’s default context with labels such as Expects and Always included. Matter Intelligence chips appear when the project has Matter Intelligence configured. These inputs are automatically included and do not need to be re-selected.

Add optional Additional context if the run needs extra instructions beyond the agent defaults.

Run the agent

Click Run to start execution. The button changes to Running while the agent executes. You can monitor progress in the activity log.

Agent email tasks create or edit Outlook drafts by default and do not send. If agent email sending is enabled for your firm and the agent has a send grant for the specific recipient addresses, the run can send to those recipients, and an approval card may appear for you to confirm the send. Sends are limited to the granted recipients; a send to any other address is refused. Without both, the run produces a draft in Outlook rather than sending.

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