# Agents ## What are AI Agents? **AI Agents** are autonomous, task-oriented entities within Blockbrain that can reason, plan, and act across your connected systems and our predefined tools.\ Rather than being simple connectors, they use contextual understanding and your organization's knowledge to perform meaningful actions - such as analyzing information, coordinating workflows, or drafting communications - based on your intent. AI Agents operate securely on your behalf, using authorized integrations to execute tasks in external tools (like sending emails, updating records, or scheduling events) while maintaining full transparency and control. They combine three key abilities: * **Understanding** - Interpreting context, goals, and available data * **Reasoning** - Deciding what needs to be done and how to do it * **Acting** - Executing tasks through your connected systems ## What are Tools and Connectors? **Connectors** provide the secure infrastructure that links Blockbrain to external services and data sources - handling authentication, permissions, and communication with APIs. **Tools** define specific capabilities available through those connections - for example, accessing files, managing tasks, or sending messages. AI Agents use these **Tools and Connectors** to interact intelligently with your systems — turning static integrations into dynamic, context-aware actions. ## Usage ### Before You Start Make sure you have: * [x] A Blockbrain account with AI Agent access * [x] An account in the external system you want to connect to * [x] Permission to connect third-party applications (check with your IT team if unsure) ### How to Connect an AI Agent The **Agents** section in the left sidebar gives you quick access to all available agents — all from one central location. Each agent operates as an **agentic data room**: once you select an agent, a dedicated data room is created and named after that agent (e.g., "Outlook Agent," "SharePoint Agent"). All chats with that agent are organized underneath it. Once an agent is assigned to a data room, it cannot be switched to a different agent. This feature is loacted below the data rooms and chats.
#### How the Agent List Works | Feature | Description | | ------------------ | -------------------------------------------------------------------------------------------------------------------------------------------------- | | **Visible agents** | Up to **6 agents** are displayed directly in the sidebar. If you have more than 6 agents, a **"See More"** link appears at the bottom of the list. | | **Sorting** | The list automatically reorders so that the **most recently used agent** appears at the top. | *** ### Agent Start Page Clicking on any agent in the sidebar (or in the "See More" layer) opens the **Agent Start Page**. This is your central hub for interacting with and configuring the selected agent. #### What You'll See * **Chat History**: A list of all previous chats conducted with this agent. * **Send Box**: A message input field at the bottom of the page that lets you immediately start a new chat with the agent. * **Data Sources** — Opens the Knowledge Management view to define the agent's data sources.
#### Starting a New Chat 1. Navigate to the **Agent Start Page** by clicking the agent's name in the sidebar. 2. Type your message in the **sendbox.** 3. Press **Enter** or click the send button. 4. A new chat is created underneath the agent's data room and your conversation begins. > **Note:** Each new chat appears in the agent's chat history on the start page and is also visible in the sidebar underneath the agent entry. ### Configuring an Agent (Admins & Builders only) **Admins and Builders** can configure agents directly from the Agent Start Page. #### Editing the Agent Prompt The **Agent Editor** allows you to customize the prompt that defines how the agent behaves and responds. You can access the editor by clicking the link ***"Edit"*** that is located at the top of every chat page of the agent.
\ 2\. Write or modify the agent's prompt in the editor. The content area is displayed directly above the button bar.
3. When finished: * Click **"Save Changes"** to apply your updates. * Click **"Cancel"** to discard your changes and close the editor. 4. Once you saved your Agent, it will appear in the "My custom Agents" section, which is located underneath the "Available Agents" section
#### Tips & Notes * Once your agent is connected, the selector at the top of the page will no longer be marked yellow. Now it can **securely act on your behalf within the permissions** you’ve granted: * **Access and explore your connected data** - such as documents, messages, or records from your linked systems. * **Ask questions** about your content - for example, retrieving relevant information, summaries, or insights from your files and communications. * **Request actions** - like sending a message, creating a task, scheduling an event, or updating information in your connected apps. * **Agents are data rooms:** Each agent functions as an agentic data room. Once you assign an agent to a data room, it cannot be changed. All chats are organized under the agent's data room. * **Dynamic sorting keeps your workflow fast:** The sidebar always places your most recently used agent at the top, so your active agents are always within easy reach. * **Copy instead of recreate:** Use the copy feature to quickly spin up agent variants with different LLMs or prompts without starting from scratch. * **Role restrictions apply:** Only Admins and Builders can edit prompts, manage tools, configure data sources, or copy agents. All users can chat with agents. #### Managing Data Sources 1. On the Agent Start Page, click **"Data Sources"**. 2. The **Knowledge Management** view opens in a full-view layer. 3. Add, remove, or manage the data sources the agent has access to. This is the same interface used for LLM chats, data rooms, and the Bot Creator. #### What Happens After Connection? Once your agent is connected: * **Instant Access:** Blockbrain can immediately interact with your authorized services and data sources. * **Respecting Your Permissions:** The agent only accesses the information your account normally has permission to view or modify - *nothing more*. * **Secure by Design:** Authentication is handled via secure and encrypted tokens. Your username and password are never stored. * **Persistent Availability:** The connection stays active, allowing the agent to assist you seamlessly in future sessions without repeated logins. #### Troubleshooting **Can't see AI Agents in the model list?** * Contact your administrator - they may need to enable AI Agents for your organization together with the Customer Success Manager of Blockbrain **Microsoft sign-in not working?** * Check your internet connection * Try clearing your browser cache * Contact your IT support if you're getting permission errors **Agent showing as "Not Connected"?** * Click "Configure" again and repeat the connection process * Make sure you completed the external sign-in successfully --- # Agent Instructions: Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter: ``` GET https://docs.en.theblockbrain.ai/for-users/agents.md?ask= ``` The question should be specific, self-contained, and written in natural language. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.