Agents
Short practical demonstrations of how to configure an agent's skills, work with context, and handle complex document tasks.
An agent is more than just a chat. It can follow your organization’s procedures, work with different types of documents, and break a demanding assignment into steps that you can review before execution.
In this block, we will show you how to use and create skills, maintain quality during longer conversations, and use the agent to compare PDFs, process Excel files, and edit Word documents. Each lesson is short and focuses on one practical situation.
Lessons in this block
Introduction to skills
What agent skills are and how they help ensure that the same workflow is followed consistently.
Using skills
Where to find built-in and custom skills, how to enable them, and how to invoke them for a specific task.
Editing and creating skills
How to turn a successful conversation into a repeatable workflow for yourself and your entire team.
Agent context
How context affects long conversations and when to summarize them so the agent maintains its quality.
Comparing two PDFs
How to accurately compare lengthy PDF documents and retain only substantive changes in the result.
Excel and interactive visualization
How to combine data from Word and Excel into a clear interactive visualization.
Planning and editing in Word
How to approve a plan for a demanding task and have the agent edit a Word document with tracked changes.