Agents overview

What agents are and how to use them by purpose

An agent is a conversation partner that bundles skills, connectors, and knowledge. Create several in a workspace and switch between them by purpose.

What an agent has

Component	Description
Model	The Claude model that generates responses (Opus 4.8 / Sonnet 4.6 / Haiku 4.5)
System prompt	Instructions for behavior, tone, and constraints
Skills	Attached playbooks and instructions
Connectors	Attached external service integrations (jinba-flow, MCP)
Knowledge	Attached reference material
Memory	What the AI has learned from conversations with this agent (shared by everyone who uses it)

Agent list

Open the workspace’s agent catalog from “Agents” in the sidebar.

• View toggle — grid / list
• Sort — recently used / creation date / name
• Search — filter by name
• Pinning — pin frequently used agents for quick access from the sidebar, and put pinned agents first with “Pinned first”

The view, sort, and “Pinned first” choices are remembered on the device you are using, so the catalog comes back the way you left it. A link that carries an explicit view or sort in its URL wins over the remembered choice.

Agent detail page

Selecting an agent opens its detail page — a chat surface for that agent where you start new chats and revisit past ones. Press the gear icon in the header to open the configuration panel on the right (it can be resized by dragging its edge), organized into sections:

Section	Contents
Skills	Attach or create skills
Flow connectors	jinba-flow workspace connections
External connectors	Custom MCP servers and other connectors
Knowledge	Attach knowledge or register agent-specific material
Memory	View and manage agent memory
Settings	Name, description, model, system prompt, avatar, version history, duplicate, archive, and delete

The ‹ chevron beside the agent’s name always goes up to the agent catalog, whichever screen you arrived from — use your browser’s back button to retrace your steps instead.

Each section card shows a count and a short preview of what is attached. Click the card header (“Manage” / “Edit”) to open the section, or click a preview row to jump straight to that item. The panel state — which section and item you have open — is reflected in the page URL, so it survives reloads and can be shared with teammates as a link.

Permissions

• An agent’s settings can be changed by its creator, a workspace owner, or members granted “Can edit” permission when the agent was shared
• Members with “Use only” permission can chat with the agent but cannot change its settings

Next steps

Create an agent

Setting the name, model, and system prompt — with auto-generation

Attach resources

How to attach skills, connectors, and knowledge

Share

Configuring sharing scope and permissions

Operate and manage

Version history, archiving, and deletion