Maximize agent productivity
Simple techniques to get more value from your AI agents and streamline your workflow.Quick setup techniques
Agent pinning
Pin frequently used agents to your dashboard for immediate access. Click the pin icon on any agent card.
Custom shortcuts
Create keyboard shortcuts to launch specific agent conversations. Configure in Settings > Keyboard > Agent Shortcuts.
Default agents
Set specialized agents as defaults for specific tasks. Configure in Settings > Preferences > Default Handlers.
Quick actions
Use the ”/” command in any conversation to access quick actions like summarizing, extracting tasks, or setting reminders.
Conversation efficiency
Conversation linking
Conversation linking
Link related conversations to maintain context across interactions:
- Open the conversation menu (three dots)
- Select “Link Conversation”
- Choose another conversation to connect
Message templates
Message templates
Save frequently used requests as templates:
- Type or compose your message
- Click the save icon beside the send button
- Name your template for future use
Batch processing
Batch processing
Send multiple requests at once for efficient handling:The agent will process each item sequentially.
Conversation modes
Conversation modes
Switch between interaction modes based on your needs:
- Normal: Standard back-and-forth conversation
- Focused: Minimal responses focused on direct answers
- Exploratory: More detailed responses with alternatives
- Instructional: Step-by-step guidance format
File and data handling
| Technique | Description |
|---|---|
| Batch uploads | Upload multiple files at once by shift-selecting them |
| File context | Type a brief description of uploaded files to help your agent understand them |
| Data extraction | Use “Extract from [filename]” to pull specific information |
| Format conversion | Ask agents to convert data between formats (CSV, JSON, etc.) |
| Auto-organization | Use “/organize files” to have agents suggest file categorization |
Multiple agent collaboration
1
Agent teaming
Create a group chat with multiple specialized agents for complex tasks.
2
Handoff protocol
Use “Pass to [Agent Name]” to transfer a conversation to a different agent.
3
Specialist consultation
Ask one agent to “Consult with [Agent Name]” on specific aspects of a task.
4
Workflow creation
Build agent chains where outputs from one become inputs to another.
When working with multiple agents, assign a clear role to each one to avoid redundancy.
Mobile optimization
- Use voice dictation for hands-free agent interaction
- Create agent-specific widgets for your mobile home screen
- Set up notification filters for priority alerts only
- Use the “Continue on desktop” feature to seamlessly switch devices
Automation ideas
Morning briefing
Schedule an agent to provide daily summaries of news, weather, and calendar events.
Meeting preparation
Automatically generate meeting briefs 15 minutes before scheduled calls.
Content monitoring
Set agents to track topics and provide regular updates on new developments.
Milestone tracking
Create automated check-ins on project progress and upcoming deadlines.
Most automation features can be configured in Settings > Automation or by asking your agent to “Set up automated [task].”
Next steps
Prompt Examples
Explore example prompts to get the most from your agents