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Maximize agent productivity

Simple techniques to get more value from your AI agents and streamline your workflow.

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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.

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Conversation efficiency

Conversation linking

Link related conversations to maintain context across interactions:
  1. Open the conversation menu (three dots)
  2. Select “Link Conversation”
  3. Choose another conversation to connect
Your agent will now have context from both conversations.
Save frequently used requests as templates:
  1. Type or compose your message
  2. Click the save icon beside the send button
  3. Name your template for future use
Access templates via the ”/” command.
Send multiple requests at once for efficient handling:
Process these items:
#1: [first task]
#2: [second task]
#3: [third task]
The agent will process each item sequentially.
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
Change modes using the mode selector in the conversation header.

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File and data handling

TechniqueDescription
Batch uploadsUpload multiple files at once by shift-selecting them
File contextType a brief description of uploaded files to help your agent understand them
Data extractionUse “Extract from [filename]” to pull specific information
Format conversionAsk agents to convert data between formats (CSV, JSON, etc.)
Auto-organizationUse “/organize files” to have agents suggest file categorization

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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.

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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

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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].”

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Next steps

Prompt Examples

Explore example prompts to get the most from your agents