> For the complete documentation index, see [llms.txt](https://docs.cogram.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.cogram.com/guides/agent.md).

# Agent

Open Cogram's [Agent](https://app.cogram.com/dashboard/agent) from the left sidebar. The Agent can take action across your projects, meetings, and emails.

## Starting a conversation

Type a question or instruction in the message composer at the bottom and press **Enter** to send. You can ask the Agent to:

* draft a follow-up email to meeting participants
* summarize a meeting in a custom style
* create a project report based on multiple meetings and emails
* search for emails about a specific topic
* list open action items from recent meetings

After the Agent responds, continue the conversation with follow-up questions.

## Adding context

Click the context button (circle icon) in the composer toolbar to scope the Agent to specific projects, meetings, or emails. Selected items appear as blue chips above the composer. This helps the Agent focus on the right content.

You can also **drag and drop files** directly onto the page to attach them to your message. Supported file types include images, PDFs, Office documents, spreadsheets, and plain text files.

## Connected data sources

Beyond your meetings, emails, and reports in Cogram, the Agent can read from external systems your organization has connected, for example [Autodesk Construction Cloud](/administration/connecting-autodesk-construction-cloud.md). The Agent only reads what your account can already see, and never changes anything in a connected system.

With Autodesk Construction Cloud connected, you can ask the Agent about your ACC projects, files and versions, document contents, model properties, issues, RFIs, submittals, forms, photos, sheets, assets, locations, and cost data. See [Connecting Autodesk Construction Cloud](/administration/connecting-autodesk-construction-cloud.md) to set it up.

## Threads

Conversations are saved as threads. The sidebar on the left lists your threads, organized by **Pinned** and **Recent**.

* **Pin** a thread to keep it at the top of your list.
* **Archive** a thread to remove it from the list.
* **Search** threads using the search bar at the top of the sidebar.
* Click **New Thread** to start a fresh conversation.

## Using prompts

Prompts are reusable instructions you can save and quickly insert into a conversation. Click the **+** button in the composer toolbar, then choose **My prompts** or **Organization prompts** to browse your prompt library. Clicking a prompt inserts its text into the composer.

You can manage your prompts under [Account Settings > Agent Prompts](https://app.cogram.com/dashboard/settings/account-settings/prompts). See [Agent Prompts](/settings/agent-prompts.md) for details.

## Keyboard shortcuts

| Shortcut          | Action                                                       |
| ----------------- | ------------------------------------------------------------ |
| **Enter**         | Send message                                                 |
| **Shift + Enter** | New line                                                     |
| **Arrow Up**      | Recall previous sent message                                 |
| **Arrow Down**    | Navigate forward through message history                     |
| **Escape**        | Stop a running response (only while the Agent is generating) |

## In Microsoft Teams

The Agent isn't only in the web app; you can ask it the same project questions right inside Microsoft Teams. Mention **@Cogram** in any chat and it answers in a reply thread, using your own project data. See [Cogram for Microsoft Teams](/guides/microsoft-teams.md) to set it up and start chatting.

## Project Reports

The Agent is especially useful for project reports or status updates based on multiple meetings and email threads associated with a project. Continue to [Projects](/guides/projects.md) to learn more.


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## 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, and the optional `goal` query parameter:

```
GET https://docs.cogram.com/guides/agent.md?ask=<question>&goal=<endgoal>
```

`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal.

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.