> 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/agent/agent.md).

# Agent

Ask Cogram questions, work with project records, and prepare actions for review.

Open [Agent](https://app.cogram.com/dashboard/agent) to ask questions or complete work in Cogram. General Assistant can search records, inspect files, and use connected systems.

Agent uses your current permissions. It cannot use a project, record, or connected account that you cannot access.

## Start a chat

Enter a question or instruction and press **Enter**. For example:

* "Summarize unresolved coordination items from the last four design meetings."
* "Compare this submittal with Section 08 71 00 and list each deviation."
* "Draft an RFI about the conflict between A-521 and M-302."

Select **New chat** to start a separate conversation. You can search, pin, rename, or delete chats from the sidebar.

## Add context and files

Use the context control below the message field to select a project, meeting, or email. Project context limits project searches to that project and makes its records available to Agent.

You can also attach or drag files into the chat. State what Agent should inspect and what output you need. Include the issue date or revision when the answer depends on it.

Without selected context, General Assistant can search Cogram data and personal or organization Library documents that you can access. Name the project when similar records could be confused.

## Use a specialist Agent

A specialist Agent has saved instructions, skills, documents, and model settings for a defined task. Open [Agents](https://app.cogram.com/dashboard/agent/agents), choose one, and start a chat.

Shared and organization Agents still use your permissions. They do not use the owner's connected accounts or expose the owner's chats. See [Specialist Agents](/agent/agents.md).

## Approve actions

Agent may prepare an action that changes Cogram or another system. Check the project, record, recipients, files, and values before approval. Reject the action or ask for a correction if anything is wrong.

Some connectors require another confirmation before a write request. Each approval covers only the action shown.

## Choose a model

Use the model control in a General Assistant chat to choose a model and reasoning effort. Higher effort usually takes longer and costs more.

A specialist Agent uses the default model and effort in its configuration. Only its owner can change them. Organization admins and owners manage these settings for an Organization Agent.

## Share a chat

Select **Share** to create a read-only link. Only signed-in members of your organization can open it. The link shows the conversation, but it does not give the reader access to linked project records or source systems.

Only the chat owner can create or revoke the link. Chats started in Cogram remain private until their owner shares them. Review the conversation before sharing because its text may contain source material.

## Use saved prompts

Select **+**, then **My prompts** or **Organization prompts**, to insert a saved prompt. Manage them under [Account Settings → Agent Prompts](https://app.cogram.com/dashboard/settings/account-settings/prompts).

## Keyboard shortcuts

| Shortcut          | Action                                |
| ----------------- | ------------------------------------- |
| **Enter**         | Send the message                      |
| **Shift + Enter** | Add a new line                        |
| **Arrow Up**      | Recall the previous message           |
| **Arrow Down**    | Move through recalled messages        |
| **Escape**        | Stop a response that is being created |

## Check important work

Agent can make mistakes. Check names, dates, dimensions, quantities, code references, contractual language, and citations against the source. A qualified professional remains responsible for professional decisions.

Cogram does not use your organization's workspace data to train AI models.

## Next steps

* [Specialist Agents](/agent/agents.md)
* [Automations](/agent/automations.md)
* [Library](/agent/agent-library.md)
* [Connectors](/agent/agent-connectors.md)


---

# 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 by asking a question.

Perform an HTTP GET request on the following URL with the `ask` and `goal` query parameters:

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

`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is what the user is ultimately trying to achieve, the reason they need the answer. Sharing it helps GitBook give you a better, more relevant answer. A goal is most helpful when it describes the outcome the user wants rather than restating the question. For example, with `ask=how do I create an API token`, a goal like `automate deployments from our CI pipeline` lets GitBook tailor the answer to that use case.

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.