Agent

Cogram comes with a powerful AI agent that has context on your meeting minutes, field reports, and emails.

Open Cogram's 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. 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 to set it up.

With Deltek VantagePoint connected, you can ask about your VantagePoint projects and their teams, contracts and fees, milestones, proposals and awards, plus firms, contacts, and CRM activities. Answers cover the projects you are a member of in Cogram. This capability is enabled per organization by Cogram support: see Asking the Agent about VantagePoint data.

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. See Agent Prompts 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 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 to learn more.