Agents
An agent is a chat persona: a name, standing instructions, a model and the skills it may use. Instead of explaining the same context in every conversation, your team builds an agent once ("Analityk kosztów", "Invoice checker") and picks it in Chat whenever that expertise is needed: "Build specialized AI agents you can chat with. Give an agent a role and instructions, then pick it in any chat."
Before you start
- Agents are part of every plan; using them needs AI in the plan and credits.
- Members and admins create, change and chat with agents. Viewers see the agents but cannot chat with them, because the Viewer role has no AI chat.
- An agent never has more rights than the person chatting with it: it reads and changes only what that person may.
The Agents page
Open Agents in the sidebar. The page has two tabs, Agents and Skills (see Skills).
- Search agents by name or description, and Filter: All agents, Active, Inactive, Made by your team or Built in.
- Built in: "Ready in every chat and maintained by Quanty." Quanty (Default) is "The global Quanty agent. Answers anything about your workspace and can route work to your other agents." Wsparcie is Quanty's product help: it answers questions about Quanty and can open a support request for you.
- Your agents: "Made by your team for its own work." Each card shows the status (Active or Inactive) and its skills ("Skills: 3" or "All skills").
- A card's menu (Agent actions): Edit settings, Duplicate ("Analityk kosztów (copy)"), Turn on / Turn off.
Built-in agents cannot be changed or deleted.
Create an agent
- Click New agent.
- Either fill in the settings yourself, or use Generate with AI: "Describe what the agent should do and AI will write the name, description and instructions for you." For example "An agent that reviews supplier invoices, flags unusual costs and answers in Polish". Click Generate and check the draft; nothing is saved yet.
- Click Create agent. "Add a name (at least 2 characters) and instructions (at least 10 characters) to save."
The agent's settings
The settings are in sections, listed on the left; Save changes keeps them.
| Section | Field | What it means | Example |
|---|---|---|---|
| Top of the page | Name | How it appears in Chat; you edit it in place next to the orb ("e.g. CFO Agent"). Unique in your organization, up to 120 characters. | Analityk kosztów |
| General | Description | "What is this agent best at?" | Sprawdza koszty przewoźników |
| General | Avatar | "The orb shown next to this agent's answers." Shuffle colors picks new ones. | |
| General | Status | "Inactive agents cannot be picked in chat composers." | Active |
| Instructions | System prompt | "The persona and rules injected into every chat with this agent." | You are a cost analyst… |
| Instructions | Sample prompts | "Starter prompts shown in this agent's empty chat." Up to 6, each up to 300 characters. Generate example prompts for this agent writes three. | Które zlecenia mają najniższą marżę? |
| Model | LLM | "Choose which model this agent answers with." Use chat default follows the conversation. | Use chat default |
| Access | Scope | Whole organization ("The agent can use every project and table you have access to.") or Project ("The agent only sees the tables in this project."). | Project: Operacje |
| Assigned person | Person | Who the agent hands a conversation to when it cannot finish something or is asked to pass it on, with who asked and their contact details. Nobody: "The agent does not pass conversations on." | Ewa Księgowa |
| Skills | All active skills / Selected skills | Which skills the agent may load (see Skills). Manage skills opens the Skills tab. | All active skills |
The ⋯ menu next to Save changes holds Delete: "Chats keep their history, but this agent can no longer be selected." The name is free again afterwards.
Handing a conversation to a person
With an Assigned person, the agent can pass a conversation on: "Nothing is sent until the person chatting confirms it. It arrives as a direct message from them in team chat." If that person leaves the organization, the setting says "This person is no longer a member of the organization. Pick someone else or choose Nobody."
Use agents in Chat
- In the AI section of Chat, every active agent has its own row with the AI marker; click it for a new conversation with that agent.
- In an AI conversation, Quanty ▾ in the header switches who answers.
- An empty conversation with an agent shows its sample prompts.
- In a channel or direct message, type @ and the agent's name, or pick it under Who answers in Ask AI (see AI assistant).
- The assistant can create an agent for you in chat; it waits for your confirmation.
Agent tasks
For hard, multi-step questions, the assistant hands work to an agent task: for example "find this supplier's parent company and its latest revenue". AI columns can run agent tasks per row too (see Research companies with an agent). A task:
- runs step by step (searching, reading documents, calculating) and records every step;
- runs with a budget and stops when it is reached (Budget reached), keeping what it found;
- returns a value with its confidence, its reasoning and its cost.
Calculations run in a sandbox where possible. A result says Computed in the Python sandbox, or Not sandbox-verified: model-estimated value when the model estimated it.
Agent activity
Agent activity (the indicator in the table toolbar and the chat header, which pulses while runs are going: "2 running") lists the runs: "Live: updates as the agents work".
| Status | Meaning |
|---|---|
| Queued | Waiting to start. |
| Running | Working; open it to see the steps as they happen. A web research run says "Researching the live web. A thorough run can take several minutes." |
| Done | Finished, with Result and Output. |
| Failed | Could not finish. |
| Stopped | Stopped by someone (Stop this run). |
| Budget reached | Hit its budget; partial results are kept. |
Budgets keep costs predictable
Every agent task has a fixed budget, and what it spends is billed in credits like any other AI work. A run that reaches its budget stops.
Good to know
- "Agents" means chat personas. Agents answer in Chat; they are not a separate place where work runs on its own.
- Turning an agent off hides it from Chat without deleting it.
- Built-in instructions are Quanty's. The instructions of Quanty and Wsparcie are not shown or editable.
Related pages
- AI assistant: talking to Quanty and your agents.
- Skills: instructions agents load for a task.
- Chat: the AI section of the list.
- Billing and credits: how AI work is billed.