Overview
Client Agents is the Platform workspace for chatting with a selected client's role agents or a client user's personal assistant. Staff choose a deal from the client switcher, while a client user sees the assistant for the currently selected permitted deal. The switcher exposes active permitted Deals only and repairs an unavailable saved selection by syncing a valid default. Staff role agents are grouped under collapsible Core outbound, Website, Sales, and Other headings. Staff can also open their own primary agent from My agents and use its persistent Work context panel. The staff roster is intentionally compact: role rows show the role and deal, without CRM Pin or Hide controls or a schedule column. Model and effort remain centrally managed by profile.
How to use this page
Select a deal
Staff use the client switcher to choose the deal that scopes the workspace. A client with multiple active deal memberships can choose one of those permitted Deals; archived or inactive memberships are not selectable. If a saved selection is no longer available, the switcher syncs an available default. A single-deal client sees a locked deal label.
Open the client agent view
Staff see the selected deal's available role agents. Expand or collapse Core outbound, Website, Sales, or Other to scan the functions. A client login sees only the personal assistant for the currently selected permitted deal.
Open a role agent
Select a role row such as Client Manager, Email Responder, List Building Specialist, Website Developer, or another available role. The compact staff row shows the role and its deal, then the workspace loads the selected agent.
Use staff Work context
Staff who open their own primary agent in My agents can click Work context to add a note or Markdown item, optionally add a tag, hold selected page text, or remove held items. The global sidebar keeps notes, decisions, snippets, links, and held messages available across staff pages. Client users see their personal assistant and do not see this staff-only panel.
Chat or run
Use the composer to send a request, dictate, attach a supported file, or start a focused run. Empty conversations offer Catch me up, Make a plan, and Review your last run starters. The selected agent follows its centrally managed profile; individual agents do not pick a model.
Review workspace tabs
Use Conversation, History, Memory, Files, and Edit when available. Staff can also review proposed actions in Actions or the proposed-actions banner when authorized.
Test or impersonate a permitted view
Authorized staff can use Test visibility to choose a user and Login as to reload the Client Agents workspace with that user's permitted deal and agent view.
Keep a direct link
Use an agentId link, bookmark, or refresh to keep the selected agent when it remains in the current deal scope. Switching deals reloads the workspace for the newly selected scope.
Review Agent Metrics
Open the Metrics child under Platform > Agents to review prompt activity and usage for the selected active Deal. Choose a date range, read the summary band, and sort the agent table by any visible column. The metrics page keeps the same Deal scope and does not expose spend or model pricing.
What the buttons do
- Client switcher
- Selects an active permitted Deal that scopes the staff workspace or a multi-deal client user's assistant.
- Role rows
- Open the selected client's available role agent. Staff rows are grouped by function and show the role and Deal in a compact layout.
- Core outbound / Website / Sales / Other
- Expand or collapse a staff client-agent function group.
- Conversation / History / Memory / Files / Edit
- Open the workspace area allowed for the selected agent and viewer.
- Work context
- Opens the global Personal work context panel when staff open their own primary agent.
- Add / Hold selected text
- Staff can save a note or Markdown item, or hold selected page text, in their personal Work context.
- Run now
- Starts a manual run when the selected agent exposes the control.
- Actions / Proposed actions banner
- Lets authorized staff review and resolve proposed client-agent actions.
- Test visibility / Login as
- Lets an authorized admin preview another user's permitted client-agent view.
- Metrics (Agents submenu)
- Opens Agent Metrics for the selected active Deal, with date-range controls, usage totals, and a sortable agent table.