Using an agent in AgentSpot

Learn how to use an agent, ask it good questions, read the answer carefully, and know when to trust it.

Find the right agent

  1. On the AgentSpot home page, browse the available agents.

  2. Open an agent you want to try and read these before asking anything:

    • Description — one-line summary.

    • Apps connected — the connectors it is configured to use.

To see if it is right agent for you, ask the agent itself.

Start a conversation

  1. From the detail page, click in the chat box and ask your question.

  2. Ask follow-up questions in the same conversation. (The agent remembers earlier messages)

  3. (Optional) upload a file to use with your questions, by clicking the plus button in the chat box or dragging and dropping the file into the chat.

Ask good questions

The single biggest factor in answer quality is your question.

Be specific. Vague questions get vague answers.

  • Weak: "How are we doing?"

  • Strong: "Compare EMEA pipeline coverage for closed-won deals in Q1 2026 vs Q2 2026, by segment."

Name the timeframe. Most data changes over time.

  • Weak: "What’s our churn?"

  • Strong: "What was monthly logo churn for the last 6 months?"

Name the slice. Region, segment, team, product, owner — whatever filter matters.

  • Weak: "Show top accounts."

  • Strong: "Show top 10 enterprise accounts in NA by ARR for FY26."

Ask one thing at a time. Two questions get better answers than one combined question.

Iterate. Treat the first answer as a starting point. Use follow-ups: "now break that down by region," "same question but only last quarter," "why did that change?"

Read the answer

A good answer has three parts. Check all three before acting.

  1. The answer itself. If the agent hedges ("approximately," "based on partial data," "I don’t have enough information"), take the hedge seriously.

  2. The sources. If you see a citation, click it and verify the source exists and looks right. If a factual answer has no citation, ask explicitly: "What source did you use?"

  3. Scope. Confirm the answer is inside the agent’s stated What it can do list. Out-of-scope answers may be guesses.

Use the answer

At the bottom of the answer, you can do the following:

  • Copy the answer into a doc, email, or message, by clicking the copy button.

  • Give Feedback with thumbs-up thumbs up or thumbs-down thumbs down. The feedback is sent to AgentSpot to help measure overall satisfaction.

When an answer looks wrong

Incorrect answers can happen. Run this checklist before assuming the data is broken.

  1. Re-read your question. Was it specific? Did it name timeframe and slice?

  2. Check scope. Is what you asked inside What it can do?

  3. Check the source. Click the citation. Does the source actually contain what the answer claims?

  4. Ask the agent to explain. "Walk me through how you got that number." or "Which rows did you use?"

  5. Try a different angle. If the same question rephrased gets a very different answer, that’s a signal the agent is uncertain.

  6. Correct it. Once the agent explanation is clear, switch into “Edit mode” for the agent and discuss with the agent builder to remediate the problem and improve the agent definition accordingly.

Do not act on a number you can’t verify against a source.

Privacy and trust

  • Admins can see who used which agent and when. They cannot see conversation content.

  • Do not paste secrets. Passwords, API keys, and credentials don’t belong in chat.

  • Treat answers as drafts. For anything material — money, customers, legal, people — verify in the source system before acting.

  • Agents can be wrong. The model can sound confident and still be incorrect, especially for out-of-scope questions.

Troubleshooting

Symptom What to try

The agent refuses to answer your question.

Likely outside the agent’s scope. Check What it can’t do; contact the owner if the refusal looks wrong.

Citation links to something you can’t open.

You may not have access to that source. Ask the owner or your admin.

Different answers to the same question on different days.

Underlying data has changed. Ask the agent: "What’s the as-of date of this answer?"

The agent seems slow.

Long answers and complex questions take longer. A more specific question usually receives a faster and better response.

You can’t find an agent you used before.

It may have been unpublished or moved to a different group. Contact the owner, or your admin.

Get help

  • Wrong answer or missing data on this agent: contact the Owner on the detail page.

  • Can’t sign in, can’t see any agents: contact your AgentSpot admin.

  • Confirm you are using the agent the way it was intended: You can do this by reading the description of the agent or by asking the agent directly what it can do.

Managing Connectors

Connectors are the bridge between AgentSpot and your enterprise data. You have a central management hub to handle these integrations. To manage your connectors, click your user menu in the upper right and select Connectors.

In the Connectors page you have the follow options:

  • Already Connected: Displays apps (e.g., Google Workspace, GitHub, Jira, HubSpot) you are currently logged into.

  • Available from Your Organization: Your administrator defines which apps are approved for your enterprise. If an app is approved but not yet active for you, click Connect in the app you want to authenticate with.

  • Many-to-many relationship: Connectors are global to your account. Once connected, they can be utilized by any agent that requires that specific app context.

  • On-the-fly connectivity: If you launch an agent that requires a connector you haven’t set up yet, AgentSpot will prompt you to connect right within the chat interface.

Skills: Transversal Instructions

A Skill is a repeatable set of instructions that can be applied to multiple agents.

To manage your skills, click your user menu in the upper right and select Skills.

  • What it does: Instead of repeating complex instructions in every agent, you create a Skill (e.g., "Public API Specialist" or "Slide Builder").

  • The "When" logic: Each skill includes a description of when the agent should invoke it, helping the AI understand which specialized task it is facing.

  • Sharing and privacy: Skills are Global (available to the org) to ensure that an agent being allocated a given skill will function with consistency across all users leveraging it.

Memory: Personalizing the Experience

While Instructions reside within an agent and Skills focus on tasks, Memory allows AgentSpot to improve its understanding of your preference and improve the quality of its work over time. The more you use AgentSpot, the better it gets!

AgentSpot maintains three types of memories:

  1. Agent memory:

    Agent memory allows agents' creators to refine how the agent behaves as it goes through tasks together, improving the agent’s accuracy and efficiency over time and ensuring that everyone using this agent benefits from these learnings. Agent creators can view and modify an agent’s memory. Conversations with agents will result in memory being updated either in the agent’s memory, or on the user’s memory.

  2. User memory:

    User memory tracks the platform’s growing understanding of a user’s work style and key facts, improving accuracy over time. Connected applications can optionally provide regular updates on the user to keep the memory up to date. Users can view their memory. Think of it as the platform learning how each person works so agents give better answers over time

  3. Org memory:

    Org memory allows administrators to teach AgentSpot key facts about your organization, ensuring that each agent and each workflow across the organization is grounded in your company’s context. The company memory can automatically grow over time based on agents' conversations. Administrators can always view and modify the company memory.

Memory shapes how all agents across the platform interact with you based on your preferences:

  • Format Preferences: e.g., "Always use the metric system."

  • Persona/Mindset: e.g., "Always answer through the lens of a Product Manager."

  • Tone & Style: e.g., "Maintain a friendly, casual tone" or "Be strictly professional and concise."

Memory is the "DNA" of your user experience. It ensures that every agent you interact with—regardless of its specific function—understands how you prefer to work.