An app that tracks events worth attending, open on its calendar view
A candidate research app with tabs, filters, and buttons that ask its agent for more work. Personal details are blurred.
What an app can do
- Show current data. It reads from the agent’s database and integrations whenever someone opens it.
- Save what people enter. Forms and edits are stored in the agent’s database.
- Take action in your tools. A button can update a record or send something through the agent’s integrations.
- Ask an agent to do work. A button can start a run of this agent or another one. See Add a button that runs an agent.
- Be shared without the agent. People use the app without seeing the agent’s chat, instructions, or integrations.
- Keep one address. New versions replace the old one at the same address, so the link you sent keeps working.
An app sits between the people who use it and the agent behind it.
App or dashboard?
Both give you a page you can send to someone. The difference is whether the page keeps working with your data after your agent has built it.
Pick a dashboard for a page that is finished once it’s built, such as last month’s report. Pick an app for a place people come back to, where the data changes or where they take action.
Before you start
- Your agent can only show what it can reach. For live data from a tool, connect the integration first. Anything people enter in the app is saved in the agent’s database, so there is nothing to set up for that.
- One app per agent. Your agent builds new requests into the app it already has. It replaces the app only when you confirm, and the old address stops working straight away.
Ask for one
Describe what people should do with the app and who it is for.- “Build an app where the support team sees open tickets by priority and can mark one as handled.”
- “Build a laptop request form that saves each request and gives me a list I can approve from.”
- “Turn the weekly pipeline numbers you save into an app the sales team can open any time.”
Change it and publish new versions
Ask for changes in the same chat. Your agent edits the app, checks it, and publishes a new version: v2, v3, and so on. To see the app on the agent, click Workflow in the top right and open the App tab. It shows the app with a toolbar above it:
An app open in the App tab. The toolbar above it shows the published version, the app's name, Reload, Open in new tab, Analytics, and Share.
To go back to an earlier version, ask your agent, for example: “Restore the app to v2.” It publishes the old version again as a new one. Restoring changes only the app. The agent’s database keeps its current data.
Add a button that runs an agent
An app can carry a button that asks an agent to do some work: rebuild a report, look into the row someone picked, or file what they typed as a ticket. Ask for it in those words, and name the agent:- “Add a Refresh button that asks you to update the figures.”
- “Add a Look into this button to each row that asks my Account Research agent to dig into that account.”
- Everyone who can open the app can press it. That’s the difference from a dashboard button, which works only for people who manage the agent.
- It runs only when someone presses it. An app never starts an agent on its own, for example when the page loads.
- The app shows how it went. Your agent builds the button to show that the work is running. A quick answer can come straight back to the page, and the app says plainly if the agent needs more information or the run didn’t finish.
- The agent you name pays for its run and works the way it always does, with its own instructions and integrations. The app can call this agent, or any agent this agent can reach.
Share your app
At first, only the agent’s owners can open its app: you, or every member of the team for a team agent. Only owners can change who has access.1
Open Share
On the agent, click Workflow in the top right, open the App tab, and click Share in its toolbar.
2
Add people
Type into Add people, teams, or your organization and click Add. You can add people, teams, or your whole organization, which shows as Everyone in followed by your organization’s name. Can view is the only role. It lets them open and use the app.
3
Choose general access
Under General access, pick one:
4
Send the link
Click Copy link and send it.
See who uses it
Click Analytics in the app’s toolbar. Choose Last 7 days, Last 30 days, or Last 90 days to see:- Page views and Unique visitors, day by day
- Audience: how many visitors are from Your organization and how many are Anonymous, for example people who used a link
- Most viewed pages
Costs and limits
- The agent’s owner pays. When the app uses an integration that costs credits, the agent’s owner pays, not the person using the app. A team agent’s app is paid from the team. In usage, these costs count as chat costs. When a button asks an agent to run, that agent pays for its run, the same as any other run. See Credits and usage.
- Copies and templates don’t include the app. A copy of the agent, or an agent deployed from a template, starts without one.
- Disabling the agent keeps the app working. Archiving the agent stops the app.
- Admins see what the app does. The integration calls an app makes show in Integration Activity.
If someone can’t open the app
Related
Build a dashboard
For a finished page, such as a report, that doesn’t need to stay current.
Database
Where your agent keeps the data your app reads and saves.
When to share what
Pick between sharing an app, a dashboard, a template, and the agent itself.
Use only
When people should chat with the agent rather than use an app.