Table of Content

Learn

Core Concepts

Agently is built around a set of interconnected building blocks: Workspaces, Agents, Brain, Spaces, Pages, Channels, Integrations, and the Scheduler. Together, they form a complete AI-powered operating system for your business. Understanding these concepts will help you get the most out of the platform.

What Is a Workspace?

A workspace is your team's home base on Agently. Everything lives inside a workspace — your agents, knowledge, tasks, pages, conversations, and integrations.

Think of a workspace as your company (or department, or project) on Agently. Everyone on your team joins the same workspace, and all your agents operate within that shared context.

Key things to know:

  • You can be part of multiple workspaces (useful if you manage several businesses or teams)

  • Each workspace has its own Brain, its own integrations, and its own billing

  • Team members have roles — Owner, Admin, or Member — that control what they can do

Learn more: Workspace Management

What Are Agents?

Agents are AI employees powered by Anthropic's Claude models. Agently provides 6 specialized agents, each built for a specific business function — sales, operations, marketing, customer success, or research. Unlike general-purpose AI chatbots, Agently agents have real tool access and take action through your connected accounts.

What makes agents more than just chatbots:

  • They have tools. Agents can send emails, create calendar events, manage tasks, search the web, draft documents, and more — through your real connected accounts.

  • They know your business. Agents pull from your Brain to give responses grounded in your actual company context.

  • They think before acting. You can choose between Fast mode (quick answers) and Smart mode (deeper analysis with extended thinking).

  • They work across your stack. A single agent can research on the web, draft an email in Gmail, schedule a follow-up on your calendar, and create a task to track it — all in one conversation.

Agently's agents include: Apex (Sales), Nova (Operations), Echo (Customer Success), Pulse (Marketing), Lens (Research), and Nexus (Workspace Guide).

Learn more: Meet Your Workforce | Chatting with Agents

What Is the Brain?

The Brain is Agently's RAG-powered knowledge base — a centralized repository where you store everything your agents need to know about your business. It uses vector embeddings and semantic search to match by meaning, not just keywords. The Brain is what transforms generic AI responses into answers that are specific, accurate, and grounded in your reality.

You can add:

  • Documents — PDFs, Word docs, text files

  • Snippets — Quick notes, brand guidelines, product descriptions, FAQs

  • Web pages — URLs that Agently will read and store

  • Images — Visual references, diagrams, screenshots

When you chat with an agent, it automatically searches your Brain using semantic search to find relevant context before responding. The more you feed the Brain, the better your agents perform.

Learn more: Brain Feature Guide

What Are Spaces?

Spaces are Agently's built-in project management tool. Each Space contains Folders, Kanban boards, and tasks that flow across customizable columns as work progresses.

The hierarchy is: Space → Folders → Boards → Columns → Tasks

You can:

  • Create boards for different workflows (Sales Pipeline, Content Calendar, Support Queue)

  • Add tasks with assignees, due dates, priorities, and labels

  • Track progress visually with drag-and-drop columns

Your agents can create and manage tasks here too. Ask Apex to create a follow-up task for a lead, or have Nova set up a project plan — it all shows up in your Spaces.

Learn more: Spaces Feature Guide

What Are Pages?

Pages are Agently's built-in document editor. Create notes, write content, build internal docs, or draft customer-facing materials — all with a block-based rich text editor that supports formatting, media, templates, comments, and reactions.

Pages can be:

  • Private — Visible only to your workspace

  • Shared publicly — Generate a link anyone can view

  • Gated — Require visitors to take an action (enter their email, join your Discord, etc.) before accessing

Your agents can create and reference Pages too. Ask Pulse to draft a blog post, and it'll create a Page you can review and edit.

Learn more: Pages Feature Guide

What Are Channels?

Channels are group conversations where your team and AI agents collaborate together. Create a channel for a project, a department, or a topic — then add the humans and agents who should be part of it.

This is where Agently's collaborative power shows up. You can ask a question in a channel, and have Apex chime in with sales data while Nova pulls up the relevant calendar events — all in the same thread.

Learn more: Messaging Feature Guide

What Integrations Does Agently Support?

Agently connects to the tools you already use. Powered by Composio, Agently supports 100+ services — once connected, your agents can read from and act through these tools on your behalf.

Key categories include:

  • Email: Gmail, Outlook

  • Calendar: Google Calendar, Outlook Calendar, Calendly

  • Productivity: Notion, Google Docs, Google Sheets, Google Drive, Airtable, Confluence, Dropbox

  • Communication: Slack, Discord, Telegram, Microsoft Teams, Zoom

  • Social: LinkedIn, Twitter/X, Instagram, Facebook, YouTube

  • Project Management: GitHub, GitLab, Jira, Asana, Trello, Monday.com, Linear

  • CRM & Sales: HubSpot, Salesforce, Pipedrive, Zendesk

  • Finance: Stripe, QuickBooks, Xero

Integrations are connected at the workspace level, so your whole team benefits. They're secured with OAuth — Agently never sees your passwords.

Learn more: Full Integrations Guide

What Is the Scheduler?

The Scheduler lets you set up recurring or one-time automated agent executions. Instead of manually chatting with an agent every Monday morning, you can schedule tasks to run automatically — like weekly reports, daily email digests, or periodic research updates.

Scheduled executions run in the background and deliver results to your workspace, keeping your AI workforce productive even when you're not actively chatting.

How Everything Works Together

Here's how these concepts connect in practice:

  1. Your Workspace is the container for everything

  2. You fill the Brain with your business knowledge

  3. You connect your Integrations (email, calendar, CRM, etc.)

  4. You chat with Agents who use your Brain and Integrations to do real work

  5. Work gets tracked in Spaces and documented in Pages

  6. Your team collaborates through Channels alongside the agents

  7. The Scheduler automates recurring agent tasks so they run without you

Everything is interconnected. An agent can search your Brain, create a task in Spaces, draft a Page, send an email through your Gmail, schedule a follow-up on your calendar, and even be set to repeat the workflow weekly — all from a single conversation.

Next Steps

Getting Started with Agently

Meet Your AI Workforce