Document Generation, Focus Mode & Agent Settings
Ask the agent to create PDFs and spreadsheets, expand the chat panel to focus on conversations, and manage your agent from one place.
PDF & Spreadsheet Generation
Ask the agent to create professional PDFs and Excel spreadsheets directly in chat.
- Ask for a report, summary, or export and the agent builds a styled document for you
- PDFs support headings, tables, bullet lists, and professional formatting
- Spreadsheets support multiple sheets, formulas, and currency/percentage formatting
- Files save to your Google Drive, or download via link if Drive isn't connected
Expandable Agent View
Expand the chat panel to focus on your conversation, or collapse it to see more of your workspace.
- Click the panel toggle in the top nav to give the agent most of your screen
- Collapse back to a sidebar when you need to focus on invoices, clients, or reports
- Navigation reorganized into cleaner groups — payments, settings, and other pages are easier to find
- Your layout preference is remembered between sessions
New Agent Settings
Improved the place to manage everything about how your agent works.
- See your business context, skills, automations, and integrations at a glance
- Each section previews what's active with a link to manage details
- Add business context through files, links, or Google Drive documents
- Enable or disable skills, set up automations, and connect integrations — all from one page