# CogniAgent

- [Welcome to CogniAgent](https://docs.cogniagent.ai/introduction.md): The cognitive AI platform for building AI-powered workflow automation and conversational agents
- [Quick Start](https://docs.cogniagent.ai/quick-start.md): Build your first CogniAgent workflow step by step
- [Connect MCP](https://docs.cogniagent.ai/mcp-server.md): Connect Claude, Cursor, or any MCP-compatible AI to your CogniAgent workspace and manage workflows (applications) and Chat & Voice Agents (conversation flows) by chatting.
- [Platform Overview](https://docs.cogniagent.ai/features/overview.md): Explore CogniAgent's core capabilities and features
- [Workflows](https://docs.cogniagent.ai/features/applications.md): How to create, organize, and manage your workflows in CogniAgent
- [Knowledge Base](https://docs.cogniagent.ai/features/knowledge-base.md): Give your AI agents access to your business information
- [Conversational AI](https://docs.cogniagent.ai/features/conversational-ai.md): Build multi-agent AI conversations with Chat & Voice Agents — visual canvas, automatic routing, all channels in one place.
- [Communication Channels](https://docs.cogniagent.ai/features/channels.md): Reach your users wherever they are — email, Slack, SMS, WhatsApp, and more
- [Integrations](https://docs.cogniagent.ai/features/integrations.md): Connect CogniAgent to 2,700+ apps and services to automate across your entire stack
- [Glossary](https://docs.cogniagent.ai/glossary.md): Key terms and concepts used in CogniAgent
- [AI coworkers that do the work](https://docs.cogniagent.ai/cowork/overview.md): Hire an AI coworker instead of building a workflow. Give it a goal, not a script — it researches, runs the numbers, uses your apps and asks when it needs you.
- [Quickstart: your first coworker](https://docs.cogniagent.ai/cowork/quickstart.md): Hire an AI coworker and finish a real task in about ten minutes. No configuration, no setup — just pick a role and give it something to do.
- [How Cowork works](https://docs.cogniagent.ai/cowork/how-it-works.md): The mental model behind AI coworkers — how a task runs, what your coworker can reach, and where it stops to ask you.
- [Cowork vs Workflows vs Chat & Voice Agents](https://docs.cogniagent.ai/cowork/vs-workflows.md): Three ways to put AI to work in CogniAgent. Here's which one fits the job in front of you — and how to tell when you've picked wrong.
- [Hiring a coworker](https://docs.cogniagent.ai/cowork/coworkers/hiring.md): Add an AI coworker to your team in one click — pick a ready-made role or build your own — and know what every tab on its page is for.
- [The five ready-made coworkers](https://docs.cogniagent.ai/cowork/coworkers/ready-made.md): Hire an AI research analyst, executive assistant, support agent, SDR or data analyst in one click — each arrives already knowing how to do the job.
- [Giving instructions and personality](https://docs.cogniagent.ai/cowork/coworkers/instructions.md): Two short pieces of writing decide how well your AI coworker does its job. Here's what belongs in each, and what to leave out.
- [Your roster and team view](https://docs.cogniagent.ai/cowork/coworkers/roster.md): See every AI coworker you've hired on one screen, how much each has on the go, and where to see how often each one needed you.
- [Retiring, re-hiring and templates](https://docs.cogniagent.ai/cowork/coworkers/templates.md): Pause an AI coworker without losing what it learned, bring it back later, or save a good one as a template you can hire again.
- [What a coworker can do](https://docs.cogniagent.ai/cowork/capabilities/overview.md): Every capability your AI coworker has, on one screen — search the web, run code, drive a browser, talk to people, and use the apps your team already pays for.
- [Web search](https://docs.cogniagent.ai/cowork/capabilities/web-search.md): Your AI coworker looks things up on the live web instead of guessing — prices, news, funding rounds, and facts that changed last week.
- [Reading web pages](https://docs.cogniagent.ai/cowork/capabilities/reading-web-pages.md): Hand your AI coworker a link and it reads the whole page properly — pricing tables, documentation, articles — then works from what's actually there.
- [Working with code and files](https://docs.cogniagent.ai/cowork/capabilities/code-and-files.md): Your AI coworker opens spreadsheets, runs the numbers and hands the finished file back — reconciling exports, cleaning lists and building charts on its own.
- [The live browser](https://docs.cogniagent.ai/cowork/capabilities/live-browser.md): Your AI coworker uses websites the way you do — logging in, filling forms, clicking through pages — and hands you the keyboard when it hits a password.
- [Generating images](https://docs.cogniagent.ai/cowork/capabilities/generating-images.md): Ask your AI coworker for a picture and get a real file back — header images, diagrams, mock-ups and social cards, saved straight into the task.
- [Self-scheduling](https://docs.cogniagent.ai/cowork/capabilities/self-scheduling.md): Your AI coworker books its own follow-up — checking back on a deploy, waiting for a reply, or resuming a long job without you having to remember.
- [Running your workflows and chat & voice agents](https://docs.cogniagent.ai/cowork/capabilities/workflows-and-flows.md): Your AI coworker uses the automations your team already built — running them, checking on them, and proposing new ones for you to approve.
- [Talking to people](https://docs.cogniagent.ai/cowork/capabilities/talking-to-people.md): Your AI coworker holds a real conversation over email or Slack — asks the question, waits for the answer, and carries on from the reply.
- [Message channels](https://docs.cogniagent.ai/cowork/capabilities/message-channels.md): Your team reaches your AI coworker in Slack, email or Telegram — no logging in, no new tool — and only the people you name can talk to it.
- [Connecting your apps](https://docs.cogniagent.ai/cowork/capabilities/connecting-your-apps.md): Give your AI coworker the tools your team already pays for — Gmail, Slack, your CRM — and control exactly which actions it may take in each.
- [Working with coworkers](https://docs.cogniagent.ai/cowork/capabilities/working-with-coworkers.md): AI coworkers working together: one hands research to another, you approve, and the report comes back to the task on its own.
- [Coworker handovers in detail](https://docs.cogniagent.ai/cowork/capabilities/coworker-handovers.md): Every coworker handover, step by step: the five actions, the brief, the report file, follow-ups, shared files, limits and permission rules.
- [Dynamic workflows](https://docs.cogniagent.ai/cowork/capabilities/dynamic-workflows.md): Sort 200 tickets or research 20 companies in one request: a dynamic workflow runs a team of AI helpers, 6 at a time and up to 30 per run.
- [Dynamic workflow scripts](https://docs.cogniagent.ai/cowork/capabilities/dynamic-workflow-scripts.md): Read, review and edit a dynamic workflow script: the meta header, agent(), parallel(), pipeline(), phase(), log(), budget and args.
- [What skills are](https://docs.cogniagent.ai/cowork/skills/overview.md): A skill is your way of doing something, written down once — so your AI coworker does it your way every time instead of improvising.
- [Creating a skill](https://docs.cogniagent.ai/cowork/skills/creating.md): Write down how your team does something once, and your AI coworker follows that method every time. Here's how to write one that actually gets used.
- [Running a skill](https://docs.cogniagent.ai/cowork/skills/running.md): Type /skill-name to make your AI coworker follow a procedure exactly — instead of hoping it picks the right approach on its own.
- [The built-in skills](https://docs.cogniagent.ai/cowork/skills/built-in.md): Every AI coworker arrives already knowing how to push through a long job and how to drive a browser properly. Nothing to set up.
- [Custom helpers](https://docs.cogniagent.ai/cowork/skills/helpers.md): Give your AI coworker a named specialist to call on — a fact-checker, a copy critic, a numbers checker — for one part of a bigger job.
- [Skills that improve themselves](https://docs.cogniagent.ai/cowork/skills/improving.md): Your AI coworker proposes new skills and tidies up old ones based on what it learned. Nothing changes until you approve it.
- [Files](https://docs.cogniagent.ai/cowork/files/overview.md): Give your AI coworker a real file and it works with the real thing. Here's where files live, what's private to a task, and what your coworker keeps.
- [The file manager](https://docs.cogniagent.ai/cowork/files/file-manager.md): Browse everything in a task, upload what your AI coworker needs, and download what it produced — without leaving the conversation.
- [Previewing files](https://docs.cogniagent.ai/cowork/files/previews.md): Open spreadsheets, PDFs, documents and images right in the conversation — search inside a PDF, page through it, no download needed.
- [Attaching and mentioning files](https://docs.cogniagent.ai/cowork/files/attaching-and-mentioning.md): Attach a file to a message, or type @ to point at one already in the task — so your AI coworker knows exactly which file you mean.
- [Seeing what changed](https://docs.cogniagent.ai/cowork/files/changes.md): When your AI coworker edits a file you gave it, see exactly which lines changed — rather than taking its word for it.
- [The conversation](https://docs.cogniagent.ai/cowork/chat/overview.md): Working with your AI coworker is a conversation, not a form. Here's what's on screen and how to steer it while it works.
- [Slash commands](https://docs.cogniagent.ai/cowork/chat/slash-commands.md): Type / in the chat for the shortcuts that steer your AI coworker — plan, review, keep working, switch model — plus your own skills and dynamic workflows.
- [Plan mode and Build mode](https://docs.cogniagent.ai/cowork/chat/plan-and-build.md): Have your AI coworker research and propose an approach before it changes anything — then switch it loose to do the work.
- [Thorough review](https://docs.cogniagent.ai/cowork/chat/thorough-review.md): Make your AI coworker check its own work properly before handing it back — for the jobs where being wrong is expensive.
- [Effort and model](https://docs.cogniagent.ai/cowork/chat/effort-and-model.md): Turn the dial up for a hard problem or down for a quick one, and pick which AI does the work — both from the message box.
- [Watching progress](https://docs.cogniagent.ai/cowork/chat/watching-progress.md): See exactly what your AI coworker is doing as it works — every step, its checklist, and what it produced. Nothing is hidden.
- [Long conversations](https://docs.cogniagent.ai/cowork/chat/long-conversations.md): What happens when a task runs for hours — how much your AI coworker can hold in mind, and what to do when it fills up.
- [Managing your tasks](https://docs.cogniagent.ai/cowork/chat/tasks.md): Every job you give an AI coworker is a task. Here's how to run several at once, come back to old ones, and keep them tidy.
- [Approvals](https://docs.cogniagent.ai/cowork/control/approvals.md): Anything your AI coworker does that leaves your workspace waits for your yes. Here's what pauses, what it looks like, and how to stop being asked.
- [Permission rules](https://docs.cogniagent.ai/cowork/control/permission-rules.md): Say once what your AI coworker may always do, must always ask about, and may never do — instead of approving the same thing every day.
- [Automatic checks](https://docs.cogniagent.ai/cowork/control/automatic-checks.md): Set rules that run by themselves around your AI coworker's work — before it acts, after it acts, and when it finishes.
- [What a coworker remembers](https://docs.cogniagent.ai/cowork/control/memory.md): Your AI coworker keeps notes between tasks — who you are, how you like things done, what a project needs — and you can read and edit every one.
- [Working without you](https://docs.cogniagent.ai/cowork/autonomy/overview.md): Your AI coworker can start work on a timetable, keep going on a long job, come back to check on something, and answer people while you're away.
- [Schedules](https://docs.cogniagent.ai/cowork/autonomy/schedules.md): Set your AI coworker running every weekday at nine — a morning briefing, a weekly report, a nightly check — without asking each time.
- [Keep working](https://docs.cogniagent.ai/cowork/autonomy/keep-working.md): Tell your AI coworker to keep going until the job is genuinely done, instead of stopping to check in after every step.
- [How a coworker gets better](https://docs.cogniagent.ai/cowork/autonomy/getting-better.md): A new AI coworker is competent. One that's been working for you three months is genuinely useful. Here's what changes and how to help it along.
- [Chat & Voice Agents](https://docs.cogniagent.ai/conversation-flows/overview.md): Design multi-agent conversational AI on a visual canvas — actors, routing, channels, and deployment in one place.
- [Quickstart](https://docs.cogniagent.ai/conversation-flows/quickstart.md): Build your first Chat & Voice Agent in 10 minutes — a Triage actor that hands off to two specialists.
- [Flows and actors](https://docs.cogniagent.ai/conversation-flows/concepts/flows-and-actors.md): The four building blocks of every Chat & Voice Agent — Start node, actors, routing edges, and the canvas.
- [Context and inheritance](https://docs.cogniagent.ai/conversation-flows/concepts/context-and-inheritance.md): How shared knowledge moves between actors so users never repeat themselves and you never duplicate prompts.
- [Focus modes](https://docs.cogniagent.ai/conversation-flows/concepts/focus-modes.md): Four modes that control how strictly an actor sticks to its job when users change topics mid-conversation.
- [Execution modes](https://docs.cogniagent.ai/conversation-flows/concepts/execution-modes.md): Initiator or Responder — does your flow start conversations, or wait for them?
- [Configure an actor](https://docs.cogniagent.ai/conversation-flows/build/configure-actor.md): Set the name, icon, context, instructions, definition of done, focus mode, and capabilities of an AI agent.
- [Routing edges](https://docs.cogniagent.ai/conversation-flows/build/routing-edges.md): Connect actors with edges and use activation prompts to tell the platform when each route should fire.
- [Capabilities](https://docs.cogniagent.ai/conversation-flows/build/capabilities.md): Give your agents access to knowledge bases, integration actions, and custom tools.
- [Step builder](https://docs.cogniagent.ai/conversation-flows/build/step-builder.md): Script an actor's behaviour step-by-step when you need an exact, predictable conversation.
- [Prompting best practices](https://docs.cogniagent.ai/conversation-flows/build/prompting.md): How to write actor system prompts and AI node instructions that produce reliable, on-tone, well-shaped output. Adapted from Anthropic's official prompting guide for Claude.
- [Flow settings](https://docs.cogniagent.ai/conversation-flows/build/flow-settings.md): Flow-wide settings — name, description, execution mode, global context, knowledge, integrations, channels.
- [Channels overview](https://docs.cogniagent.ai/conversation-flows/channels/overview.md): The supported channels for Chat & Voice Agents — Widget, Email, Slack, Teams, Telegram, Phone — and how to wire them up.
- [Widget channel](https://docs.cogniagent.ai/conversation-flows/channels/widget.md): Embed a chat widget on your website so visitors can talk to your agent.
- [Email channel (Gmail, Outlook)](https://docs.cogniagent.ai/conversation-flows/channels/email.md): Connect a Gmail or Outlook inbox so your flow handles inbound email threads and replies in-thread.
- [Messaging channels (Slack, Teams)](https://docs.cogniagent.ai/conversation-flows/channels/messaging.md): Run your agent inside a Slack channel or Microsoft Teams chat.
- [Telegram channel](https://docs.cogniagent.ai/conversation-flows/channels/telegram.md): Connect a Telegram bot to your agent. Users DM the bot and the agent replies in the same chat.
- [Phone channel](https://docs.cogniagent.ai/conversation-flows/channels/phone.md): Inbound and outbound voice calls via Twilio and self-hosted LiveKit SIP. Includes hang-up control from the actor.
- [Test a flow](https://docs.cogniagent.ai/conversation-flows/operate/test-flow.md): Sandbox your flow with a live chat session before you deploy. See routing decisions, tool calls, and slot values inline.
- [Deploy a flow](https://docs.cogniagent.ai/conversation-flows/operate/deploy.md): Activate a flow so real users can talk to it — and undeploy it cleanly when you need to.
- [Start a conversation](https://docs.cogniagent.ai/conversation-flows/operate/start-conversation.md): Manually kick off an outbound conversation on an Initiator-mode flow — for sales, follow-up campaigns, or proactive outreach.
- [Conversations history](https://docs.cogniagent.ai/conversation-flows/operate/conversations-history.md): Browse every conversation your flow has handled — transcripts, routing traces, tool calls, and delivery status.
- [Sales Triage walkthrough](https://docs.cogniagent.ai/conversation-flows/guides/sales-triage-walkthrough.md): A complete worked example — three AI agents, two routing edges, a widget channel, a deployed live conversation. Concepts in action.
- [Create a New Workflow](https://docs.cogniagent.ai/applications/create-application.md): Learn how to create your first workflow in CogniAgent
- [Define the Workflow](https://docs.cogniagent.ai/applications/define-workflow.md): Choose a trigger, then add actions and logic to build your workflow
- [Example: Create HR Meeting Handoff Workflow](https://docs.cogniagent.ai/applications/create-workflow-example.md): Build a four-step workflow to automate HR meeting approval and handoff
- [Running Workflows](https://docs.cogniagent.ai/applications/run-workflow.md): Learn the general process to execute any workflow in CogniAgent
- [Example: Run HR Meeting Handoff](https://docs.cogniagent.ai/applications/run-workflow-example.md): Execute the HR Meeting Handoff workflow step by step
- [Execution modes and lifecycle](https://docs.cogniagent.ai/applications/execution-modes.md): Choose how a workflow handles events across runs, and learn how executions start, stop, and finish.
- [Workflow Nodes Overview](https://docs.cogniagent.ai/nodes/overview.md): The building blocks for automating your work with CogniAgent
- [Trigger Nodes](https://docs.cogniagent.ai/nodes/triggers/overview.md): Choose how your workflows start - manually, on a schedule, or when something happens
- [Start Node](https://docs.cogniagent.ai/nodes/triggers/start.md): Run your workflow manually with a click
- [App Trigger Node](https://docs.cogniagent.ai/nodes/triggers/app-trigger.md): Trigger workflows from integrated applications like Gmail, Slack, and more
- [AI Trigger Node](https://docs.cogniagent.ai/nodes/triggers/ai-lookout.md): Trigger workflows using AI-evaluated natural language conditions
- [Scheduled Trigger Node](https://docs.cogniagent.ai/nodes/triggers/scheduled-trigger.md): Schedule workflows to run automatically on intervals
- [On Variable Update Node](https://docs.cogniagent.ai/nodes/triggers/on-variable-update.md): Trigger workflows when workflow variable values change
- [Webhook Node](https://docs.cogniagent.ai/nodes/triggers/webhook.md): Run your workflow when another app or website sends you data
- [Portal Trigger](https://docs.cogniagent.ai/nodes/triggers/portal.md): Expose your workflow as a callable entry point with named inputs
- [Action Nodes](https://docs.cogniagent.ai/nodes/actions/overview.md): Do things - send emails, use AI, update spreadsheets, and more
- [Integration Action Node](https://docs.cogniagent.ai/nodes/actions/integration-action.md): Do things in Gmail, Slack, Google Sheets, and 2,700+ other apps
- [LLM Node](https://docs.cogniagent.ai/nodes/actions/llm.md): Call a Large Language Model to write, summarize, analyze, categorize, or answer questions
- [LLM Integrations](https://docs.cogniagent.ai/nodes/actions/llm-integrations.md): Let the AI in an LLM node call actions on your connected apps — a mini agent inside your workflow
- [Read File Node](https://docs.cogniagent.ai/nodes/actions/read-file.md): Read text from PDFs, Word documents, images, and other files
- [Execute Workflow Node](https://docs.cogniagent.ai/nodes/actions/execute-workflow.md): Call your other workflows as reusable building blocks
- [Update Variable Node](https://docs.cogniagent.ai/nodes/actions/update-variable.md): Save information to use later in your workflow
- [Execute Code Node](https://docs.cogniagent.ai/nodes/actions/execute-code.md): Run Python in a workflow step to reshape data, loop over records, call your connected apps, create files and set variables.
- [Execute Code Integrations](https://docs.cogniagent.ai/nodes/actions/execute-code-integrations.md): Call your connected apps from Python — loops, batches and joins across apps in a single step
- [Execute Code Scenarios](https://docs.cogniagent.ai/nodes/actions/execute-code-scenarios.md): Step-by-step patterns for the Execute Code node — clean data, act on every row, sync what's new, build reports, score and route.
- [HTTP Request Node](https://docs.cogniagent.ai/nodes/actions/http-request.md): Connect to any website or service to send or receive data
- [Resolve Value Node](https://docs.cogniagent.ai/nodes/actions/resolve-value.md): Evaluate a template expression and store the result as a variable
- [Search Knowledge Node](https://docs.cogniagent.ai/nodes/actions/search-knowledge.md): Search a knowledge base from inside a workflow
- [Logic Nodes](https://docs.cogniagent.ai/nodes/logic/overview.md): Make decisions, repeat steps, wait for approval, and control how your workflow runs
- [Condition Node](https://docs.cogniagent.ai/nodes/logic/condition.md): Go different directions based on yes/no questions
- [Pause Node](https://docs.cogniagent.ai/nodes/logic/pause.md): Wait before continuing to the next step
- [Multi-Condition Node](https://docs.cogniagent.ai/nodes/logic/multi-condition.md): Multi-way branching with dynamic conditions
- [Wait and Combine Node](https://docs.cogniagent.ai/nodes/logic/wait-and-combine.md): Wait for parallel branches to complete before continuing
- [Loop Node](https://docs.cogniagent.ai/nodes/logic/loop.md): Repeat the same steps for each item in a list
- [Human Step](https://docs.cogniagent.ai/nodes/communication/human-step.md): Bring a real person into a workflow over their own channel, then continue on the branch that matches what they did.
- [Conversation Flow Node](https://docs.cogniagent.ai/nodes/communication/conversation-flow.md): Start a conversation with one of your Chat & Voice Agents from a workflow, then act on what happens in it.
- [Guides Overview](https://docs.cogniagent.ai/guides/overview.md): Step-by-step tutorials for building real-world automations with CogniAgent
- [Working with files and AI](https://docs.cogniagent.ai/guides/llm-modalities.md): Pass images, audio, video, and PDFs into AI models — and capture files generated in return
- [Sales Triage walkthrough](https://docs.cogniagent.ai/conversation-flows/guides/sales-triage-walkthrough.md): A complete worked example — three AI agents, two routing edges, a widget channel, a deployed live conversation. Concepts in action.


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