Operation
Agent
The Agent area is the platform's AI assistant (Cin-1 engine): talk about the company's communication with access to your data, receive Routines for automatic reports, and adjust Skills, Memory and the Context of the organization.
Concepts and terms
| Term (as it appears on screen) | What does it mean |
|---|---|
| Conversations | Chats with the agent about your communication data ("Your internal communication agent"). They can be pinned (Pinned / Recent) and deleted. |
| Routines | "AI-generated report subscriptions delivered as conversations" — automatic weekly or monthly reports, with day, time and period analyzed. |
| Report Sections | The blocks that make up a routine (Executive summary, KPIs for the period, Views by channel, Engagement profile, Highlights for the period, Recommendations, Action plan…), reorderable. |
| Report library | Routine ready-made templates to get started. |
| Skills | "Skills that enhance agent reporting and analysis" — enable/disable. |
| Memory | "Everything the agent remembers about you and your area, recorded in conversations" — reviewable, editable and erasable. |
| Customize → Context | "Company knowledge, shared by all agent users" — Organizational context sections that you edit. |
| Context: N% | How much of the context window does the conversation already occupy; Long conversations are automatically compressed ("Organizing the conversation..."). |
What can you do
- Talk to the agent about the data (sends, engagement, audiences) — he consults the real data ("Querying data...") and responds with analysis; conversations remain in history, with pin/delete
- Create Report Routines: name, icon, Frequency (Weekly/Monthly), day and time, Analyzed period, sections (add/reorder/remove), Recipients (other users with access to the agent) and Notification (Message on the platform, E-mail or both); Generate now to test; Pause/Reactivate routine
- Receive routines Shared with me (with "Leave the routine")
- Download the generated report (Download, "Generated by Cin-1")
- Activate/deactivate Skills ("Add skill", Active/Inactive status)
- Review the Memory (edit/delete items) and maintain the Context of the company in Personalize
Limits and rules
- The area requires access to the Agent in the profile; data respects user permissions
- Routines have recipients only among users with access to the agent
- Long conversations occupy the context window (% indicator) and are automatically compressed
What tends to confuse
- Routines ≠ Reports (panels): the panels in the Reports area are live consultations; Agent Routines are AI-narrated reports delivered periodically as conversation (the "Smart Reports" button in the Reports area leads here).
- The Memory is yours (per user); the Context (Personalize) belongs to the company, shared by everyone.
Related Features
- Reports — the classic panels; the "Smart Reports" shortcut leads to Routines