Where to find the agent
The agent is always one click or keypress away.
On a phone, tap the + button in the tab bar to open the agent sheet. The same button also gives you quick links to upload, sign yourself, use a template, or jump to your chats.
What the agent can do
You type a sentence. The agent does the rest. Here is what that looks like in everyday work.How it fits with sending and signing
The agent can do almost everything for you: draft the agreement, place the boxes, send it, and follow up. The one thing it never does is sign. Signing is always done by a person: you, or whoever you sent the document to.
When you draft with the agent, it writes the agreement beside the chat and places signature boxes for each signer. A card appears that says Review and send. Nothing goes out until you press that button.
When you upload a PDF yourself, the agent can still help. Ask it to place the boxes, set the signing order, or remind people later. Every action that reaches another person shows up on a card for your approval first.
The agent is available on every plan, including Free. You do not need to turn it on. It is already in your workspace.
Credits keep it running
The agent works on credits. Drafting and sending an agreement takes about 30 credits. Asking a question or sending a reminder takes a few. Every plan includes a monthly allowance: 100 on Free, 1,000 on Pro, and 5,000 on Business. Credits renew on the 1st of each month.Running out of credits only pauses the agent. Sending and signing never stop, and nothing already sent is affected.
Next steps
Draft an agreement
See how to describe an agreement in one sentence and get a full draft.
Ask and act
Ask questions, send documents, set reminders, and place fields in PDFs.
Automations
Set up repeating tasks like weekly summaries or expiry warnings.