Agent
The Flow Agent is an AI agent designed to operate inside task and workflow contexts, rather than direct user conversations. In this scenario the agent acts as a Task-based Agent, executed as part of an automated or analytical flow.
How to Access the Flow Agent
The Flow Agent is accessed through the Tasks panel in the left sidebar.
Open the left navigation menu
Go to Tasks
Select a task category (e.g. Analytics)
Click on the agent after selecting a table or access it by right-clicking on a table and searching for Agent.
A Flow Agent is used when you need AI to:
Process data as part of a workflow
Analyze, classify, or transform inputs
Operate without direct end-user interaction
Produce structured outputs for downstream steps
Unlike Chat Agents, Flow Agents are typically:
Triggered by tasks
Driven by prompts and inputs
Integrated into pipelines
How to configure your Flow Agent
The General tab shown in this panel uses the same configuration model as a Chat Agent:
Name
Description
Role
Goal
Backstory
Tools
RAG access
Since these concepts are already covered in the Chat Agent documentation, they are not redefined here.
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