Using Personal Agent¶
This is the user guide — a tour of the app the way you actually use it, screen by screen. Every section maps to something you can see and click in the web UI (and the Android, desktop and browser-extension shells that wrap it).
Languages
Personal Agent is available in English and German and the two interfaces share the same layout, so every screen below maps to both. This guide uses the English labels.
First login: the setup wizard¶
The very first time you sign in, a full-screen setup wizard walks you through the basics. None of it is mandatory — you can change everything later under Settings — and it takes under a minute:
- Welcome — a one-screen hello.
- What you can do — a short tour of chat, coding, the inbox, integrations, workflows and the "power" features (skills, memory, voice).
- Your profile — your name, timezone and (optional) address, so answers are time- and location-aware.
- Your agent — give the assistant a name, a personality ("soul") and an avatar. Leave it blank for the default "Personal Agent" persona.
- Inbox — optionally connect a message channel (email, Signal, WhatsApp, Matrix, Zulip). You can skip and add channels anytime later.
- Done — you land in your main chat, ready to go.
How the app is laid out¶
Once you're in, the screen has three parts: a left sidebar (navigation), the main area (whatever page you're on — usually a chat), and, in some chats, a right panel (the coding workspace, dashboard cards, or the agents drawer).
The sidebar (navigation drawer)¶
The sidebar is your home base. From the top:
| Item | What it is |
|---|---|
| New session | Start a fresh chat |
| Main chat | Your pinned, never-deleted home chat (proactive briefings land here) |
| Inbox | Triaged messages from your channels — badge shows the open count |
| Agenda | Commitments and things to be reminded about — badge shows the open count |
| Notes | Your free-form notes |
| Files | Uploaded documents plus device file search |
| Calendar | All connected calendars in one view |
| Contacts | People, across every channel |
| Dashboards | Each dashboard appears as its own entry |
| Sessions | The full list of chats (the sidebar only shows recents) |
| Folders | Grouped chats with shared instructions |
Below that: Recent activity — your most recent chats.
Hide what you don't use
Under Settings → Appearance → Navigation you can choose exactly which entries appear in the sidebar and which page you land on after sign-in.
The account menu¶
Click your avatar at the bottom of the sidebar for everything else:
- Manage dashboards — create, rename and delete dashboards
- Skills — reusable agent capabilities
- Workflows — reusable plans and automations (badge shows the pending count)
- Cloud Tasks — autonomous coding tasks
- Knowledge — everything the assistant knows: memory and live entities, in one place
- Logbook — recent entity state changes
- Scenes — saved entity-state snapshots
- Settings
- Admin — only if you have the admin role
- Sign out
On a phone¶
On small screens the chat collapses to a single column with a bottom navigation bar. In a coding chat the tabs are Chat / Editor / Terminal / Agents; in a custom-mode chat they're Chat / Cards / Agents; otherwise just Chat / Agents. The tabs carry live badges — unread answers, uncommitted changes, finished commands — and pulse while the agent or a command is running.
Where to go next¶
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The reading pane, the composer, message actions, sharing and voice — everything you do in a conversation.
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The per-chat pickers (model, reasoning, mode, security, memory, classification), chat modes and slash commands.
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Sub-agents, the agents drawer, the
/goalloop and background tasks. -
Coding mode, the editor + terminal workspace, the cloud sandbox and autonomous PRs.
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The Knowledge page: memory and live entities are one graph — browse, inspect and correct what the assistant knows.
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Free-form notes and your document library.
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Message triage, draft replies you approve, and the people behind them.
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Your merged calendar and the commitments the assistant reminds you about.
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Reusable plans, triggers, conditions and hooks.
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Lovelace-style dashboards over your entities, scenes and the logbook.
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Reusable capability packages and the skills marketplace.
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Connect email, calendars, web search, GitHub, MCP servers and more.
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Connect a computer, browser or phone, and get the native apps.
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Profile, agent persona, appearance, behavior, notifications and budgets.
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Security modes, memory access, confidential chats and what stays private.
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For administrators: providers, users, governance, budgets and usage.