For bigger jobs the agent doesn’t work out of sight. It writes a plan, shows you each step as it goes, and stops to ask when something is unclear. In Review mode it also waits for your go-ahead before creating anything.
The plan
When you ask for something with several parts — an estimate, a schedule, a drawing review — the agent first writes a plan. A plan card appears in the chat and, on a computer, the Plan panel opens on the right beside your work.
The Plan panel shows:
- Summary — what the agent is setting out to do.
- Steps — each one ticks off as it finishes, with a count such as Complete · 6 steps. Click the arrow on a step to see what the agent found.
- Documents created — links to the notes, estimates, schedules and sheets it made.
Close the panel with Hide plan (the ×). To bring it back, click Show on the plan card in the chat.
Approve a plan (Review mode)
In Review mode, the agent pauses after planning and asks Approve this plan? above the message box.
- Read the summary and the steps.
- Choose one:
- Approve & continue — the agent carries out the plan.
- Request changes — type what should change in What should change?, then click Send changes. The agent revises its plan.
If you’re looking at the Plan panel, Review & approve takes you to the approval in the chat. In Auto mode the agent skips this pause. See Ask, Review & Auto Modes.
Answer the agent’s questions
When a request could go more than one way — which floor, which estimate format, include the garage or not — the agent may stop and ask. A Questions card appears above the message box, with lettered options and an Other… box for your own answer.
- Click an option, or type in Other….
- If there are several questions (1 of 3, and so on), answer each one.
- Click Continue. The agent picks up where it left off.
Keyboard shortcuts: press the option’s letter to pick it, Enter to continue, ← and → to move between questions, and Esc to Skip. If you skip, the agent continues without your answer.
Until you answer, the message box reads Answer the question above to continue….
Seeing what the agent did
Every search, document read and change appears as a step in the answer. When the agent finishes, they fold into a line like Used 8 tools — click it to review them. See Responses & Citations.
