Use the AI agent step by step

On this page

Step 1: Open the AI agent on your page

The AI agent works on the page you are editing. Select the page first.

Go to Content > Layout and select the page you want to work on in the page tree.
Click Ask AI Agent in the top bar, or press Ctrl/Cmd+Shift+K. The AI agent window opens on top of the page.
On first use, read the AI disclosure notice and click Got it.
Check the context line below the title. It shows the page the AI agent works on. Requests and changes apply to this page.

Important

If the context line shows the wrong page, close the AI agent, select the right page in the page tree, and open the AI agent again.

Step 2: Ask a question

Click into the message field at the bottom of the window.
Type a short request in your own words, for example:
```
Show me the details of this page.
```
Copied!
Optional: in a new conversation, choose the AI provider in the dropdown below the message field. Default: … uses the default provider. After the first answer, the provider is fixed for this conversation.
Press Enter or click the send button.

Message field of the AI agent with the AI provider dropdown Default: OpenAI and the send button — The message field with the AI provider dropdown next to the send button.

Tip

Start with a question that only reads data. It is the safest way to learn how the AI agent works.

Step 3: Read the answer

Wait until the answer is complete. Each tool the AI agent runs is shown as a step marked completed.
For tasks with several steps, follow the Progress list. A step that changes data waits for your approval.
If the AI agent asks a follow-up question (ask_clarification), answer it in the message field. The AI agent asks instead of guessing.

Step 4: Apply or cancel a change

When your request requires a change, the AI agent prepares a change card instead of writing data.

AI agent window with a change card: context line, preview badge, location, Now and New values, check buttons, live hint, Apply and Cancel, the Progress list, and the message field highlighted — A change card waiting for approval. The numbers match the steps below.

Check the context line (1). It shows the page the change applies to.
Check the preview badge (2). Preview — nothing changed yet confirms that nothing has been written.
Check the location (3): where the record will be created or changed.
Compare each field (4): Now is the current value, New is the proposed value.
Use the check button (5) next to a field to include it or leave it out.
Read the hint (6) at the bottom of the card. It tells you where the change is saved. In the Live workspace it reads On confirm this goes live on the website.
Click Apply (7) to write the change, or Cancel to discard it. After Cancel, nothing is written.
The Progress list (8) shows Waiting for your approval and continues with the next step after your decision.
To change the request instead, type in the message field (9).

After Apply, the card shows Changes applied (see number 5 in the screenshot under How it works). To revert the change, click Undo.

Warning

An applied change is saved in the selected workspace. In Live it is public immediately. In a draft workspace it stays in that workspace until it is published. To review changes before they go live, switch to a draft workspace first.

Attention

Deleting needs two clicks. The card is shown in red and states that the action cannot be undone. The first click (Confirm (1 of 2)) only arms the action; the second click (Apply (2 of 2)) runs it. Undo restores changed values, but it cannot restore deleted items.