Agent
Choose a help page in this topic.
- CareMap Agent overviewAsk the CareMap Agent for help with available content and supported actions.
- Agent availability and AI creditsOpen Agent in the right workspace and distinguish unavailable service, held credits, and funding limits.
- Manage Agent conversationsStart, find, pin, rename, and delete your saved CareMap chats within a workspace.
- Ask useful questionsGive the Agent enough context to answer or take a supported next step.
- Read and stop Agent responsesSend a message, inspect activity and saved answers, copy Markdown, and stop ongoing work.
- Recover an interrupted Agent responseCheck uncertain sends, preserved activity, failed answers, and retries without blindly repeating changes.
- Agent workspace scopeChoose the workspace and next-question folder, and understand which sources use separate access rules.
- Sources the Agent can searchChoose the right source for workspace questions, current documents, saved answers, and CareMap Help.
- Attach files to an Agent chatAsk about documents and images in a private conversation, then save a separate Library copy when needed.
- Recover an Agent attachmentResolve attachment size, processing, reading, and Save to Library problems.
- Shared and read-only Agent contentCheck the owner, access labels, and editing limits of a source used by the Agent.
- Agent citationsOpen the right source control to check Notes, Reports, Guides, files, profile information, and CareMap Help.
- Read a citation previewUnderstand the Citation evidence screen, its location labels, highlights, and source-opening controls.
- Recover an Agent source linkResolve missing sources, download failures, changed Guide locations, and unavailable citation previews.
- Ask about Reports and profile detailsRead one captured Report or a person's saved structured details with the right evidence and access.
- Ask about Courses and ReferencesInspect authorized Course or Reference content while keeping authored material separate from learner records.
- Agent tools and confirmationsKnow which Agent actions can run from your request, check tool activity, and verify the result.
- Create a Note with the AgentChoose an eligible workspace, About people, and subject date before asking the Agent to save a new Note.
- Read and create schedules with the AgentAsk about a scoped date range or create a scheduled Guide or Form, then verify it in Schedule.
- Check a calculation with the AgentAsk the Agent to calculate an explicit expression and verify the inputs, units, and result.
- Use Agent in the Guide editorAsk Agent to inspect or change the open Guide, including its pages, blocks, settings, and Form mappings.
- Use Agent in the Form builderInspect and edit the open Form with Agent, then review required fields, grading, saving, and Preview.
- Ask the Agent about CareMapAsk for product instructions with CareMap Help links, or browse the Knowledge Base directly.
- Review and apply Agent editor changesUnderstand plans, grouped edits, current selections, saved results, and stopping Guide or Form Agent work.
- Recover from Agent editor errorsResolve unsaved drafts, changed selections, failed editing groups, and refresh errors in Guide and Form Agent.