Home Chat: Your Personal AI Workspace
The Home chat is your personal starting point in elvex. Think of it as your flexible, all-purpose AI assistant that adapts to whatever you need in the moment.
What makes Home chat unique
The Home chat is personal to you and gives you maximum flexibility:
Access to everything - You can see and reference all available datasources across your organization
Flexible delegation - You can choose to handle tasks directly in the chat, or delegate specific work to specialized agents
Your personal workspace - The rules and workflows remain private to you
When to use Home chat
You might use Home chat when:
Any time you have a question or one-time task
You need to explore what information or agents are available in your organization
You want to quickly test an idea or experiment with different approaches
You're working on something that requires access to multiple datasources across different areas
You need to decide whether a task should be handled directly or delegated to a specialized agent
Agents: Purpose-Built AI Applications
Agents are specialized AI applications designed for specific tasks, workflows, or teams. They're built with guardrails and configurations that make them reliable for repeated use.
What makes Agents unique
Agents are configured for consistency and control:
Set purpose - Each agent is designed for a specific task or workflow, with clear boundaries on what it should do
Controlled datasources - Agents only access the specific datasources they need, preventing information overload or irrelevant results
Configurable context - You can choose whether an agent can reference personal context, company context or not
Integration permissions - Agents can be given specific permissions to act with integrations (like updating spreadsheets, sending emails, or creating tasks)
Model flexibility - Agents can use any AI model made available by your organization, allowing you to match the right model to the task
Scheduling capabilities - Agents can be scheduled to run automatically at specific times or intervals
Team sharing - Agents can be shared across your organization, ensuring consistent results for common workflows
When to use Agents
You might need an agent when:
You have a repeatable task that follows the same process each time (like generating weekly reports or processing customer inquiries)
You want to ensure consistent outputs for a specific workflow across your team or department
You need to restrict which datasources or context are available to prevent irrelevant information from affecting results
You want to automate a task that should run on a schedule without manual intervention
You need specific integration permissions to update external systems or trigger workflows
You want to share a proven workflow with colleagues so everyone gets the same reliable results
Choosing Between Home Chat and Agents
Start with Home chat when:
You're exploring or experimenting
You have a unique, one-time task
You need access to all available information
You're deciding how to approach a problem
Use an Agent when:
You've identified a repeatable workflow
You need consistent, reliable results
You want to limit scope to specific datasources
You need to share the workflow with others
You want to schedule automated tasks
You need controlled integration permissions
The relationship between Home chat and Agents
Home chat and Agents work together. You can start in Home chat to explore a problem, then delegate specific tasks to specialized agents when appropriate. This gives you both flexibility and reliability—use Home chat for discovery and decision-making, and use Agents for execution and consistency.
Common Questions
Can I create my own agents?
Yes! If you identify a task you perform repeatedly, you can create a custom agent configured specifically for that workflow.
What happens if I need datasources that aren't connected to an agent?
You can either use Home chat (which has access to all datasources) or modify the agent's configuration to include the datasources you need.
Can agents access my personal context?
Only if they're configured to do so. Each agent's settings determine whether it can reference personal context, company context, both, or neither.
How do I know which model an agent is using?
The model is configured in the agent's settings and is visible when you're using the agent. Different agents can use different models based on what works best for their specific task.