The elvex home agent is an intelligent orchestration layer that transforms how you interact with AI. Rather than just answering questions, the home agent can plan complex tasks, delegate work to specialized agents, search across your entire workspace, execute code, and connect to your integrated tools—all through a simple conversational interface.
This reference provides complete technical details about the advanced capabilities available in the home agent.
Core Capabilities
The home agent is built on five core pillars that work together to create a powerful AI orchestration experience:
Context & Search - Find and use conversations, agents, datasources, flows, and personal context
Planning - Automatically plan and execute multi-step workflows with todo lists
Sub-Agents (Orchestration) - Delegate work to specialized agents within a single conversation
Integrations - Connect and use your company's authorized work tools
Context & Search
Universal Search
The home agent can search across your entire elvex workspace to find relevant resources and information.
What Can Be Searched
Agents - Find specialized agents created by you or your team
Datasources - Locate files, databases, and web-based data collections
Conversations - Search through your chat history
Flows - Find workflow automations
Integration Actions - Discover available actions for connected tools
How Search Works
The home agent automatically searches when you ask questions that require finding resources. You can also use the search bar (upper left) or press Command+K to search manually.
Search Features:
Full-text search across names, descriptions, tags, and content
Boolean operators: AND, OR, phrase search, negation
Filter by resource type, visibility, author, and tags
Relevance-based sorting
Permission-aware results (only shows what you can access)
Example:
"Help me with the last thing I was working on related to finding AI leaders" will automatically search your conversations and agents to find relevant context.
Personal Context
The home agent knows information about you and uses it to personalize responses:
Your name and email
Your company name
Your role (if configured)
Your recently used agents and conversations
This context helps the home agent make smarter recommendations and provide more relevant assistance.
Planning
The home agent can automatically plan complex, multi-step tasks and track progress using an integrated todo system.
When Planning Happens
The home agent creates todo lists when:
You request a complex task requiring multiple steps
A workflow has clear sequential dependencies
You explicitly ask for a task breakdown
Long-running projects need progress tracking
Todo System
Todo Statuses
Each todo item has one of three statuses:
⏳ Pending - Not yet started
🔄 In Progress - Currently being worked on
✅ Completed - Finished
Viewing Todos
Todos appear in the conversation interface and update in real-time as the home agent makes progress.
Example Planning Workflow
Your request: "Find an organization going through AI transformation"
Home agent creates plan:
⏳ Define criteria for AI transformation
⏳ Identify relevant data sources
⏳ Research candidate companies
⏳ Profile top examples
You can review the plan before the home agent begins execution.
Planning Capabilities
Automatically sequences tasks in logical order
Identifies dependencies between steps
Tracks progress across conversation turns
Updates todos as work completes
Adds newly discovered subtasks as needed
Sub-Agents (Orchestration)
The home agent acts as an intelligent orchestrator, delegating work to specialized agents while you stay in a single conversation.
How Orchestration Works
When you make a request, the home agent:
Analyzes what needs to be done
Searches for relevant specialized agents
Delegates work to the appropriate agent(s)
Improves your prompt for optimal results
Monitors progress and handles any confirmations
Returns synthesized results to you
Benefits of Orchestration
Single conversation - No need to switch between different agent chats
Automatic agent selection - The home agent finds the right specialist for each task
Improved prompting - The home agent structures optimal prompts for sub-agents
Parallel execution - Multiple agents can work simultaneously on complex workflows
Full transparency - Click into delegated tasks to see real-time progress
Viewing Delegated Work
When the home agent delegates work, you can:
See which agent is handling the task
Click into the delegated task to view real-time progress
Review the prompt the home agent created for the sub-agent
See any confirmations or questions from the sub-agent
Agent Creation
The home agent can also create new agents on your behalf:
You request: "Help me create an agent for customer support"
Home agent switches to agent builder mode
Guides you through configuration with intelligent suggestions
Searches for relevant datasources and integrations
Transitions to agent config screen for final customization
Integrations
The home agent can connect to and use your company's authorized work tools, enabling end-to-end workflows without leaving the conversation.
Integration Workflows
The home agent can combine integrations with other capabilities for powerful end-to-end automation:
Example workflow:
Pull data from Salesforce
Analyze with Power Tools
Create visualizations
Write results back to Notion
Send summary to Slack
All from a single conversational request.
Power Tools
Power Tools equip the home agent with a secure, dedicated Linux sandbox environment, transforming it from a text-based assistant into a capable computational engine. This feature allows agents to dynamically load specialized "skills" for complex tasks—giving them instant expertise in areas like data science, document generation, and file processing.
When to Use Power Tools
Use Power Tools when you need:
Accuracy and precision - Exact calculations instead of approximations
Tangible deliverables - Real files you can download and share (PDFs, Excel, PowerPoint, Word)
Large data processing - Analyze datasets that exceed chat context limits
Professional outputs - Documents with proper formatting, formulas, and styling
What Power Tools Can Do
Power Tools enables the home agent to:
Create professional documents - Word documents, PowerPoint presentations, and PDFs with proper formatting
Build functional spreadsheets - Excel files with formulas, multiple sheets, and charts
Analyze data - Process CSV files, perform statistical analysis, and create visualizations
Convert files - Transform data between formats (CSV to JSON, Excel to PDF, etc.)
Merge datasets - Combine multiple data sources into consolidated files
Generate charts - Create publication-ready visualizations with custom styling
How It Works
You make a request in plain English
Home agent writes Python code to accomplish the task
Code executes in a secure, isolated sandbox
Results are returned with downloadable files
No technical knowledge required - just describe what you need.
Security
All code runs in an isolated sandbox
Zero network access from the sandbox
Files never leave the elvex platform
Sessions are ephemeral (temporary)
Learn More About Power Tools
For detailed information about Power Tools capabilities and usage:
Power Tools: Quick Overview - Introduction to Power Tools and when to use it
Power Tools How-To Guide - Step-by-step instructions for common tasks
Why Use Power Tools? - Understanding the benefits and use cases
Research & Analysis
You: "Research companies using AI for customer service and create a summary report"
Home agent:
Creates todo list with research plan
Searches for relevant agents or creates generic agent with web toolkit
Delegates research to sub-agent
Monitors progress
Uses Power Tools to create formatted report
Returns final document
End-to-End Automation
You: "Pull our Salesforce leads from last month, analyze conversion rates, and post findings to Slack"
Home agent:
Connects to Salesforce integration
Retrieves lead data
Uses Power Tools to analyze conversion rates
Creates visualizations
Formats summary message
Posts to specified Slack channel
Finding Past Work
You: "I think I had a conversation about customer feedback analysis. Find it."
Home agent:
Searches conversations, agents, and datasources
Surfaces relevant context automatically
Provides links to found resources
Can continue work from where you left off
Working with Datasources
You: "What information do we have about customer retention in our datasources?"
Home agent:
Searches for relevant datasources
Reads and analyzes datasource content
Summarizes findings
Answers your question with specific references
Note: The home agent can read and search datasources but cannot modify or update them directly.
The home agent excels at orchestration and one-time complex tasks, while specialized agents excel at consistent, repeatable workflows.