User guide
This guide covers all general usage of the combo agent platform. Industry-specific content lives in the corresponding scenario guides.
How this guide is organized
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| Section | Contents | Best for |
|---|---|---|
| Session UI | Full ChatInput tour: Plan Mode auto/fast/full, skill menu, attachments, token ring, stop/send, editor coupling | All users |
| Knowledge base | Create KBs, choose chunking, set embeddings, bind to Agents (kb_ids) | Users who need Agents to see external sources |
| Agent settings | Six panels: compaction, context pruning, memory search, session, storage, agent basics | Users who want to tune behavior |
| Other settings | Skills / cron jobs / events / models / teams / API / Langfuse | All users |
| Collaboration & teams | Multi-session / sharing / cross-tenant / roles / Graft handoff | Team admins and cross-session workflows |
Industry-specific content (patent / automotive) is consolidated under Industry solutions: Patent scenario (xIPnex) · Automotive scenario
1. What the platform is
combo agent is an AI multi-agent collaboration platform for enterprise professional scenarios.
| Principle | Meaning |
|---|---|
| User-led | The system provides generation and assistance; it does not replace professional judgment |
| Standards first | Outputs follow domain standards and professional expression |
| Human–machine teaming | Users confirm critical steps; the system supports with suggestions |
| Process compatible | Designed to plug into existing workflows without forcing new habits |
2. Typical flow (common to all scenarios)
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2.1 Sign-in and tenant
| Action | Where |
|---|---|
| Sign in | Account/password or SSO (Feishu / WeCom / OIDC / SAML) |
| Switch tenant | Top avatar → switch tenant (if you belong to more than one) |
| Language | Avatar → profile → language (9 locales) |
2.2 Pick or create an Agent
- Pick an existing Agent: choose one at the top before entering the main workspace
- Create a new Agent: Avatar → profile → Agent list → New, fill name / description / system prompt / knowledge bases (
kb_ids) / model / advanced settings - After creation you can select this Agent in any session
See Agent settings.
2.3 New session + Plan Mode
| Plan Mode | When to use |
|---|---|
| Auto | Unsure — good default |
| Fast | Simple Q&A / formatting / polish |
| Full | Complex work: patent drafting, code review, end-to-end traceability |
How to switch: click the ChatInput bottom-left badge or type @ and pick. See Session UI / Plan Mode.
2.4 Attachments + instructions
- Attachments: paperclip icon; PDF / Docx / Xlsx / images / audio / PPT, etc. Parsed automatically into this session’s ephemeral knowledge base
- Instructions: natural language +
@skill+{{graft:xxx}}to reference other session outputs
2.5 Agent execution + deliverables
The Agent runs according to Plan Mode:
- Reasoning chain (collapsible)
- Tool calls (which skill, args, return summary)
- Final reply (Markdown / Mermaid / code / citations)
Deliverables land in the right-hand editor with selection-based AI editing. See Session UI.
2.6 Export / archive
- Export: editor top-right “Export” as Docx / PDF / Markdown / Zip
- Archive: session context menu → archive (messages kept)
- Share: session context menu → share → read-only link for teammates
3. Quick navigation
| I want to… | Go to |
|---|---|
| Understand every icon | Session UI |
| Feed company standards / past projects to the Agent | Knowledge base |
| Make the Agent smarter / cheaper | Agent settings |
| Configure model API keys / cron / webhooks | Other settings |
| Invite teammates, manage permissions | Collaboration & teams |
| Patent work (disclosure → claims) | Patent scenario |
| Automotive ASPICE workflows | Automotive scenario |
4. Platform architecture at a glance
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Technical detail: Core concepts.
5. Version and support
| Entry | Meaning |
|---|---|
| Current version | Avatar → personal settings → system |
| Changelog | Avatar → What's New (opens /docs on this site) |
| Help center | Avatar → Help center (this guide) |
| Contact support | Avatar → contact (email / phone / sales QR) |
Next step: Read Session UI first — Plan Mode,
@skill menu, attachments, and the token ring.