# Everything your agents know how to do > A detailed, capability-by-capability guide: chat, voice, documents, web, browser, skills, MCP, WordPress/WooCommerce, Yoast, Odoo, QuickBooks, email, scheduled tasks and Telegram. Every capability, one by one: what it is, how to use it and what it needs. This is the reference guide to get the most out of your agents. ## Conversation Talk to your agents, by typing or by voice. ### Chat with AI **What it is:** Your main interface: you type and the agent replies with memory of the conversation, with tables and lists when they help, and with the option to download the answer. **How to use it:** - Open Chat in the menu and pick the agent. - Write your message and send it; the agent will use its tools while answering. - Attach images or files in the same message if the task needs them. - Download the answer from the message itself if you want it as a document. **Tips:** - Shift + Enter adds a line break without sending the message. - Every conversation keeps its history: come back to it whenever you want. ### Voice dictation **What it is:** Speak instead of typing: your voice is transcribed and sent as a message, in whatever language you speak. **How to use it:** - Press the microphone in the message box. - Speak normally and check what appears in the field. - Send it as is, or fix it before sending. **Tips:** - It works better with headphones or in a quiet place. - If your browser can't dictate, you can dictate with your own OpenAI key from Settings. **Requires:** The built-in dictation is billed per minute; with your own key there is no platform cost. ## Vision and documents Let the agent read what you see: images, PDFs and files. ### Images and PDF **What it is:** Send a photo, a screenshot or a PDF and the agent reads it: it describes what's there, pulls the data out of an invoice or summarises a long document. **How to use it:** - Attach the image or PDF with the clip (or drag it into the chat). - Ask whatever you need about that file. - If the data must be exact, ask for it as a table so you can copy it. **Tips:** - Images must be under 5 MB. - A scanned PDF (no text layer) is processed as an image: it understands those too. **Requires:** Needs a model with vision; iflow-v1 already has it. ### Files and documents **What it is:** Each agent has its own file space: what you upload and what the agent generates. It can read, summarise or transform any of them. **How to use it:** - Upload files to the chat or to the agent's space. - Ask it to work with them: summarise, compare or convert. - Review everything in Files, where you can download or delete. **Tips:** - Storage is per account; your files never mix with anyone else's. ## Web Search and actually visit pages. ### Web search **What it is:** The agent searches the internet so it answers with today's information, not just what it remembers. **How to use it:** - Just ask: "search for…", "what are people saying about…?". - The agent looks it up and tells you what it based the answer on. - If a page won't load properly, have it use the browser. **Tips:** - The search engine (DuckDuckGo or Tavily) is chosen in Settings. ### Real browser (JavaScript) **What it is:** When a page needs JavaScript to show its content, the agent opens a real browser, renders it and can interact with it: click, search within it and navigate. **How to use it:** - Ask for a specific page, or let the agent decide when search isn't enough. - The agent opens the page, waits for it to load and comes back with the content. - Ask for a screenshot if you need to see the result, not just read it. **Tips:** - There is a daily page limit per account. - If a page gets stuck, the render is cut off after 40 seconds. ## Skills and MCP Extend your agents with your own know-how and with external tools. ### Your own skills **What it is:** Package your own procedure —rules, steps, criteria— into a skill. The agent will invoke it when the task fits. **How to use it:** - Create the skill in Skills with its description and instructions. - Test it with the run button to check it does what you expect. - Ask the agent for a task that fits and it will use it on its own. **Tips:** - The clearer the description, the better it knows when to apply it. ### MCP servers **What it is:** Connect MCP (Model Context Protocol) servers and your agents gain whatever tools they expose, without us having to build them. **How to use it:** - Add the server in Connections → MCP (URL and authentication). - Assign it to the agent that should use it. - The agent will see its tools and use them when needed. **Tips:** - You can have several servers per account and split them across agents. - Authentication accepts headers or JSON, whichever the server asks for. ## Apps Work inside your tools: content, store, ERP and email. ### WordPress · WooCommerce **What it is:** The agent manages your WordPress like an editor would: posts, pages and comments; and if you run WooCommerce, products and orders too. **How to use it:** - Connect the site in Settings → WordPress/WooCommerce (URL and credentials). - Assign the site to the agent. - Ask for the task: "publish an article about…", "update the price of…". **Tips:** - You can connect several sites and give each one to a different agent. - If the site has no WooCommerce, the agent works with content only. **Requires:** WordPress application credentials (user and application password). ### Yoast SEO **What it is:** If your WordPress runs Yoast SEO, the agent reads and adjusts the SEO fields of each content: SEO title, meta description and keyphrases. **How to use it:** - Connect WordPress as in the previous item. - Ask it to optimise the SEO of a specific post. - Or to review the weak ones and suggest changes. **Tips:** - Ask for a before and after so you can see exactly what it touched. **Requires:** The site must have the Yoast SEO plugin active. ### Odoo **What it is:** Connect your Odoo and the agent works inside it: products, customers, quotations, invoices… within the account's permissions. **How to use it:** - Connect Odoo in Connections (server, database and credentials). - Assign it to the agent. - Ask for the operation: "create a product…", "invoice this to the customer…". **Tips:** - You can register several Odoo instances and split them across agents. ### QuickBooks **What it is:** Connect your QuickBooks with Intuit's authorisation and the agent can read and create customers, products and invoices through that connection. **How to use it:** - Connect QuickBooks from Connections and authorise access. - Assign it to the agent. - Ask for the query or the record you need. **Tips:** - The permissions are up to you in the Intuit authorisation. **Requires:** QuickBooks authorisation granted. ### Email **What it is:** Your agents can send email. You connect the provider from your account (SMTP, Resend or Postmark), so the sender is yours. **How to use it:** - Set up your email provider in Settings → Email. - Assign it to the agent that should send email. - Ask for the send: recipient, subject and body. **Tips:** - There is an hourly sending limit to protect the domain's reputation. - Using your own provider gives you control over the sender and the replies. **Requires:** An email provider configured in your account. ## Automation Let them work without you, and let them tell you. ### Scheduled tasks **What it is:** Schedule work to run on its own: daily, at an interval or at a specific time. **How to use it:** - Create the task in Tasks: title, instructions, agent and when. - Follow the result in the task's history. - Edit, pause or delete it whenever you want. **Tips:** - You can also ask the agent, in chat, to create or change a task for you. - If the account runs out of both balance and plan quota, tasks pause on their own and resume when you top up. ### Telegram **What it is:** Link your account to a Telegram bot to get your agents' notices and to talk to them from your phone. **How to use it:** - In Settings → Telegram, link your account to the bot. - Get task notices and alerts right there. - Message the bot to talk to an agent: /agentes lists yours and /usar picks which one you talk to. **Tips:** - It's the handiest way to follow scheduled tasks.