First Conversation
Now that you’re set up, let’s explore what you can do with Craft Agents. This page covers common interactions and helps you understand how the agent works with your documents.
Basic Queries
Section titled “Basic Queries”Start by asking about your documents:
> What documents do I have?The agent searches your workspace and lists what it finds. You’ll see tool calls appear as the agent works, then the results.
Searching Documents
Section titled “Searching Documents”Find specific content across your workspace:
> Search for documents about "quarterly review"> Find my notes from last week's team meeting> What did I write about the marketing budget?Reading Document Content
Section titled “Reading Document Content”Ask about specific documents:
> Show me what's in my Project Planning document> Summarize my Q4 Goals> What are the key points from the Meeting Notes - Dec 10?Working with Daily Notes
Section titled “Working with Daily Notes”Access your daily notes:
> What's in today's daily note?> Show me yesterday's daily note> Search my daily notes for mentions of "client meeting"Creating Content
Section titled “Creating Content”Add new content to your documents:
> Add a new task to my Project Planning: "Review Q4 metrics"> Create a new document called "2024 Retrospective"> Add a bullet point to my meeting notes: "Follow up with design team"Working with Collections
Section titled “Working with Collections”If you use Craft collections (databases):
> Show me my Expenses collection> Add a new item to Expenses: $45 for lunch, category: meals> What expenses do I have this month?Managing Tasks
Section titled “Managing Tasks”View and manage tasks across your documents:
> What tasks do I have due this week?> Mark the "Review PR" task as complete> Add a task: "Send follow-up email" due tomorrowRunning Commands
Section titled “Running Commands”Execute shell commands when needed:
> What's the current git status of this directory?For potentially dangerous commands, you’ll see a permission prompt asking you to approve the action. See Permissions for details.
Tips for Better Results
Section titled “Tips for Better Results”Be specific
Instead of “find my notes”, try “find my notes about the product launch from last month”.
Use context
The agent remembers your conversation. You can say “summarize that document” after finding one.
Ask for clarification
If results aren’t what you expected, ask the agent to refine the search or try a different approach.
Watch the tool calls
The tool call boxes show exactly what the agent is doing. This helps you understand how it interprets your requests.
Keyboard Shortcuts
Section titled “Keyboard Shortcuts”| Shortcut | Action |
|---|---|
SHIFT+TAB | Cycle permission modes (Explore → Ask → Execute) |
↑ / ↓ | Navigate message history |
ESC | Cancel current request |
Tab | Auto-complete mentions (@skill, @source) |