Ask an agent to save your work as a page when you want something you can reopen, share and keep up to date. You can save a report, a live page that reads from your tools, or a dashboard.
Save a Page From a Chat
Get the result you want in a chat.
Ask the agent to save it. For example: “save this week's numbers as a page”.
A card appears in the chat when the page is saved. Click Open to see it full width, or Open in panel to keep the chat beside it.
New pages are private. Only you and your workspace admins can open a page until you share it.
Ask for the Kind of Page You Want
A saved page: “save this summary as a page”. Everyone who opens it sees the same thing.
A live page: “make a page that lists my open deals each time I open it”. It reads from your tools as each viewer. See Live Pages and the Allow Prompt.
A dashboard: “build a dashboard from this CSV”. Dashboards add a status bar and a Sources panel. See See Where a Dashboard's Numbers Come From.
Change a Saved Page
To change a page, ask in the chat that made it. In a different chat, name the page or paste its link. The agent can change any page you can edit.
Each save makes a new version under the same link. People with access see the new version straight away, unless the owner has pinned an older one.
Confirm a Tool the First Time
A live page can use a tool that nothing has marked as read-only yet. The page's owner and editors then see a choice under the page's card in the chat, and the page can't use the tool until they make it:
Allow as actions treats the tool as one that changes data. See Pages With Buttons That Change Data.
They only read data… then Confirm read-only says the tool only reads. Only do this if you're sure. Your name is recorded on the version.
Send a Page's Data Back to the Chat
A page can have a button that sends data to the chat, so you can ask the agent about it. TeamAI asks Send this to the chat? and shows What will be sent. Click Send to chat or Not now.
Frequently Asked Questions
Why does the agent say it can't save a page?
Pages may be off for your workspace, your role may not allow creating pages, or a custom agent may have its Pages switch off. See Let a Custom Agent Save Pages.
Can a page include pictures?
Yes. Attach the picture to the chat and ask the agent to use it. It's saved with the page.
Does saving a page cost credits?
The chat that makes the page uses credits the way any chat does. See How Credits Work on Live Pages for what opening a page can cost.
Does deleting the chat delete the page?
No. A page is saved on its own, so it stays after the chat is deleted.