Agent Links

Agent Links let administrators bundle a node, list, agent, and prompt into a single link. Anyone with access to that node can click the link and open a pre-configured Gary conversation instantly — context set, agent loaded, prompt ready. No setup required on the user's end.

Why This Matters

• Teams that run the same Gary workflow repeatedly — a weekly readiness check, a contract review, a data call — no longer have to set up context from scratch every time. The link does it for them.

• Admins configure the experience once. Every user who clicks the link gets the same focused, pre-loaded Gary conversation.

• Agent Links work on mobile. If someone sends a link via email or embeds it in a dashboard, users can open it from their phone and Gary loads the full configured conversation.

Who This Is For

• Administrators — create and manage Agent Links in AI Settings

• End users — use links shared by their admin or CS team to open pre-configured Gary conversations

For Administrators: Create an Agent Link

1. Go to AI Settings

2. Select Agent Links from the left menu
   

   

3. Click + Add Item to create a new link

4. Complete the required fields:

   • Title — a descriptive name for the link

   • Node — the node the conversation will work from

   • List (AI Configuration) — the list configuration to apply
     

5. Add optional fields as needed:

   • Agent — select the agent to pre-load

   • Starting Prompt — select a prompt to run automatically when the link is opened

   • Files — attach any files to include as context

6. Click Apply, then Save

7. Click Copy Link to get the shareable URL

Share the Link

Once created, Agent Links are visible to any admin in your tenant's AI Settings. To share with end users:

• Paste the link into an email, Slack message, or dashboard

• Embed it as a button in a CORAS Custom Canvas dashboard for a one-click entry point
  

Every time a user clicks the link, it opens a new Gary conversation with the configured node, list, agent, and prompt already applied.

For End Users: Use an Agent Link

If your administrator or CS team has shared an Agent Link with you:

1. Click the link

2. Gary opens with context, agent, and prompt already loaded

3. Review the pre-loaded prompt response or ask a follow-up question

You do not need to configure anything. The link does the setup for you.

Tips

• Agent Links work best when combined with a Custom Canvas dashboard — embed the link as a button so users have a consistent one-click entry point to their most-used Gary workflow.

• Every user who clicks the link starts their own conversation. They are not joining or modifying anyone else's session.

• Users need access to the node the link is built on. If a user clicks a link and can't access the conversation, confirm their node permissions with your CORAS administrator.

• Agent Links work on mobile. Share them freely — users can open a full Gary conversation from their phone browser.

FAQ

Can end users create their own Agent Links? Currently Agent Links are admin-level only. End users can use links shared with them but cannot create new ones.

Does clicking a link affect anyone else's conversation? No. Each click starts a fresh, independent Gary conversation for that user.

Can I edit a link after creating it? Yes. Return to AI Settings, locate the link, and edit the configuration. The URL stays the same — any users who have the link will get the updated configuration on their next click.

Get Help

Contact your Customer Success Manager or visit the Customer Resource Center for additional support with Agent Links and AI Settings.