> ## Documentation Index
> Fetch the complete documentation index at: https://docs.corvic.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Exploration & Workflows

> Work with your data through a single chat — the agent decides how to help.

The room experience puts a single chat at the center of your workspace. Instead of navigating between separate pages for sources, pipelines, and agents — or choosing a "mode" yourself — you just describe what you want. The agent looks at your connected data and figures out how to help, automatically.

<Frame>
  <img src="https://mintcdn.com/corvicinc/E09Qw1MOZESGbjrM/images/compose-room-landing.png?fit=max&auto=format&n=E09Qw1MOZESGbjrM&q=85&s=15364714970e2e9a1c0586025595af9e" alt="Room landing with the centered chat and side panels" width="3020" height="2064" data-path="images/compose-room-landing.png" />
</Frame>

## How the agent helps

There's no mode toggle to manage. Based on your request and the data in the room, the agent works in one of two ways:

<CardGroup cols={2}>
  <Card title="Exploration" icon="magnifying-glass-chart">
    The agent automatically inspects your connected data and helps you explore and analyze it — answering questions, surfacing patterns, and generating insights and artifacts grounded in your data.
  </Card>

  <Card title="Workflows" icon="arrows-spin">
    When the agent recognizes a common, repeatable pattern, it builds a persistent workflow for it. Recurring operations are amortized so you don't reprocess the same steps each time — saving both processing time and token cost.
  </Card>
</CardGroup>

<Note>
  You don't pick exploration vs. workflows — the agent decides. Exploration is ideal for open-ended analysis; workflows make the operations you repeat efficient and durable.
</Note>

## Adding data

Add data without leaving the room:

* Use the **add data source** menu in the chat to upload files or connect a [data source](/features/data-sources).
* **Drag and drop** files directly onto the page — they're uploaded into the room.

## Room contents

The **Room contents** panel lists everything in your room, organized into four types. You can create as many of each as you need.

<Frame>
  <img src="https://mintcdn.com/corvicinc/E09Qw1MOZESGbjrM/images/room-contents.png?fit=max&auto=format&n=E09Qw1MOZESGbjrM&q=85&s=004b8a781d6bec57680e766be5bc673c" alt="Room contents panel showing Sources, Workflows, Skills, and Agents" style={{ maxWidth: '420px' }} width="718" height="882" data-path="images/room-contents.png" />
</Frame>

<CardGroup cols={2}>
  <Card title="Data sources" icon="database">
    The data you bring into the room — uploaded files, connected storage buckets and databases, and live web sources. Everything the agent reasons over starts here. See [Data Sources](/features/data-sources).
  </Card>

  <Card title="Workflows" icon="diagram-project">
    Saved, repeatable pipelines that process and transform your data. The agent builds these for you when it spots a recurring pattern, or you can open and edit them on the [Workflow](/features/workflows) canvas.
  </Card>

  <Card title="Skills" icon="puzzle-piece">
    Reusable capabilities that extend what your agents can do, grouped into **Default** skills (provided with every room) and **Custom** skills you add or promote from a conversation.
  </Card>

  <Card title="Agents" icon="robot">
    The assistants that explore your data and run workflows. A room can hold multiple agents, each with its own configuration. See [Agents](/features/agents).
  </Card>
</CardGroup>

## Model & tools

Right below the chat input you control how the agent responds:

<Frame>
  <img src="https://mintcdn.com/corvicinc/E09Qw1MOZESGbjrM/images/chat-model-tools.png?fit=max&auto=format&n=E09Qw1MOZESGbjrM&q=85&s=fdcf8d042728c211b99f43875f536030" alt="Chat input with model selector, prompt, and tools menu showing web search and custom APIs" width="1024" height="662" data-path="images/chat-model-tools.png" />
</Frame>

* **Model** — Choose the completion model that powers the agent's responses (for example, Claude Sonnet 4.6). If your organization has custom [LLM endpoints](/features/admin-console#llm-integrations) configured, they appear here too.
* **Prompt** — Adjust the instructions that frame how the agent behaves for the conversation.
* **Tools** — Toggle the capabilities the agent can use:
  * **External Tools** — built-in tools like **Web search**, which lets the agent retrieve current information from the internet in real time.
  * **Custom APIs** *(Beta)* — choose which connected APIs the agent can call from its `execute_python` step (for example, PubMed). Connect new ones in the [API Secret Vault](/features/api-secret-vault).

## The docked canvas

When the agent builds a workflow — or you open one — the [Workflow](/features/workflows) canvas **docks inside the room** rather than opening a separate page. This keeps your conversation, room contents, and the workflow side by side.

<Frame>
  <img src="https://mintcdn.com/corvicinc/E09Qw1MOZESGbjrM/images/compose-docked-canvas.png?fit=max&auto=format&n=E09Qw1MOZESGbjrM&q=85&s=3ff207959bc9a5e9baa55f62ee23ebac" alt="Workflow canvas docked inside the room" width="3020" height="2060" data-path="images/compose-docked-canvas.png" />
</Frame>

## Launch a Playbook

Beyond open-ended chat, you can run a **[Playbook](/features/playbooks)** — a reusable, multi-stage plan the agent executes for you. Open the **Playbooks** menu in the composer (or the gallery), fill in a few light inputs, and watch the stages run live. Playbooks are ideal for the recurring, multi-step work your team does every week: diligence reports, financial reconciliations, competitive research, and data preparation.

## Shared chats

Any chat thread can be shared as a read-only public link, and the artifacts a thread produces can be shared individually. See [Sharing](/features/sharing).

## Related Documentation

<CardGroup cols={2}>
  <Card title="Playbooks" icon="list-check" href="/features/playbooks">
    Run reusable, multi-stage plans from room chat.
  </Card>

  <Card title="Room Templates" icon="rocket" href="/features/room-templates">
    Start the room experience from a pre-built template.
  </Card>

  <Card title="Agents" icon="robot" href="/features/agents">
    How agents reason over your data and tools.
  </Card>

  <Card title="Workflows" icon="window" href="/features/workflows">
    The workflows the agent builds on the canvas.
  </Card>

  <Card title="Sharing" icon="share-nodes" href="/features/sharing">
    Share chat threads and artifacts.
  </Card>
</CardGroup>
