Artifacts
The list on Home of everything your agents wrote for you, how to find one, and opening and sharing it.
An artifact is what an agent wrote: a brief, a plan, a report, a note, a draft message. When an agent posts a card, the thing the card is about is kept as an artifact, so it is still there after you have cleared the card.
The list holds only the artifacts written for you.
Where to find it
Artifacts is a tab on Home.
- In a personal account it is the third tab, after Inbox and Alerts.
- In a team account it is the last tab under What's new, after Threads.
What a row shows
Rows are grouped under Today, Yesterday and Earlier, newest first. Each row shows:
- An icon for the kind of artifact.
- Its title, and when it was written.
- The agent that wrote it and the record or subject it is about.
The kinds are Documents, Notes, Drafts, CRM changes and Open items. Research reports are documents, so a report you asked for is here as well as under Research reports.
The list loads more as you scroll, and pulling down refreshes it.
Finding one
Search artifacts matches the title, the subject and the summary. The filter button next to it opens a sheet with three filters:
| Filter | Options |
|---|---|
| Kind | Any kind, Documents, Notes, Drafts, CRM changes, Open items |
| Agent | Any agent, or one of the agents switched on in your organization |
| Date | Any time, Last 7 days, Last 30 days, Last 90 days |
Tap Show results to apply them. The filter button shows how many filters are set, and Reset in the sheet clears them. When nothing matches, the list says so and suggests clearing a filter.
Opening and sharing
Tap a row to open the artifact full screen. The header shows what it is about, plus the period for a research report. The document is laid out the same way as the PDF, so what you read matches what you send.
The share button at the top right turns the artifact into a PDF and opens your phone's share sheet. If the file is still being written, the screen says it isn't available yet.
The Open button on an agent card opens the same screen. Share on a card works differently: it sends a link rather than a PDF. See Agents and their cards.