Managing Agents in Workstation

Beginning in Strategy One (September 2025), enhanced bots are available out of the box and have been renamed to agents to reflect the improvements and advancements.

• For details on the 2.0 enhancements, see Agent Enhancements.

Agents expand data consumption in your organization. You can build and deploy your own highly customizable chat bots, called agents, into various applications, making it easy for all members of your organization to obtain tailored, AI-powered insights wherever they need to.

Use Workstation to:

• Configure Strategy Storage Service for Agents

• Access and Manage Agents

• Share Agents

Before you begin working with agents, ensure that you have the correct privileges, as outlined in Prerequisites.

See Agents: Customized Stand-Alone Agents for a more detailed description of agents and steps to create and use them.