User guide
Using XataWorks.
You have it open.
This is what everything in it does.
Twelve articles, in the order the questions tend to arrive: the window, what the assistant can do on the sites you have open, what it asks you before it acts, and how to teach it the way your team works. Every screenshot and every recording here is a frame of the real application.
Start here
Getting started
What you are looking at, and the one thing to decide before it will answer.
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Getting started
From installed to answered: what XataWorks is, the account or provider it runs on, and what to ask it first.
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A tour of the window
Every region and control, named the way the application names them.
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Where the agent’s abilities come from
Three sources, governed three ways. Telling them apart answers most of the questions that come later.
The part that is unlike other assistants
The web, and what it offers
The assistant works the sites you have open, in your own session. This is what that means in practice.
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The browser panel
Tabs and which chat they belong to, bookmarks, finding in a page, and the two permissions a site can be granted.
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Page tools
The actions a website offers your agent directly — how to see them, and how to ask for one.
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Approvals and permissions
What you are asked before an operation runs, what each answer commits you to, and how to check afterwards.
Configuration
Making it yours
The three things you add: a shaped assistant, your own procedures, and abilities it did not ship with.
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Agents
What an agent is made of, how to make one, and what its Tools and Skills tabs decide.
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Skills
Instructions, not capability. Writing one, scoping it to a site, and which one wins when two share a name.
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Connections
A tool server you add yourself — how it differs from a page tool, and what a failure reason means.
After the first week
Living with it
Several conversations at once, work that continues while you are elsewhere, and where all of it is kept.
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Chats and context
What a chat group shares, finding a conversation again, and what the model is actually told before you type.
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Work that continues
Tasks, scheduled prompts, and what happens to an approval question when nobody is there to answer it.
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Your data
Where XataWorks keeps its state, what leaves your machine, and the one thing this build verifiably never does.
These twelve are what this guide carries. Each one is written to be read on its own.