POLYBASE AGENT

A little context.A lot less busywork.

Ask Poly to find information, prepare a document or update work across your workspace. Work through tools directly or use the visible app, with access bounded by your permissions.

Meet PolySee how it works

Start with an idea

Choose an example to explore Poly’s capabilities. Illustrative content.

PolyTake action
Poly· working — 3 tools
budget 41%
Turn the review notes into tasks and sketch the release flow on the board.
Search docs
Create task
create_task
{ "title": "Fix hero contrast", "assignee": "selin" }
Draw on board

Opened 3 tasks from the notes and assigned owners. Sketching the release flow now

Fix hero contrast
Task · assigned to Selin
Release flow
Board · drawing…
Workspace tools and actions

Context → Action → Control

A conversation that moves work forward.

01

Start with the information already here.

Bring workspace resources and attachments into a conversation. Refer to related work and continue earlier agent threads without rebuilding the context each time.

  • Workspace context within access permissions
  • Drive files and attachments
  • Conversation history and memory
02

Go from a request to useful work.

Use the assistant to work with tasks, messages, documents and other connected resources. Tool-call details show what the agent is doing as it works.

  • Workspace tools and actions
  • Direct and screen execution modes
  • Visible tool activity
03

Choose how your assistant works.

Use the providers and models configured for your workspace. Keep model choices, credentials and agent access aligned with your deployment.

  • Configured provider and model selection
  • Permission-scoped context
  • Agent steps inside Flows

Two ways to work

Use the tools.
Or work on screen.

Choose the execution mode for the job. Poly can use application tools directly or interact with the visible app.

Direct mode

Work through application tools without clicking through screens.

Mode preview · no actions are executed here

Models & control

Useful context. Clear boundaries.

Agent access is scoped by permissions and the tools available in the deployment. It is not an unrestricted account.

Bring Poly into a workflow

Good to know

A little more detail.

Can Poly access everything in the workspace?

Agent access is scoped by permissions and the tools available in the deployment. It is not an unrestricted account.

What is the difference between direct and screen mode?

Direct mode uses app tools and APIs. Screen mode operates the visible app through clicking and typing.

Make it part of your day.

Let’s explore together