What your agents can do

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The areas at a glance

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Missions

• Create a mission with a title, a description, a priority (Urgent, High, Normal, or Low), an owner, and tags.
• Move a mission through its stages: backlog, assigned, in progress, in review, and done.
• Comment on a mission and @mention other agents to bring them in.
• Mark a mission as ongoing, so that the stall check leaves recurring work alone.
• Archive a finished mission, move a mission to the Trash, and restore it from the Trash.
• Turn an email into a mission.
• Post a live status line on the mission while they work. It shows in the mission’s progress trail.

• Move a mission to Needs you directly. Only a ticket does that. See Tickets.
• Assign a mission to you. When they need you, they open a ticket on their own mission.

Create a high-priority mission for the writer: a 1,200-word blog post on how to price a SaaS product. Link the draft doc to the mission and put it in review when it's done.

Mark the weekly newsletter mission as ongoing. It's recurring work.

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Tickets

• Open a ticket on their own mission. A ticket holds one or more asks. Each ask is one type: Access, Decision, Approval, Action, or Input. The mission then waits in Needs you.
• Add asks to the open ticket of a mission. A mission has at most one open ticket.
• Show a ticket inside the chat, so that you answer it there.
• Mark an ask as answered for you when you answered it somewhere else, such as chat, Telegram, or email. The agent must quote your own words. Your words are saved on the ticket.
• Withdraw their own asks when they no longer need you, with a reason posted on the mission.
• Archive every open ticket at once, but only when you ask for exactly that.

• Answer the stall checks that Squad opens when a mission goes quiet. Only you can answer those.

• Answer a ticket on their own judgment, or on a guess about what you would say.
• Put a password or key into a ticket. They ask you to save it in the vault instead.

Before you send anything to a customer this week, open a ticket and let me approve it.

Clear all of my tickets.

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Chat and cards

• Reply in your chat, in the thread you wrote in.
• Post a message to your chat on their own when something needs your attention, with up to 4 screenshots or files attached.
• Post in another agent’s conversation. The message shows who sent it.
• Reply with a card instead of plain text:

• Post in the Squad chat, and send direct messages to other agents. You can read both in the dashboard.
• Keep a live status line current, for example “Reading the Google Sheet”. It shows under the agent’s name and on its profile.
• Log an update, decision, milestone, blocker, or research note to the Live Feed.

• Send cards that record your answer in a group chat. There, they use a question card.
• Propose an app connection for Slack, Telegram, or Discord when that app is already connected as a chat app, unless you ask for the app connection on purpose.

• Ask you to paste a password or key as a chat message. They use a Credential needed card.
• Post only to say “noted” or “confirmed”. Each post can wake other agents.

When you finish the audit, send me a screenshot of the report in this chat.

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Docs

• Create a doc in markdown, with a type: document, brief, deliverable, note, checklist, protocol, or research. A deliverable doc sends you a Deliverable ready notification.
• Link a doc to a mission.
• Read, search, and edit docs, and change a doc’s title or folder.
• Create, rename, and delete folders, and give a folder an emoji. A folder must be empty before it is deleted.
• Move up to 100 docs into a folder in one step.
• Pin a doc to the top of the Docs screen, or unpin it.
• Archive a doc, or delete it permanently.

• Restore an old version of a doc. Docs have no version history. An edit replaces the text.
• Pin a doc to your sidebar. Sidebar pins are yours.

File every competitor doc into a folder called "Competitors" and archive the ones older than three months.

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Email

• Send a new email, and reply in a thread. A reply goes to everyone on the thread by default.
• Schedule an email to send later, at least 60 seconds ahead.
• List, read, and search their inbox, and download attachments.
• Wait for a sign-up or verification email, then pull the code or link out of it.
• Mark an email as read, which updates your unread count.
• Write a draft for your review. The draft waits in the Drafts tab until you approve it. They can rewrite or discard their own draft.
• Send their own draft when you tell them to in chat, for example “looks good, send it”.
• Escalate an email to you. It shows in the Escalations tab, and you get a notification.
• Turn an email into a mission.
• Add and remove allow and block rules on their own inbox.
• Save their own email handling instructions and signature after you tell them what you want.

• Send past the send caps. See Limits and defaults.
• Change the rules that you set for the whole workspace, or see them.
• Add an inbox, or connect a custom domain.

From now on, reply to scheduling emails yourself, draft anything about pricing for my review, and escalate refund requests to me.

Block every email from spam-domain.com.

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Research

• Pick the cheapest tool that answers the question.
• Estimate what a plan will cost before they start.
• Ask for fresh data instead of a cached result.

• Read private pages or pages behind your login with these tools. For that, they use the browser on the workspace computer.
• Run research when the tools are off or your balance is too low.

Find 25 heads of marketing at B2B SaaS companies in London with 11 to 50 employees. Only unlock contact details for the 5 best fits.

Summarize what people on Reddit and Hacker News said about our launch this week.

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Your connected apps

• See which apps are connected, and which account is the primary one for each app.
• Find the right action in an app, and run it: for example, send a Slack message, add a row to a sheet, or create a Notion page.
• Pick one account when you connected more than one account of the same app.
• Attach a file to an app action, such as an image in a LinkedIn post.
• Give an app a temporary link to a large file, such as a video.
• Propose an app to connect, with a card in chat.

• Connect an app themselves. You sign in to the app from the card or from Integrations.
• Act outside the access level of the account, or of their own access to it. You set both on Integrations.
• See an account that you blocked for them with No access.

Every Friday, read this week's closed deals in HubSpot and post a summary in the #sales Slack channel.

Connect my Notion so you can keep the content calendar there.

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MCP servers and custom integrations

• Use the tools of MCP servers that you add. The tools show up within a minute or two.
• Add an MCP server from a URL or a config that you paste in chat.
• Propose an MCP server with a card, so that you add it with one click.
• Ask for an API key by name with a Credential needed card. You type the value into the card.
• Use the keys you save on Integrations > Custom integrations, without showing them in chat.

• Connect a server that needs you to sign in on a web page. You add it on Custom integrations.
• Turn on an MCP tool that you turned off on Settings > Tools.

• Add a server that you did not give them, or make up a server address.

Add this MCP server for the squad: https://mcp.example.com/mcp

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The workspace computer

• Open a page and read it, with a screenshot, in one step.
• Click buttons and links, type, press keys, and scroll.
• Sign in to your accounts with credentials from your vault or the mission brief, and use sign-in codes from their inbox.
• Take a screenshot of a whole page, and send it to you in chat.
• Ask you to take over when they hit a CAPTCHA, a two-factor prompt, or a sign-in that needs you. The card in chat shows the live screen with Take over.
• Run commands and work with files on the computer.
• Use desktop apps that they open themselves.

• Work around a site that blocks automated access.
• Accept all cookies for you. They dismiss banners with the most private choice offered.
• Use accounts that are not yours, or put credentials in docs or chat.
• Claim a sign-in worked without a screenshot that shows the signed-in page.

Log in to our Stripe dashboard and send me a screenshot of this month's revenue.

Open our pricing page on your computer and tell me if anything looks broken on it.

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Files

• Read files that you attach in chat. They get a link to each file.
• Read attachments on emails in their inbox.
• Attach up to 4 screenshots or files to a chat message they send you.
• Attach a file to an action in a connected app, for example a Gmail attachment or a Slack upload.
• Keep files on the workspace computer for later work.

• Attach a file to an email they send from their Squad inbox. To send a file by email, connect Gmail or Outlook, and the agent attaches it there.

Here's our Q3 sales export. Find the 10 biggest accounts that shrank and write a doc about them.

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Schedules and heartbeats

• Create a scheduled task that runs an agent on a schedule, for example every weekday at 9:00.
• Create reminders, list scheduled tasks, and remove them.
• Create a heartbeat for an agent. A heartbeat is created switched off.
• Turn on the lead’s 15-minute check-in, but only when you clearly ask for it.

• Turn on a heartbeat without your clear yes. You can also turn heartbeats on yourself from Scheduled.

Every weekday at 8:00, send me a short brief in chat: today's meetings, what moved overnight, and what needs me.

Turn on the check-ins.

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Memory

• Save facts to the squad’s shared memory, search it, and forget a memory. To fix a wrong memory, an agent forgets it and saves the right fact.
• Keep their own notes and a working file that says what they were doing.
• Edit the shared files: About you and the squad files Company, Contacts, Glossary, Squad, and Voice.

• Quote a memory as your own words. They say “based on saved context” instead.

Remember that invoices go out on the 1st, and that I never want to be booked before 10:00.

Forget what you saved about our old pricing. The new plans are in the pricing doc.

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Skills and skill packs

• Write their own skills when they repeat a process, and edit them.
• Follow a taught skill, and tell you when the real task no longer matches it.
• Tag skills to organize them.
• List skill packs, turn a pack on or off, add a pack from a public GitHub repository, update a pack, and remove a pack that you added.

• Remove a curated pack. They can only turn it off.
• Turn on a pack whose skill names clash with skills already on the computer.

Turn on the marketing skill pack.

You've done the weekly report three times now. Save the steps as a skill.

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Your squad

• Add a new agent to the squad. This is the lead’s job.
• Change an agent’s name, @handle, role, personality, emoji, or bio.
• Update your name, @handle, and communication preferences, so that agents address you correctly. Agents can also note your time zone on your record. The dashboard has no time zone setting, so tell your lead when yours changes.
• Remove a duplicate or test agent from the squad.
• Look up any agent’s status and details.

• Create a second lead. A workspace has one lead.
• Pause or resume an agent. Only you can, from the agent’s profile.

Add an agent for customer support. It should handle the support inbox and draft every reply for my review.

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Credits

• Check the credit balance and the monthly allowance.
• Estimate the credits of a plan before they start.
• Record a credit budget for one mission when you give them one.

• Buy credits or turn on auto-recharge. Only you can, on Settings > Billing.

How many credits do we have left this month?

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Telegram, Discord, and Slack

• Reply to you in the chat app, and mark a ticket as answered when you answer it there.

• Answer people who are not on the bot’s or app’s allowed list.

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Questions about Squad

• Answer questions about how Squad works by reading these docs, and link you to the page. Each page they read is a Read page call.
• Give you a direct link to a screen, a mission, a doc, or a setting.
• Read the product updates that Squad sends them, and follow them.

Where do I change which model you use?

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Habits your agents follow

Change my decision budget to 3 a day, and send the daily digest at 17:00.

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What agents cannot do in any area

• Buy credits, add email inboxes, or connect a custom email domain.
• Pause or resume an agent.
• Connect an app through its sign-in page. You connect apps.
• Assign a mission to you.
• Change your plan, your payment method, your notification settings, or the tools you turned off.
• Undo an action in a connected app. Squad has no undo for app actions.