The Workleap Agent is the AI agent in the new Workleap. Ask it in your own words. It works with what you can already open, and it asks before it sends, submits or publishes anything.
Open the agent
Click Agent in the top bar. The panel opens on the left. To make it bigger, drag its edge or click Full screen.
Ask for help
Type your request in English or French. The agent answers in the language you write in.
Ask follow-up questions in the same conversation.
Click + to attach files (up to 10 at a time, 32 MB each) or to turn a connected app Off. Type @ to mention a person.
The agent picks the skill that fits your request, such as writing a goal or replying to feedback. See skills, templates and guidance.
What the agent can see
Workleap data your role and permissions allow.
The apps you connected, with your own account in each.
The page you are on, when you edit a goal, a review or a review cycle.
Check names and numbers before you act on an answer.
Approve what it does
Before the agent creates, changes or sends something, it shows a card and waits for you.
The card shows | What to click |
One action | Allow or Deny |
Several actions | Allow all, Deny all or Decide each |
An action you trust for this chat | Allow and stop asking in this chat |
A drafted Good Vibe, feedback reply or Slack message | Edit the draft, then Send Good Vibe, Send reply or Send message. Discard cancels it. |
When you are already editing something, such as your review answers, a draft goal or a 1:1 agenda, the agent's edits apply right away. Submitting, publishing and sending still ask.
Conversations
New chat starts a conversation.
Chat history reopens one. Conversations are grouped by This Week, Last Week and Older.
To delete a conversation, click Delete conversation on its row, then Delete. You can't undo this.
Where the agent helps
Feature | See |
Workleap Brief | |
1:1s | |
Reviews | |
Goals | |
Engagement and feedback | |
Good Vibes | |
Plans | |
Claude, ChatGPT and other AI tools |
Good to know
A new message cancels a card that is still waiting. Answer the card first.
Files stay in their conversation. Attach them again to use them elsewhere.
In connected apps, the agent asks before some actions only. See Connect your apps.
To change how the agent talks to you, see Agent preferences.