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Reports are AI-generated documents produced by running an agent against your inputs — for example, a risk report for a booking or a summary analysis for a trip.
When you'd use this
Use Reports when you need a standalone document rather than a conversation. For example: run the Trip Risk Manager agent against a booking reference to get a formatted risk assessment you can review, share, or export as PDF.
Steps
Browse the reports library
In the Workbench sidebar, click Reports (under the Terminal section).
Reports opens on a Choose an agent grid — the same picker as Chats, listing only agents configured for report output.
Pick an agent to see the reports it has produced — title, who ran it, date, and status. Use Search and the Status filter to narrow the list.
Click a report title to open its detail view. Click Switch agent in the header bar to return to the picker and browse another agent's reports.
Run a report
In the Workbench sidebar, click Reports.
Click Run report in the top-right corner.
Select an agent from the Agent dropdown. Only agents configured for report output appear here.
Fill in the input fields. Each agent defines its own inputs — for example, a booking reference or a date range.
Click Run. The report generates live; you can watch the output stream as it is produced.
When the run completes, the page navigates to the finished report automatically.
View and export a report
Open a report from the library.
The report renders inline — HTML reports display in a sandboxed frame; Markdown reports display as formatted prose.
Click Export PDF in the top-right corner to download a PDF copy.
Tips and limits
All users can view and run reports; deleting a report requires the Company Admin role.
Only agents that have the Report channel enabled appear in the agent picker. To make an agent available here, enable the Report channel in its Channels tab.
A report is linked to the agent that produced it. If that agent is deleted, the report remains in the library.
PDF export renders the report at the time you click the button — it reflects the current content.
Reports cannot be edited after they are generated. Run the agent again to produce a new version.
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