Working with Agentic studio

Agentic studio overview

The Overview page in Agentic studio gives teams a central place to delegate work to AI in the SitecoreAI. From here, you can ask AI for help, automate individual tasks, coordinate multi-step workflows, or continue previous work using agents, flows, and signals.

To access the Overview page, in the navigation menu, click Agentic. Then, in the left sidebar, select Overview.

The page provides a snapshot of your recent work and available AI-driven actions. It includes the following: Chat interface, Featured Agents, Featured Flows, and Latest Signals.

The Overview page on the Agentic tab provides a snapshot of recent work and available AI-driven actions.

Chat interface

The chat interface at the top of the Overview page is a conversational workspace where you can collaborate with AI to think, create, solve, and explore. Use it to develop ideas, refine messaging, make decisions, and run the most appropriate agent or tool.

Tip

You can also open the chat interface anywhere in SitecoreAI when you click AI chat in the upper-right corner.

The following features and tools are available on the chat interface, on the Chat page, and across all chat interfaces in Agentic studio:

Type your question or request in natural language. You can also add more context, file attachments, or selected tools.

To submit a prompt, press Cmd + Enter (Mac) or Ctrl + Enter (Windows).

Examples:

Write 5 email subject lines for [Campaign]. Make one of them a little mysterious
Make this sound less like a corporate brochure and more like a text to a friend
Summarize this product update in three bullet points for executives

Choose a prebuilt or custom agent to handle your task. Depending on the agent, you may need to configure parameters and can optionally select items (pages, artifacts briefs, or CSV files) for the agent to act on.

Examples:

Select the Content Generator agent to draft marketing copy.
Select the Researcher to analyze emerging industry trends.
Select the Translator and select the target languages to localize the content.

Click Context to add sources that ground the AI. This helps it better understand your request and produce more relevant results. Context represents the information used to guide and inform the AI, giving you more control over how outputs are generated.

Available context sources:

Use previously generated artifacts as reference material. This lets you build on earlier work instead of starting over.

Examples:

Translate the research report (generated by the Researcher agent) into French
Create different social media content from the campaign brief (generated by the Brief generator agent)

Select an existing brand kit to align responses with your organization’s brand knowledge, tone, and voice guidelines.

Examples:

Rewrite this technical product update to match our brand voice
Describe 3 photography styles for our next shoot that align with our brand's 'Sophisticated but Adventurous' vibe

Click Skills & Tools to give the AI additional capabilities.

Available capabilities:

Add reusable agent skills for specialized tasks. These can include custom or system skills, such as campaign planning, competitive analysis, or CSV and text extraction. Admins manage these skills in Agentic studio Settings.

Examples:

Help me plan a campaign for the Spring launch of our new website
Research competitors in the DXP space using AI
Analyze the attached CSV and summarize the site performance

Enable agents to perform actions in SitecoreAI using natural language. This includes retrieving and managing sites, creating and updating pages, editing content, and other marketing tasks. See Marketer MCP for details.

Examples:

List all my sites
Create a new landing page

Use official Sitecore documentation as reference material. This helps the AI give accurate, product-specific answers and cite trusted Sitecore sources.

Examples:

How do I create a new site collection?
What different components can I add to my page?

Use built-in chat tools to extend what the AI can do. Available tools include:

Image generation
Context retrieval
Web search
Artifact storage
Agent API tools

Examples:

Generate a hero image for the summer 2026 campaign
Search the web for latest products from my competitors

Click Attach files to add one or more files related to your request. The AI can use attached briefs, documents, or drafts to generate more accurate and tailored responses.

Examples

Upload a product brief and ask the AI to draft a launch announcement.

Paste a blog draft and request edits for clarity and tone.

Click Voice input to speak your prompt instead of typing it.

Examples

Can you turn this into a quick social post?

Summarize this in three key points for my team.

Choose a Model Type to control how AI handles your request.

Default - automatically selects the best model for the task.
Fast - optimized for speed. Best for simple requests and lightweight tasks.
Expert - optimized for advanced reasoning and structured thinking. Responses may take longer.

Examples

Use Fast for quick rewrites or short summaries.

Use Expert for strategic planning, structured analysis, or complex problem-solving.

After you send a request, a new thread opens on the Chat page in the left sidebar, where you can track progress and view results. Continue the conversation there to refine outputs, copy results, or ask follow-up questions.stions.

Return to any conversation at any time from Chat.

Featured Agents

Quick access to the available agents.

Each agent appears as a card with its name and icon.
Select a card to open the agent and start a new run.
Click See all agents to browse the full list of available agents.

Featured Flows

Quick access to available flows for automating and orchestrating tasks.

Each flow appears as a card with its name and icons representing the included agents.
Select a card to open the flow and start a new run.
Click See all flows to browse the full list of available flows.

Latest Signals

Access the latest research insights to stay informed and support marketing decisions.

To set your Signals preferences by Topic, Industry, and Prompt, click Edit.
Each signal appears with an image, descriptive title, and creation date.
To refresh the signals and regenerate insights using your latest saved preferences, click Refresh signals .
Select a signal to view the full insight, explore the findings, and take action or interact with it in chat. You can explore the insight, continue the conversation with AI, and plan next steps.
Click See all signals to browse all market insights generated for your selected topics and industries on the Signals page.

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