Get started with the AI agent

Before you start

Connect the official Codex or Claude Code program on this computer. Direct ChatGPT sign-in, API keys, and local model connections are separate from the program selection in Agent mode.

Prepare a folder with a few sample files. Agent mode does not accept a whole drive, a whole home folder, or folders containing sign-in information. Provider fees, terms, and limits may apply even though Onyou Office is free and open source.

Assign your first task

1. Open Agent from Home and select a working folder.
2. Choose the connected program and review when it will ask for permission. Start with prompts for file writes and command execution.
3. Read the startup notice and start the session.
4. Ask the agent to read the meeting notes and put action items in a new file. To revise an open document, open it first and tell the agent its name.
5. Review progress, permission prompts, and results. Open new files and verify edits to open documents before saving.

Check files and permissions

The agent can read files in the selected folder. File writes and commands depend on your permission settings. Edits to an open document can appear in its editor separately from file-write prompts. Review paths, commands, and relevant files. Your provider may receive the request and source material.

If the program shows as disconnected, check its installation and sign-in under Settings → AI. See data and costs and AI troubleshooting.