Agent

Surfaces

Surfaces are the channels where people can reach an agent. Configure surfaces to decide whether the agent is available in chat, Slack, phone, or meetings, and what each channel should expose.

How to use surfaces
  1. 01Open the agent's Surfaces area.
  2. 02Enable the channels the agent should support.
  3. 03Save the surface configuration.

What surfaces are available

  • Chat: Let users start direct conversations with the agent in the Brainbase web app.
  • Slack: Let the agent respond in channels, mentions, or direct messages.
  • Phone: Let the agent receive inbound calls from approved callers.
  • Meetings: Let the agent join meetings, take notes, and follow up.
Meeting behavior
When the Meetings surface is enabled, the agent can automatically join scheduled meetings. If you want the agent to prepare before a meeting or perform follow-up afterward, include those expectations in its Instructions.

Best practices

  • Enable only the channels where the agent should actually be reachable.
  • Use template prompts to guide first-time users toward good starting tasks.
  • Limit available models when a surface needs predictable cost or behavior.
  • Keep high-risk channels off until instructions, tools, and permissions are reviewed.
  • Revisit surfaces whenever an agent's audience changes.