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xAgent Agent Sessions: Submit Tasks, Files, and Approvals

Who This Is For

This page is for users who use xAgent every day to submit tasks, follow progress, add materials, and receive results.

What It Is

Agent Session is the main work page in xAgent. Think of it as the place where you collaborate with a work assistant: enter requirements, upload materials, follow execution, confirm risky actions, and continue asking questions or refining results.

It is not an ordinary chat window. It also handles task submission, context continuity, Tool execution, file processing, approval confirmation, sub-session collaboration, and task tuning, so it needs its own explanation.

v0.0.5.beta reorganized the message timeline, attachments, Tool call blocks, execution status, and Workspace entry points, and improved narrow-screen and mobile layouts.

xAgent Agent Session page showing the Session list, execution timeline, approval card, and message input

When to Use It

Start from an Agent Session when you need to:

  • Ask xAgent to read documents, web pages, spreadsheets, or existing materials.
  • Generate summaries, reports, checklists, replies, plans, or data results.
  • Communicate across multiple turns and add requirements gradually.
  • Upload files, inspect generated files, or continue referencing Session artifacts.
  • Follow Tool execution and the final result.
  • Confirm whether certain actions may continue.
  • Delegate work to a sub-session or return to the main Session to consolidate progress.
  • Fine-tune prompts, Skills, Tools, models, or Secrets during a task.

Page Layout

The Agent Session page has several main areas:

AreaPurposeCommon Actions
Session list on the leftSwitch between the main Session and sub-sessionsSearch Sessions, select a Session, refresh the list, right-click to change a title or copy a Session identifier
Top toolbarView runtime information for the current SessionView tokens, context, and Tool call count; toggle Tool call visibility; open Advanced Settings or Session Files
Timeline in the centerFollow task execution and resultsRead user messages, xAgent responses, reasoning, Tool calls, approvals, and status notices
Input area at the bottomContinue submitting requirementsEnter messages, upload attachments, send, or stop the current execution
Session Files panelView files related to the current SessionRefresh files and preview or download artifacts
Advanced SettingsFine-tune capabilities for the current SessionAdjust the Agent Prompt, model policy, Secrets, resident Skills, and resident Tools

Ordinary users usually only need the Session list, timeline, and input area. Advanced users can open Advanced Settings when they need to improve the current task.

Main Session and Sub-session

Agent Session shows two kinds of Sessions:

TypeThink of It AsSuitable Work
Main SessionOverall ownerDiscuss the goal directly, split tasks, create sub-sessions, and consolidate progress across Sessions
Sub-sessionDedicated executorHandle an independent task delegated by the main Session, such as scheduled collection, research, email checks, or a specialized report

You can send messages directly in both main Sessions and sub-sessions. The main Session is better for coordination and consolidation, while a sub-session is better for an independent goal.

After entering a sub-session, a Back to Main Session button may appear at the top. Use it to return to the overall entry point for further discussion or consolidation.

Basic Usage

Create or Enter a Session

  1. Open Agent Session from the left menu.
  2. If Sessions already exist, select a Session card on the left.
  3. To start new work, use the create entry point or ask the main Session to create a new Agent Session.
  4. Describe what should be completed in the input box.
  5. If files are required, upload the attachments first and then identify which file to process.

Write the First Message

A good message usually contains four kinds of information:

InformationExample
GoalOrganize these meeting notes
MaterialUse the meeting.md file I just uploaded
RequirementsGroup by Decisions / Action Items / Risks
ResultSave as Markdown and provide a summary in the Session

For example:

Read the meeting.md file I just uploaded. Organize the meeting decisions, action items, owners, and risks, save the result as Markdown, and give me a summary in the Session.

Refine the Result

If the direction is correct but the result needs improvement, continue in the same Session:

  • "Keep the key evidence from the source text."
  • "Change the output to a table."
  • "Add a priority column."
  • "Do not send the email. Show me the draft first."
  • "Save the final version to the Workspace."

The same Session preserves context and is better for continuous refinement. Create a new Session only when the goal has become a different task or you do not want the current context to continue.

Reading the Timeline

Several kinds of content may appear in a Session:

ContentMeaningWhat You Should Do
User messageA task, additional instruction, or attachment you submittedConfirm that the goal and materials are clear
xAgent responseAn explanation, result, or interim conclusion from xAgentRead the result, ask follow-up questions, or confirm
ReasoningxAgent's task breakdown or execution approachUse it only as process context; you do not need to inspect every line
Tool callxAgent is reading a file, accessing a web page, generating a file, or calling an external systemWait for completion and inspect details when necessary
Tool observationA result returned by a ToolOrdinary users usually only need the organized final result
Waiting for approvalA risky action requires human approvalReview the action, target, and impact before allowing or rejecting it
Waiting for confirmationThe system needs additional fields, a selection, or confirmation of a planComplete the requested information in the page
Status noticeRunning, retrying, context compression, connection recovery, or another stateCheck whether you can keep typing or need to wait
Failure noticeOne step did not succeedAdd materials, authorize access, adjust the requirement, or retry based on the message

The top toolbar includes a Show Tool Calls switch. When it is off, completed Tool calls are hidden and the timeline is easier to read. Turn it on when troubleshooting or confirming what a particular step did.

Input and Attachments

Use the input area at the bottom to continue sending messages to the current Session. Common actions include:

  • Entering the task goal directly.
  • Clicking the plus button to upload a file or image.
  • Pasting a screenshot, text, or file.
  • Adding instructions while a task is running.
  • Stopping the current execution when necessary.

When files are involved, describe them like this:

  • "Read the file I just uploaded."
  • "Process report.csv in the Workspace."
  • "Save the result as summary.md."
  • "After generating the HTML report, give me a preview entry point."

Do not enter an arbitrary path on your computer or treat an internal server path as an accessible file. Users only need to reference filenames or Workspace paths visible in the page.

If an attachment is still processing, the page prevents sending. Wait until processing is complete so xAgent can access the file content.

Tool Calls and Approvals

xAgent may call Tools to complete a task, such as reading or writing files, accessing web pages, processing spreadsheets, sending email, invoking a Connector, or creating a sub-session.

Ordinary users do not need to remember Tool names. Describe the action you want. When an action carries risk, the system intercepts it through an approval or confirmation flow.

Actions that require particular attention include:

  • Sending email, WeChat, or another external message.
  • Deleting files or modifying important data.
  • Accessing an external system or calling an internal API.
  • Creating a sub-session or long-running Trigger.
  • Using a Secret, Connector, or high-risk Tool.

When an approval appears, first check what it will do, which object it affects, and whether it sends content externally. Allow it only after confirming the details. If uncertain, reject it and add clarification in the Session.

Session Files

The Session Files entry in the top toolbar shows files related to the current Session. Use it to:

  • Find materials that were just uploaded.
  • Inspect intermediate files generated by Tools.
  • Preview Markdown, HTML, spreadsheets, or reports.
  • Download the final artifact.

If a task generated a file but no entry appears in the message, open the Session Files panel and refresh it once.

Advanced Settings and Task Tuning

Advanced Settings configures capabilities for the current Session. It is optional and intended for experienced users who need to fine-tune a task while it is running.

Common settings include:

SettingPurposeWhen to Adjust It
Agent PromptChange how the current Session works and which constraints it followsThe task needs a clearer role, boundary, or output style
Model and Provider PolicySelect the model or request policy for the current SessionThe current model is not suitable for reading, reasoning, writing, vision, or Tool calling
SecretsSelect Secret keys that the current Session may referenceA Tool needs access to email, an API, or an external system
Resident SkillKeep specific Skills in the current Session contextA long task must consistently follow a fixed work method
Resident ToolKeep specific Tools in the current Session Tool listThe current task depends on fixed Tools for a long period

Secret settings select only keys. Actual Secret values do not enter the model or message history.

Task tuning is not intended to shift configuration work onto users. It gives advanced users a way to gradually adjust context, capabilities, and models when a task needs higher quality, until the task reaches a better completion state.

Context and Long Sessions

The top toolbar shows context and token information to indicate context usage in the current Session. Ordinary users do not need to understand every number. The important points are:

  • Longer Sessions require more context management.
  • xAgent may compress the context.
  • Some Session operations are frozen during compression.
  • Execution can continue after compression finishes.

If a Session is already long, ask xAgent to summarize the current state before continuing.

Session Commands

The input area supports a small set of commands for troubleshooting or managing the current Session:

CommandPurposeNote
/refresh_messagesResynchronize messages in the current SessionUse when message display is abnormal
/compressManually compress the current Session contextUse before continuing a long Session
/clear-historyClear message history in the main SessionAvailable only in the main Session
/deleteDelete the current sub-sessionAvailable only in a sub-session

Commands may be temporarily unavailable while the current Session is running or waiting for confirmation.

Common Scenarios

Organize Materials

Read the three materials I uploaded. Organize their shared conclusions, disagreements, and open questions, and output the result as a Markdown table.

Generate a Report

Create a weekly report from the sales data in the Workspace. Include key metrics, anomaly explanations, possible causes, and recommendations for next week, then save it as an HTML report.

Handle an External Message

Review the latest customer message and draft a reply. Do not send it directly.

Work in Stages

List the processing plan first. Wait for my confirmation before reading files and generating the result.

Tune the Current Task

This task needs a more formal report. Switch to a model better suited to long-form writing and reorganize it as Background / Findings / Recommendations / Risks.

Important Notes

  • Review the content before continuing with sending, deletion, external APIs, or sensitive files.
  • Do not put passwords, tokens, or verification codes directly in a Session.
  • When a task has many materials, define the scope and delivery format first.
  • Capture a repeated workflow as a Skill when stable reuse is required.
  • If the current task needs higher quality, tune it gradually in the same Session instead of frequently creating new Sessions.
  • If a Session is already long, ask xAgent to summarize its current state before continuing.

Next Steps