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Agents, explained

An agent is a focused workbench that owns one job. Here is how to add, create, and organize them.

In Numen, an agent is a focused workbench that owns exactly one job — detecting anomalies, planning a budget, or keeping the books. Rather than one giant screen with everything crammed in, you pick the handful of agents your work actually needs, and each opens on its own page.

Note
If you have used AI assistants before, think of an agent as a specialist you have hired for one task — not a general chatbot. It knows your data and comes with the right tools already laid out.

Library vs. custom agents

There are two kinds of agents. Library agents are preset templates that ship ready to use. Custom agents start as a request: describe what you want in plain language — if the library already covers it, Numen recommends that preset; if not, the NUMEN team reviews your request.

TypeWhere it comes fromBest for
LibraryPreset templates in the catalogCommon jobs like anomaly detection or budget planning
CustomRequested in plain language — reviewed and shipped by the NUMEN teamA workflow no preset covers
Tip
Numen Plan ships 8 agents and Numen Books ships 6. Start with a library agent close to your goal, then add custom ones as your needs get specific.

Adding an agent from the catalog

Your active agents live in the sidebar. To add more, open the Agents catalog from the sidebar and pick one.

  1. 1Open the Agents catalog from the sidebar.
  2. 2Browse the library presets, or switch to request a custom agent.
  3. 3Add the agent — it appears in your sidebar and opens on its own page.
Agents catalogLibrary presets — add in one click
Planning
Targets, drivers, rolling budget
＋ Add
Anomaly
Auto scan · severity · root cause
＋ Add
What-if
Multi-variable scenarios
＋ Add
Performance
Budget vs. actual variance
＋ Add
FP&A
Revenue · cost · reporting
＋ Add
Ask AI for a custom agent
Describe it → we recommend or build it →
The Agents catalog: library presets add in one click; the dashed card starts a custom-agent request.

To reorder your agents, drag them in the sidebar into the order you prefer. To remove one, open its options and remove it — this clears it from your sidebar, not your underlying data.

Requesting a custom agent

You do not configure a custom agent by hand. Instead, describe what you want in plain language — for example, "track weekly cash burn against runway and flag when it accelerates." Numen first checks the library: if an existing agent already covers your need, it recommends that preset so you can start right away.

If nothing in the library fits, your description is sent to the NUMEN team as a request. We review every request, and accepted ones are built and shipped in a product update — you'll be notified when the agent becomes available in your workspace.

Note
Need an agent built exclusively for your company? Proprietary methodology, internal systems, or private logic are handled as a dedicated build: your plan converts to Enterprise, and we develop the agent solely for your organization. to scope it.
Note
Every agent page — library or custom — is a Canvas and shares the same AI chat at the center of the workspace. So the skills you learn on one agent carry over to all of them. See Working with the Canvas and Using the AI chat.

Next steps

Working with the Canvas
The document surface every agent page is built on.
Using the AI chat
The assistant shared across every agent.
Agents catalog
The full list of agents you can add.
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Working with the CanvasEvery agent page is a Canvas — the workspace where AI results land, and where you verify, manage, and edit them.Using the AI chatAsk questions in plain language. The chat reasons, cites its sources, and can act on your canvas.All agents at a glanceEvery agent Numen ships — 8 in Plan, 6 in Books — plus how to build a custom one.