Your first chat

Last published : Nov 09, 2026
In this tutorial, we connect the assistant to a model provider, ask it to write a short document, and then read and change that document together.
By the end, you'll have:
  • An assistant that is signed in and ready to use.
  • A chat that produced a file.
  • That file open in the Files panel, updated by a follow-up request.
Related information
Knowledge Worker Agent

Before you start

You need:
  • Knowledge Worker Agent open in your Citrix SecurSpaces™ workspace. If your workspace has no access item for it, ask your administrator. For the setup, see Give users access to Knowledge Worker Agent.
  • An account with a model provider your workspace offers, such as GitHub Copilot.
If your administrator set up the model provider for you, skip to Ask for a document.

Connect the assistant

First, we sign the assistant in to a model provider. The assistant can't answer until it is connected.
When you open Knowledge Worker Agent, Set up your assistant shows the two setup steps. We start with the first one.
  1. Under Connect a model, select Set up a model.
    If you closed Set up your assistant, select Settings (the gear icon) at the bottom of the sidebar, then Accounts.
    The Accounts & connections dialog opens. It lists the model providers your workspace offers.
  2. Next to GitHub Copilot, select Connect.
    The Sign in dialog shows a one-time code.
  3. Select Copy to copy the code.
  4. Select the button under Open GitHub and paste the code. GitHub opens in a new tab.
  5. In GitHub, paste the code and approve the request.
  6. Back in Knowledge Worker Agent, wait for the message "✅ Connected! The assistant is ready to use." Then select Done.
    You're back in Set up your assistant, which now says "GitHub Copilot is connected."
  7. Select Close.
Notice that the Accounts item in Settings now says Connected. To connect your apps, such as a ticket system, see Manage connectors.

Ask for a document

Now, we ask the assistant to write something.
  1. At the top of the sidebar, select New chat.
    The new chat screen asks "What can I help with?"
  2. In the box that says Ask anything…, enter:
    Write a one-page summary of what a team knowledge base is, and save it as summary.md.
  3. Press Enter.
The assistant starts working. Under its message, you see "Thinking about it..." and then "Working on it..." once it uses tools. When it finishes, it describes what it did.
Notice two things in the sidebar:
  • The chat now has a name. Knowledge Worker Agent names new chats for you.
  • The chat is listed under Recent.

Open the result

Each chat has its own folder. The Files panel beside the chat shows what's in it.
  1. In the Files panel, find summary.md.
    It has a green dot. The dot means the file is new or changed since you last looked.
  2. Select summary.md.
    The document opens, formatted.
  3. Select ‹ › Code to see the text behind the formatting. Select ◉ Preview to go back.
The green dot is gone, because you opened the file.

Ask for a change

Next, we change the document through the chat.
  1. In the box under the chat, enter:
    Add a short section on how to keep a knowledge base up to date.
  2. Press Enter.
The open document updates when the assistant saves its change. Scroll down to see the new section.

Keep the chat

Finally, we star the chat so it's easy to find again.
  1. In the sidebar, point to the chat, and select ⋯.
  2. Select Star.
The chat moves to Starred.

What you did

In this tutorial, you:
  • Connected the assistant to a model provider.
  • Started a chat and asked for a document.
  • Opened the document in the Files panel.
  • Changed the document with a follow-up request.
  • Starred the chat.

Next steps