Documentation
AI
Subagent

Subagent Assistant

What it is

The subagent is a dedicated floating AI chat panel separate from the board-level chat. It:

  • Holds its own conversation state
  • Can create, update, and delete notes via the same tool set as board chat
  • Always ends each response with 3 suggested next actions based on the conversation
  • Is phase-aware — it tailors suggestions to the current PM lifecycle phase

Opening the subagent

Click Toggle Subagent in the bottom toolbar. The panel appears as a floating card that can be dragged anywhere within the canvas bounds.

Phase-aware suggestions

When the subagent opens, it initialises with suggestions appropriate for the current board phase:

PhaseExample suggested actions
Ideation"Help me brainstorm problems", "Generate initial epics"
Research"Summarise user feedback notes", "Identify open questions"
Definition"Generate a PRD from my notes", "List acceptance criteria"
Delivery"Break epics into tasks", "Review task completeness"
Launch"Create a launch readiness checklist", "Draft a release summary"

Suggested next actions

At the end of every response, the subagent returns exactly 3 suggested prompts as clickable action buttons. Clicking one sends that prompt as your next message, enabling guided progressive exploration.

How it differs from board chat

FeatureBoard ChatSubagent
PositionRight slide-out drawerDraggable floating panel
Phase awarenessNoYes
Suggested actionsNo3 per response
Conversation memoryPer-board IDB persistenceSession-only
Pre-populate from other featuresYes (openAiPanelWithPrompt)No

Tool set

The subagent has access to the same 6 tools as the board chat: createNote, createPlaceholderNote, updateNote, deleteNote, expandNote, summarizeBoard.

See also