Your AI Chief of Staff (Luisa) and AI Leadership Coach (Sofia) have taken a giant leap forward. Gen 3 is the third generation of the WorkBoardAI agent platform — a rebuilt agent engine that makes your agents faster, more capable, and far more extensible.
Everything you already use stays where you left it: your bookmarks, Daily Focus, chat history, proactive jobs, connected teams, and external data sources all carry forward. Gen 3 adds new things your agents can do.
What's new in Gen 3
Instant dashboards
Tell your agent what you want to see and it compiles the data — from WorkBoard and from your connected external systems — into an interactive dashboard on the fly. No report builder, no ticket, no expertise required.
Bookmark a dashboard to return to it any time
Share it with individuals, teams, or your whole organization
Refresh the data on demand, and view prior versions
See Agent-Generated Dashboards for the full walkthrough.
PowerPoint, PDF, Word and Excel files
Your agent can hand you a finished document, not just an answer on screen.
PowerPoint — MBR and QBR decks, or a dashboard translated into slides
PDF — board and exec pre-reads, printable summaries, quarter-close records
Word — quarterly narratives, business cases, meeting write-ups
Excel — Scorecard exports, KR and KPI history, action inventories, planning worksheets
Ask in plain language — "Prepare the PowerPoint for my MBR" — and your agent builds it from live data.
40+ action-based skills
Your agent no longer just reports on your business — it takes action in it. Gen 3 agents can add meeting topics and takeaways, build Biz Reviews, create workstreams and actions, log KPI values, update Key Results, send feedback, and much more.
See Agent Capabilities: What Your Agent Can Do for the complete list, organized by topic.
Configurable agent skills
Skills let you tailor what your agent knows how to do. WorkBoard ships first-party skills to every agent, your IT Policy Admin can share skills across your organization, and you can upload your own personal skills as markdown files. Every skill can be switched on or off per agent.
See Agent Skills: Tailoring What Your Agent Can Do. Learn more here.
External MCP connectors (Coming soon!)
Connect your agent to tools and data outside WorkBoard. If you have access to an MCP-capable tool — Jira, GitHub, Atlassian, and others — you can bring that context directly into your agent chats, alongside your OKRs and priorities.
Add connectors from the + button in the chat field, or from Settings → Data access.
Guided OKR Co-Authoring (Coming soon!)
Have a conversation with your agent about what you want to accomplish this quarter. Carry prior OKRs forward, attach documents, pull in market trends or competitive insights, then fine-tune the drafts inline or in the chat and publish them straight to WorkBoard with one click.
More artifacts
Artifacts are the interactive panels your agent opens beside the conversation. Gen 3 adds:
My Work This Week (New!)
Key Results (New!)
KPIs (Coming soon!)
Meetings (New!)
These join the artifacts you already have: Daily Focus, Actions and Action Lists, OKRs, Scorecards, and your default Objectives I Own view for an interactive experience where you can
My Week: View and update right from chat
Ask "What's on my plate today?" and your agent opens a fully interactive Action List in the conversation — check items off, reassign them, change due dates, and add comments without leaving the chat, and brainstorm with your Chief of Staff on how to move work forward!
Web search
Let your agent bring public information — industry trends, competitor positioning, company news — into a conversation about your WorkBoard data. Enable it with the + button in the message field.
Smaller improvements that add up
Copy responses directly from an agent conversation and paste them into other applications
Adjust the artifact window width — reveal more Scorecard columns, or shrink the panel to focus on the chat
and much more!
What carries over from your current agents
Gen 3.0 is a full-parity upgrade. You do not need to re-set anything up:
Your bookmarks, chat history, and Daily Focus
Your proactive job settings and team purview
Your connected external data sources and integrations (Slack, Teams, Outlook, Google Calendar, Jira, Azure DevOps, Salesforce)
Meeting summaries and next steps
Your organization's agent tone and prompt configuration
Getting started
Click My Agents in the top navigation to open Luisa or Sofia.
Install the Desktop App so your agents live outside your browser tabs.
Connect Slack or Teams and your calendar so your agent can reach you with nudges and prep for your meetings.
Connect your external data sources — the more context your agent has, the better its answers and Daily Focus
Availability
Agents are available to Intelligent Enterprise customers.
Within those accounts, agents are available to users who manage or co-manage at least one team.