> ## Documentation Index
> Fetch the complete documentation index at: https://docs.trusapien.com/llms.txt
> Use this file to discover all available pages before exploring further.

# FAQ

> Answers to frequently asked questions about Trusapien: Agents, Workflows, capabilities, data, and getting started

<AccordionGroup>
  <Accordion title="Do I need technical skills to use Trusapien?">
    No. Every Agent and Workflow is pre-configured and ready to work. You browse the catalog, choose what matches your task, describe what you need, and receive results. No coding, no configuration, no technical setup required. Trusapien is built for department users, not developers.
  </Accordion>

  <Accordion title="What is the difference between an Agent and a Workflow?">
    An **Agent** is a specialist built for one specific type of work: market research, financial analysis, contract review. You work with one Agent per conversation. A **Workflow** brings multiple Agents (called Sub-agents) together in sequence, each building on what came before, to produce a comprehensive deliverable. Use an Agent for focused tasks. Use a Workflow when the work benefits from multiple specialist perspectives combined into one output.
  </Accordion>

  <Accordion title="How do I personalize my experience?">
    Go to **Settings > Personalization**. Set your name, describe your role, and save **Memories**: personal text notes that your Agents reference in every conversation. For example, "I prefer executive summaries under 500 words," "Our fiscal year starts in April," or "Always include data sources in reports." Click **Save Personalization** to apply your changes.
  </Accordion>

  <Accordion title="What if an Agent's results are not quite right?">
    Refine your request in the same conversation. Be more specific about the deliverable format, audience, and scope. Attach relevant files using the paperclip icon, or enable Knowledge Grounding (the two-plug icon) so your Agent can search your organization's connected data. Save preferences as Memories in Settings so future conversations start with better context.
  </Accordion>

  <Accordion title="How are Workflows different from working with Agents one by one?">
    When you work with Agents individually, each conversation starts fresh. In a Workflow, Sub-agents execute in sequence and each one inherits context from the previous step. You configure inputs (Connectors and files) for each step before starting. The final Sub-agent synthesizes everything into a single comprehensive deliverable. The accumulation of context across steps is what makes Workflow results richer.
  </Accordion>

  <Accordion title="Can I upload large Excel files and spreadsheets?">
    Yes. Use the **File Connector** (Settings > Connectors > Add Connector > File) to index large spreadsheets and datasets. Your Agents search and analyze the data automatically through Knowledge Grounding. This handles large financial files, reports, and data exports that other tools may not support.
  </Accordion>

  <Accordion title="What is Knowledge Grounding?">
    Knowledge Grounding is how your Agents search across your connected data sources: documents, tickets, wiki pages, and records from your Connectors. Toggle it on in the chat input bar (the two-plug icon). A filter panel lets you control which specific Connectors your Agent searches. Results are grounded in your organization's actual information, not generic responses.
  </Accordion>

  <Accordion title="What are Actions and MCP?">
    Actions let your Agents interact with external tools beyond conversation. Through MCP (Model Context Protocol), your Agents can search, create, and update items in connected systems. Trusapien comes with **5 pre-configured integrations** (GitHub, Atlassian, Notion, HubSpot, GitLab) and supports any custom MCP server. Set up Actions in **Settings > Actions**. Learn more on the [Actions & MCP](/overview/platform/actions-mcp) page.
  </Accordion>

  <Accordion title="What is Web Search?">
    Web Search gives your Agents real-time access to current information from the internet. Toggle it on (the globe icon) when your work requires up-to-date data: recent competitor announcements, market conditions, regulatory changes, or the latest research. Your Agent cites its sources so you can verify them. Learn more on the [Web Search](/overview/platform/web-search) page.
  </Accordion>

  <Accordion title="What is Data & Graph?">
    Data & Graph lets your Agents perform calculations, analyze uploaded data, and create charts and visualizations. Upload a spreadsheet, ask a quantitative question, and your Agent computes results and generates visualizations within the conversation. Toggle it on with the Python logo icon in the input bar. Learn more on the [Data & Graph](/overview/platform/code-graph) page.
  </Accordion>

  <Accordion title="What data sources can I connect?">
    Trusapien supports **39 Connectors** across 7 categories: Knowledge Base & Wikis (Confluence, Notion, SharePoint, and 11 more), Cloud Storage (Google Drive, Dropbox, S3, and 4 more), Ticketing & Task Management (Jira, Zendesk, Asana, and 5 more), Sales (Salesforce, HubSpot, Gong, and 3 more), Code Repositories (GitHub, GitLab, Bitbucket), and File. Browse the full list on the [Connectors](/connectors/overview) page.
  </Accordion>

  <Accordion title="What happens to my data?">
    Connectors index your data so your Agents can search it through Knowledge Grounding. Documents uploaded to Vaults are stored within your Trusapien environment. Your Agents use this data to ground their responses in your organization's actual information.
  </Accordion>

  <Accordion title="Can I try different Agents?">
    Yes. Browse the [Agent catalog](/agents/overview) to explore all 77 Agents across 11 departments. Each Agent card shows what it does and its core capabilities. Click any Agent to see example prompts (Use Cases) and start a conversation. The "Recent Agents" row on the catalog page tracks your most-used Agents for quick access.
  </Accordion>

  <Accordion title="How do I connect my organization's tools?">
    Go to **Settings > Connectors** and click **"Add Connector."** Choose from 39 available Connectors, provide your credentials in Step 1, configure the connection scope in Step 2, and optionally adjust refresh settings in Step 3. Once connected, your Agents search that data automatically through Knowledge Grounding.
  </Accordion>

  <Accordion title="Can multiple Agents work on the same task?">
    Yes, through Workflows. A Workflow coordinates multiple Agents (called Sub-agents) in sequence. Each Sub-agent contributes its specialty, passes results to the next, and the final Sub-agent synthesizes everything into a comprehensive deliverable. Browse [71 Workflows](/workflows/overview) across 11 departments.
  </Accordion>
</AccordionGroup>

Have a question not covered here? Contact us at [support@trusapien.com](mailto:support@trusapien.com).