> For the complete documentation index, see [llms.txt](https://docs.zenlytic.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.zenlytic.com/proactive-agents/getting-started.md).
# Proactive Getting Started
Proactive Agents allow us to build and run entire conversations with Zoë, and then enable others in the organization to re-use those conversations easily. With this feature, Zoë is more proactive and reusable for solving task-specific analyses than ever before.
Proactive Agents can be used to automate repetitive data processes, iterate on better Zoë prompts, and much more. Some examples include:
* Building narrative-based weekly business reviews that can be re-run periodically
* Automating a tedious manual process of reconciling CSVs against database data
* Demonstrating chains of thought and other Zoë prompting techniques to new users
* Saving exceptional conversational outputs from Zoë so that the reasoning steps can be reproduced and refined
* Getting lists of products or customers and then having Zoë produce personalized long form promotional content for each one
Proactive Agents are ideal for implementing tasks where you need one or all of the following characteristics:
* You need analytical tasks to be run automatically on a schedule and sent to you when completed
* You need precise control over the exact sequencing of analytical reasoning steps
* You need to query and transform data across multiple conceptual steps
* You need structured, predictable outputs and consistent, formatted results
* The task involves conditional logic - different behaviors should be taken based on intermediate results
## Navigating to Proactive Agents
1. To view your Proactive Agents and create new ones, from the left-hand navigational sidebar, click on ⚡Proactive Agents
## Viewing Proactive Agents
By clicking the *Proactive Agents* option in the left-hand navigational sidebar, you will see a list of Proactive Agents that exist in your workspace. The three-dot menu reveals options to run, duplicate, or delete a Proactive Agent. When you click on a Proactive Agent's name or highlighted row, you will be navigated to the Proactive Agent Builder.
## Creating Proactive Agents
In the upper right-hand side of the screen, you can create new Proactive Agents by pressing *Create a New Agent*. This button will then navigate you to the Proactive Agent Builder.
## Editing Proactive Agents
By default, the newly created Proactive Agent will be titled "New Proactive Agent" and contain no instruction details. We can click the Proactive Agent title and type to change the title. The new name will be saved with an outside click or "Enter" keypress.
Proactive Agents allow us to define a specific Zoe task that will be run as a conversation. Let's click through the form options on this *New Proactive Agent* page to get started. Click on the *Create Agent* then the *Test Run* button in the upper right-hand section to preview a run of our new Proactive Agent.
When the Proactive Agent conversation preview has completed its run, we can inspect its output, run it again, or we can modify the Proactive Agent before running again.
## File Attachments
Files and workspace Artifacts can be added to Proactive Agent instructions as attachments by pressing the *Plus* icon button in the Instruction textarea's bottom left corner.
## Create Proactive Agent from an existing Conversation
From an existing chat, we can click the "Save as Proactive Agent" button in the three-dot dropdown menu to create a new Proactive Agent from the outline of an existing chat. It will be saved in the Proactive Agents tab, and you can navigate to it in the future by hovering over the left-hand navigation side bar and clicking on 'Proactive Agents'.
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# Agent Instructions
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