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User GuideEasel

Starting & Resuming a Session

Start a new session

Open Agent in the left navigation. The landing screen shows a message composer and your Recent Sessions below it. Type your request and send it to begin — the session is created the moment you send your first message.

The Easel message composer where you type your first request The Easel message composer where you type your first request

When you start, Easel may briefly show "Waiting for a free desk" while it gets ready. If capacity is busy it retries for a few seconds, and you can cancel at any time.

If this is your first time, Easel runs a short guided tour to orient you before you start your own work.

Follow the agent's progress

As Easel works, the conversation streams in real time:

  • Your message and the agent's written response, with inline citations and any charts it generates
  • A live activity log — "Searching documents," "Fetching financial estimates," "Searching the web" — each with an elapsed timer
  • Occasional context-compaction notices when the agent summarizes earlier steps to keep working on a long task

The composer accepts plain text. Press Enter to send, Shift + Enter for a new line, and Esc to cancel a turn that is running. A footer shows the session's context usage and run time. (This footer tracks the session's working memory — it is not your billing usage.)

Resume a past session

Every conversation is saved under Recent Sessions, where you can search, reopen, or delete them. Click a session to pick it back up — an active session reattaches in place, and a paused one resumes from its saved state.

The Recent Sessions list with search, reopen, and delete controls The Recent Sessions list with search, reopen, and delete controls

Reopening a session is the only way to resume it; an old direct link to a closed session will start fresh instead, and prompt you to choose the session from Recent Sessions.

Up next

Research, Documents & Market Data

See the sources Easel draws on and how it pulls them into an investigation.