The Surfaces page
Surfaces in the left column lists every surface you can open, split into All, Yours and Shared with you. My Surface opens your own board of your conversations across agents, which Omni keeps for you.
The Surfaces page: My Surface and New surface, templates under Make something new, the All, Yours and Shared with you tabs, and each surface's visibility. Shown with sample data.
Start a surface
Choose New surface or a template under Make something new: Dashboard, Board, Tracker, Report or Timeline. You can also use Make live on a document an agent produced. An agent’s surfaces are on its Live surfaces card, and reports it writes in a conversation arrive as surfaces.How a surface stays current
The agent regenerates it on a schedule, on a webhook or on demand, and the link stays the same. Between regenerations, data blocks read live data each time the surface opens, from up to eight sources per surface. One block can join several sources, for example tickets from one system matched with pull requests from another. A source can also be a read-only query on the SQLite database in the agent’s own workspace (data/local_db.db by default). Ask the agent for the data you want when it builds the surface.
What a surface holds
Text, metrics, charts, typed tables, kanban boards, timelines, card lists, record details, diagrams, HTML and images. PDF exports include the images. In a narrow view, such as the Omni sidekick or a phone, tables, chips, metric tiles and filters switch to compact layouts, and on a phone a surface opened from the chat slides up as a sheet over the conversation.Edit a surface in place
Type straight into the title and the text, diagram and HTML blocks. Edits are kept in history, and the agent keeps them when it next updates.What each viewer sees
Data loads with the viewer’s own access by default. Someone without access to a source sees a no-access state, never someone else’s data. Two kinds of source show everyone the same rows: the agent’s own database, and a source the agent set to show the data its publisher last loaded.Who can open a surface
A surface in a shared conversation follows that conversation’s share. One an agent builds on its own follows the Live surface sharing switch in the agent’s Advanced settings, which lets any signed-in org member open it. Creating, updating and regenerating are recorded in Platform > AI governance > Audit log.Next steps
Regenerate a surface on a schedule
Refresh it on a fixed cadence.