Creating an Initiative

There are two ways to create an initiative: quick creation via the command bar using slash commands, or detailed creation via the create dialog with a full form. Choose whichever fits your needs — the command bar for fast one-liners, the dialog for initiatives that need a title, description, or schedule.

Via the Command Bar

Typing /do at the start of a message in the command bar initiates initiative creation. Three variants are available:

Command Purpose ────────────────────────────────────────────────────────────────────── /do <goal> Create a one-time initiative immediately /do list Open the initiative sidebar /do every <schedule> <goal> Create a scheduled (periodic) initiative

/do <goal> — Creates a one-time initiative immediately. The <goal> is a plain-text description of what the agent should accomplish.
/do list — Opens the initiative sidebar so you can view and manage existing initiatives.
/do every <schedule> <goal> — Creates a scheduled (periodic) initiative that recurs automatically. The <schedule> can be hour, day, week, or month, a custom interval like 2h or 30m, and can optionally include an at <time> qualifier (e.g. every day at 9am).

Tip

The /do every syntax creates initiatives that recur automatically. For full schedule details — including timezone configuration, pause/resume behaviour, and run history — see the Scheduled Initiatives page.

Via the Create Dialog

The create dialog is opened by clicking the "+" button in the Templates tab of the initiative sidebar, or when editing an existing scheduled initiative. It can be maximized for more room while you work. The form provides the following fields:

Title — A human-readable name for the initiative (optional).
Description — Optional additional context or constraints for the agent.
Persona — The persona the agent adopts while working on this initiative (optional).
Knowledge — A multi-select over your knowledge base (skills, antipatterns, entities). Selected items are injected into the requests the agent makes while planning and executing this initiative, so it works with exactly the knowledge you choose (optional).
Priority — A number from 1 up to the maximum set for your user account (1 by default). When several users' work competes for LLM capacity, higher-priority initiatives are served first. The allowed maximum is set per user by an admin — see User Management.

The dialog also contains two collapsible sections:

Phases section — The initiative's ordered sub-goals. At least one phase is required, and every phase needs a goal — the create button stays disabled otherwise. See Phases for details.
Schedule section — For setting the initiative to run on a recurring basis. See Scheduled Initiatives for details.

When editing an existing initiative, the dialog is pre-filled with its current values so you can review and adjust anything before saving.