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

# Working with the Kodexa Agent

> Use the Kodexa Agent inside the project workspace to discuss, inspect, and modify your project's metadata in natural language.

The Kodexa Agent is an AI companion that lives inside the project workspace. You talk to it in a chat pane, and it can read your project's context, propose changes to your resources, drive the workspace UI, and bind shared resources from your organization into the current project.

<Info>
  This section is about the Kodexa Agent **running inside the Kodexa UI**. If you author metadata locally in a Git repository, see [Working with Claude Code](/guides/claude-code/index) instead. The two surfaces are complementary — the same skills power both.
</Info>

## In-UI Agent Or Git-Backed Workflow

Both surfaces let you author Kodexa resources with AI. They differ in where the work happens, what gets touched, and how changes land.

|                  | Kodexa Agent (in-UI)                                             | Claude Code (CLI + Git)                              |
| ---------------- | ---------------------------------------------------------------- | ---------------------------------------------------- |
| Where you work   | Project workspace chat pane                                      | Local terminal + editor                              |
| Source of truth  | The Kodexa platform                                              | A Git repository                                     |
| Scope            | One project at a time                                            | Any resource in the repo                             |
| How changes land | Drafts in the editor, then **Save**                              | File edits, then `kdx sync push`                     |
| Review           | Visual diff in the resource editor                               | `git diff` and pull request                          |
| Best for         | Day-to-day project work, fast iteration, talking through context | Versioned configuration, multi-environment promotion |

You can use both. Many teams iterate in the workspace with the agent, then sync to Git when the project's shape stabilizes.

## What The Agent Does

```mermaid theme={null}
flowchart LR
  User["You"] -->|chat| Pane["Workspace chat pane"]
  Pane -->|message + context| Agent["Kodexa Agent runtime"]
  Agent -->|read| Resources["Project resources"]
  Agent -->|draft| Drafts["Resource drafts<br/>(in your browser session)"]
  Drafts -->|review + Save| Resources
  Agent -->|UI commands| Pane
```

A typical interaction:

1. You ask the agent something in natural language ("add an `invoice_number` taxon to the Invoice taxonomy").
2. The agent inspects the project, drafts the change, and opens the relevant resource editor with the proposed edit.
3. You review the diff in the editor, tweak if needed, and click **Save** to commit. Nothing persists until you save.

## Pages In This Section

<CardGroup cols={2}>
  <Card title="Get started" icon="play" href="/guides/kodexa-agent/getting-started">
    Find the chat pane, send your first message, and see what the agent already knows.
  </Card>

  <Card title="Configure the companion" icon="sliders" href="/guides/kodexa-agent/configuring-the-companion">
    Pick a runtime, write a custom prompt, and bind modules in Project Settings.
  </Card>

  <Card title="Channels and context" icon="comments" href="/guides/kodexa-agent/channels-and-context">
    Task, project, and admin channels — what the agent knows in each.
  </Card>

  <Card title="Manage project resources" icon="pen-to-square" href="/guides/kodexa-agent/managing-project-resources">
    Ask the agent to author taxonomies, forms, plans, task templates, and bridges.
  </Card>

  <Card title="Discover and bind" icon="link" href="/guides/kodexa-agent/discovery-and-binding">
    Find shared resources in your org and attach them to the current project.
  </Card>

  <Card title="Work with tasks" icon="list-check" href="/guides/kodexa-agent/working-with-tasks">
    Per-task conversations and task-aware context.
  </Card>

  <Card title="UI interactions" icon="window" href="/guides/kodexa-agent/ui-interactions">
    Option buttons, document opens, focused attributes, and notifications.
  </Card>

  <Card title="Troubleshooting" icon="circle-question" href="/guides/kodexa-agent/troubleshooting">
    Common issues and how to recover.
  </Card>
</CardGroup>