After installing the plugin and configuring the ZAI service, log in to Sanplex to use the Agent plugin features described below.

I. Global Agent Button

A global Agent button is displayed in the lower-right corner of the Sanplex interface. This button serves as the general entry for Agent conversations. Click it to open the Agent chat panel and interact with a large model by entering text.

In addition, Sanplex intelligently prompts available Agent features above the button. Click a prompt to use the corresponding feature.

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II. Agent Chat

Click the global Agent button to open the general Agent chat panel. In this panel, you can view all historical conversations and create new ones. After selecting a conversation, you can view messages on the right and chat with the model.

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1. Conversation List

The general Agent chat panel is split into two columns: the conversation list on the left and conversation details on the right. Conversations are sorted by creation time, with the most recent at the top. Conversations are grouped by time periods and can be collapsed or expanded as needed.

Click a conversation name in the list to view its messages on the right and continue chatting.

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2. Search Conversations

Enter keywords in the search box above the conversation list to search by conversation title.

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3. Create a New Conversation

Click New Conversation above the list to create and select a new conversation. Then use the conversation detail panel on the right to chat with the model.

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4. Select a Model

After creating a conversation, click the model selector below the message input box, choose the model to use, and then send your message.

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Note: Currently, switching models within the same conversation is not supported.

5. Delete a Conversation

Click More on the right side of a conversation item and select Delete to remove the conversation from history.

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III. Conversation Context

During Agent chat, you can quickly add external data as context. This data may come from the current page or from vectorized data, such as current page content or Sanplex documents.

1. Add Context

To use conversation context, when creating a conversation click the @ button above the message input box. In the context selection panel, choose the context type you want to add.

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You can also reference context directly in the conversation using @ContextName, without opening the selection panel. For example, to ask the Agent about the current page content, enter @Current Page; to reference a specific requirement, use @Requirement#ID.

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Some context types are available only on specific pages. For example, @Current Document requires that you open a specific Sanplex document page first.

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2. Supported Context Types

The Sanplex Agent plugin supports the following context types:

• @Current Page: Text content of the current Sanplex page
• @Selected Content: Currently selected content on the page
• @Clipboard: Clipboard content (currently text only)
• @Current Document: When viewing a specific document, use the document content as context
• @Sanplex: All vectorized object-type data, including requirements, bugs, documents, and more
• @Sanplex Object Type: Data of a specific object type in vectorization, for example @Bug to include all bug data
• @Sanplex Object#XXX: A specific object in vectorization, for example @Requirement#123 to include the requirement with ID 123

3. Context Limitations

Currently, context has the following limitations:

• Context based on Sanplex data vectorization uses the data from the last synchronization and does not update in real time.
• Sanplex data vectorization does not currently support permission control. A standard user may access documents, requirements, and other data in conversations even if they do not have permission in Sanplex. If your organization has strict data access requirements, data vectorization is not recommended.
• Context content is loaded when the conversation is created (the first message is sent). In subsequent messages within the same conversation, the context will not be refreshed. Previously added context cannot be removed, and new context cannot be added afterward.
• Context increases token usage.

Sanplex will continue improving these limitations to provide a better context experience.

IV. Agent Requirement Review

The Sanplex Agent plugin provides Agent Requirement Review, which supports automatically reviewing requirements in Sanplex. Currently, this feature is available only on the requirement detail page. After opening a requirement, an Agent Review button appears in the upper-right corner of the requirement description. Click it to use the feature.

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Review results are displayed in a temporary panel in the upper-right corner of the page.

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After entering a requirement detail page, Sanplex will also show a smart prompt above the global Agent button (for example, Requirement Review). Click it to use the same feature.

Currently, Agent Requirement Review provides a summary of findings, key priority improvements, and secondary optimization suggestions. After editing the requirement, you can run the review again to obtain updated suggestions. Sanplex will enhance this feature in future releases to provide stronger interactive review capabilities.

V. Actions on Selected Content

1. Translate

The Sanplex Agent plugin provides Translate. Select text on a page, and a Translate shortcut will appear above the global Agent button. Click it to open a panel in the upper-right corner showing the translation result.

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2. Summarize

The Sanplex Agent plugin provides Summarize. The operation is the same as Translate: select content, then click the Summarize shortcut above the global Agent button to view the summary result in a panel in the upper-right corner of the page.