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Quick guides for frequently performed tasks in the Kubiya web interface.

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Start a Conversation with the Meta Agent

Goal: Ask the Meta Agent a question or execute a task.

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Using the Compose Workspace

  1. Click Compose in the sidebar
  2. Type your request in the input bar
  3. Press Enter to send
  4. View the response with tool calls and results

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Using the Quick Panel

  1. Press Cmd+J (Mac) or Ctrl+J (Windows/Linux)
  2. Type your question
  3. Press Enter
  4. Review the response

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Create and Execute a Task

Goal: Run a task using an agent or team.
  1. Open the Compose Workspace
  2. Ask the Meta Agent: 
    "Execute the DevOps agent to check Kubernetes pod health"
  3. The agent creates and runs the task
  4. View progress in the Task Kanban
Alternative via Task Kanban:
  1. Go to Task Kanban in the sidebar
  2. Click + Create Task
  3. Select an agent or team
  4. Enter your request
  5. Click Create

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Add a Cloud Connector

Goal: Connect an AWS account to the Context Graph.
  1. Click Connectors in the sidebar
  2. Click + Add Connector
  3. Select Amazon Web Services
  4. Enter configuration:
    • Account ID: 123456789012
    • Region: us-east-1
    • Role ARN: arn:aws:iam::123456789012:role/KubiyaReadRole
  5. Click Connect
  6. Wait for initial sync to complete
Ensure the IAM role exists and has the required permissions before connecting.

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Ingest Data to Context Graph

Goal: Add a new data source to populate the knowledge graph.
  1. Navigate to Context Graph > Sources under DATA INGESTION
  2. Click + Add Source
  3. Select the source type (AWS, GitHub, etc.)
  4. Configure connection details
  5. Set sync schedule
  6. Click Connect
  7. Monitor the Activity tab for sync progress

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Generate an API Key

Goal: Create an API key for SDK or CLI authentication.
  1. Go to Settings (user menu > Settings)
  2. Navigate to API Keys
  3. Click + Generate New Key
  4. Enter a name: “My CLI Key”
  5. Set optional expiration
  6. Click Generate
  7. Copy the key immediately (shown only once)

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Switch Control Planes

Goal: Change to a different control plane (if you have multiple).
  1. Click the Control Plane selector in the header (shows current control plane name)
  2. Select a different control plane from the dropdown
  3. The interface reloads with the new control plane’s resources

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Filter Executions on Kanban

Goal: Find specific tasks on the Kanban board.
  1. Go to Task Kanban
  2. Use the search bar to search by task name or ID
  3. Click filter dropdowns to narrow by:
    • Triggers: Manual, Scheduled, Webhook, etc.
    • Agents/Teams: Select specific agents
    • Statuses: Filter by column
  4. View filtered results

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View Task Details

Goal: Inspect a specific task execution.
  1. Go to Task Kanban
  2. Find the task card
  3. Click the card to open details
  4. Review:
    • Full conversation
    • Tool calls and results
    • Error messages (if failed)
    • Timestamps and metadata

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Create a Background Job

Goal: Schedule a recurring task.
  1. Go to Background Jobs in the sidebar
  2. Click + Create Job
  3. Configure:
    • Name and description
    • Agent or team to execute
    • Schedule (cron expression or interval)
    • Initial message/instruction
  4. Click Create
  5. The job appears in the job list

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Explore Your Infrastructure

Goal: Discover resources in your Context Graph.

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Using Natural Language

  1. Press Cmd+J to open Meta Agent
  2. Ask: 
    "Show me all EC2 instances in production"
  3. Review the results

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Using the Graph Explorer

  1. Go to Context Graph > Explorer
  2. Filter by data source (e.g., AWS)
  3. Filter by entity type (e.g., EC2Instance)
  4. Click nodes to see details
  5. Follow relationships to connected resources

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Using Cypher Queries

  1. Go to Context Graph > Queries
  2. Enter a query: 
    MATCH (n:EC2Instance)
WHERE n.environment = 'production'
RETURN n.name, n.instance_id
LIMIT 20
  3. Click Execute
  4. Review results in the table
Goal: Find any resource quickly.
  1. Press Cmd+K (Mac) or Ctrl+K (Windows/Linux)
  2. Type what you’re looking for:
    • Page name: “Task Kanban”
    • Resource: “DevOps agent”
    • Setting: “API Keys”
  3. Select from results
  4. Navigate directly

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Check Agent Capabilities

Goal: See what an agent can do.
  1. Ask the Meta Agent: 
    "What capabilities does the Security agent have?"
    Or:
  2. Go to Agents in the sidebar
  3. Find the agent card
  4. View listed skills and configuration
  5. Click Configure for full details