Document Editor

A live collaborative document surface where agents write, structure, and enrich content as you watch

What it is

The Document Editor is a full-featured rich text editor built into the Opulent Workbench. Unlike a chat window where the agent produces blocks of text you copy elsewhere, the Document panel is a persistent, live document that the agent writes directly into — and that you can edit simultaneously.

The result is a real deliverable, not a chat response: a formatted, embeddable, exportable document that combines the agent's research and writing with your edits, all in one place.

Quick Start

Draft a Document

"Write a technical proposal for migrating our infrastructure to Convex.
Include: executive summary, current state, proposed architecture, migration plan,
risks, and cost estimate. Open in the Document panel."

Research and Write

"Research the top 5 enterprise CRM platforms. Write a structured evaluation
covering: pricing, features, integrations, G2 ratings, and our team's
likely fit with each. Format as a decision document."

Collaborative Draft

"Draft an outbound email sequence for our new enterprise tier.
5 emails: cold intro, value add, case study, direct ask, break-up email.
I'll edit each one — write them all in the Document panel."

Rich Content Support

The Document Editor supports full rich text formatting plus embedded media — far beyond what a chat window can produce.

Text Formatting

Headings (H1–H3)
Bold, italic, inline code
Bullet lists and numbered lists
Blockquotes
Horizontal dividers
Links

Embedded Media

Images — Uploaded files or AI-generated images inline
Audio — Playable audio player embedded in the document
Video — Embedded video with controls
YouTube — Any YouTube URL rendered as an inline player
Code Blocks — Syntax-highlighted code in any language

Structured Content

Tables — Created and populated by the agent or manually
Task Lists — Checkable to-do items with completion state
Callouts / Blockquotes — Highlighted information blocks

How Agents Write to the Document

Agents use dedicated document tools to write content:

Append — Add content to the end of the document
Insert — Place content at a specific position
Replace — Update a specific section
Insert Media — Embed images, audio, video, or YouTube at a position

You watch the document populate in real time as the agent works.

Common Uses

Business Documents

Proposals and RFPs
SOW and contracts (draft)
Strategic memos
Board updates

Research & Reports

Market analysis reports
Competitive landscape documents
Industry research summaries
Due diligence documents

Content Production

Blog posts and articles
Product documentation
Email sequences
Landing page copy

Internal Operations

Meeting notes and action items
Standard operating procedures
Project retrospectives
Onboarding guides

Combining with Other Features

The Document Editor is most powerful when combined with Opulent's other capabilities:

Document + Data Analysis

"Query our Stripe data for Q4 churn analysis. Write a narrative report
with the findings, embed the key metrics as a table, and add a line chart
of churn rate over time — all in the Document panel."

Document + Research

"Research the regulatory landscape for AI in financial services across
the US, EU, and UK. Write a 2,000-word structured report with citations,
a jurisdiction comparison table, and a summary of key compliance requirements."

Document + Slides

"Write a detailed research document on the future of enterprise AI adoption.
Once complete, use it as the source material to create a 12-slide presentation
covering the same findings in a deck format."

Document + Audio

"Write a product overview document. Then generate an audio narration of the
executive summary and embed it at the top of the document so stakeholders
can listen before reading."

Editing and Iterating

The Document Editor is bidirectional — you edit the content, and the agent can continue from where you left off.

"The section on competitive positioning needs more depth. Expand it with
specific examples from our last 3 competitive deals."

"Rewrite the executive summary to be more concise — 3 sentences max."

"Add a new section after 'Implementation Plan' covering risk mitigation."

The agent reads the current document state before making changes, so its edits are always context-aware.

Export

Export documents in multiple formats:

Format	Notes
Markdown	Full fidelity, including tables and code blocks
HTML	Self-contained file with inline styles
Plain Text	Clean text without formatting

Click the Export button in the Document panel toolbar.

Tips

Give the agent a structure to follow. Specifying sections upfront produces better results than letting the agent decide:

✅ "Include: Executive Summary, Problem Statement, Proposed Solution, Timeline, Budget"
❌ "Write a proposal"

Use the Document panel for anything you'll share. The panel produces a real deliverable — not a chat blob to copy-paste.

Edit inline, then ask for refinements. Make quick edits yourself for small changes. For larger restructuring, ask the agent.

Combine with web research for grounded documents. For any research-heavy doc, the agent searches, synthesizes, and writes — fully cited.

Common Questions

Can multiple people edit the document simultaneously? Real-time multiplayer editing is on the roadmap. Currently, one editor at a time.

Does the agent see my edits when I make changes? Yes. When you send a follow-up message, the agent reads the current document state — including your edits.

Can I use the Document panel without an agent? Yes. The Document panel functions as a standalone editor. The agent is optional.

Is there a document length limit? No hard limit. Documents of 10,000+ words are supported.

Can I embed documents from the panel into other outputs? Yes. Document content can be referenced in slide creation, email generation, and other downstream tasks.