Agents

Let your Assistant and agent teammates work in your business.

What you can do

An agent's menu is the business's own doors, cut to its role, the current policy and the plan's coverage. A door it may not use is not on the menu. A door the plan does not cover is on the menu labelled "needs the … add-on": the agent may try it and reports the purchase it needs. Nothing an agent reads or describes gives it more than the menu holds.

The agent is briefed from the business itself each turn: who the business is, what is installed and set up, which automations are attached, what the plan covers, the types and ready-made features in use and the docs that apply. It reads records through the features' own doors and reports exactly what a receipt said: applied, pending, requirements, or refused.

Some features carry a guide for agents: how to use that feature's tools well. While one of the feature's tools is on an agent's menu, the agent is told in one line that the guide exists; the full guide comes once, with the agent's first look at or use of one of those tools in a piece of work. Switch those tools off for an agent and its guide goes too. A guide is advice, never permission.

Every agent is on the Team page under Agents, the built-in one included. Open an agent to choose what it may use area by area, to switch single tools off, to set how it checks with you, and to pause it. The built-in agent works for whoever is asking and can never do more than they can, so anything you limit there is limited for everyone.

How to set it up

Agents is on when your business starts. If it was turned off, this turns it back on; while it's on, Add feature shows no Agents card.

1. Under the last item in your sidebar, press Add item.
2. Press Add feature.
3. In Search, type Agents.
4. On the Agents card, press Turn on.

Agents is on again. If a window called Turn on Agents opens first, read what it says and press Turn on there.

How to switch off a tool for an agent

You need to be someone who runs the team.

1. In the sidebar, press Settings (the gear next to My Business). Under Business, press Team.
2. Under Agents, press the agent. If the card is closed, press Agents to open it first.
3. Press Choose tools….
4. Type in Search tools to find the tool.
5. Turn its switch off. The agent no longer uses it. The change is saved as soon as you press the switch.
6. Press Done.

An area set to None or Read for this agent still limits it first.

What you can add

• Service agent: A teammate who answers from your business and acts through its doors, asking first before anything consequential

Limits

It never adds a ready-made feature, changes a type or publishes an automation by itself: it prepares, a person accepts. It never claims a result a receipt did not give. It never widens its own authority: every door is rechecked by its owner when called.