Can an agent change my data without asking me?

It acts under its own identity, with its own role. Its rights are neither yours nor a subset of yours: set them for what it has to do.

Why does the agent ask me a question instead of deciding?

Because it is missing something it cannot settle on its own. Answering costs less than fixing a case that went the wrong way.

What your agents can do

An agent does more than answer. It reads your data, searches the web, runs code and asks you questions.

An assistant that only writes text is a better typewriter. The difference is in what it can go and fetch, and in what it can do.

Reading and writing in your workspace

This is the main tool. An agent queries your objects, follows the relations between records, opens the attached documents, and can create or update records.

Always under its own rights, which are not yours. An agent can reach a record you cannot see, and stumble on one you open without trouble. less. A record out of your reach is out of its reach too.

Searching the web

When the answer is not in your workspace, the agent can go and find it online and cite what it found.

Useful for checking public information about a company, tracking down a piece of regulation, or filling in a record with what is public knowledge.

Running code

The agent has an isolated environment where it can run code to process a file, do a heavy calculation or produce a document.

Asking you a question

The last tool is the most important, and it is the one people notice least.

When information is missing, a well-tuned agent stops and asks rather than choosing for you. A question costs thirty seconds; a case built on a wrong assumption costs half a day to undo.

What this means for you

An agent is only as good as the workspace it works in.

Records linked to each other save it from guessing. Documents attached to the right case save it from searching. Permissions set properly save it from offering up what it should not see.

Time spent structuring your workspace is not tidying up: it is what determines the quality of the answers you will get.

Frequently asked questions

Can an agent change my data without asking me?: It acts under its own identity, with its own role. Its rights are neither yours nor a subset of yours: set them for what it has to do.
Why does the agent ask me a question instead of deciding?: Because it is missing something it cannot settle on its own. Answering costs less than fixing a case that went the wrong way.

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Your agents' memory

What your agents remember from one conversation to the next, how that memory is built, and how you stay in control of it.

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