This article covers how to create and configure Agents, manage their settings, and monitor their activity.

👉 Start with AI Agents: Overview for an introduction to what Agents are, how they differ from the AI Assistant, and how to enable them for your organization.

AI Agents are available on Professional and Ultimate subscription plans.

📌 You're one of the first people trying this. AI Agents are available to a limited number of users ahead of a full release. Some features may change before the general release, and if something doesn't work as expected, please report it via support.

Building an Agent

To create an Agent, go to Resourcing > Agents. This is where all your Agents are listed.

To add a new one, click + Agent.

Enter a name, choose an avatar, and describe what you need the Agent to do. Then click Create Agent.

The AI Assistant will generate the Agent based on your description, assign it a permission set, and set up any triggers it can. Depending on your prompt, it may ask follow-up questions to complete the setup.

📌 You can also open the AI Assistant directly and ask it to help you create an Agent.

Managing Agents

You can view and manage all your Agents from the Agents list.

Adjust the view by adding fields and applying filters the same way you would in other list views in Productive.

Click on any Agent to open its profile. The profile is organized into three tabs: Info, Activity, and Projects.

Info Tab

The Info tab contains the Agent's details, instructions, triggers, and tools.

Agent Details

Permission set — Determines what the Agent can see and do, the same way permissions work for users. You can assign a standard or custom permission set.
Manager — The person responsible for the Agent, usually its creator. Used for the organizational chart and any agent-related approval flows.

Instructions

Instructions define how the Agent behaves, what rules it follows, what it focuses on, and how it handles specific situations.

The Agent's initial instructions are written by the Assistant during setup. You can edit them manually here at any time, or update them by prompting the Assistant directly.

Triggers

Triggers define when the Agent runs automatically, without the need to start it manually.

To create a new trigger, click + Trigger.

You can set a daily, weekly, or monthly schedule and add specific instructions for each run.

To run a trigger manually, open the three-dot menu next to it and select Run Now.

Tools

What the Agent can access and do is determined by its permission set. To change its capabilities, update the permission set assigned to it.

👉 Learn more in Assigning and Understanding User Permission Sets.

Activity Tab

The Activity tab shows what the Agent has been doing. It's split into three sections:

Work Log - A chronological record of all actions the Agent has taken in Productive.
Feed - Changes and updates related to the Agent's profile and settings.

Use this to stay informed about what the Agent is doing and review its activity history at any time.

Projects Tab

Shows the projects the Agent has been added to as a member. You can also add the Agent to additional projects directly from this tab.

Sharing Agents

By default, Agents are private — only you can see and use them. To make an Agent available to others, click Share on the Agent's profile and select the users you want to share it with.

When sharing, you can choose an access type for each user:

Can view — the user can see and use the Agent
Full access — the user can see, use, and edit the Agent's settings

Additional Options

Click the three-dot menu on the Agent's profile to access additional actions:

From here, you can:

Edit profile - Update the Agent's name and avatar.
Deactivate - Turns the Agent off. To reactivate a deactivated Agent, filter the Agents list to show deactivated Agents, then open the three-dot menu and select Activate.