This article covers how to create an Agent and what it needs access to before it can start working.
đ 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 the Ultimate subscription plan.
Agent Access and Data
Agents only have access to objects that have been explicitly shared with them; projects, budgets, deals, and other records must be shared with the agent directly for it to work with them.
This applies whether the agent is running on a schedule or being used through the AI Assistant.
Starting a conversation with an agent does not grant it access to your data â it can only see and act on what has been shared with it.
đ If an agent isn't performing as expected, check what's been shared with it. Missing access to a project or record is the most common reason an agent can't complete its task.
đ To add an Agent to projects, see the Projects tab in Managing AI Agents.
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.
By default, only users with the Admin, Profitability Manager, or Manager permission set can create and manage Agents. Other users can view and interact with them.
If your organization uses custom permission sets, enable the following permissions to grant access to Agents:
View AI agents
Allows the user to see Agents in Resourcing > Agents. Requires the View AI Assistant permission.Add, edit, and delete AI agents
Allows the user to create and manage Agents.
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.
đ You can also open the AI Assistant directly and ask it to help you create an Agent.
Once the Agent is created, it starts with a copy of your permissions by default, so it can begin working right away.
đ Once your Agent is created, see Managing AI Agents to fine-tune its instructions, triggers, and permissions, and to share it with others. Then head to Working With AI Agents to put it to work.