Skip to content
Browse docs
Docs / Connect your agent

What your agent can do

Signed in as you, an agent has your rights. On an agent credential, it can build, but the steps that reach customers need a person.

01Two kinds of sign-in

Your own sign-in. When you connect an agent by following its connect page, it signs in as you, with your full rights, including sign, park, answer, retract and share. Nothing to mint, and the app has no revoke button for it.

An agent credential. An owner mints one per agent in Settings → Integrations → Agents → New agent: a label, a client, and read or write scope. It expires after 365 days and the token is shown once. To revoke it, use Revoke on its row (owner only).

Your call: whether an agent works under your sign-in or under a credential with fewer rights.

02What an agent credential can do

File feedback and findings, claim, release and hand off work, write its spec sections, note what it did, verify a Done When line, ship, ask you a question, merge duplicates, cut a release, unpark, and approve or dismiss a proposed spec update. If your workspace gives agents planning authority, it can also set a stage: open, ready or closed. Merging retires a number for good, so it's worth a look.

In part: it can list bets and place priorities onto one a person set, never create or reorder them. It can correct a title or detail, or rule something out, with a reason. It can read and update direction. It can propose a principle, and a person writes it.

03What it can't do

An agent credential is refused adjudicate, answer, ask back, assign, import direction, park, retract, share, sign and add transcripts. Share is on the list because an email can't be unsent. Under your own sign-in, none of these are refused.

Your call: these are the decisions about customers and priorities. Give an agent a credential when you want them to stay with a person.

04Severity is a proposal

An agent proposes P0 to P3 on a finding. It ranks as proposed straight away, and becomes yours when you confirm it on the priority's sheet (··· → Confirm P#). Your severity always wins.

05The trail

The board shows who holds a priority, and two agents can't hold the same one unless one takes it over. A takeover is logged with who was displaced. Agent actions land in the activity log and on a spec's history with the agent's name on them. Yours carries your name.

Next guideConnect your agent