Guided walkthrough
Tutorial 4: Set up an AI agent
An agent handles routine work on a schedule while every change still passes through a human.
Audience: Owner, admin
Walkthrough video
Tutorial 4: Set up an AI agent video
A focused walkthrough video so managers can train on this workflow without reading the full guide first.
Training steps
Run these in a test workspace, then repeat them with the manager or operator who owns the workflow.
- 1Open Agents and create an agent — give it a name, a persona, and instructions describing its job.
- 2Pick a model and set a monthly budget so spend stays predictable.
- 3Grant access per module — choose exactly what it may read, and what it may propose changes to.
- 4Chat with it for a one-off question, or create a scheduled task that runs on a cron.
- 5Leave it in Ask mode so every change is a proposal, and approve or reject each one in the agent inbox.
Success criteria
You're done when…
An agent handles routine work on a schedule while every change still passes through a human.