AI Agents

status alpha (ai pro) ai agents are autonomous ai assistants that can be configured to take actions within charthop on behalf of your organization rather than simply answering questions, agents can be given a specific identity, set of instructions, and a defined scope of permissions — enabling them to perform multi step tasks, answer questions using live org data, and execute automated workflows agents are managed from admin > agents enabling ai agents navigate to admin > ai ensure ai features is toggled on in the ai pro section, toggle on ai agents click save settings once enabled, a default agent selector appears, letting you choose which agent users see by default when they open the ai chat create agent creating an agent agents are created from admin > agents using the new agent button the create/edit dialog contains the following fields identity field description name a unique internal identifier for the agent (required) used in urls and api references title the display name shown to users (required) short summary a one line description of what the agent does (required) shown in agent listings image an optional avatar image for the agent tags comma separated tags to help categorize or filter agents description a rich text longer description of the agent's purpose, shown on the agent's detail page behavior field description personality defines the agent's tone, communication style, and persona (required) for example "you are a friendly, concise hr assistant who specializes in compensation questions " knowledge background information the agent should have — facts about the organization, common terminology, or domain specific context it should apply when answering questions instructions step by step or rule based directives that tell the agent how to behave, what workflows to follow, and what actions to take in specific situations this is the primary way to define the agent's operational behavior guardrails constraints on what the agent should not do use this to prevent the agent from discussing off topic subjects, making certain kinds of recommendations, or overstepping its intended scope enable memory when toggled on, the agent will remember context from previous conversations with each user see ai memory https //docs charthop com/ai memory for more detail slack configuration agents can optionally be connected to a slack workspace, allowing the agent to be messaged directly in slack the following credentials from your slack app configuration are required field description slack app id the unique identifier for your slack app (e g a012345678 ) found in your slack app's basic information page slack client id the oauth client id for your slack app slack client secret the oauth client secret stored securely and not displayed after saving slack signing secret used to verify that incoming requests come from slack stored securely after saving, the agent must be connected to a slack workspace from the messaging tab (see below) managing an agent once created and installed, the agent detail page has four tabs configure , tools & permissions , actions , and messaging share sharing an agent installed agents can be shared with other users in your organization using the sharing controls in the agent header you can grant access to specific users or groups set the agent's sensitivity level (org wide or high sensitivity) to control who can view and interact with it sharing is managed via the standard charthop sharing interface on the agent detail page configure configure tab the configure tab lets you adjust the agent's core behavioral settings after creation these fields mirror the behavior fields from the create dialog, and can be edited inline field description instructions the agent's operational directives edit to refine how the agent responds and what tasks it performs personality the agent's tone and communication style guardrails constraints on what the agent should avoid doing or saying resources one or more charthop resource pages (from the resources section) that the agent should use as a knowledge base attaching resources gives the agent grounded, org specific context to draw from when answering questions enable memory toggle to enable or disable cross session memory for this agent note on overrides if an agent is installed to your org from an external source, the configure tab shows the effective configuration — which may be a combination of the app level defaults and any org level overrides you have set permissions & approvals permissions & approvals tab this tab controls what the agent is allowed to do within charthop — its identity in the system, who oversees it, and which actions it can take autonomously field description role the charthop role assigned to this agent this determines what data the agent can read and what changes it is permitted to make choose the minimum role required for the agent's intended tasks manager an optional job in the org chart designated as the agent's "manager" — the person responsible for overseeing and approving the agent's actions autonomous actions a list of policy rules defining which actions the agent is permitted to take without requiring human approval each rule specifies a type of action (e g reading a field, creating a record) and the scope it applies to actions not covered by these rules will require approval before execution approval guidelines free text instructions that help the agent understand how to seek approval when it needs to take an action outside its autonomous permissions for example "when uncertain, always message the manager for approval before proceeding " messaging messaging tab the messaging tab shows the agent's slack integration status and connection details section description slack config displays the slack app id and client id configured for this agent a link to the app's settings page on api slack com is provided if an app id is set connection status shows whether the agent is currently connected or not connected to a slack workspace connection details when connected, displays the slack team id and bot user id for the active connection connect / reconnect an oauth button to initiate or re authorize the slack connection for this agent the messaging tab is only shown after the agent has been installed slack credentials must first be added via the create/edit dialog before a connection can be established memories tab the memories tab shows the list of memories that have been saved to the agent, who made the change, how important it is scored, and when the memory was created selecting a memory allows you to delete it automation actions automated actions tab the actions tab shows all charthop actions that have been associated with this agent these are automated workflows the agent can trigger as part of its responses each action in the list shows active toggle — enable or disable the action without deleting it description — a link to the action's detail/edit view trigger — the event or schedule that fires the action run as — the user identity under which the action executes last updated — when the action was last modified from this tab you can create new actions, edit existing ones, duplicate an action, run an action manually for testing, or delete actions actions associated with an agent are scoped to that agent and appear here for easy management they can also be managed from admin > actions activity log tab the activity log shows all the activity related to the agent in reverse chronological order ai agents is an alpha feature and is subject to change access is limited to organizations with ai pro enabled